Bitcoin Magazine Podcast

Bitcoin Policy Institute visits the Bitcoin Magazine Podcast to break down the latest news about Bitcoin, Binance, Coinbase, SEC, and Congress with Grant McCarty, Kyle Schneps, Ron Hammond, and Zack Shapiro. Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠⁠https://b.tc/conference/2024⁠⁠ Use promocode: BMLIVE for 10% off everything in our store THIS EPISODE’S SPONSORS: Moon Mortgage - ⁠https://www.moonmortgage.io⁠ River Gordon Law - ⁠https://gordonlawltd.com/⁠ Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠ Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠ Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠ Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Hosts: Ansel Lindner and Christian Keroles Watch this Episode: YouTube ||  Rumble  Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.  Find all charts and links at bitcoinandmarkets.com/fed147 In this episode, CK, Chris and I talk Coinbase and Binance and what it means for the industry and Bitcoin. After that we discuss the China import/export numbers crashing and what that means for the global economy. Global recession is now spilling over to Germany and Europe as a whole has now entered recession. Lastly, we talk about minor central banks are back to raising their policy rates. What are they thinking? Of course, Binance and Coinbase were sued by the Securities and Exchange Commission (SEC) this week. Lots of public comments were made by the two beleaguered exchanges, top among them that the SEC failed to provide a path to become compliant. This doesn't match with what the SEC has said, so we walk through this issue. We are not lawyers, but we are bitcoin experts, who have correctly predicted how this whole sector would turn so far. The global recession continues to get worse for China and Europe. One of the central tenants of this show is that deglobalization will lead to dedollarization and bitcoinization. In that process, China and Europe will be hit much harder than the US economy, and despite what the famous macro pundits have said since COVID, we have been much more correct. In fact, they have been exactly wrong on most things, while we have been directionally correct. Last up for the show is talk about minor central banks. After the banking scares from earlier this year, these smaller central banks have returned to hiking rates. Why would they do this, and what are they thinking, are the questions we ask. Thanks for joining us! If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro Free weekly Bitcoin Fundamentals Report Ansel Lindner On Twitter Christian Keroles On Twitter China export/imports crash More China exports drop via Bloomberg Europe enters recession Australia central bank hikes rates Central bank of Canada hikes rates If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner Find More and Follow Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠⁠https://b.tc/conference/2024⁠⁠ Use promocode: BMLIVE for 10% off everything in our store THIS EPISODE’S SPONSORS: Moon Mortgage - ⁠https://www.moonmortgage.io⁠ River Gordon Law - ⁠https://gordonlawltd.com/⁠ Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠ Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠ Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠ Bitcoin Amsterdam - https://b.tc/conference/amsterdam

CK, Nolan Bauerle, Chris Alaimo and Svetski dive into a conversation about AI regulation and how Bitcoin could be the solution we are looking for. Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠⁠https://b.tc/conference/2024⁠⁠ Use promocode: BMLIVE for 10% off everything in our store THIS EPISODE’S SPONSORS: Moon Mortgage - ⁠https://www.moonmortgage.io⁠ River Gordon Law - ⁠https://gordonlawltd.com/⁠ Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠ Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠ Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠ Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Bob Burnett visits the Bitcoin Magazine Podcast to break down the Evolution of the internet, money, and the internet of money. Hosted by: ⁠CK⁠ Produced by: Chris Alaimo Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠⁠https://b.tc/conference/2024⁠⁠ Use promo code: BMLIVE for 10% off everything in our store THIS EPISODE’S SPONSORS: River Bitcoin 2024 Nashville Bitcoin Magazine Bitcoin Magazine Pro Bitcoin Amsterdam

