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Bitcoin & Markets

English, Finance, 1 season, 166 episodes, 4 days, 13 hours, 16 minutes
About
Keeping you ahead of the curve on Bitcoin price and fundamentals analysis, news and economics. - BitcoinAndMarkets.com | @BTCMRKTS
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Record September for Bitcoin, Massive China Stimulus, Bring on Q4! - E402

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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/e402 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
10/18/202443 minutes, 46 seconds
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Bitcoin Ready to Spike, plus Crypto Games In Congress - E401

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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/e401 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
10/17/202433 minutes, 33 seconds
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Game-changing Week, Huge Fundamental Flood Gates - E400

Bitcoin & Markets: Macro, money, geopolitics and news 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/e400 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
10/2/20241 hour, 10 minutes, 6 seconds
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Bitcoin Spikes as TradFi Rushes In, Major Implications - E399

Bitcoin & Markets: Macro, money, geopolitics and news 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/e399 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
10/1/20241 hour, 1 minute, 24 seconds
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The Fed Makes A Huge Mistake, Cuts Rates - Reaction - E398

Bitcoin & Markets: Macro, money, geopolitics and news 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/e398 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
9/24/20241 hour, 36 minutes, 40 seconds
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Major implications from the Federal Reserve rate cut this week for Bitcoin - E397

Bitcoin & Markets: Macro, money, geopolitics and news 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/e397 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
9/18/20241 hour, 24 minutes, 40 seconds
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Bitcoin Surges, Holds Critical Levels, What is Next?? - E396

Bitcoin & Markets: Macro, money, geopolitics and news 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/e396 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
9/17/202430 minutes, 55 seconds
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Can Bitcoin turn it around right here, right now in Uptember? Bitcoin Dawn, Weekly Roundup - E395

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! Body 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/e395 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
9/11/202457 minutes, 28 seconds
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Bitcoin Dives, What Next, Can BTC Recover? - E394

9/10/202456 minutes, 24 seconds
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Bitcoin Chop is Ending, Here's What to Watch - E393

Bitcoin & Markets: Macro, money, geopolitics and news 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/e393 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
9/4/202456 minutes, 7 seconds
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The FED Just Changed Everything - E392

Bitcoin & Markets: Macro, money, geopolitics and news 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/e392 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
8/29/202455 minutes, 29 seconds
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Dollar CRASH, Bitcoin Ready to SPIKE? - E391

Bitcoin & Markets: Macro, money, geopolitics and news 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/e391 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
8/27/20241 hour, 3 minutes, 16 seconds
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Bitcoin Path to New ATH, Weekly Round Up - E390

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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/e390 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
8/22/202449 minutes, 7 seconds
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Weekly Round Up of the Bitcoin Market, Uncertainty Amid Bullishness - E389

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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/e389 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
8/15/202453 minutes, 40 seconds
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A closer look at commodities and recession, plus Bitcoin ETF flows update - E388

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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/e388 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
8/14/202449 minutes, 38 seconds
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The bottom falls out, what is next for markets? - E387

Bitcoin & Markets: Macro, money, geopolitics and news 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/e387 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
8/8/202448 minutes, 45 seconds
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Markets Panic, Bitcoin Holds, Q3 Seasonality Strikes - E386

Bitcoin & Markets: Macro, money, geopolitics and news 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/e386 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
8/7/202433 minutes, 55 seconds
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Federal Reserve Prepares for September Rate Cut - E385

Bitcoin & Markets: Macro, money, geopolitics and news Today we are LIVE reacting to the FOMC drop. Please join me for the LIVE streams at the links below. 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/e385 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
8/2/202429 minutes, 36 seconds
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Bitcoin and Trump, US Gov sells bitcoin? Macro deglobalization and price analysis - Roundup E384

Bitcoin & Markets: Macro, money, geopolitics and news Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links Report https://www.bitcoinandmarkets.com/r298/ Full write up and charts https://bitcoinandmarkets.com/e384 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
7/30/20241 hour, 1 minute, 21 seconds
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Complex Times, Bitcoin & Macro - E383

Bitcoin & Markets: Macro, money, geopolitics and news Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!  Links https://bitcoinandmarkets.com/e383 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
6/24/202452 minutes, 35 seconds
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Federal Reserve is losing credibility, Insights on the FOMC press conference 3/20/24

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this podcast, I have a little pre-show chat with my Telegram channel talking about Ethereum and general market things, then I get into the FOMC press conference reaction at the 15:30 mark. I react to Jerome Powell's answers to the financial press's questions. He seemed very unsure of himself, did not inspire confidence, and came off as confused. 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/e382 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
3/22/20241 hour, 52 minutes, 47 seconds
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Bitcoin and Macro Reality, Plus SLOOS Data is Window Into Shadow Banking - E381

