Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube  ||  Rumble 

Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. 

Find all charts and links at bitcoinandmarkets.com/fed148

In this episode, Nolan and I discuss all the big news items of the week having to do with central banks and bitcoin. We hit on the bitcoin price, the SEC drama, Federal Reserve's policy decision from the FOMC by watching and reacting to a couple clips, and then finishing up with the European Central Bank who is hiking rates in a recession.

The clips of JPow included 3 questions by financial reporters. There was a common theme developing, which I was trying to emphasize, that Powell was making a big messaging blunder. They held rates steady, but signaled higher rates by end of the year. The question is simple, if it looks like you will have to keep raising, why not just do it now?

Next, Nolan and I get into a lively debate about the SEC and "crypto". I try to tie everything back to bitcoin and the price. Nolan has valuable experience in the area, but when he says that they can't register, I have to take the other side of that one. The SEC is never going to let a snake oil salesmen register. If the exchanges would have remained bitcoin-only as prescribed by bitcoiners as early as 2011, and altcoins were deemed securities as early as 2014, the exchanges could register easily today.

Lastly, we cover the ECB's rate hike in a recession. They even signaled further rate hikes. If the Fed made a messaging error causing the loss of confidence, the ECB has made a monumental blunder that could be the beginning of the end for the Eurozone.

Thanks for joining us! If you are reading this, hit the like and subscribe button!

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Ansel Lindner On Twitter

Christian Keroles On Twitter

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Written by Ansel Lindner

THIS EPISODE’S SPONSORS:
Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Bitcoin Policy Institute visits the Bitcoin Magazine Podcast to break down the latest news about Bitcoin, Binance, Coinbase, SEC, and Congress with Grant McCarty, Kyle Schneps, Ron Hammond, and Zack Shapiro.

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠⁠https://b.tc/conference/2024⁠⁠

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THIS EPISODE’S SPONSORS:

Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube ||  Rumble 

Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. 

Find all charts and links at bitcoinandmarkets.com/fed147

In this episode, CK, Chris and I talk Coinbase and Binance and what it means for the industry and Bitcoin. After that we discuss the China import/export numbers crashing and what that means for the global economy. Global recession is now spilling over to Germany and Europe as a whole has now entered recession. Lastly, we talk about minor central banks are back to raising their policy rates. What are they thinking?

Of course, Binance and Coinbase were sued by the Securities and Exchange Commission (SEC) this week. Lots of public comments were made by the two beleaguered exchanges, top among them that the SEC failed to provide a path to become compliant. This doesn't match with what the SEC has said, so we walk through this issue. We are not lawyers, but we are bitcoin experts, who have correctly predicted how this whole sector would turn so far.

The global recession continues to get worse for China and Europe. One of the central tenants of this show is that deglobalization will lead to dedollarization and bitcoinization. In that process, China and Europe will be hit much harder than the US economy, and despite what the famous macro pundits have said since COVID, we have been much more correct. In fact, they have been exactly wrong on most things, while we have been directionally correct.

Last up for the show is talk about minor central banks. After the banking scares from earlier this year, these smaller central banks have returned to hiking rates. Why would they do this, and what are they thinking, are the questions we ask.

Thanks for joining us! If you are reading this, hit the like and subscribe button!

Constant updates on bitcoin and macro

Free weekly Bitcoin Fundamentals Report

Ansel Lindner On Twitter

Christian Keroles On Twitter

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

Written by Ansel Lindner

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Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠⁠https://b.tc/conference/2024⁠⁠

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THIS EPISODE’S SPONSORS:

Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Bitcoin Amsterdam - https://b.tc/conference/amsterdam

CK, Nolan Bauerle, Chris Alaimo and Svetski dive into a conversation about AI regulation and how Bitcoin could be the solution we are looking for.

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠⁠https://b.tc/conference/2024⁠⁠

Use promocode: BMLIVE for 10% off everything in our store

THIS EPISODE’S SPONSORS:

Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Bob Burnett visits the Bitcoin Magazine Podcast to break down the Evolution of the internet, money, and the internet of money.

Hosted by: ⁠CK⁠

Produced by: Chris Alaimo

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠⁠https://b.tc/conference/2024⁠⁠

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THIS EPISODE’S SPONSORS:

River

Bitcoin 2024 Nashville

Bitcoin Magazine

Bitcoin Magazine Pro

Bitcoin Amsterdam

We are back with another Cosmic Bitcoin episode! You won't want to miss this discussion hosted by Spencer Nichols and CK starring Peruvian Bull about the Dollar Endgame and the role Bitcoin will play.

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠⁠https://b.tc/conference/2024⁠⁠

Use promocode: BMLIVE for 10% off everything in our store

THIS EPISODE’S SPONSORS:

Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Hosts: Ansel Lindner and Christian Keroles

Watch this Episode: YouTube ||  Rumble 

Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. In each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. 

Find all charts and links at bitcoinandmarkets.com/fed146

In this episode, CK and I make a global round trip of macro headlines, anchored as always in bitcoin. We begin by going through the bitcoin chart and analyze whether the Hong Kong June 1st news is important or not. Next, the big news item to discuss this week is the US debt ceiling deal. We tease apart a few aspects of the deal, and, perhaps more importantly, we discuss the possible liquidity fallout from the deal.

