Bitcoin & Markets

Bitcoin & Markets: Macro, money, geopolitics and news

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In this live stream replay, I discuss bitcoin's recent price action and its relation to other markets. I also spend some time trying to articulate the tidal nature of markets. We have enter a pre-recessionary time, and while prices can fluctuate or seemingly reverse for a period, like a week or two, the trend is still intact toward a recession. Pre-recession includes falling yields, rising stocks and rising safe havens. Imminent-recession period, like the 1 month before the recession officially starts, we will get a slightly different behavior. Yields will crash rapidly as stocks sell-off some of their pre-recession gains. I expect bitcoin to be similar here, but also benefit from network effects of adoption. Bitcoin should also get a cash-related bid in the imminent-recession period.

Next, we watch Cathie Wood talk about the ETF. Nothing super new here other than she uses my exact language that "bitcoin is a hedge against inflation AND DEFLATION."

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/e377

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I respond to the claim that bitcoin is not a hedge against geopolitical risk and inflation.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/e376

Read article: https://www.bitcoinandmarkets.com/bitcoin-is-a-hedge-against-geopolitical-risk-continued/

• Original live stream
• Blockworks original video

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I react to Luke Gromen's Peak Cheap Oil theory. The basics are that demand will only go up and is price insensitive, adding in an assumption that there is some arbitrary level where oil would be too cheap to pull out of the ground.

I'm on the Peak Oil Demand side of the house, where demand will fall due to global recession, deglobalization, falling credit capacity, depopulation, etc.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/e375

• Original live stream
• Real Vision with Luke Gromen
• Wolf Street FX reserves
• Reuters on FX reserves

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I discuss collateral re-use and collateral multiplier. Similar to Fractional Reserve Banking, collateral rehypothication creates a hyper-elastic environment for US Treasuries, in good times. In bad times, this behemoth takes time to turn, but when it does collateral chains start to shorten and their is a move into the primary market for US Treasuries. This causes rates to at first look like a dollar shortage and turn into a collateral shortage, a certain period prior to credit events or recession. Right now, with rates still going up, we can know the shadow banking system has not turned yet, and we have at least 6-12 months left before a recession will hit. Enjoy.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/e374

Link to tweet: https://twitter.com/AnselLindner/status/1707028476564259202?s=20

Link to paper mentioned: https://t.co/juZcU1hz4U

YouTube: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I readthrough my most recent bitcoin industry focused newsletter. Topics include futures trading controlling price, Fed's reverse repo facility declining, the Treasury Department's scheme to buy back their bonds, bitcoin mining news and, of course, price analysis for bitcoin. Enjoy.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/e373

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I listen to a clip from Lacy Hunt about whether or not the Fed can print money. It is taken as gospel in bitcoin that it can and that the Fed is so all-powerful it alone can destroy or prop up the economy. Of course, that opinion is wrong, the market is in charge. People will fight tooth and nail to keep their bias. Here Lacy Hunt talks about why reserves held at the Fed are not considered money, and that's all the Fed can do. Enjoy.

• Original live stream
• Lacy Hunt video

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/e372

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Bitcoin & Markets: Macro, money, geopolitics and news

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In this episode, I talk about bitcoin's "security budget" and get to the bottom of the persistent fallacy behind ever-decreasing bitcoin security. Enjoy.

• Original Live Stream YT
• Original on Rumble
• Nic Carter talk
• Eric Voskuil talk
• Pierre tweet 1
• Pierre tweet 2
• Pierre tweet 3

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/e371

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

FED WATCH: Your alternative bitcoin and macro show

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This episode is the first one away from Bitcoin Magazine. The end of an era, but Fed Watch lives on. Today, I talk about the dollar wrecking ball being back, why is it so bad, and what to expect. I tie in the broad dollar breakout and the crashing Chinese yuan (CNY). Then, I speak on the rise in the oil price and what I expect there as well. Lastly, the long-awaited bitcoin accounting rules have been approved.

Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!

Links Full write up and charts https://bitcoinandmarkets.com/fed159

YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Telegram https://t.me/bitcoinandmarkets

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

Value 4 Value: Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Live streams YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Links and charts: https://bitcoinandmarkets.com/e369

Telegram https://t.me/bitcoinandmarkets

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

Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

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In this episode, I readthrough this week's Bitcoin Fundamentals Report. Check out the Live stream if you missed it. Main topics are flat price action, bitcoin's energy efficiency, the BIP 300 debate breakdown, price analysis, mining news, and Liquid open sourcing their code. Enjoy.

• Original Live Stream YT
• Original on Rumble
• Bitcoin Fundamentals Report #255

--- Got value from the show? Support directly! Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics

Live streams YouTube: https://www.youtube.com/@btcmarketupdate

Rumble: https://rumble.com/c/BTCandMarkets

Twitter https://twitter.com/AnselLindner

Links and charts: https://bitcoinandmarkets.com/e368

Telegram https://t.me/bitcoinandmarkets

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

Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2

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In this episode, I discuss Grayscale beating the SEC to open the way for the first spot Bitcoin ETF. Enjoy.

• Original Live Stream / Rumble
• 1st tweet mentioned
• 2nd tweet
• Eric Balchunas
• 4th tweet
• 5th tweet

--- Got value from the show? Support directly! Strike: https://strike.me/ansellindner

Cash App: https://cash.app/$AnselLindner

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

#bitcoin #macro #geopolitics