Bitcoin & Markets: Macro, money, geopolitics and news Today's episode was recorded on February 8th. Please subscribe on YT or Rumble, links are below. Topics include a look at the macro situation in which we and bitcoin find ourselves, what to expect in the next few months. I also read through the important parts of the SLOOS data, linked below. Enjoy. Links Youtube link SLOOS report 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/e381 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
2/8/202432 minutes, 47 seconds
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Why AI Needs Bitcoin - E380

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! This is a replay of a fun after Christmas live stream. Topics of discussion were Bitcoin price and some macro charts (see YT and Rumble for video), mempool and ordinal/inscription stats, problems with AI and why it won't takeover, and lastly, I read through and discuss by recent shale oil post. Enjoy. Links Youtube link AI tweet Shale oil post 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/e380 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
12/27/20231 hour, 20 minutes, 24 seconds
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Bitcoin ETF: Wall Street vs Globalists

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss Jamie Dimon bashing bitcoin in front of Congress. Implicating his own daughter in crime, drug trafficking and more. Then we cover ETF news, it's getting closer. I dive into my, perhaps, oversimplified theory of the sides in the US power struggle, Wall Street Capitalists vs Marxist Globalists. Lastly, I discuss a misunderstanding of the recent reduction in Fed's reverse repo. Enjoy. Links @Songadayman hit Jeff Ross tweet 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/e379 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
12/14/202339 minutes, 58 seconds
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The Bitcoin Cantillon Effect - E378

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! In this live stream replay, I discuss the current global financial system and why it's doomed to failure. I use a Robert Breedlove tweet as a jumping off point, to discuss government debt and Federal Reserve balance sheet's role in printing money. It is a preshow that happens over on Telegram so check that out if you want to join the community. Enjoy. Links Breedlove tweet 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/e378 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
11/28/202313 minutes, 26 seconds
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Bitcoin Spikes plus Tidal Macro Forces - E377

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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
11/16/202329 minutes, 20 seconds
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Bitcoin as Geopolitical Hedge - E376

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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
10/25/202335 minutes, 8 seconds
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Peak Cheap Oil vs Peak Oil Demand - E375

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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
10/18/202354 minutes, 1 second
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Shadow Banking Secrets: Collateral Multiplier - E374

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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
9/30/202330 minutes, 17 seconds
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Futures Trading Controls Bitcoin Price?? - E373

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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
9/29/202341 minutes, 5 seconds
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Does the Fed Really Print Money?? - E372

Bitcoin & Markets: Macro, money, geopolitics and news LIKE AND COMMENT!! 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. Links 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
9/19/202318 minutes, 53 seconds
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The Truth About Bitcoin's Security Budget - E371

Bitcoin & Markets: Macro, money, geopolitics and news LIKE and COMMENT!! 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. Links 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
9/9/202336 minutes, 59 seconds
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The Dollar Wrecking Ball is Back - FED159

FED WATCH: Your alternative bitcoin and macro show LIKE AND COMMENT!! 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
9/7/202330 minutes, 11 seconds
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BIP300 Debate and Other News, Weekly Bitcoin Update - E369

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 LIKE AND COMMENT!! 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. Links 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
9/6/202348 minutes, 51 seconds
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Reaction to Grayscale WIN! - E368

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 LIKE AND COMMENT!! In this episode, I discuss Grayscale beating the SEC to open the way for the first spot Bitcoin ETF. Enjoy. Links 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
8/31/202328 minutes, 8 seconds
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Quiet Before the Storm for Bitcoin - Weekly Update - E367

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/e367 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I read through this week's Bitcoin Fundamentals Report. We cover topics like lack of bitcoin volatility, BIP300, ETF updates, macro Q3, BRICS expansion, price analysis, Blackrock gets into mining, and Lightning Funds. Enjoy. Links Original Live Stream / Rumble Bitcoin Fundamentals Report #254 --- 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
8/30/202348 minutes, 47 seconds
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Tornado Cash Suit is not about Privacy - E366

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/e366 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! This episode is an excerpt from Fed Watch last week. We are discussing Tornado Cash's latest legal action. I have a quite strong opinion on this because we have given up the cypherpunk ethos to whining about obvious government crackdown. Do something about it. Be Satoshi. Launch your stuff without profiting from it. If you build a business around it, it's not decentralized and you should expect to get taken down. It's not right, but there is a reason these things are decentralized. Enjoy. Links Original Live Stream / Rumble --- 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
8/28/202316 minutes, 3 seconds
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Bitcoin Dip, China Crash, Weekly Update - E365

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/e365 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I readthrough This week's Bitcoin Fundamentals Report with all associated tangents. I get into bitcoin cycles, the price dip, China woes and what they mean geopolitically, a price analysis of Bitcoin, update you on the mining sector with headlines from there as well as network stats, and finally talk about Tether going to RGB and Lightning. Enjoy. Links Original Live Stream / Rumble Bitcoin Fundamentals Report #253 --- 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
8/22/202351 minutes, 47 seconds
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The Coming Multipolar World - E364

