Navigating Bitcoin's Noise

In this episode of Navigating Bitcoin’s Noise, I am joined by David Foley, partner at Equity Management Associates. David shares what he learned in his career on Wall Street working with collateralized debt, leverage, and securitized product structures. We covered the similarities between the 2007 CDO collapse and the leverage unwind during the recent crypto crash. David articulates the value sound money assets hold and why it’s important to invest with an understanding of the probability of future outcomes in mind.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

David Foley
Twitter: @DAAF17
https://www.ema2.com/

In this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem.

The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam and I offer counters to these points, while also acknowledging that in the era of central banking we’ve witnessed 208 currency crises.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Bank For International Settlements (BIS): The Future Monetary System - https://www.bis.org/publ/arpdf/ar2022e3.htm

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Sam Callahan
Twitter: https://twitter.com/samcallah
Swan Bitcoin: https://www.swanbitcoin.com/

In this episode of Navigating Bitcoin’s Noise, I am joined by Sam Callahan who is an analyst at Swan Bitcoin. In our conversation, we discuss The Bank For International Settlements' recent paper, The Future Monetary System. Sam shares his deep central banking knowledge as we dive deeper into their views on central bank digital coins, digital money, and the role they believe central banks should play in the build out of the crypto ecosystem.

The paper contends that crypto markets are inadequate and unsafe because Bitcoin and crypto are not managed at the central bank level. Sam and I offer counters to these points, while also acknowledging that in the era of central banking we’ve witnessed 208 currency crises.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Bank For International Settlements (BIS): The Future Monetary System - https://www.bis.org/publ/arpdf/ar2022e3.htm

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Sam Callahan
Twitter: https://twitter.com/samcallah
Swan Bitcoin: https://www.swanbitcoin.com/

In this episode of Navigating Bitcoin’s Noise, I am joined by Jogi to discuss a viral Twitter post where he depicted Bitcoin’s adoption price based on its adoption curve. In our discussion, we talk about the importance of understanding s-curves and how new technologies are adopted at an exponential rate and in a non-linear fashion. We talk about regressions and how they can help us figure out where we are today relative to past adoption rates. Additionally, we cover the importance of the average buyer, what price miners have to sell at, and how to justify owning the alternative.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Jogi
Twitter: https://twitter.com/proofofjogi
Bitcoin and Risk Assets: https://twitter.com/proofofjogi/status/1527243338159738881?s=20&t=_HDYSpoeqJZf_yf7ShClJw

In this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small countries an opportunity to opt out of historically bad financial situations.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

James Lavish
Twitter: https://twitter.com/jameslavish
https://substack.com/profile/14066787-james-lavish
https://lookingglasseducation.com/
Repo and Reverse Repo: https://lookingglasseducation.com/repos-reverse-repos-and-the-mystery-of-the-overnight-lending-market/

In this episode of Navigating Bitcoin’s Noise, I am joined by James Lavish, a reformed hedge fund manager turned Bitcoin educator through The Looking Glass Education. In our discussion, we talk about big institutions and their appetite for Bitcoin, why and how hedge funds are using Bitcoin to hedge high beta stocks, and the unfortunate downside of the existing system incentivizing profit over people. James also shares his knowledge of repo markets, bond yields, and what they really tell you, along with his views on the possibilities of a recession. Additionally, we cover why Bitcoin offers citizens and small countries an opportunity to opt out of historically bad financial situations.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

James Lavish
Twitter: https://twitter.com/jameslavish
https://substack.com/profile/14066787-james-lavish
https://lookingglasseducation.com/
Repo and Reverse Repo: https://lookingglasseducation.com/repos-reverse-repos-and-the-mystery-of-the-overnight-lending-market/

In this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Ben Hunt
Twitter: https://twitter.com/EpsilonTheory
https://www.epsilontheory.com/

In Praise of Bitcoin: https://www.epsilontheory.com/in-praise-of-bitcoin/
The Macguffin: https://www.epsilontheory.com/the-macguffin-part-1/

In this episode of Navigating Bitcoin’s Noise, I am joined by Ben Hunt founder of Epsilon Theory. In our discussion, we cover two of Ben’s articles, In Praise of Bitcoin and The MacGuffin. Ben shares his unique views on Bitcoin TM and the broader crypto ecosystem. We discuss his approach to the world and how he’s able to navigate the many narratives that dictate cycles in today’s economy and markets. We also discuss the numerous profiteering games Wall Street enjoys playing and how the solution may lie within individuals themselves.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Ben Hunt
Twitter: https://twitter.com/EpsilonTheory
https://www.epsilontheory.com/

In Praise of Bitcoin: https://www.epsilontheory.com/in-praise-of-bitcoin/
The Macguffin: https://www.epsilontheory.com/the-macguffin-part-1/

In this episode of Navigating Bitcoin’s Noise, I am joined by Jeff Ross of Vailshire Capital to discuss the macro drivers of our current markets. In our discussion, we cover Jeff’s value tilted view and what role Bitcoin might play in the economy going forward.

Jeff shares his view of Bitcoin as money and its future potential as a major asset class. We dig in on Jeff’s economic outlook on the changing financial landscape due to inflation, potential stagflation, leverage, and how Bitcoin fits into the challenges within the broader macroeconomic system.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Jeff Ross
Twitter: https://twitter.com/VailshireCap
https://vailshire.com/

In this episode of Navigating Bitcoin’s Noise, I am joined by Checkmate, lead on-chain analyst at Glassnode. In our discussion, Check shares the importance of taking an engineer's approach to truly understand what drives and supports a market below the surface. We cover how on-chain analytics allows one to monitor value flowing through the Bitcoin network and what this tells us about the behavioral characteristics of various investor types that make up markets. We dive into Bitcoin Bear markets, what metrics define them, what role memes play, and what factors separate a Bull from a Bear.

If you’re looking to better understand bitcoin’s past and its future potential as an economic network, then join us and listen in.

Kane McGukin
Twitter: https://twitter.com/kanemcgukin
kanemcgukin.substack.com

Checkmate
Twitter: https://twitter.com/_checkmatey_
Checkmate's On-Chain Masterclass: https://www.readyset.vision/landing/plans/214719