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Introduction
Preston Pish, Jeff Ross and Joe Carla-Sari join Stephen McClure for the first quarter Mastermind discussion. We cover all sorts of current events that are unfolding, such as the DCG Genesis and GBTC Trust, Gemini, Binance, Treasury markets around the world,. The impact that they potentially have on the Bitcoin cycle, risk assets, legal battles, and much, much more.
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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