We are back with another Cosmic Bitcoin episode! You won't want to miss this discussion hosted by Spencer Nichols and CK starring Peruvian Bull about the Dollar Endgame and the role Bitcoin will play. Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠⁠https://b.tc/conference/2024⁠⁠ Use promocode: BMLIVE for 10% off everything in our store THIS EPISODE’S SPONSORS: Moon Mortgage - ⁠https://www.moonmortgage.io⁠ River Gordon Law - ⁠https://gordonlawltd.com/⁠ Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠ Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠ Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠ Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Hosts: Ansel Lindner and Christian Keroles Watch this Episode: YouTube ||  Rumble  Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. In each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.  Find all charts and links at bitcoinandmarkets.com/fed146 In this episode, CK and I make a global round trip of macro headlines, anchored as always in bitcoin. We begin by going through the bitcoin chart and analyze whether the Hong Kong June 1st news is important or not. Next, the big news item to discuss this week is the US debt ceiling deal. We tease apart a few aspects of the deal, and, perhaps more importantly, we discuss the possible liquidity fallout from the deal. The US government avoided default (as if that was a real risk in the first place), but the devil is in the details as they say. The Treasury now has the task of refilling their bank account which they keep at the Federal Reserve called the Treasury General Account. They will increase their balance by $500 billion by the end of the month, and to do so, people are worried they will be sucking money out of the economy. Some claim the tightening effect will be like the Fed raising rates 25 bps. On the podcast, CK and I discuss if this is a real concern or not. I tend to think that there are some bullish and bearish aspects, we cannot know what the net result will be. In that case, we have to fall back on our thesis of where the global economy is as a whole. Next, we zip over to China and look at the disappointing May PMI data. Manufacturing data slumps even further. Lastly, we connect the hard times in China to the effects on Germany, which this week announced it has entered recession. Q1 2023 came in at -0.3% GDP after Q4 2022 was -0.5%.  Thanks for joining us! If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro Free weekly Bitcoin Fundamentals Report Ansel Lindner On Twitter Christian Keroles On Twitter US debt ceiling deal China PMI German recession If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner Find More and Follow Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠⁠https://b.tc/conference/2024⁠⁠ Use promocode: BMLIVE for 10% off everything in our store THIS EPISODE’S SPONSORS: Moon Mortgage - ⁠https://www.moonmortgage.io⁠ River Gordon Law - ⁠https://gordonlawltd.com/⁠ Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠ Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠ Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠ Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Good Morning Bitcoin is back to break down what happened at the Bitcoin 2023 Conference and what comes next. This episode stars CK, McShane, Nolan Bauerle, Pete Rizzo, Mike Germano, Carly Benson, and many others from Bitcoin Magazine. Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠⁠https://b.tc/conference/2024⁠⁠ Use promocode: BMLIVE for 10% off everything in our store THIS EPISODE’S SPONSORS: Moon Mortgage - ⁠https://www.moonmortgage.io⁠ River Gordon Law - ⁠https://gordonlawltd.com/⁠ Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠ Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠ Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠ Bitcoin Amsterdam - https://b.tc/conference/amsterdam

MicroStrategy's chief financial officer Andrew Kang sits down with CK to break down MicroStrategy's Bitcoin plans and what he thinks the future of Bitcoin regulation will look like. THIS EPISODE’S SPONSORS: Moon Mortgage - ⁠https://www.moonmortgage.io⁠ River Gordon Law - ⁠https://gordonlawltd.com/⁠ Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠ Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠ Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠ Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! ⁠https://b.tc/conference/2024⁠ Use promocode: BMLIVE for 10% off everything in our store

