Supply Shock

This week's podcast covers the Bitcoin ETFs and Grayscale outflows slowing down as Bitcoin nears $50,000. They also discuss stock markets hitting record highs, rebalancing investments, and concerns about layoffs at CoinDesk and the need for unbiased journalism.

"The Bullish 2024 Thesis With Travis Kling": Travis Kling, CIO of Ikigai Asset Management, discusses his bullish thesis for 2024, including potential tailwinds for both crypto and markets. Topics covered: rate cutting cycle, approval of Bitcoin ETFs, trading crypto cycles, financial nihilism, valuation & reflexivity in crypto, crypto disrupting walled gardens.

This podcast discusses topics such as the slowing down of Grayscale Bitcoin ETF outflows, the FOMC meeting, Meta's earnings, and the impact of ETFs on Bitcoin's volatility. It also explores order flow misconceptions, the Clearloop platform, commodities, Bitcoin as the monetary base, the concentration of power in the banking system, and the recent US non farm payroll data.

Discussion on the recent FOMC meeting and its implications. Mixed opinions on rate cuts and driving factors for asset prices. Exploration of the Federal Reserve's approach to rate cutting cycles and potential actions of Chair Jay Powell. Transmission mechanism of fiscal policy and impact on asset prices. Analysis of Treasury Quarterly Refunding Announcement (QRA) and Treasury Market reactions. Importance of research data governance models and DeFi protocols in the cryptocurrency space. Announcement of oversubscribed Dass London conference and market predictions. Tapering QT, fiscal spending, and unique characteristics of large companies. Delving into the FOMC meeting and considering different market perspectives.

Mark Yusko, financial expert and commentator, discusses Tesla's disappointing earnings, the stock market rally, the current state of the Bitcoin and crypto markets, the concept of gravity in the stock market, Clearloop's solution for digital asset trading, the Federal Reserve's approach to controlling the yield curve, the impact of populist governments, and the mixing of technical and moral arguments in crypto networks.

Darius Dale, Founder of 42 Macro, discusses the current state of asset markets, including stock markets pricing in goldilocks and a 2024 soft landing. They also touch on topics such as the recession that never came, rate cuts in 2024, inflation, oil prices, and the state of the Chinese stock market.

Discussing the success of Bitcoin ETFs and outflows from Grayscale's ETF. Exploring the perception of cryptocurrency within financial institutions and the influence of Jack Bogol. Covering the Dass London conference and the SEC lawsuit against Coinbase. Examining the implications of the XRP case on token regulation.

Jonah Van Bourg, former Global Head of Trading at DRW, discusses his 2024 outlook for commodity and crypto markets. The conversation covers Jonah's Bitcoin thesis, the debt end game, and the outlook for an Ethereum ETF. They also explore the intersection of commodities and crypto, the macro outlook for commodities, and the psychology of retail participants in the market.

The podcast discusses the launch of Bitcoin ETFs, including flows, volume traded, and Vanguard's decision to not allow trading. They also analyze inflation data and its implications for the Fed. Other topics include SEC chairman's comments, Elizabeth Warren's criticism, rankings of different ETFs, macroeconomic topics, Circle IPO, Bitcoin proxies, and Solana bug fixes.

Mark Yusko & Michael Anderson discuss the recent SEC approval of the Bitcoin ETF and its implications. They analyze the market reaction, speculate on short side trials, and criticize the negative portrayal of the industry. The podcast also explores the disruptive nature of crypto and blockchain technology and discusses rate predictions and ETF growth potential.