The US government avoided default (as if that was a real risk in the first place), but the devil is in the details as they say. The Treasury now has the task of refilling their bank account which they keep at the Federal Reserve called the Treasury General Account. They will increase their balance by $500 billion by the end of the month, and to do so, people are worried they will be sucking money out of the economy. Some claim the tightening effect will be like the Fed raising rates 25 bps.

On the podcast, CK and I discuss if this is a real concern or not. I tend to think that there are some bullish and bearish aspects, we cannot know what the net result will be. In that case, we have to fall back on our thesis of where the global economy is as a whole.

Next, we zip over to China and look at the disappointing May PMI data. Manufacturing data slumps even further. Lastly, we connect the hard times in China to the effects on Germany, which this week announced it has entered recession. Q1 2023 came in at -0.3% GDP after Q4 2022 was -0.5%. 

Thanks for joining us! If you are reading this, hit the like and subscribe button!

Constant updates on bitcoin and macro

Free weekly Bitcoin Fundamentals Report

Ansel Lindner On Twitter

Christian Keroles On Twitter

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

Written by Ansel Lindner

Find More and Follow

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠⁠https://b.tc/conference/2024⁠⁠

Use promocode: BMLIVE for 10% off everything in our store

THIS EPISODE’S SPONSORS:

Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Bitcoin Amsterdam - https://b.tc/conference/amsterdam

Good Morning Bitcoin is back to break down what happened at the Bitcoin 2023 Conference and what comes next. This episode stars CK, McShane, Nolan Bauerle, Pete Rizzo, Mike Germano, Carly Benson, and many others from Bitcoin Magazine.

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠⁠https://b.tc/conference/2024⁠⁠

Use promocode: BMLIVE for 10% off everything in our store

THIS EPISODE’S SPONSORS:

Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Bitcoin Amsterdam - https://b.tc/conference/amsterdam

MicroStrategy's chief financial officer Andrew Kang sits down with CK to break down MicroStrategy's Bitcoin plans and what he thinks the future of Bitcoin regulation will look like.

THIS EPISODE’S SPONSORS:

Moon Mortgage - ⁠https://www.moonmortgage.io⁠

River

Gordon Law - ⁠https://gordonlawltd.com/⁠

Bitcoin 2024 Nashville - ⁠https://b.tc/conference/⁠

Bitcoin Magazine - ⁠https://store.bitcoinmagazine.com/⁠

Bitcoin Magazine Pro - ⁠https://bitcoinmagazine.com/tags/bitcoin-magazine-pro⁠

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

⁠https://b.tc/conference/2024⁠

Use promocode: BMLIVE for 10% off everything in our store

Hosts: Ansel Lindner and Christian Keroles

Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies. 

Find all charts and links at bitcoinandmarkets.com/fed145

In this episode, CK and I are joined by Chris Alaimo to discuss our macro takeaways from the Bitcoin 2023 conference and then refocus on the macro situation at hand via charts of bitcoin, the dollar, oil, and US Treasuries. Lastly, we discuss recent numbers of the deteriorating Chinese real estate market.

In our comments on the conference, we tried to relate our thoughts back to the macro picture to keep it on-topic for this podcast. We mentioned the fact that even though attendence was down, there might have been more bitcoiners there, since last year was a lot of altcoin attendees. Also, there was a palpable shift from speculation toward serious topics this year. Politicians were some of the biggest speakers, and it came across as if the bitcoin voting block is becoming an important thing.

Other comments we have center around bitcoin becoming a "big tent", where lots of different interests, professions and concerns live, all maturing at a slightly different rate. I mentioned that all these different concerns, like money and banking, politics, energy and environment, art and culture, etc., each have their own Overton Windows, and bitcoin is infiltrating all of them.

On the macro side of the house, we discussed the bitcoin price, stocks, and bonds. Please see the charts below.

Lastly, I read through some Chinese numbers on their real estate market. Existing home sales in their largest cities are down double digits in April alone.

Beijing fell 37.3 percent; Hangzhou fell 32.7 percent; Shanghai fell 26.71 percent; and Nanjing fell 13 percent. The worst decline was in Hefei, which plunged by 40 percent.

It seems the world is not going to avert a global recession. Demand for commodities is crashing, "inflation"/prices are coming down, and we are entering the predicted low growth, low inflation environment at the end of a credit bubble.

Thanks for joining us! If you are reading this, hit the like and subscribe button!

Constant updates on bitcoin and macro

Free weekly Bitcoin Fundamentals Report

Ansel Lindner On Twitter

Christian Keroles On Twitter

Watch this Episode: YouTube ||  Rumble 

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

Written by Ansel Lindner

Find More and Follow

THIS EPISODE’S SPONSORS:

Moon Mortgage - https://www.moonmortgage.io

River

Gordon Law - https://gordonlawltd.com/

Bitcoin 2024 Nashville - https://b.tc/conference/

Bitcoin Magazine - https://store.bitcoinmagazine.com/

Bitcoin Magazine Pro - https://bitcoinmagazine.com/tags/bitcoin-magazine-pro

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

https://b.tc/conference/2024

Use promocode: BMLIVE for 10% off everything in our store