Bitcoin Magazine Podcast

Hosts: Ansel Lindner and Christian Keroles (Find links below or, along with charts, at bitcoinandmarkets.com/fed130) In this episode, we dive into all the central bank policy announcements this week, focusing on the Federal Reserve and European Central Bank (ECB). To set the stage for analyzing central bank monetary policy discussion, we look at the several macro charts, including bitcoin, the S&P 500, the dollar index (DXY), and US Treasury yields. The Federal Reserve raised its Fed Funds target range to 4.50% to 4.75%, emphasizing stable prices, inflation fighting, and employment. To help take us through this announcement, we listen to a couple clips of Chairman Jerome Powell at the press conference following the Federal Open Market Committee (FOMC) meeting. Powell also signaled that more rate hikes are coming, using the term “ongoing increases”. It’s a fine line the Fed has to walk. Since they don’t do anything mechanical to set rates, the forward guidance and word choices make all the difference. After a long discussion about the Fed’s decision, we jump to the ECB’s latest monetary policy change. The ECB raised their policy rates by 50 bps, as expected. However, they did slightly shift their forward guidance more dovish, differing from the Fed’s choice to remain rhetorically more hawkish. Instead of confirming two more 50 bps hikes eluded to in past statements, the ECB confirmed only one more before reevaluating. They also introduced “Climate QE” as part of their balance sheet reduction strategy. Each month, they allow a certain number of securities to mature and roll-off their balance sheet, reinvesting the remainder into new securities including corporate bonds. They will now take into consideration companies’ ESG-type score, when deciding which corporate bonds to buy. 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 Find More and Follow Ansel Lindner On Twitter Christian Keroles On Twitter Watch this Episode: YouTube ||  Rumble  Slide deck Federal Open Market Committee policy statement Powell FOMC press conference video ECB Policy Release Powell got more dovish the longer he talked Andreas Steno substack on BLS data THIS EPISODE’S SPONSORS: ⁠Moon Mortgage ⁠ ⁠River⁠ ⁠Bitcoin 2023 Miami⁠ ⁠Bitcoin Magazine⁠ ⁠Bitcoin Magazine Pro⁠

John Vallis visits Cosmic Bitcoin to discuss how religion affects our world and how it relates to Bitcoin.  Hosts: CK and Spencer Nichols THIS EPISODE’S SPONSORS: ⁠Moon Mortgage ⁠ ⁠River⁠ ⁠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!

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 links below or, along with charts, at bitcoinandmarkets.com/fed129) In this episode, CK has returned from his trip to India and joins us for a big day of new economic data from the US. On deck for this episode is a quick discussion about the US debt ceiling and then we get into the main topic in my opinion, US GDP numbers for Q4 2022 and the whole year. US real GDP in Q4 rose at an annual rate of 2.9%. That is a pretty significant number for people expecting recession any day now. For the year of 2022, real GDP increased by 2.1% These numbers are in-line with my predictions of returning to a post-GFC (Great Financial Crisis) normal of low growth and low inflation. The last topic of today’s episode is all about Japan’s new monetary bazooka, an amendment to “Principle Terms and Conditions for Funds-Supplying Operations against Pooled-Capital.” That’s just a long label for a program where the Bank of Japan (BOJ) lends money to banks to buy government bonds so the central bank doesn’t have to buy them directly. They’ve made it possible to give these loans at negative interest rates, and extended the term to up to 10 years. That means, they could pay banks to buy JGBs. Thanks for joining us. If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro: https://t.me/bitcoinandmarkets Free weekly Bitcoin Fundamentals Report: https://bitcoinandmarkets.com Find More and Follow Ansel Lindner: https://twitter.com/AnselLindner Christian Keroles: https://twitter.com/ck_snarks Watch this Episode: YouTube https://www.youtube.com/c/BitcoinMagazine  ||  Rumble https://rumble.com/c/BitcoinMagazine Slide deck https://docs.google.com/presentation/d/1MXyQLIpFQC2YNy8p8BTzUnoEqLs1_Dv6PCYc3JzC4X8/edit?usp=sharing US debt ceiling https://archive.ph/ipQoF Q4 real GDP report https://www.bea.gov/sites/default/files/2023-01/gdp4q22_adv_fax.pdf Article on Japan’s new bazooka https://archive.ph/Mvw1p If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner THIS EPISODE’S SPONSORS: ⁠Moon Mortgage ⁠ ⁠River⁠ ⁠Bitcoin 2023 Miami⁠ ⁠Bitcoin Magazine⁠ ⁠Bitcoin Magazine Pro⁠

Mathew Pines, Brandon Green, and Spencer Nichols break down how Bitcoin can change the world for the better.  THIS EPISODE’S SPONSORS: Moon Mortgage  River 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 Bitcoin Policy Institute takes on the IMF in a public debate about Central Bank Digital Currencies with Natalie Smolenski and David Zell.  THIS EPISODE’S SPONSORS: ⁠Moon Mortgage ⁠ ⁠River⁠ CrowdHealth ⁠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!

