Bitcoin & Markets

Full show notes with links and charts: https://bitcoinandmarkets.com/e287/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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Today's episode covers several topics including repo rates, US GDP and what it means for the end of the year, drawing some conclusions about the timings of the coming recession, and lastly we have a robust listener comment section about altcoins and bitcoin.

• Schwerpunkt youtube channel

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e286/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

Today's episode is a free form show. I cover serveral unrelated topics. First, is the current developments in the oil market, where production is up to 12.26 million bbl/d in the US, which is being offset by the decline in releases from the Strategic Petroleum Reserve, creating a net neutral supply condition, yet price is hitting higher highs. That tells me that economic activity is actually rising in the US.

Next, we take a look at the bitcoin price and discuss some things from that market. Lastly, I go through the deep thought of the day. That without government involvement perhaps official measured living standards would drop, but living standards in other things would go way up.

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e285/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

In today's episode, I cover the big news of the week for macro and that is the relaxation of yield curve control in Japan. I cover a few charts up front, that you can find below on bitcoinandmarkets.com/e285/, then read through some mainstream coverage of the event, and finally read through my own post from last year Yield Curve Control Skepticism. Big episode, thanks for listening!

• Kuroda-nado not enough to derail US Treasuries
• Yield Curve Control Skepticism

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e284/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

In today's episode, I listen to a part of a recent Rabbit Hole Recap with Marty Bent and Matt Odell. In it they discuss inflation, monetary policy, Treasury yields and more. It is full of confusion and fallacies, so I set the record straight. Next, I go through two recent news items regarding the Federal Reserve. The first is that their data provider was hacked on the first day of the recent FOMC meeting, the second is their own research disproving their jobs data.

• Rabbit Hole Recap
• Federal Reserve data hack
• Philly Fed research on jobs

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e283/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

In today's episode, I read through the weekly newsletter that was delayed this week. It usually comes out on Mondays, make sure you are subscribed!

I discuss the main headlines for the week that effect bitcoin from the macro and popular side of things, and go on many tangents. Next we cover price, you can find those charts below or on the report linked. I touch briefly on the Elon Musk doxxing controversy and then take questions from the listeners.

• Bitcoin Fundamentals Report #221
• EU threatens sanctions on Twitter, for too little then too much censorship

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e282/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

In today's episode, I discuss Senator Elizabeth Warren's new anti-bitcoin bill introduced in Congress this week. It is atrociously bad, being Unconstitutional on multiple levels, and will go nowhere. It does a great job of outlining what the dystopian hell hole a CBDC will be.

Next, I talk about the recent Japanese Center for Economic Research (JCER) report that now predicts China will not surpass the US economically in the foreseeable future. Exactly as I have been saying. They stopped short of calling out the real reason behind it though, that is communism. Enjoy the episode, make sure you are subscribed!

• Sen Warren article
• Thread by Pettis
• JCER article

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e281/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

In today's episode, I include two live streams from Tuesday together. I heavily edited them for time and clarity. The first one is a live reaction to the CPI. The second is a wide ranging talk on why the market seem so counterintuitive at the moment. At the end, I go into a long exposition about misplaced narratives and the future in deglobalization, especially around Emerging Markets. Enjoy.

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e280/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

Today's episode is about the busy week ahead for macro and bitcoin. The US CPI comes out tomorrow, and the FOMC rate decision on Wednesday. I give some background and my latest prediction.

The main part of the show is listening to a recent post by George Gammon on his YouTube channel (linked below or on bitcoinandmarkets.com). He was responding to some Michael Saylor tweets and totally missed the point. I pick apart several of his arguments.

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e279/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

Today's episode is a free flowing discussion about the news of the day. I take several posts I made in Telegram, and expand on them, including a crazy tweet about ethereum being ultra sound money. At the end of the show I take a few questions from listeners on Telegram, who ask about Tim Draper's price prediction, mining stocks and paper bitcoin on FTX. Great show, see you next week!

• China starts QE
• Jaran Mellerud tweet
• Germany rounds up political dissidents

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

Full show notes with links and charts: https://bitcoinandmarkets.com/e278/

Telegram https://t.me/bitcoinandmarkets

Twitter https://twitter.com/AnselLindner for Spaces!

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

In this episode, I comment on the bitcoin price and then get into a tweet from disingenuous Udi. That takes me on a twisting rant about "crypto" and the entire space. Enjoy.

• USDC gets access to Fed's RRP
• Udi tweet
• Neil Jacobs tweet with Cory Klippsten calling out "crypto" journalist scammers

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