Bitcoin & Markets

Full show notes with links and charts: https://bitcoinandmarkets.com/e310 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode covers mainly my thesis on peak oil demand. Before we get into that though, we have a much deserved laugh listening a song written by @songadaymann on twitter. At the end of the episode, I respond to a question about CPI and read through an article attacking CPI's accuracy. I said it in the show, but I'll say it again here, I'm not defending the precise accuracy of CPI, only that it is generally correct and the best thing we have. Enjoy. Links Luke song BP on peak oil demand US Nat Gas proved reserves increase by 32% US oil production to hit ATH by 2024 Total World Liquid Fuels Consumption CPI hit piece #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e309/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is a wide ride. I start by giving a long introduction to my theories and process. I then cover the current macroeconomic situation through charts, like bitcoin, the S&P 500, oil and more. I compare commentary by Ray Dalio and Neil Howe on bitcoin and bitcoin arguments. Ray Dalio, who I don't agree with often, is sounding much smarter than Neil Howe on this topic. Lastly, I discuss at length my thoughts on culture versus technology using a twitter poll by Steven Lubka. Overall, this is a broad and fun show. Enjoy. Links Ray Dalio video, Neil Howe video, and market psychological cycles Markets4Mayhem tweet about financial conditions Steven Lubka twitter poll #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e308/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I once again take on Zoltan Pozsar in his latest short article for the Financial Times. It's filled with the same old dribble about magically supplanting a unique post-WWII globalized system led by Washington, with the same thing led by Beijing. Of course, this is silly. I do believe that the internationalized era where almost every country sang Kumbaya together, gorged on productive credit, and grew rapidly is over. But it won't be replaced by the same thing only under a different hegemon. It is the era of credit based money that is ending. We will go back to a neutral commodity money, namely bitcoin. Enjoy. Links Zoltan FT article 7Y Treasury Auction 5Y Treasury Auction 2Y Treasury Auction #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e307/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, after a run through the charts you can find below or on bitcoinandmarkets.com/e307/, I listen to Biden's latest speech about sending tanks to Ukraine. I don't concentrate on the tanks through, I concentrate on the rhetoric about unity in the West. "We are fully united," he says. Of course, we all know, no relation is 100% without disagreement, especially political ones in wartime. This rhetoric was echoed by Minister Baerbock in Germany when she said it is not time for a "blame game" in Europe. They are "at war with Russia, not each other." I think this is telling that not all is well on the unity front in the West. Enjoy. Links Biden tries to bolster unity Blame game tweet video Armstrong tweet #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e306/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I talk about the deadlock in the markets. There is massive uncertainty on concern about this year. Are we heading into recession? Is the bottom of this market about to fall out? Is the Federal Reserve going to crash this market? I then read through a Peter Schiff blog post and use it to discuss the craziness of the inflationistas. Enjoy. Links 2Y Auction article Peter Schiff says lower CPI is transitory #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e305/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I talk about the total failure of the Davos 2023 agenda. I also discuss the evolution toward a bitcoin standard that we are likely to see, and the Brazil talks with Argentina about a common currency are a symptom of this evolution. Eventually, large countries will start landing on the solution of bitcoin. Enjoy. Links Globalization Has Died and Davos 2023 Was Its Funeral Ceremony Brazil, Argentina Holding Talks Over Possible Common Currency #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e304/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I talk about the bitcoin pump and go over the charts and try to forecast what is coming next for bitcoin and the economy. I touch on the China reopening narrative and why it's flawed. Finally, I read through an article about the what Lael Brainard, Vice Chair of the Federal Reserve, said recently in a speech about monetary policy and their likely future path. Enjoy. Links Lael Brainard signaling China Update video #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e303/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I cover the bitcoin price and the surprise announcement by the US Department of Justice of a international enforcement action in the bitcoin industry. We cover a lot of topics starting from this speech, offering a lot of insight into the bitcoin market. Enjoy. Links DOJ press conference #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e302/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I cover the bitcoin price action and some macro charts, but then quickly get into the main topic for the episode, the coinciding of the bitcoin price pump and the FAA outage in the US. This incident was the first time since 911 that all air traffic in US airspace was grounded. Officially, it was an oversight from a contractor or some such excuse. Of course, all these systems have redundancy, so a simple mistake from a contractor could not take the whole national system. Likely it was due to a cyberattack. That is the conclusion of Tucker Carlson of Fox News. We watched/listened to a clip of him making this argument. A big part of his evidence was the fact that bitcoin happened to pump right at the same time that the government would have needed to buy bitcoin to pay a ransom. I cannot make any conclusion for certain, but it is a more likely explanation than the official story. Enjoy. Links Tucker speculates on ransomware and bitcoin #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

Full show notes with links and charts: https://bitcoinandmarkets.com/e301/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is all about Davos, their Marxist history and their evil future plans for the world. I read through an article from Off-guardian.org and click through to all the associated citations. The new tagline for the WEF schemes are "a new system". They've dropped "the great reset" and are making a massive effort at marketing, propaganda and narratives. Links Marxist history of Davos and the World Economic Forum "A New System" – Inside The Davos Summit 2023 WEF website with agenda WEF narrative schemes #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/