Supply Shock

Eric Balchunas, Senior ETF Analyst at Bloomberg, joins the show to discuss the Bitcoin ETF. He shares his prediction of a 90% chance of approval in January and talks about the current things to look out for ahead of the SEC's decision. Other topics include the comparison between Bitcoin ETFs and Gold ETFs, the potential launch of other crypto ETFs, and the impact of the ETF launch on the market.

In this podcast, the hosts discuss the recent FOMC meeting and the Fed's pivot towards a dovish stance. They explore the impact of interest rates on asset prices and the ongoing debate about achieving a soft landing for the economy. They also talk about the Federal Reserve's current situation and potential outcomes, Chair Powell's evolution, and the potential consequences of crypto legislation proposed by Ms. Warren. Additionally, they delve into the Digital Asset Anti-Money Laundering Act and the need to address unhosted wallets. Lastly, the hosts share their critique of a cringe-worthy video by an organization and discuss its impact on their perception.

Tim Grant, CEO of Deus X Capital, discusses finding opportunities in crypto, Blackrock's ETF, web2 vs web3 business models, crypto's reflexivity, and the potential impacts of a Bitcoin ETF. They also touch on institutional interest in crypto, trends in the space, and the importance of talent for the industry's future.

The podcast discusses topics such as the relationship between price and narrative in the cryptocurrency market, Ethereum's transition to a business model, the value of physical presence in the workplace, upcoming crypto conferences, stock market accumulation patterns, BlackRock's involvement in the crypto space, and the potential benefits of Bitcoin as an asset.

Quinn Thompson, Head of Capital Markets & Growth at Maple Finance, discusses Bitcoin outlook into 2024, macro outlook for 2024, Bitcoins huge 2023 rally to $44,000 & the next crypto bull market. Also explores real rates and bond market dynamics, fiscal vs monetary focus, impact of fiscal stimulus, dollar yen exchange rate, factors driving Bitcoin's performance, rise of Bitcoin, opportunities and strategies in the crypto market.

Bitcoin's price approaches $40,000; connections between Bitcoin and Roman history; upcoming conference in London and participation of major players; speculation on Bitcoin spot ETF approval; potential of layer one cryptocurrencies; impact of currency devaluation on stocks and houses; decentralization, stablecoins, and the future of blockchain.

James Lavish, Managing Partner at The Bitcoin Opportunity Fund, discusses the upcoming recession, the debt spiral in the US, and which assets will thrive in this environment. They explore the limitations of the jobless rate, the influence of stocks on the market, and the potential winners and losers of inflation.

In this podcast, Jens Nordvig discusses the potential depreciation of the US dollar against 'risk-off' currencies like the Swiss Franc, Japanese Yen, and gold. He also mentions the likelihood of interest rates heading lower and explores the possibility of a recession in 2024. Jens provides his bull case for rates and the potential for 'big cuts' while discussing the bear case for the dollar against gold and risk-off currencies.

Julian Brigden, Co-Founder of MI2 Partners, discusses the path ahead for the Fed, the ongoing tug of war between stocks & bonds, the ripple effect of inflation & the structural bear market in the bond market. He also analyzes the similarities between the recent market behavior of Bitcoin and the NASDAQ, and explores the rise of populism and its impact on the current political climate.

The hosts discuss inflation and the liquidity backdrop driving markets. They also mention the upcoming DAS London conference and offer a discount for Block Works Research. They explore the evolution of commodity money and the potential for Bitcoin as a settlement layer. Additionally, they discuss the market's pricing of rate cuts and express skepticism towards inflated valuations of AI companies.