Beef and Bitcoin

Join Brett and CH as they discuss Chamath Palihapitiya's recent rant on why he's against bailouts on CNBC (clip included!) all of this and more. https://twitter.com/QTRResearch/status/1248347835986214912?s=20

Join Brett and CH as they discuss the recent increase in demand for physical silver and gold and how it is differing from the paper markets, the similarities and differences between between bitcoin and gold, and the end game for fiat.  

@LawrenceLepard 

ema2.com

Join Brett and CH as they discuss the recent LSAT proposal from Lightning Labs that utilizes the 402 Payment Required code that was built into HTTP, the recent class action lawsuit against top exchanges for selling utility tokens, and the outlook for global markets as sentiment begins to shift bullish (yikes!). All of this and more

https://docs.google.com/presentation/d/1kt50XwEphoeuUXRJCEHtUo97KSPpipAL7LBTXNFuS-k/edit#slide=id.g72afdae466_0_6

https://www.theblockcrypto.com/post/60930/top-crypto-exchanges-token-issuers-named-in-friday-barrage-of-u-s-class-action-lawsuits

https://twitter.com/prestonjbyrne/status/1246488023891472387

Join Brett and CH as they discuss bitcoin's recent break to $7,000 (but now lower), Unchained Capital's update on the UTXO set which showed that long term hodlers didn't move their coins during the dip below $4,000, and how the recent surge of volatility has driven new demand from both newcoiners and exchange volumes. All of this and more.

https://twitter.com/unchainedcap/status/1240004874324127744?s=21

https://twitter.com/unchainedcap/status/1245057902932627456?s=21

https://twitter.com/novogratz/status/1241737146890948608?s=21

https://twitter.com/aridavidpaul/status/1245717543450488833?s=21

https://blog.coinbase.com/on-crypto-markets-and-bitcoins-value-proposition-2fbbca5349dd

https://twitter.com/krakenfx/status/1245340135408816129?s=21

https://twitter.com/krakenfx/status/1244629201413533697?s=21

Join Brett and CH as they discuss the recent spike in unemployment claims due to massive job loss and shutdowns of businesses across the globe, the startup bubble finally looks like it is starting to burst as Lime lays off workers and shuts down in major metro areas, the commercial real estate bubble is bursting as businesses can't make rent, AirBnb arbitrage is finally coming to an end, and binance acquires CoinMarketCap for an unbelievable sum of money! All of this and more.

https://www.cnbc.com/2020/03/27/softbank-to-let-internet-satellite-company-oneweb-file-for-bankruptcy.html

https://micromobility.substack.com/p/bird-and-lime-go-to-defcon-1

https://www.bloomberg.com/news/articles/2020-03-26/scooter-companies-pull-out-of-cities-worldwide-amid-pandemic?sref=fzXhlHko

https://www.theinformation.com/articles/limes-valuation-may-fall-80-in-emergency-fundraising

https://www.bloomberg.com/news/articles/2020-03-26/u-s-jobless-claims-surged-to-record-3-28-million-last-week

https://twitter.com/csuwildcat/status/1245012735189856257

https://twitter.com/dimartinobooth/status/1244366616646778888?s=21

https://twitter.com/tuurdemeester/status/1244849924052856833?s=21

https://twitter.com/TuurDemeester/status/1245149075961524229?s=20

https://www.theblockcrypto.com/post/60371/binance-is-set-to-acquire-coinmarketcap-the-deal-could-be-worth-as-much-as-400-million

*NOTE* This episode contains an audio issue that couldn't be removed during the editing process. Thanks for listening and dealing with the issue! Join Brett and CH as they discuss the increase in demand for dollars as assets deflate, what inflation looks like after massive stimulus, the digital dollar proposed in the bailout bill (was ultimately removed) and the recent attacks on privacy.

https://www.coindesk.com/digital-dollar-stripped-from-latest-us-coronavirus-relief-bill

https://twitter.com/jimmysong/status/1242464573749211137?s=21

https://news.bloomberglaw.com/banking-law/house-democrats-consider-digital-wallets-for-crisis-payments

https://www.businessinsider.com/cdc-coronavirus-surveillance-and-data-collection-stimulus-package-2020-3

https://twitter.com/cravecreative/status/1242935782161219597

https://twitter.com/jimmysong/status/1243950982737866752?s=20

Join Brett and CH as they discuss the bailouts the airline industry is looking for after air travel has been significantly decreased, ATMs and banks limiting the amount of cash you can take out, and the bitcoin dump has caused its first casualty with crypto hedge fund adaptive capital closing down and returning funds to investors. All of this and more.

https://www.theblockcrypto.com/post/59343/crypto-hedge-fund-adaptive-capital-is-shutting-down-after-it-took-a-big-hit-during-last-weeks-bitcoin-price-plunge

https://www.zerohedge.com/markets/boeing-which-repurchased-over-100bn-stock-downgraded-bbb-seeks-short-term-bailout

https://twitter.com/cnbcnow/status/1241083760034099200?s=21

https://www.cnn.com/2020/03/18/economy/banks-cash-coronavirus/index.html

https://twitter.com/matthewstoller/status/1239661975233343488

https://www.cnn.com/2020/03/16/business/us-airlines-federal-bailout/index.html

https://twitter.com/100trillionUSD/status/1241407144089583616

Join Brett and CH as they discuss Bitcoin's recent 50% drop under $4,000 and the cascade of liquidations that happened across exchanges, the upcoming QE tsunami that is upon us as rates are expected to drop, and how quickly sentiment can change when the public reaches a "viral" tipping point. All of this and more.

https://twitter.com/lowstrife/status/1238818943147507713?s=21

https://twitter.com/lowstrife/status/1238818945425014784

https://www.zerohedge.com/markets/ny-fed-conduct-1-trillion-repo-over-two-days-stabilize-treasury-financing-market

https://twitter.com/caitlinlong_/status/1238915150368792576?s=12

https://twitter.com/CaitlinLong_/status/1238153648867287040

Join Brett and CH as they discuss the recent oil wars heating up in this geopolitical game of chess and what it means for reserve currencies, Lebanon defaulting on sovereign debt, and a new bitcoin mining facility that opened up in New York. All of this and more.

https://www.rt.com/business/482578-lebanon-defaults-eurobond-debt-corruption/

https://www.bloomberg.com/news/articles/2020-03-07/saudi-aramco-slashes-crude-prices-kicking-off-price-war?utm_campaign=socialflow-organic&cmpid=socialflow-twitter-business&utm_source=twitter&utm_content=business&utm_medium=social

https://twitter.com/dtapcap/status/1236661099816075267?s=21

https://www.coindesk.com/a-new-york-power-plant-is-mining-50k-worth-of-bitcoin-a-day

Join Brett and CH as they discuss the emergency rate cut and oversubscribed repo markets, India legalizing and lifting its ban on cryptocurrency, and the coronavirus as a black swan event. All of this and more. https://techcrunch.com/2020/03/03/india-lifts-ban-on-cryptocurrency-trading/ https://u.today/bitcoin-btc-now-qualified-as-legal-form-of-money-by-french-authorities https://techcrunch.com/2020/03/05/south-korea-passes-one-of-the-worlds-first-comprehensive-cryptocurrency-laws/ https://twitter.com/Beautyon_/status/1236024203553488896?s=20 https://www.zerohedge.com/markets/rumors-macro-fund-failure-amid-ultra-long-bond-explosion https://www.zerohedge.com/markets/rumors-macro-fund-failure-amid-ultra-long-bond-explosion https://twitter.com/oilystuffblog/status/1236276375411187712