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.
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