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/e364 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I readthrough my recent blog post titled The Coming Multipolar World. In it discuss how the standard theories are too rigid around monolithic nation states. In my synthesis, I break out several internal conflicts within the US and the West, sprinkle in some demographics, realism, and classic geopolitics. Enjoy. Links Original Live Stream / Rumble The Coming Multipolar World --- 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
8/18/202342 minutes, 2 seconds
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Bitcoin President in Argentina! China Collapse, ETF Update - E363

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/e363 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I readthrough this week's Fundamentals Report, with associated tangents. Headlines include Argentina's Presidential primary and Javier Milei's victory, ETF updates, anti-cycle narrative, US CPI and China's crashing economy. Next, I discuss the new stablecoin called Bitcoin in the price section. Lastly, is mining news and metric updates from the network, like difficulty, mempool and ordinals. Enjoy. Links Original Live Stream / Rumble Bitcoin Fundamentals Report #252 --- 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
8/15/20231 hour, 9 minutes, 57 seconds
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Bitcoin ETF Imminent, Industry Update, Big Move Coming! - E362

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/e362 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I readthrough this week's Fundamentals Report, with associated tangents. Headlines include the upcoming ETF approval deadlines, Ripple update, major institutional shift toward Bitcoin and Bitcoin mining, altcoin drama including Uniswap delisting HEX and Ethereum centralization. I give a preview to this week's CPI from the US. Run through the Bitcoin price, specifically how low the volatility has been, focusing on an upcoming move. I touch on Bitcoin mining news and statistics. Lastly, I explore if it matters if Lightning nodes are relatively centralized on hosting services. Enjoy. Links Original Live Stream / Rumble Bitcoin Fundamentals Report #251 --- 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
8/8/202346 minutes, 43 seconds
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"Crypto" is an Affinity Fraud Trying to be "Like Bitcoin" - E361

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/e361 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I readthrough and comment on my recent post about "crypto" being primarily based on an affinity fraud on Bitcoin. We get into all sorts of tangents and cover topics like category error/mistake and things we can do to fight against this fraud. Enjoy. Links "Crypto" is an Affinity Fraud on Bitcoin --- 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
8/6/20231 hour, 1 minute, 40 seconds
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Bitcoin Industry Update - Major Developments Underway! E360

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/e360 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I readthrough the most recent Fundamentals Report. Included is the important headlines from the last couple of weeks, in Bitcoin and Macro. Then I cover price with a couple of my charts and charts from the community floating around. Next, I go over the mining industry with news, hash rate, difficulty, and mempool. Lastly, we cover Lightning network news and discuss tradeoffs for Liquid. Enjoy. Links Bitcoin Fundamentals Report #250 --- 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
8/1/20231 hour, 11 minutes, 30 seconds
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June CPI Did Not Surprise Us, Here's Why - E359

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/e359 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! This episode is my live reaction to the June CPI drop. Please join me for the live streams and these live reactions. Follow on Rumble or YT and turn on notification, or join the Telegram and follow on Twitter to see when I'm streaming these important data releases. Enjoy. Links Online prices fall CPI preview via zerohedge BLS website --- 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
7/16/202321 minutes, 56 seconds
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MSM Flips Bullish on Bitcoin Mining!? - E358

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/e358 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I read through this week's Bitcoin market update via my newsletter the Bitcoin Fundamentals Report. Main topics are a major narrative shift from MSM to bitcoin friendly, market fundamentals are looking up for adoption, mining and building. Enjoy. Links Bitcoin Fundamentals Report #249 --- 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 #macro
7/11/20231 hour, 53 seconds
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BRICS Currency Disaster - E357

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/e357 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! This episode is an excerpt from the end of Friday's Live Stream. Afterwards, I stayed on to chat more with the community on Telegram and the topic was the BRICS currency. Many people are saying the BRICS will launch a new currency to rival the dollar, but that idea is so hilarious I had to speak about it. You can't just launch a new currency, it must be adopted by the market slowly over years and years. You don't just flip the switch and expect it not to get attacked and destroyed. That is why it is taking Bitcoin so long to become naturally adopted. Enjoy. Links Original stream Bloomberg article on BRICS --- 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
7/8/20238 minutes, 16 seconds
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Bitcoin ETF Drama, Europe in Crisis, Price and More - E356

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/e356 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2 LIKE AND COMMENT!! In this episode, I readthrough this week's Report covering Bitcoin and Macro headlines. Last Friday, the big news was the SEC returning all the spot Bitcoin ETF filings and asking for more clarity. The market interpreted it as bearish, but in reality it was a huge positive. In this episode, I cover the crisis in Europe, both economically and socially. Price analysis comes next, I couldn't be more bullish right now. The mining sector has some interesting developments, as well as the fight between Damus app and the Apple App Store. Enjoy. Links Bitcoin Fundamentals Report #248 --- 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
7/4/202348 minutes, 27 seconds
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This Week in Bitcoin | E355

