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SLP332 Vijay Boyapati - The Bearish Case for Bitcoin

Stephan Livera Podcast

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Is the Bit Coin Bond a Good Option?

Bitcoin is now a macro asset, it has reached macro scale. And i think it's vulnerable to federal reserve policy changes. If the fed meaningfully tightens monetary policy, i think thay could have a big impact on the price. Some people are saying right now, there's all this inflation around, why did bitcoin dropd my answer to that is that markets aren't present looking. Theyre trying to anticipate what's happening in the future. The Federal Reserve has painted themselves into a corner by putting interest rates out of their comfort zone. Are we heading for an 80% drawdown? I don't know if you can call yourself a new coiner and live through multiple 80 %

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