Federal Reserve is losing credibility, Insights on the FOMC press conference 3/20/24
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this podcast, I have a little pre-show chat with my Telegram channel talking about Ethereum and general market things, then I get into the FOMC press conference reaction at the 15:30 mark. I react to Jerome Powell's answers to the financial press's questions. He seemed very unsure of himself, did not inspire confidence, and came off as confused. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! Links Full write up and charts...
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Bitcoin and Macro Reality, Plus SLOOS Data is Window Into Shadow Banking - E381
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news Today's episode was recorded on February 8th. Please subscribe on YT or Rumble, links are below. Topics include a look at the macro situation in which we and bitcoin find ourselves, what to expect in the next few months. I also read through the important parts of the SLOOS data, linked below. Enjoy. Links t Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! Links Full write up and charts YouTube: Rumble: Twitter Telegram FREE weekly newsletter ...
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Why AI Needs Bitcoin - E380
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! This is a replay of a fun after Christmas live stream. Topics of discussion were Bitcoin price and some macro charts (see YT and Rumble for video), mempool and ordinal/inscription stats, problems with AI and why it won't takeover, and lastly, I read through and discuss by recent shale oil post. Enjoy. Links Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! Links Full write up and charts YouTube: Rumble: Twitter Telegram FREE...
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Bitcoin ETF: Wall Street vs Globalists
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss Jamie Dimon bashing bitcoin in front of Congress. Implicating his own daughter in crime, drug trafficking and more. Then we cover ETF news, it's getting closer. I dive into my, perhaps, oversimplified theory of the sides in the US power struggle, Wall Street Capitalists vs Marxist Globalists. Lastly, I discuss a misunderstanding of the recent reduction in Fed's reverse repo. Enjoy. Links Thanks for listening. If you are reading this, hit the like and subscribe button in your...
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The Bitcoin Cantillon Effect - E378
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss the current global financial system and why it's doomed to failure. I use a Robert Breedlove tweet as a jumping off point, to discuss government debt and Federal Reserve balance sheet's role in printing money. It is a preshow that happens over on Telegram so check that out if you want to join the community. Enjoy. Links Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! Links Full write up and...
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Bitcoin Spikes plus Tidal Macro Forces - E377
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss bitcoin's recent price action and its relation to other markets. I also spend some time trying to articulate the tidal nature of markets. We have enter a pre-recessionary time, and while prices can fluctuate or seemingly reverse for a period, like a week or two, the trend is still intact toward a recession. Pre-recession includes falling yields, rising stocks and rising safe havens. Imminent-recession period, like the 1 month before the recession officially starts, we will get a...
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Bitcoin as Geopolitical Hedge - E376
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I respond to the claim that bitcoin is not a hedge against geopolitical risk and inflation. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! Links Full write up and charts Read article: YouTube: Rumble: Twitter Telegram FREE weekly newsletter Value 4 Value: Fountain app: Strike: Cash App: --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you...
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Peak Cheap Oil vs Peak Oil Demand - E375
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I react to Luke Gromen's Peak Cheap Oil theory. The basics are that demand will only go up and is price insensitive, adding in an assumption that there is some arbitrary level where oil would be too cheap to pull out of the ground. I'm on the Peak Oil Demand side of the house, where demand will fall due to global recession, deglobalization, falling credit capacity, depopulation, etc. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or...
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Shadow Banking Secrets: Collateral Multiplier - E374
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I discuss collateral re-use and collateral multiplier. Similar to Fractional Reserve Banking, collateral rehypothication creates a hyper-elastic environment for US Treasuries, in good times. In bad times, this behemoth takes time to turn, but when it does collateral chains start to shorten and their is a move into the primary market for US Treasuries. This causes rates to at first look like a dollar shortage and turn into a collateral shortage, a certain period prior to credit events or recession....
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Futures Trading Controls Bitcoin Price?? - E373
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I readthrough my most recent bitcoin industry focused newsletter. Topics include futures trading controlling price, Fed's reverse repo facility declining, the Treasury Department's scheme to buy back their bonds, bitcoin mining news and, of course, price analysis for bitcoin. Enjoy. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! Links Full write up and charts YouTube: Rumble: Twitter Telegram FREE weekly...
info_outlineThis episode is a read through and reaction to Arthur Hayes' recent post about Ethereum's merge from a reflexivity perspective.
A summary of my major gripes can be found in full show notes: https://bitcoinandmarkets.com/e248/