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...
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Does the Fed Really Print Money?? - E372
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I listen to a clip from Lacy Hunt about whether or not the Fed can print money. It is taken as gospel in bitcoin that it can and that the Fed is so all-powerful it alone can destroy or prop up the economy. Of course, that opinion is wrong, the market is in charge. People will fight tooth and nail to keep their bias. Here Lacy Hunt talks about why reserves held at the Fed are not considered money, and that's all the Fed can do. Enjoy. Links Thanks for listening. If you are reading this, hit...
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The Truth About Bitcoin's Security Budget - E371
Bitcoin & Markets
Bitcoin & Markets: Macro, money, geopolitics and news LIKE and COMMENT!! In this episode, I talk about bitcoin's "security budget" and get to the bottom of the persistent fallacy behind ever-decreasing bitcoin security. 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 weekly newsletter Value 4 Value: Fountain app: Strike: Cash App: --- Disclaimer: The content of Bitcoin & Markets shall not be...
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The Dollar Wrecking Ball is Back - FED159
Bitcoin & Markets
FED WATCH: Your alternative bitcoin and macro show LIKE AND COMMENT!! This episode is the first one away from Bitcoin Magazine. The end of an era, but Fed Watch lives on. Today, I talk about the dollar wrecking ball being back, why is it so bad, and what to expect. I tie in the broad dollar breakout and the crashing Chinese yuan (CNY). Then, I speak on the rise in the oil price and what I expect there as well. Lastly, the long-awaited bitcoin accounting rules have been approved. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on...
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BIP300 Debate and Other News, Weekly Bitcoin Update - E369
Bitcoin & Markets
Live streams YouTube: Rumble: Twitter Links and charts: Telegram FREE weekly newsletter Fountain app: LIKE AND COMMENT!! In this episode, I readthrough this week's Bitcoin Fundamentals Report. Check out the Live stream if you missed it. Main topics are flat price action, bitcoin's energy efficiency, the BIP 300 debate breakdown, price analysis, mining news, and Liquid open sourcing their code. Enjoy. Links --- Got value from the show? Support directly! Strike: Cash App: --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial...
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Happy New Year! In today's episode, I read through a couple tweet threads about bitcoin and macro. The first is from Alistair Milne talking about halving cycles and 2023, along with some big predictions for the new year. The second thread, is by Stack Hodler and talks about the epic December that the Bank of Japan has had. They did a record amount of asset purchases this month, despite raising the yield curve control ceiling. I read through both these threads and give you my unique reaction and perspective. Enjoy.
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Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research.
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