Bitcoin Magazine Podcast

BTC Media
undefined
Apr 21, 2023 • 1h 8min

FedWatch 141 - SEC has FAILED, CBDC news heats up!

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. 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/fed141 In this episode, we discuss the bitcoin price and a few macro charts up front. I always try to keep our viewers and listeners ahead of other macro sources. For example, this week, we report on the diving 4-week Treasury bill. Something is going on behind the scenes in the market causing this major move. Other charts we look at are the dollar $DXY on a longer time frame, oil’s reaction to the OPEC+ cut, and total deposits at commercial banks in the US. For all these charts go to the post on bitcoinandmarkets.com. The main part of the show today is on the testimony of SEC chairman Gary Gensler in front of the Senate Finance Committee. We watched a couple clips that made their way around the internet this week. The attitude of the questions were very popular with crypto bros, but we could see through this attempt at theater. Gensler didn’t seem surprised or rattled in the least. Lastly, we cover the speech by Christine Lagarde about the fragmentation of the global order. We had to cover it in haste at the end of the show, but I think we covered all the main points. She confirms my narrative that the end of the global order is upon us. However, she refuses to mention the elephants in the room. She doesn’t mention “credit”, “debt” or “deflation” once. She does say “gold” but also avoids the term “bitcoin” in favor of “digital currencies”.  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 Chris on Twitter Watch this Episode: YouTube ||  Rumble  Slide deck Lagarde speech 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  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 17, 2023 • 2h 1min

Good Morning Bitcoin - Bitcoin Adoption in Asia w/ Jimmy Song, Carla, Mike Jarmuz and many more!

A star studded cast of Bitcoiners comes together to talk about Bitcoin Adoption in Asia. Asia has one of the best potential use cases or needs for Bitcoin, in this podcast you will hear a conversation about what Bitcoin adoption in Asia looks like so far and where it is going. Host: Spencer Nichols  THIS EPISODE’S SPONSORS: Moon Mortgage  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 16, 2023 • 1h 51min

Good Morning Bitcoin - Bitcoin Innovation & Venture Capital w/ Brad Mills, Mike Jarmuz and many more

Bitcoin Magazine brings you a Good Morning Bitcoin Podcast breaking down venture capital in the Bitcoin space and how to spot Bitcoin innovation early! Host: Carly, Chris Alaimo, and Chris Smith THIS EPISODE’S SPONSORS: Moon Mortgage  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 14, 2023 • 54min

FedWatch 140 - CPI and PPI Reveal Startling Facts!

Hosts: Ansel Lindner and Christian Keroles Guest Co-host: Chris Alaimo 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/fed140 In this episode, CK was running a little late, so Chris Alaimo jumped in to fill in co-hosting duties. A few minutes CK jumps in and we have a good three-host episode. Our topics for today were Consumer Price Index (CPI) and Producer Price Index (PPI) numbers out of the US. CPI was released on Wednesday this week, and PPI on Thursday. There was a lot to be learned by taking a look at the data in a certain way. Make sure to check out all the chart on the bitcoinandmarkets.com link above. March CPI came in under the 0.2% month-over-month (m/m) forecast, at 0.1%. Down from 0.4% last month. If you go back to the February data, the main story-line back then was reacceleration of inflation. I thought that was unlikely, and March saw a dramatic decline. If you scrap the nearly worthless year-over-year (y/y) headline number, which is only a cumulative m/m, and instead focus on CPI since July 2022, the annualized rate for those 9 months is 3.4%, not the 5.0% of the headline y/y number. I forecasted CPI to be in the 2% y/y headline range by July this year. To confirm that theory, we rolled into the PPI, or upstream prices that producers are paying. The PPI tends to lead the CPI by 3 months. March PPI came in at -0.5%. Yep, negative. Lastly, we reexamine the small business funding in the US and banks’ lending standards. The numbers are pretty startling. Lending standards are tightening rapidly and small business sentiment is the lowest EVER. Even lower than the Great Financial Crisis or Dotcom crash. All these things together tell us that a slowdown is coming. The question now is does that tip over into a hard landing, deep recession? I still don’t think so. Of course, the economic fallout will be geographically distributed. Some national economies will be hit much worse than others. 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 Chris on Twitter Watch this Episode: YouTube ||  Rumble  Slide deck BLS CPI home BLS PPI home 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  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 13, 2023 • 1h 3min

Good Morning Bitcoin - Self Custody w/ BTC Sessions and NVK

BTC Sessions, NVK, and more experts break down the ins and outs of Bitcoin self custody for us. So, whether you're a Bitcoin enthusiast or just curious about the world of self-custody, this episode is a must-listen episode to learn how to protect your stack! Host: Carly THIS EPISODE’S SPONSORS: Moon Mortgage  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 8, 2023 • 59min

