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Happy New Year! In today's episode, I read through a couple tweet threads about bitcoin and macro. The first is from Alistair Milne talking about halving cycles and 2023, along with some big predictions for the new year. The second thread, is by Stack Hodler and talks about the epic December that the Bank of Japan has had. They did a record amount of asset purchases this month, despite raising the yield curve control ceiling. I read through both these threads and give you my unique reaction and perspective. Enjoy.

#bitcoin #macro #geopolitics

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