Hosts: Ansel Lindner and Christian Keroles Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.  Find all charts and links at bitcoinandmarkets.com/fed145 In this episode, CK and I are joined by Chris Alaimo to discuss our macro takeaways from the Bitcoin 2023 conference and then refocus on the macro situation at hand via charts of bitcoin, the dollar, oil, and US Treasuries. Lastly, we discuss recent numbers of the deteriorating Chinese real estate market. In our comments on the conference, we tried to relate our thoughts back to the macro picture to keep it on-topic for this podcast. We mentioned the fact that even though attendence was down, there might have been more bitcoiners there, since last year was a lot of altcoin attendees. Also, there was a palpable shift from speculation toward serious topics this year. Politicians were some of the biggest speakers, and it came across as if the bitcoin voting block is becoming an important thing. Other comments we have center around bitcoin becoming a "big tent", where lots of different interests, professions and concerns live, all maturing at a slightly different rate. I mentioned that all these different concerns, like money and banking, politics, energy and environment, art and culture, etc., each have their own Overton Windows, and bitcoin is infiltrating all of them. On the macro side of the house, we discussed the bitcoin price, stocks, and bonds. Please see the charts below. Lastly, I read through some Chinese numbers on their real estate market. Existing home sales in their largest cities are down double digits in April alone. Beijing fell 37.3 percent; Hangzhou fell 32.7 percent; Shanghai fell 26.71 percent; and Nanjing fell 13 percent. The worst decline was in Hefei, which plunged by 40 percent. It seems the world is not going to avert a global recession. Demand for commodities is crashing, "inflation"/prices are coming down, and we are entering the predicted low growth, low inflation environment at the end of a credit bubble. Thanks for joining us! If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro Free weekly Bitcoin Fundamentals Report Ansel Lindner On Twitter Christian Keroles On Twitter Watch this Episode: YouTube ||  Rumble  World's Largest Real Estate Market On The Brink Of Collapse: Experts If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner Find More and Follow THIS EPISODE’S SPONSORS: Moon Mortgage - https://www.moonmortgage.io River Gordon Law - https://gordonlawltd.com/ Bitcoin 2024 Nashville - https://b.tc/conference/ Bitcoin Magazine - https://store.bitcoinmagazine.com/ Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount! https://b.tc/conference/2024 Use promocode: BMLIVE for 10% off everything in our store

Hosts: Ansel Lindner and Christian Keroles Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.  Find all charts and links at bitcoinandmarkets.com/fed144 In this episode, CK and I discuss the developing deflationary scenario for the global economy. Far from showing inflation, US CPI and PPI for April came in under forecasts across the board; bank runs continue, with the latest victim being PacWest; and finally, Chinese economic data is flashing danger. I will quickly summarize all those topics below. CPI for April came in at 0.36% month-over-month (m/m) making the year-over-year (y/y) rate 4.9%. The data are finally starting to show the shelter component rolling over, which is the most lagging part of the index. PPI (producer price index), seen as being uphill of CPI, showed a massive slowdown, with the y/y PPI coming in at 2.3%. The Fed doesn't have to do anything, it is essentially baked in the cake that CPI will be at 2% in the next few months. Regional banks continue to have problems. Deposit flight from uninsured deposits into money market funds shows no signs of slowing. Why would anyone keep savings in a bank account for 0.5% interest, when they can put it in a money market fund with two clicks and earn 5%? On top of that, anything over $250,000 is uninsured in a bank, so big depositors are taking their money out. PacWest is just the latest to have issues of deposit flight, which we expect will continue. Perhaps, until all regional banks go bust. China's import/export data was reported this week. Imports were way down, meaning Chinese demand for commodities is going to be low. Commodities prices should remain low or even fall further. Exports were slightly lower for April. Remember, these are nominal numbers, so the total volume is even lower. Overall, I tried to build a deflationary picture. CPI dropping, banks are going bust, commodities weakening, while bitcoin ready to serve as a monetary replacement. Cheers. Thanks for joining us! If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro Free weekly Bitcoin Fundamentals Report Ansel Lindner On Twitter Christian Keroles On Twitter Watch this Episode: YouTube ||  Rumble  Charts BLS release PPI release PacWest article Jeff Snider twitter If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner Find More and Follow THIS EPISODE’S SPONSORS: Moon Mortgage - https://www.moonmortgage.io River Gordon Law - https://gordonlawltd.com/ Bitcoin 2023 Miami - https://b.tc/conference/ Bitcoin Magazine - https://store.bitcoinmagazine.com/ Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount! https://b.tc/conference/2023 Use promocode: BMLIVE for 10% off everything in our store