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Is It Halfway Between DCG and Voyager?
Alex Moshinsky was the ring leader of all the cesspool that existed, right? And there's some other like strong, I suspect there's a, there's a few other like really strong candidates that are in there. So we'll see to be determined if anything comes from this. Stephen: It seems like there was one party that was at the center of everything that was going on and it was Genesis.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:37 - What's the mastermind's thoughts on FTX and SBF?
10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?
14:37 - What's the group's thoughts on Binance?
15:04 - Why is a risk assessment of counterparts risk so important?
15:04 - Thoughts on liquidity and how to use it to understand volatility limits.
22:30 - An overview of Fixed Income Markets and High Yield Debt.
41:39 - Thoughts on inflation and what it might trend towards in 2023.
58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.
01:15:46 - Is China demand coming back online?
01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?
01:31:05 - What to expect from the price of Bitcoin in 2023.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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