Bitcoin's Future and Market Dynamics | 8min snip from We Study Billionaires

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BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

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CHAPTER

Bitcoin's Future and Market Dynamics

This chapter discusses the future of Bitcoin in relation to the equity market, exploring potential short-term movements and the complexities of Grayscale Bitcoin Trust. It highlights the challenges faced by key financial institutions, systemic risks in the crypto space, and ongoing liquidity issues affecting companies like Gemini.

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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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Joe Carlasare's Twitter.
Steven McClurg's Twitter.
Jeff Ross's Twitter.
Joe's legal practice.
Steven's Valkyrie Investments.
Jeff's Investment Management Fund: Vailshire Capital.
Related Episode: Listen to Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross - BTC078 or watch the video.
Related Episode: Listen to Bitcoin Round Table w/ Joe Carlasare, Jeff Ross, and Jay Gould - BTC070 or watch the video.
Related Episode: Listen to FED Policy, Bitcoin ETFs, & Euro Dollar Impacts w/ Steven McClurg – BTC088 or watch the video.

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