Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! This is a replay of a fun after Christmas live stream. Topics of discussion were Bitcoin price and some macro charts (see YT and Rumble for video), mempool and ordinal/inscription stats, problems with AI and why it won't takeover, and lastly, I read through and discuss by recent shale oil post. Enjoy. Links Youtube link AI tweet Shale oil post Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and charts https://bitcoinandmarkets.com/e380 YouTube: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets Twitter https://twitter.com/AnselLindner Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics

This podcast explores the Bitcoin ETF, with discussions on its potential approval and implications for the price of Bitcoin. They also tackle Bitcoin's association with criminals and tax avoidance, and provide updates on Fidelity's Bitcoin ETF and the role of DTCC. Additionally, the podcast touches on the current price movement of Bitcoin and Jamie Dimon's stance on the globalists and the 'woke' movement. Overall, it offers insightful perspectives on the intersection of Bitcoin, Wall Street, and geopolitics.

Discussion of the current global financial system and its impending failure, exploring the relationship between debt, money printing, and inflation. Delving into the challenges of counting money supply, the purpose of quantitative easing, and a preview of a discussion on ETFs.

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss bitcoin's recent price action and its relation to other markets. I also spend some time trying to articulate the tidal nature of markets. We have enter a pre-recessionary time, and while prices can fluctuate or seemingly reverse for a period, like a week or two, the trend is still intact toward a recession. Pre-recession includes falling yields, rising stocks and rising safe havens. Imminent-recession period, like the 1 month before the recession officially starts, we will get a slightly different behavior. Yields will crash rapidly as stocks sell-off some of their pre-recession gains. I expect bitcoin to be similar here, but also benefit from network effects of adoption. Bitcoin should also get a cash-related bid in the imminent-recession period. Next, we watch Cathie Wood talk about the ETF. Nothing super new here other than she uses my exact language that "bitcoin is a hedge against inflation AND DEFLATION." Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and charts https://bitcoinandmarkets.com/e377 YouTube: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets Twitter https://twitter.com/AnselLindner Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this episode, I respond to the claim that bitcoin is not a hedge against geopolitical risk and inflation. Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Full write up and charts https://bitcoinandmarkets.com/e376 Read article: https://www.bitcoinandmarkets.com/bitcoin-is-a-hedge-against-geopolitical-risk-continued/ Original live stream Blockworks original video YouTube: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets Twitter https://twitter.com/AnselLindner Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics

The podcast discusses the theories of peak cheap oil vs peak oil demand, analyzing factors such as global recession, depopulation, and falling credit capacity. They also explore the flawed assumption of emerging markets and currency efficiency, along with the correlation between the dollar system and peak cheap oil. The costs and burdens of being the global reserve currency, including the decimation of the manufacturing sector and cultural problems within the United States, are also discussed.

The podcast discusses the concept of collateral rehypothecation in the US financial system and its impact on supply elasticity. It also explores the functioning of the shadow banking system and its relationship to US treasuries, highlighting the importance of understanding these dynamics. The speaker also provides updates on recent action in the Bitcoin space, including Gary Gensler's testimony and the demand for a Bitcoin ETF approval.

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!!

This podcast discusses whether quantitative easing is equivalent to money printing, the decline in fertility rates, recent movements in the dollar, Chinese yuan, US 10-year yield, and oil prices. It also explores if the Federal Reserve prints money and its implications, as well as the relationship between money supply, velocity of money, and GDP.

Bitcoin & Markets: Macro, money, geopolitics and news LIKE and COMMENT!!