Full show notes with links and charts: https://bitcoinandmarkets.com/e355 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I readthrough this week's Report covering Bitcoin and Macro headlines. Blackrock still dominates, but there were a few other developments, like that around Tether. Macro headlines include Europe and China recessionary stories. I do a quick price analysis for the Bitcoin pump and then jump into mining industry topics. Lastly, we cover Layer 2 news. Enjoy. Links Bitcoin Fundamentals Report #247 --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/27/20231 hour, 4 minutes, 17 seconds
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Clarity from the SEC !! | E354

Full show notes with links and charts: https://bitcoinandmarkets.com/e354 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I listen to an interview on CNBC with Gary Gensler and comment throughout. Enjoy. Links Gensler video Preston Byrne article --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/27/202320 minutes, 18 seconds
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Weekly Bitcoin Update, Everything is About to Change Forever - E353

Full show notes with links and charts: https://bitcoinandmarkets.com/e353 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I discuss the big news items of the week in Bitcoin and Macro. The SEC actions against Coinbase and Binance are old news already, now it is Blackrock's ETF filing. I also talk price, bitcoin mining news, and Lightning Network stuff. Enjoy. Links Bitcoin Fundamentals Report #246 --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/21/202355 minutes, 11 seconds
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Live Reaction to JPow Fed Pause, Mixed Messages + Bitcoin | E352

Full show notes with links and charts: https://bitcoinandmarkets.com/e352 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode I react live to the FOMC rate decision. It dropped 2 pm ET on June 14th. After the live stream that went out on YT, Rumble and Twitter, I stick around and react to Jpow's press conference. This episode gives me plenty of time for tangents and to build my vision for the markets. Enjoy. Links Jay Powell press conference FOMC announcement --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/16/20231 hour, 17 minutes, 6 seconds
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June 2023 So Far, Bitcoin Wrap-up Part 2 - Live E351

Full show notes with links and charts: https://bitcoinandmarkets.com/e351 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, is the second weekly update for the month, originally streamed on June 12, 2023. Sign up today to get those as they are dropped each Monday! In this episode I cover the huge SEC news regarding Coinbase and Binance. This is the Crypto-not-Bitcoin apocalypse. Also the big week ahead for macro. It his could be the turning week we've been waiting for. The halving is coming, stocks are rallying, miners are showing confidence, miner selling has ended for now. I also touch on Layer 2 news with Ark and LightSpark. Enjoy. Links Bitcoin Fundamentals Report #245 Original Live stream --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/13/202352 minutes, 31 seconds
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June 2023 So Far, Bitcoin Wrap-up Part 1 - Live E350

Full show notes with links and charts: https://bitcoinandmarkets.com/e350 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I go over all the important topics of the last week, for the week ending June 5, 2023, guided by the Bitcoin Fundamentals Report. Sign up today to get those as they are dropped each Monday! The next episode, will be dropping 6 hours after this one, and will jump into current events as the next Bitcoin Fundamentals Report on June 12, 2023. Enjoy. Links Bitcoin Fundamentals Report #244 Original Live stream --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/13/202353 minutes, 8 seconds
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What's Going On In Macro !!??? Charts and More - Live 5/31/23 | E349

Full show notes with links and charts: https://bitcoinandmarkets.com/e349 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I try to cover macro charts of important assets and price signals. Many people get deep into the weeds of macro when they should be able to simply look at the charts and evaluate where we are. Many people will claim that charts can lie to you, and that the market is a random walk, but that is absolutely false. Instead, they will claim some extra-ordinary ability to read the charts of "fundamentals", which is just one more step removed from doing analysis directly on the price. I remember a couple years ago, I was using a Google Search Trends chart and drawing a line on it to show a breakout in attention for bitcoin. Someone remarked, "we're doing TA on Google Trends now?" Any "metric" or fundamental is going to be presented versus previous data/history. It is technical analysis on a derivative of price believe it or not. Better to look directly at price, it'll have all the information needed IF you are approaching the market with a proper understanding of how things work. Enjoy. Links JP Morgan $900 billion bitcoin target --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/5/202334 minutes, 54 seconds
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Bitcoin Weekly Update, Fundamentals Report - Daily Live 29 May 23 | E348

Full show notes with links and charts: https://bitcoinandmarkets.com/e348 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I go through my weekly Bitcoin Fundamentals Report. Make sure you are subscribed at bitcoinandmarkets.com. We go through important headlines of the week for bitcoin and macro, the bitcoin price and forecast, mining sector news and lightning network news. It is a broad overview of what's going on in bitcoin! Enjoy. Links Bitcoin Fundamentals Report #243 Dedollarization and Inflation --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
6/2/202338 minutes, 30 seconds
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Gold vs Bitcoin Debate Reaction, Weiner vs Rochard - Daily Live 28 May 23 | E347