FedWatch 139 - Is This The Turning Point? Making Sense of Economic Data

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/fed139 In this episode, we cover a lot of ground. Our main topics are the OPEC production cut and will it affect “inflation”, ISM and PMI reports in the US and briefly touching on China, and finally, US employment reports. This episode was recorded prior to the Non-farm Payrolls report on the 7th. Of course, we tie everything back to bitcoin and what this information means for bitcoin adoption. On OPEC, we rewind the clock to October 2022 and examine the current cuts in the context of the previous cuts. Are they the same or different? After the October cuts, price continued to fall. Should we expect that today? What other lessons can we draw from the OPEC move? All these things are answered in this section on OPEC. As for the ISM and Purchasing Managers Index we discuss the shocking deterioration of the US numbers. All aspects of the ISM report point to imminent recession, manufacturing, non-manufacturing and services.  Chinese numbers are less bad at first glance. However, since China is the manufacturing powerhouse, the manufacturing numbers are of utmost importance. Those numbers came in at 50, meaning no change and a deterioration from last month’s modest improvement. The numbers are not showing a reopening surge as many hoped, and if coupled with the OPEC cut, we can see that players will deep economic knowledge are hedging a China bust. Lastly, the employment data out of the US is also showing a turn around. The JOLTS data, measuring job openings and hirings were really bad. The ADP data, the private sector alternative to the government surveys, is showing a notable slowing in the employment market, but less dramatic than others. 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 Nolan on Twitter Watch this Episode: YouTube ||  Rumble  Slide deck 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  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 7, 2023 • 1h 18min

Bitcoin Policy Institute - Bitcoin Playing the DC Game

In this podcast, we explore the intersection of Bitcoin and government policy in Washington D.C. Bitcoin has been the subject of increasing attention from policymakers and regulators. The Bitcoin Policy Institute is a non-profit organization dedicated to advancing the understanding of Bitcoin and blockchain technology among policymakers and advocating for sensible public policies that foster innovation and growth. Whether you're a Bitcoin enthusiast, policymaker, or simply interested in the intersection of technology and government, this podcast is for you. Join us as we navigate the complex world of Bitcoin and D.C. politics, and learn about the latest developments shaping the future of the Bitcoin ecosystem regulatory environment. THIS EPISODE’S SPONSORS: Moon Mortgage  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 4, 2023 • 1h 7min

Cosmic Bitcoin - The Bitcoin Reformation w/ Tuur Demeester

Host: Spencer Nichols and CK In this episode of Cosmic Bitcoin, guest Tuur Demeester dives into the concept of "The Bitcoin Reformation". Tuur explores the historical context of the original Protestant Reformation and draws parallels with the current movement to reform the financial system through Bitcoin. Whether you're a seasoned Bitcoin enthusiast or simply curious about the potential of Bitcoin, this episode of Cosmic Bitcoin is a must-listen. Tuur's thought-provoking commentary and deep industry knowledge make for a fascinating and informative discussion on the future of money. THIS EPISODE’S SPONSORS: Moon Mortgage  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Apr 3, 2023 • 1h 2min

FedWatch 138 - Why Aren’t Markets Crashing?

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 understandings. 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 associated charts and links at bitcoinandmarkets.com/fed138 In this episode, we discuss the biggest news items in bitcoin and money for the week. It was a bit of a slower news cycle, with people absorbing the bank failures and market movement. How are stocks rallying despite the looming financial crisis? That is the major question we answer in this episode. Expectations for the market and actual market performance are directly conflicting. The most anticipated recession in history will likely not turn out as all those people expect.  There is also a whole lot of talk about the decline of the dollar. Alternatives like settling in Yuan, or forming a whole new currency like a new Gaucho between Argentina and Brazil, or a BRICS currency are all over the headlines. Is this new or normal and we are just noticing it now? Another topic this week is FEDNOW. We address the controversy surrounding its launch in July. Is it a CBDC? Absolutely not. FEDNOW is a payment rail. It competes with PayPal, not bitcoin or the dollar. This is not the Federal Reserve moving toward a CBDC, it is the Fed offering a payment solution. 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  Slide deck Why are Markets Not Crashing Emergency FSOC meeting FSOC meeting readout FEDNOW could lead to faster bank runs 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  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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
undefined
Mar 30, 2023 • 1h 51min

Bitcoin, Binance, and The Banking Crisis w/ Dylan LeClair

Bitcoin Magazine brings you another epic podcast with the likes of Dylan LeClair, Brandon Green, and many more, to break down and understand what is happening with the current news around Binance, the banking crisis, and how it all affects Bitcoin. Moon Mortgage  River Gordon Law Bitcoin 2023 Miami Bitcoin Magazine 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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app