Bitcoin & Markets

Full show notes with links and charts: https://bitcoinandmarkets.com/e277/

Telegram https://t.me/bitcoinandmarkets

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In this episode, while talking about current macro charts I end up summarizing my macro and geopolitical framework. Oil, stocks, bitcoin, and Treasury yields are the main topics.

Links

• Judge Dismisses Lawsuit Against Saudi Prince Over Khashoggi Killing Citing Biden Immunity
• Most Americans Support Musk's Efforts To Make Twitter "More Free And Transparent": Poll
• WTI Slides After Huge Product Builds, Crude Production Rise

#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/e276/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, I go through several comments by my community on Telegram. Then we talk the bitcoin chart a little bit. After that, I read the abstract of the Fed's new paper on retirement and discuss. Finally, I read through my article for Bitcoin Magazine. After recording, my article was then reposted to Zerohedge, pretty exciting for me.

Links

• Retirement Paper from Federal Reserve
• Deglobalization post

#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/e275/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, I summarize my weekly newsletter and discussion credit in a post-bitcoin world. I spend a lot of time usually talking about how credit works today and how it will change going into a bitcoin world. But once bitcoin has won, what will credit look like?

Some people think there will be very little credit in a post-bitcoin world. A tweet I read a couple weeks ago and talked about on the show said, there won't be mortgages in a post bitcoin world, and somehow implied that mortgages are bad.

To have this discussion, I use two tweets, one by @John_at_swan and the other by @EricYakes. Enjoy.

Links

• @John_at_swan thread
• Eric Yakes tweet

#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/e274/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, I react to a tweet thread by Danial Batton about the recent ECB blog post attacking bitcoin being a sign that the indirect attacks on bitcoin through proxies have failed, so the ECB has resorted direct attacks. In it he frames central banks as the big bad evil in the world. My take is slightly different. They are very inefficient, but they are not necessarily the result conspiracy. Credit money won because it was better for the time and the place. Now the global monetary environment has changed because we are at the end of the global credit bubble. The world will naturally go toward a new money.

This is a much more positive view, because instead of fighting omnipotent central planners and the most powerful people on the planet, you realize that the market will simply evolve and move toward bitcoin naturally.

Next, I talk about the recent jobs report that came out yesterday, and the discrepancy between the Household and Establishment surveys. I once again take an anti-conspiracy stance, saying they just measure different things, and if the government wanted to manipulate things, why do they leave the Household survey untouched, and there to point out the manipulation? Why wouldn't they manipulate both?

Links

• Daniel Batton tweet thread
• Jobs 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/e273/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, we cover a few charts like bitcoin, stocks and Treasury yields relative to the fed funds range. Next, I cover a few headlines. The first is that Neurolink is 6 months from human trials. Second, the extra-legal trick of the Biden White House, forcing his programs to be shot down in court. The last, headline is about the difficulties the EU is having instituting a price cap on Russia oil. It's all crazy. Last but not least, I take a question from Telegram from Carlo, who asks how the Fed influences shorter term rates but not longer term rates.

#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/e272/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, I start with the bitcoin chart (you can find at bitcoinandmarkets.com/e272/). I try to quickly move through the S&P 500, Oil, Treasury yields, and the US dollar index (DXY) charts. The main part of the show is reading through and commenting on the ECB's latest hit piece on bitcoin. Overall, this hit piece may market the bottom for bitcoin.

Links

• ECB blog post
• Chicago PMI collapse
• JOLT jobs data

#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/e271/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, I discuss the daily news around bitcoin, macro charts, have a quick debate about credit in a bitcoin world, peak oil demand, why the government uses CPI instead of just counting the money?, and finally, Apple helping communists across the globe.

Links

• ShireHodl tweet
• Apple turns off Airdrop in China
• iPhone Pro troubles

#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/e270/

Telegram https://t.me/bitcoinandmarkets

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

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

This episode is a combination of two streams I did on on Monday November 28, 2022. The main topic was Jason Lowery's positions on Proof of work as violence and his appearance on Marty Bent's podcast. Of course, I hit many other topics like Tether, general FUD in bitcoin right now, credit, and how the future will look in a Q&A at the end.

...in a crypto-anarchy the government is not temporarily destroyed but permanently forbidden and permanently unnecessary. It's a community where the threat of violence is impotent because violence is impossible, and violence is impossible because its participants cannot be linked to their true names or physical locations. - Wei Dai in B-money Links

• Bitcoin Fundamentals Report
• Jason Lowery on Marty Bent's pod
• China riots tweet video (also below)
• Wei Dai's B-Money first paragraph
• Twitter signups surge
• Gabriel tweet discussion

#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/e269/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, I cover a wide range of topics that come from my posts in the telegram channel. Things like drone attacks on shipping vessels, demographics and fertility rates. Then I read through a piece from Politico where they interviewed Matthew Ferranti, professor at Harvard and recent author of the paper recommending central banks buying bitcoin. I finish off the episode with a Q&A session.

Links

• Politico piece on central banks buying bitcoin
• Chinese demographics and youth problems

#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/e268/

Telegram https://t.me/bitcoinandmarkets

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

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

In this episode, I go deeper into the Genesis, Digital Currency Group (DCG) and FTX connection. We discuss several important macro charts I included on the main show notes page, like Bitcoin, the dollar, the Hong Kong dollar, stocks and gold. Lastly, I read through an article about the shortage of young workers already becoming a problem in China, and the worst of the demographic collapse has yet to come.

Links

• Andreas Steno tweet thread
• China having trouble with young workers
• Texas Work Group on Blockchain Matters

#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/