Bitcoin & Markets: Macro, money, geopolitics and news

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In this podcast, I have a little pre-show chat with my Telegram channel talking about Ethereum and general market things, then I get into the FOMC press conference reaction at the 15:30 mark. I react to Jerome Powell's answers to the financial press's questions. He seemed very unsure of himself, did not inspire confidence, and came off as confused.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e382

YouTube: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets Twitter https://twitter.com/AnselLindner Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

Today's episode was recorded on February 8th. Please subscribe on YT or Rumble, links are below. Topics include a look at the macro situation in which we and bitcoin find ourselves, what to expect in the next few months. I also read through the important parts of the SLOOS data, linked below.

Enjoy.

• Youtube link
• SLOOS report

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e381

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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This is a replay of a fun after Christmas live stream. Topics of discussion were Bitcoin price and some macro charts (see YT and Rumble for video), mempool and ordinal/inscription stats, problems with AI and why it won't takeover, and lastly, I read through and discuss by recent shale oil post.

Enjoy.

• Youtube link
• AI tweet
• Shale oil post

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e380

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this live stream replay, I discuss Jamie Dimon bashing bitcoin in front of Congress. Implicating his own daughter in crime, drug trafficking and more. Then we cover ETF news, it's getting closer. I dive into my, perhaps, oversimplified theory of the sides in the US power struggle, Wall Street Capitalists vs Marxist Globalists. Lastly, I discuss a misunderstanding of the recent reduction in Fed's reverse repo.

Enjoy.

• @Songadayman hit
• Jeff Ross tweet

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e379

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this live stream replay, I discuss the current global financial system and why it's doomed to failure. I use a Robert Breedlove tweet as a jumping off point, to discuss government debt and Federal Reserve balance sheet's role in printing money. It is a preshow that happens over on Telegram so check that out if you want to join the community.

Enjoy.

• Breedlove tweet

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e378

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this live stream replay, I discuss bitcoin's recent price action and its relation to other markets. I also spend some time trying to articulate the tidal nature of markets. We have enter a pre-recessionary time, and while prices can fluctuate or seemingly reverse for a period, like a week or two, the trend is still intact toward a recession. Pre-recession includes falling yields, rising stocks and rising safe havens. Imminent-recession period, like the 1 month before the recession officially starts, we will get a slightly different behavior. Yields will crash rapidly as stocks sell-off some of their pre-recession gains. I expect bitcoin to be similar here, but also benefit from network effects of adoption. Bitcoin should also get a cash-related bid in the imminent-recession period.

Next, we watch Cathie Wood talk about the ETF. Nothing super new here other than she uses my exact language that "bitcoin is a hedge against inflation AND DEFLATION."

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e377

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I respond to the claim that bitcoin is not a hedge against geopolitical risk and inflation.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e376

Read article: https://www.bitcoinandmarkets.com/bitcoin-is-a-hedge-against-geopolitical-risk-continued/

• Original live stream
• Blockworks original video

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I react to Luke Gromen's Peak Cheap Oil theory. The basics are that demand will only go up and is price insensitive, adding in an assumption that there is some arbitrary level where oil would be too cheap to pull out of the ground.

I'm on the Peak Oil Demand side of the house, where demand will fall due to global recession, deglobalization, falling credit capacity, depopulation, etc.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e375

• Original live stream
• Real Vision with Luke Gromen
• Wolf Street FX reserves
• Reuters on FX reserves

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I discuss collateral re-use and collateral multiplier. Similar to Fractional Reserve Banking, collateral rehypothication creates a hyper-elastic environment for US Treasuries, in good times. In bad times, this behemoth takes time to turn, but when it does collateral chains start to shorten and their is a move into the primary market for US Treasuries. This causes rates to at first look like a dollar shortage and turn into a collateral shortage, a certain period prior to credit events or recession. Right now, with rates still going up, we can know the shadow banking system has not turned yet, and we have at least 6-12 months left before a recession will hit. Enjoy.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble! 

Links Full write up and charts https://bitcoinandmarkets.com/e374

Link to tweet: https://twitter.com/AnselLindner/status/1707028476564259202?s=20

Link to paper mentioned: https://t.co/juZcU1hz4U

YouTube: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

FREE weekly newsletter https://tinyurl.com/2chhbnff

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

--- Disclaimer: The content of Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

LIKE AND COMMENT!!

Bitcoin & Markets: Macro, money, geopolitics and news

LIKE AND COMMENT!!