Citadel Dispatch

CD94: Bank Crisis and Bitcoin with Jesse Myers

Mar 15, 2023
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Episode notes
1
Introduction
00:00 • 4min
2
Bitcoin Park
04:09 • 3min
3
The Bank Run on Silvergate
07:25 • 2min
4
What's the Difference Between Silicon Valley Bank and FTX?
09:12 • 2min
5
Cryptocurrency - What They Screwed Up
11:16 • 1min
6
Bonds Sell for a Lot for Less, Right?
12:46 • 2min
7
The Fed Can't Raise Rates, Right?
14:20 • 3min
8
The Fed Shouldn't Be Raising Rates for the First 12 Months
17:25 • 3min
9
The Nature of the Crypto Market Is One That Reacts More Quickly
19:56 • 2min
10
Cryptocurrency Crisis Moments
21:39 • 2min
11
What's Going on With Signature Bank Backstopping?
23:19 • 3min
12
What's Happened With First Republic?
26:29 • 2min
13
Credit Suisse CreditDefault Swaps
28:01 • 2min
14
What's Going on in the Markets?
29:40 • 3min
15
The COVID Pandemic and the Bank Run
32:48 • 3min
16
The Global Banking Crisis
35:55 • 3min
17
Social Media Risk in Silicon Valley Bank
38:48 • 2min
18
Cryptocurrency Markets Have Learned More About Risks Than the Traditional Economy
40:29 • 3min
19
The Wisdom of People Who Have Learned in This Market
43:31 • 2min
20
Investing in a Bond
45:11 • 4min
21
Can You Afford a Million Dollar Mortgage?
48:53 • 2min
22
Is It That Crazy to Lock in a 6% 30 Year Fixed Mortgage?
50:46 • 3min
23
Is There Still Paper Bitcoin?
53:20 • 3min
24
Is Bitcoin a Ponzi Scheme?
55:53 • 2min
25
Will BlockFi and FTX Make It?
57:54 • 2min
26
How Much Do Newbies Learn From the Lessons of Gox?
59:52 • 2min
27
The FED Steps Into Backstop USDC
01:01:22 • 2min
28
DeFi Bailout - Bitcoin's Only Stable Coin
01:03:03 • 3min
29
Cryptocurrency Is Anti-Fragile
01:05:50 • 4min
30
Is Caitlin's Bitcoin a Good Business Model?
01:09:30 • 2min
31
Caitlin, I'm Not Rooting for Her to Fail, I Just Am.
01:11:34 • 2min
32
Is Bitcoin the Best Savings Vehicle Ever?
01:13:35 • 3min
33
Is Bitcoin a Proof of Stake or Proof of Work?
01:16:08 • 2min
34
Is Satoshi a Bitcoin Miner?
01:18:02 • 2min
35
Is Satoshi a Central Point of Failure?
01:20:23 • 2min
36
Is There a Man Who Can't Be Pointed To?
01:21:56 • 2min
37
What's Crazy About Satoshi?
01:23:42 • 2min
38
Bitcoin - I'm Not Going to Be Able to Get Off Zero
01:25:25 • 2min
39
Are the Corporate Accounts Coming to Bitcoin?
01:27:33 • 3min
40
The Sailor's School of Thought
01:30:59 • 2min
41
Bitcoin
01:33:26 • 2min
42
Is the ECB Going to Keep Raising Rates?
01:34:57 • 3min
43
Fed Futures Market - Is the Pivotal Here?
01:37:36 • 2min
44
Inflation Could Run Hotter Than Interest Rates, Right?
01:39:21 • 2min
45
The Fed Owns All That Debt Monetarization
01:40:54 • 3min
46
The Dollar Milkshake Theory Theory
01:43:33 • 2min
47
Bitcoin - All Roads Lead to Bitcoin
01:45:11 • 2min
48
The Frustrations of Bitcoin
01:47:31 • 3min