We Study Billionaires - The Investor’s Podcast Network BTC154: Bitcoin and Macro Mastermind Q4 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)
16 snips
Oct 31, 2023 
In a riveting discussion, Joe Carlasare, a legal expert in cryptocurrency, Jeff Ross, an investment professional, and Steven McClurg from Valkyrie tackle the future of Bitcoin amidst macroeconomic shifts. They delve into the impact of potential Bitcoin ETF approvals and the dynamics of the treasury market. Topics like rising interest rates and historical economic parallels add depth to their insights. With a mix of humor and serious analysis, they explore what drives the current Bitcoin bull market and how regulatory changes could shape investor behavior.
AI Snips
Chapters
Transcript
Episode notes
The Bitcoin ETF Drama
- CoinDesk falsely reported a Bitcoin ETF approval, causing market frenzy.
- The DTCC website listing and delisting an ETF ticker fueled further speculation.
Bitcoin ETF Approval
- Actual Bitcoin ETF approval is likely a matter of when, not if, given recent legal and regulatory developments.
- The SEC aims to set a clear precedent to avoid a flood of other cryptocurrency ETF filings.
Treasury and Liquidity
- The Treasury has relied on bill issuance to fund the government, impacting liquidity.
- This strategy's exhaustion might force the Fed to intervene, potentially triggering QE.