Full show notes with links and charts: https://bitcoinandmarkets.com/e347 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I react to a debate vs Keith Weiner and Pierre Rochard, with a resolution, "Will gold be an important money in the year 2100?". Enjoy. Links Original video 21 million discussion --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
5/30/20232 hours, 2 minutes, 23 seconds
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M2 Velocity Doesn't Mean Squat - Daily Live 24 May 23 | E346

Full show notes with links and charts: https://bitcoinandmarkets.com/e346 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I take a quick look at the bitcoin price, and then dive into an article from Michael Lebowitz syndicated on Zerohedge about velocity and inflation. I get frustrated by the lack of clarity around the terms inflation and velocity. By the end of the episode, after looking into what velocity is, I come to the conclusion that velocity means "squat". Enjoy. Links Velocity And Money Supply - Inflation's Dance Partners Velocity formula --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
5/29/202323 minutes, 28 seconds
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Bitcoin Miami Reaction, Weekly Market Update - Daily Live 5/22/23 | E345

Full show notes with links and charts: https://bitcoinandmarkets.com/e345 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I give a quick debrief on the Bitcoin 2023 conference in Miami, other news, macro, bitcoin price analysis, mining sector news and lighting news. Enjoy. Links Bitcoin Fundamentals Report #242 --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
5/23/202338 minutes, 18 seconds
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Crypto Scammers Gaslight about SEC Clarity - Daily Live from 4/19/23 | E344

Full show notes with links and charts: https://bitcoinandmarkets.com/e344 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff This episode was recorded on April 19, 2023. The original full live stream can be seen here: https://youtu.be/wG9OVGpIVWA. In this one, I react to Gary Gensler in front of Congress, discuss Chinese debt to GDP vs other economies, and the possibility of a rotation back into equities for the remainder of the year. You've probably seen the Gensler videos, but I link them below. The main through-line of my reaction is that it is a lie that there is no clarity on the question of altcoins being unregistered securities, it is just that the purveyor of those securities don't want to accept it. Bitcoiners have clearly stated why for years and now the SEC is going after people. That's all that needs to be said, it is pretty common sense. The lack of clarity, or uncertainty, out there in the market is from the gaslighting of purveyors of those unregistered securities. Next, I discuss the Chinese debt to GDP nightmare. It is simply astonishing the level to which China is built on a house of cards. Lastly, I talk about the market in general being overweight bonds relative to equities, and if we don't get the massive crisis recession everyone is expecting soon, we could see the rotation back into equities. Enjoy. Links Original full stream First video with McHenry here Second video with Emmer here --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
5/9/202313 minutes, 27 seconds
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I'm Losing Faith in Bitcoin - Daily Live from 4/17/23 | E343

Full show notes with links and charts: https://bitcoinandmarkets.com/e343 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff This episode was recorded on April 17, 2023. The original full live stream can be seen here: https://youtu.be/z5GQUXSqZKE. In this one I read through and address concerns in a post by BTC_remnant in which he voices his concerns for the bitcoin project. He touches on topics like stack or use your bitcoin, lack of toxicity toward scammers pumping bitcoin, lack of self-custody, time to bitcoinization, etc. I answer each of these in my unique way. I won't lie, I feel these depressive thoughts sometimes, too. But we have to know the arguments, predict/observe/reformulate to better our views of the world. Anyway, hope you enjoy. Links Original full live stream Bitcoin Fundamentals Report #237 : Headline "Sentiment is Bottoming" "I'm losing faith" --- Get value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
5/5/202326 minutes, 34 seconds
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Correcting Gold Bugs, plus Important Bitcoin Updates - Daily Live from 4/10/23 | E342

Full show notes with links and charts: https://bitcoinandmarkets.com/e342 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff This episode was recorded on April 10, 2023. I go over the news of the week, but the topics and discussion is ever-green content. You can find the whole version here: https://youtu.be/S34DsB6DdZQ. I start by pointing out the silliness of gold bugs continuing to champion a gold-backed digital currency. This is not new, and can't work. They also misunderstand what a CBDC is. They think it will lead to a "cashless" society, when a CBDC is a digital form of cash! Next, we talk about other news like Russia becoming the second largest bitcoin miner and setting the stage for great power competition over bitcoin mining, Bitcoin Stamps as a new protocol for storing stuff on the bitcoin network, the dedollarization derangement syndrome, and finally a bitcoin perspective on the unassailable dollar position.  Enjoy. Links Original live stream Bitcoin Fundamentals Report #236 Russia mining #2 in the world Bitcoin Stamps --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #gold
5/3/202315 minutes, 26 seconds
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Where We Are and Where We Are Going in Bitcoin & Markets - E341

