
The Breakdown Markets Wobble After CPI Surprise
Feb 14, 2024
The podcast discusses the surprising CPI numbers and their impact on rate cuts. It explores the market's reaction and the state of the Bitcoin market. It also delves into the progress of crypto and the performance of crypto-related stocks. Additionally, it explores the unique return profile of mining stocks and the increase in Chinese Bitcoin mining in Ethiopia. The podcast also highlights the challenges faced by miners in Kazakhstan and Ethiopia, CZ's delayed sentencing, and Founders Fund's investment in Bitcoin and Ethereum.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Implications of CPI Surprise and Market Reaction
01:50 • 4min
Exploring Crypto's Progress and the Performance of Crypto-Related Stocks
06:00 • 2min
Unique Return Profile of Mining Stocks and Increase in Chinese Bitcoin Mining in Ethiopia
07:56 • 2min
Challenges Faced by Miners in Kazakhstan and Ethiopia, Delay in CZ's Sentencing, and Founders Fund's Crypto Allocation
10:06 • 3min
