We Study Billionaires - The Investor’s Podcast Network BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
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Jan 11, 2023 
Join experts Joe Carlasare, a legal authority on digital asset disputes, Steven McClurg from Valkyrie Investments, and investment manager Jeff Ross as they dive into the complexities of cryptocurrency. They tackle the fallout from the FTX scandal, dissect the state of major exchanges like Binance, and analyze liquidity's role in market volatility. The discussion touches on inflation trends, fixed income challenges, and the intricacies of the U.S. versus China's economic narratives, providing insightful forecasts for Bitcoin's future.
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SBF's Fate
- Joe Carlasare predicted SBF's arrest and significant prison time.
- This was based on the severity of the crimes and emerging evidence, including witness cooperation.
Genesis's Central Role
- Genesis played a central role in the crypto meltdown, connecting FTX, Alameda, and Celsius.
- Their involvement with these failed entities highlights their systemic importance and potential vulnerability.
Counterparty Risk
- Assess counterparty risk before making investment decisions, especially in crypto.
- Request balance sheets and understand yield sources to evaluate risk.