Full show notes with links and charts: https://bitcoinandmarkets.com/e341 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I'm interviewed by Turbo and Mitch of the Orange Pill Addicts Podcast. We cover bitcoin, the halving, money, banking, deflation vs inflation, how bitcoin wins without hyperinflation, pretty much everything in the bitcoin scope. Please visit their podcast and listen to some of their other great episodes! Enjoy. Links Orange Pill Addicts website --- Get value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
4/24/20231 hour, 6 minutes, 29 seconds
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Global Loan Issuance Crashes, Loose vs Tight Money - Daily Live 4/5/23 | E340

Full show notes with links and charts: https://bitcoinandmarkets.com/e340 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode was recorded on April 5, 2023. You can find the live streams on YouTube and Twitter. In this one, I cover some headlines, like Paxful closing down, and Cory Klippsten's explanation of Choke Point 2.0. The main article for today is on the the tightening of credit standards and crashing demand for loans that foretells a deflationary shock. Enjoy. Links US economy grinds to a halt as loan demand crashes Video of Cory Klippsten on choke point 2.0 --- Get value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #money #banking
4/19/202321 minutes, 41 seconds
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On Manipulation and De-dollarization - Daily Live 4/4/23 | E339

Full show notes with links and charts: https://bitcoinandmarkets.com/e339 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode was recorded on April 4, 2023. You can find the live streams on YouTube and Twitter. In this one, I read through a couple articles and make my unique commentary. The first one is on US unemployment and the supposed manipulation of data. The second is on the BRICS currency, and Chinese Renminbi vs the US dollar. Enjoy. Links Labor Market Finally Cracks Commodities for CNY --- Get value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #BRICS #unemployment
4/18/202334 minutes, 34 seconds
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Evolution of the Financial System plus Bitcoin Market Update - Daily Live 4/3/23 | E338

Full show notes with links and charts: https://bitcoinandmarkets.com/e338 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode was recorded on April 3, 2023. You can find the live streams on YouTube and Twitter. In this one, I cover my weekly newsletter including headlines and narratives in the bitcoin space, with my classic commentary and tangents. Also included is a discussion of the BRICS currency, mining sector and lightning network. Enjoy. Links Bitcoin Fundamentals Report #235 --- Get value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #regulation #money
4/14/202344 minutes, 30 seconds
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BRICS Destroy Dollar, plus Bitcoin and National Security - Daily Live 3.31.23 | E337

Full show notes with links and charts: https://bitcoinandmarkets.com/e337 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode was recorded on March 31, 2023. You can find the live streams on YouTube and Twitter. In this one, I read through an article from Politico on Jason Lowery's Soft War. It is amazing they report on bitcoin mining as a national security concern! The article actually says, the US government must mine bitcoin! Next, I react to the news that the BRICS are going to launch their own currency. Is this a good idea, a danger to the US dollar? Enjoy. Links Politico article on Jason Lowery's Soft War Michael Nicoletos tweet on BRICS currency --- Got value from the show? Support directly! Strike: https://strike.me/ansellindner Cash App: https://cash.app/$AnselLindner --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #BRICS
4/12/202323 minutes, 19 seconds
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Refining Bitcoin's Elevator Pitch - Daily Live 3/29/23 | E336

Full show notes with links and charts: https://bitcoinandmarkets.com/e336 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I discuss three topics. The first is refining the elevator pitch for bitcoin. The second is new banks coming in to serve the bitcoin businesses after the exit of Signature and Silvergate. Third, is an article about Florida trying to ban CBDCs. Enjoy. Links Bitcoin elevator pitch via @bitcoinfreedme New banks coming into the space - WSJ article Florida bans CBDCs --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #banking #CBDC
4/7/202330 minutes, 12 seconds
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Governments Attacking Crypto NOT Bitcoin - Daily Live 2.27.23 | E335

Full show notes with links and charts: https://bitcoinandmarkets.com/e335 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I walk through my weekly newsletter starting with important bitcoin and macro headlines, then moving on to price analysis, mining sector news and finally, the lightning network. The main theme of the day is a growing "attack" on the bitcoin space, an attack that conveniently seems wholly contained to the altcoin scams and altcoin casino exchanges. For years, bitcoiners have said these things were enemies of bitcoin, but now we are being called on to come to their rescue and join with the fraudsters, scammers and theives. I don't think so. Enjoy. Links Bitcoin Fundamentals Report #234 --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #politics
4/4/202326 minutes, 59 seconds
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Greenpeace Self-Own with Skull of Satoshi - Daily Live 3/24/23 | E334

