Pavao, Nikica, i Braj, u epizodi BIP031 pokrili trenutna desavanja oko FTX exchange-a, Alameda Research i kriza u 'kripto' ekosistemu. Govorimo o izbore u SADu, Fed pogled, CPI/Inflacija, chart i makro analize. Pricamo o mining industriji i buducnost mining-a, novi hashprice naj niziji do sada, izciscenje i fleksibilnost mining industrije. Diskusija oko bitcoin kao positivna tehnologija ekonomske slobode u zemljama ugrozeni od IMF-a i Svetska Banka i jos vise!
Bacite like ili recenziju na vasu omiljenu platformu ako vam se svidja podcast :)
0:00 Intro
1:11 Midterm izbore, CPI/Inflacija, Makro pogled
6:36 Chart analiza DXY, SPX, BTC
10:40 Kriza u 'kripto' ekosistemu, intro u FTX situaciju
12:20 Detalje, historija i diskusija oko FTX/Alameda Research kolapsa
35:11 Pavao komentarise sa makroekonomske perspektive
47:07 Kako kripto kriza izaziva vise bitcoinasa, slicnost kripta i fiat sistema
54:30 Dodadtna informacija oko FTX situacije
1:04:28 Proof of Reserve
1:08:21 Najnizije hashprice do sad, stanje i izcistenje mining industrije
1:16:00 Velicine i fleksibilnost mining operacije, analiza trzista
1:25:40 Bitcoin i Energija, dugorocan pogled bitcoin mining-a
1:31:28 Destruktivan PoW vs miran PoW / Izmisljena snaga vs Prava snaga
1:35:57 Hashrate chart ocekivan popravak, hashrate futures
1:37:53 Lux-ov clanak 'Budi svoja banka, razmisljaj kao banka'
1:39:20 SAD preuzela kontrolu 'hackovanih' 50,000 BTC, analiza i diskusija
1:53:09 Walmart pocinje da prodaje masine za bitcoin rudarenje
1:54:00 U Lebanon-u drzavljani koriste bitcoin i tether zbog inflacije
1:58:00 Razgovor oko bitcoin standard-a za pojedince, volatilnost
2:03:50 Open source handbook za zivot na bitcoin standard-u od Pavao
2:22:20 Drzave sa najvecu bitcoin adopciju su drzave osteceni od IMF/Svetska Banka
2:22:53 Zavrsne reci oko bitcoin standard-a i bitcoin kao tehnologija ekonomske slobode
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Korisni linkovi 🔗
https://twitter.com/NickTimiraos/status/1590796236768284673
https://twitter.com/NickTimiraos/status/1590704981552005120
https://bmpro.substack.com/p/the-exchange-war-binance-smells-blood
https://dirtybubblemedia.substack.com/p/is-alameda-research-insolvent
https://twitter.com/DylanLeClair_/status/1587890966580658177
https://twitter.com/cz_binance/status/1589283421704290306
https://twitter.com/cz_binance/status/1589374530413215744
https://twitter.com/carolinecapital/status/1589287457975304193
https://twitter.com/SBF_FTX/status/1589598284322328579
https://twitter.com/tier10k/status/1590727907454095361
https://twitter.com/SBF_FTX/status/1590709166515310593
https://twitter.com/ApeDurden/status/1590912098871435265
https://twitter.com/zebulgar/status/1590394857474109441
https://twitter.com/DanniiAshmore/status/1590631601448570880
https://twitter.com/SilvermanJacob/status/1590943025337085953
https://bitcoinmagazine.com/business/potential-for-bitcoin-miner-capitulation
https://twitter.com/denverbitcoin/status/1590399201045008384
https://www.justice.gov/usao-sdny/pr/us-attorney-announces-historic-336-billion-cryptocurrency-seizure-and-conviction
https://bitcointalk.org/index.php?topic=249718.msg2652363#msg2652363
https://twitter.com/FractalEncrypt/status/1590004511015571456
https://twitter.com/ODELL/status/1590081742521925632
https://twitter.com/bitcoinmagazine/status/1588601457083056129
https://luxb.substack.com/p/bitcoin-budi-svoja-banka-razmisljaj