Dhruv Bansal visits the Cosmic Bitcoin Podcast to break down how science fiction and physics are deeply related to Bitcoin and how Bitcoin could play a significant role in life populating the universe.  THIS EPISODE’S SPONSORS: Moon Mortgage - https://www.moonmortgage.io Status Credit Card - https://statusmoney.com/card CrowdHealth - https://www.joincrowdhealth.com/bitcoin 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!

Hosts: Ansel Lindner and Christian Keroles Special guest host: Nolan @countbtc 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. (links below or at bitcoinandmarkets.com/fed128) In this episode, I was once again joined by special co-host Nolan to go through the upcoming US debt ceiling debate, December US Producer Price Index (PPI), bitcoin at Davos 2023, and a new report from the Bank of International Settlements (BIS) discussing how to stop bitcoin. It was a fun and jam-packed episode. The December PPI was a shocker, -0.5% month-over-month for the headline number. Goods PPI was -1.6% and energy was -7.9%. These are large negative numbers and when paired with the Consumer Price Index (CPI) for December show a seachange in these so-called inflation metrics. Everything is pointing to a rapid and sudden reversal of these price measures. Davos had a panel where they discussed the “crypto” industry, because they are too scared to say “bitcoin” and give it special attention. We breakdown several aspects of what the panel said. I can sum it up as follows, ‘we need to find a way to regulate bitcoin so our client who want to invest and make gains still can. So, we don’t want to kill it. We also, don’t want to give it legitimacy through regulation, because that will eat away at our control of money. But it’s not all that important anyway, so don’t attract attention to it by treating it as such.’ Something like that. The BIS report was very interesting. They are looking for ways to stop bitcoin, but they had to conclude that it can’t be banned or contained. It can be regulated, but that brings up a myriad of very hard questions that they don’t know how to answer yet. Thanks for joining us. If you are reading this, hit the like and subscribe button! THIS EPISODE’S SPONSORS: Moon Mortgage - https://www.moonmortgage.io CrowdHealth - https://www.joincrowdhealth.com/bitcoin 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!

Aaron Segal visits the Cosmic Bitcoin Podcast to break down information theory, consciousness, and monetary entropy for the plebs. CK and Spencer host an incredible conversation and go Cosmic with Aaron on these Bitcoin-related ideas.  THIS EPISODE’S SPONSORS: Moon Mortgage - https://www.moonmortgage.io Status Credit Card - https://statusmoney.com/card CrowdHealth - https://www.joincrowdhealth.com/bitcoin 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!

Hosts: Ansel Lindner and Christian Keroles Fed Watch is a macro podcast like no other, with a clear contrarian thesis of a deflationary financial system’s breakdown leading to bitcoin adoption. We question narratives and schools of thought, trying to form our own understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. In this episode, I was joined by special co-host Nolan (@countBTC) to go through December CPI data and its effect on markets including bitcoin. The big development this month in CPI was the negative print. Yes, you heard that right, the general change to price level in December was -0.1%. This was a great opportunity to drive home the massive shift we’ve seen in CPI in the last 6 months, that without a doubt tells us CPI rises have peaked and were transitory all along. Nolan and I broke down some of the components of the CPI like shelter and energy. Overall, the only component that is really holding up the CPI at this point is shelter. If we take shelter out, aka Ex-Shelter, December CPI was -0.8%, and 5 out of the last 6 months were also negative. Next, we take a look at the market reaction. Those charts included bitcoin, S&P 500, and US Treasury yields. The last topic we cover is whether or not these CPI numbers will affect the Federal Reserves upcoming policy decisions. The market is rapidly shifting toward expecting only one more 25 bps hike. We will have to wait and see. Thanks for joining us. If you are reading this, hit the like and subscribe button! Constant updates on bitcoin and macro: https://t.me/bitcoinandmarkets Free weekly Bitcoin Fundamentals Report: https://bitcoinandmarkets.com Find More and Follow Ansel Lindner: https://twitter.com/AnselLindner Christian Keroles: https://twitter.com/ck_snarks Watch this Episode: YouTube https://www.youtube.com/c/BitcoinMagazine  ||  Rumble https://rumble.com/c/BitcoinMagazine Slide deck https://docs.google.com/presentation/d/1f3c_sGJDj6LBKP2Js23hOHdxJMriFNgPn_ajge5HI4w/edit?usp=sharing Nick Timiraos WSJ article https://archive.ph/inM3L If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE! Written by Ansel Lindner THIS EPISODE’S SPONSORS: Moon Mortgage - https://www.moonmortgage.io CrowdHealth - https://www.joincrowdhealth.com/bitcoin 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!

Joe Burnett visits the Cosmic Bitcoin conversation to talk big-picture Bitcoin ideas and to break down how Bitcoin's incentive structure will influence its growth in the future.  Hosted by:  CK: @ck_SNARKs Spencer Nichols: @DeSpencer_ THIS EPISODE’S SPONSORS: Moon Mortgage - https://www.moonmortgage.io CrowdHealth - https://www.joincrowdhealth.com/bitcoin 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!