Full show notes with links and charts: https://bitcoinandmarkets.com/e334 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I break down the Skull of Satoshi meme started by Greenpeace, putting it in context of other great reappropriations by bitcoiners. I also touch on the bitcoin price, stocks and the dollar. For a full unedited version, you can find my live streams on Youtube. Enjoy. Links Greenpeace video on twitter --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #money #skullofsatoshi 
4/3/202318 minutes
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Bitcoin 2.0 is Impossible - Daily Live 3/21/23 | E333

Full show notes with links and charts: https://bitcoinandmarkets.com/e333 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I listen to a recent interview that the great Jack Mallers recently did with CNBC. It is a good jumping off point to talk about some deeper aspects of Bitcoin and Bitcoin Maximalism. Then I discuss Janet Yellen being completely surprised by the rapid shift from worries about inflation to bank runs. Enjoy. Links Jack Mallers interview Janet Yellen testimony FDIC guarantee all $18 trillion in deposits Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics #crypto
3/28/202353 minutes, 16 seconds
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$1 Million Bitcoin Bet, the Dollar Dies in 90 Days - Daily Live 3.20.23 | E332

Full show notes with links and charts: https://bitcoinandmarkets.com/e332 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I examine Balaji's recent $1 million bitcoin bet, and listen to him try to create a dialectic trap for Bitcoin Maximalists. I wrap up the episode talking about the recent Federal Reserve swap lines and why they are different from inflation, and actually portend massive deflation is coming. Enjoy. Links Balaji tweet Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #money #bankrun
3/25/202343 minutes, 19 seconds
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Calling the Recent Bottom and Bitcoin Mining Taxes - Daily Live 3/10/23 | E331

Full show notes with links and charts: https://bitcoinandmarkets.com/e331 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I give you my thoughts on the price of bitcoin at the recent bottom on March 10. As you know, it bounced very hard. What did I say back then? I thought it had a short window to bounce and recover, which it did very shortly after recording this episode. Make sure to join me for the live streams. Next, we cover the new proposed taxes by the Biden administration to place taxes directly on the electricity uses of miners in the US. I give you my evaluation of this proposal and its likelihood. Short version, it's not. Enjoy. Links New proposal for bitcoin taxes Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #bitcoinprice #bitcoinmining
3/23/202323 minutes, 24 seconds
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JPow's Comments Days Before the Bank Failures - Daily Live 3/8/23 | E330

Full show notes with links and charts: https://bitcoinandmarkets.com/e330 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I detail out Powell's comments on March 7th in front of the Senate Banking Committee, reacting to what I heard. I listen to these types of things so you don't have to. IMO this one was pretty entertaining. Also, in hindsight, since I'm publishing this episode on March 22nd, after the huge bank failures of SVB and Signature caused havoc for the Fed, listening to his comments and my reaction from just before is interesting. Second, I discuss GBTC becoming an ETF and what that would mean. Thanks for listening. Enjoy. Links Article and video of Powell in front of Congress Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #federalreserve #banking
3/22/202341 minutes, 46 seconds
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Silvergate are Idiots, and More Bitcoin News - Daily Live 3.6.23 | E329

Full show notes with links and charts: https://bitcoinandmarkets.com/e329 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I talk through my most recent Bitcoin Fundamentals Report. The main news items are Silvergate bank massive screw up, bitcoin survey in Japan, Russia and mining, how to interpret bitcoin mining relative to price, and Lightning Network map and update. Enjoy. Links Bitcoin Fundamentals Report #232 Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #bitcoinmining #newsletter
3/10/202330 minutes, 33 seconds
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Bitcoin in a Hybrid WW3 ft Arthur Hayes - Daily Live 3.3.23 | E328

Full show notes with links and charts: https://bitcoinandmarkets.com/e328 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, our main topic is analysing what the oil market can tell us about high power politics and bitcoin in WW3. I cover a couple other stories first, like Chili's gift card is a stablecoin now according to Ether folks. Enjoy. Links Chili's gift card is a stablecoin now Arthur Hayes Hybrid WW3 and Oil post Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics #oil
3/9/202343 minutes, 6 seconds
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The Burden, Not Privilege, of the Reserve Credit Currency - Daily Live 3.1.23 | E327

Full show notes with links and charts: https://bitcoinandmarkets.com/e327 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, we cover a ton of topics, including USD dollar hegemony, Federal Reserve signaling, the exorbitant burden of being the global reserve currency, and finally, a warning that we must come to our senses. Enjoy. Links Dylan LeClair tweet My reply to Joe Consorti Kashkari admits it is all about signaling Michael Pettis exorbitant burden thread FBI tells the truth on Wuhan Zelenskyy says NATO must bleed, too Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #dollar #ukraine
3/7/202328 minutes, 53 seconds
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Bitcoiners Told You, You Didn't Listen - Daily Live 2.28.23 | E326

