Supply Shock

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.

Michael Howell, CEO of CrossBorder Capital, discusses the global liquidity cycle and its impact on markets in 2023 & 2024. Topics include inflation, rising interest rates, reduced impact of QE, and the role of crypto & Gold in portfolios.

Bitcoin breaks $37,000, DAS London conference preview, market swings and impact of real yields, potential Circle IPO, lessons from the bear market

Adam Back, Co-Founder & CEO of Blockstream, discusses Bitcoin cycles, lightning network developments, Bitcoin ETF, and undervalued Bitcoin. The podcast also covers the mining sector, Bitcoin's path to $100,000, correlation between hash rate and security, and Blockstream's ASIC product.

This week, the podcast covers the market rally in stocks and bonds, Powell's FOMC meeting, Nonfarm Payroll's data release, and Coinbase earnings. They also discuss the DAS London conference, the impact of bad economic news, the increase in TLT, Blockworks research offer, and exploring digital commodities like Bitcoin and ETH.