Full show notes with links and charts: https://bitcoinandmarkets.com/e326 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, we discuss the bitcoin price a little, then get into the big topic of the day, and that was whether or not bitcoiners should be celebrating the SEC going after altcoins. I don't think we should take any side, other than bitcoin's side. We don't want to enable the fraud after we specifically warned about this very thing while being called toxic, and we shouldn't necessarily support the SEC either. However, it is important not to be dragged into it. Crypto is not bitcoin, bitcoin is not crypto. Enjoy. Links Joe Consorti tweet EU inflation Andreas Steno tweet calling out bears Giacomo Zucco tweet John Ratcliff Lyn Alden Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
3/7/202331 minutes, 43 seconds
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What's Happening This Week in Bitcoin - Daily Live 2.27.23 | E325

3/3/202333 minutes, 49 seconds
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More of the Same Won't Work, plus Policy or Panic - Daily Live 2.24.23 | E324

Full show notes with links and charts: https://bitcoinandmarkets.com/e324 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff This episode of the podcast was recorded on February 24, 2023. It was a free form Friday, where I scan through some of the things I'm reading and take the listener along with me. Topics covered were PCE inflation numbers out of the US; examining if the strong dollar and lagging 10Y Treasury security is due to stupidity, a plan, or panic; and lastly, we listen to a speech by the Indian delegate at the UN where she questions the legitimacy of the UN in the first place. Enjoy. Links Michael Libowitz PCE tweet Tom Luongo tweet thread Indian delegate to UN speech Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #China #geopolitics #dollar
3/2/202326 minutes, 42 seconds
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A Better Bitcoin? plus, Human Rights in the Future - Daily Live 2.22.23 | E323

Full show notes with links and charts: https://bitcoinandmarkets.com/e323 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, we discuss why Ray Dalio was wrong when he said, "in time there will be better digital currencies", then we get into a little about scammers feeling threatened by the nebulous "bitcoin maxi culture", and finally, dig into the future of human rights with more free speech, properties rights and other freedoms. It's not what you think. Enjoy. Links Ray Dalio on a better bitcoin Jason Lowery's announcement of Soft War Nic Carter's tweet Bitcoin fixes democracy article Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #geopolitics #humanrights
3/1/202334 minutes, 40 seconds
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China Coming to Their Senses on Bitcoin? - Daily Live 2.21.24 | E322

Full show notes with links and charts: https://bitcoinandmarkets.com/e322 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I talk a lot about bitcoin, then read through several articles. One on China getting involved in this conflict with Russia and NATO/West, and two articles on Hong Kong opening back up to bitcoin trading. Of course, with my unique flare. Enjoy. Links Zelenskyy warns China Watcher.guru piece on Hong Kong trading bitcoin Bloomberg article on Hong Kong bitcoin Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #china #russia
2/28/202330 minutes, 6 seconds
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Bad Inflation Models Lead to Confusion - Daily Live 2.20.23 | E321

Full show notes with links and charts: https://bitcoinandmarkets.com/e321 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I talk through a back and forth I had on twitter with Luke Gromen. He refuses to have a coherent model for inflation, instead calling everything inflation. I try to clearly explain why fiscal spending and QE are not money printing, and why unusual fiscal spending with supply shocks make prices go up. Only some of it is money printing, with most of it being crowding out by pulling demand forward from savings at the same time as slashing supply. Enjoy. Links My initial reply to Lyn Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
2/24/202324 minutes, 11 seconds
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Disaster in Nigeria, plus ESG Promoters Get Desperate - Daily Live 2.17.23 | E320

Full show notes with links and charts: https://bitcoinandmarkets.com/e320 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I read through a tweet thread by @NickCorbishley about the ongoing collapse of Nigeria. I also read another recent article from Bloomberg about about the monetary and banking problems in the country. The next section is about how the European globalists are attempting to for early compliance with their climate initiatives. As if they have that kind of pull any more. Enjoy. Links Tweet thread on Nigeria Bloomberg article on Nigerian banking crisis ESG Madness spreads, getting desperate Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
2/21/202319 minutes, 44 seconds
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Will a Freer Market with Bitcoin Lead to More Technology Advancement? - Daily Live 2.15.23 | E319

Full show notes with links and charts: https://bitcoinandmarkets.com/e319 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I start off with a long introduction to competing progressive schools of thought. We are probably familiar with communist progressives on the left, but there is also a school on the right of technology progressives. The latter thinks there will be ever increasing levels of technology and it would be best if governments got out of the way. While I do believe capitalism is the way to go, this progressive vision of moving toward a technological utopia of AI, robots, and interstellar travel is very unlikely with more free markets. It is likely we will choose family and faith over progress of this nature, we'll move out of cities and become more self-sufficient instead of growing more fragile and dependent on ever centralizing systems Next is about altcoiners starting to see the light as the SEC swoops in and destroys the viability of all these scams. Lastly, we breifly cover retail sales in the US accelerating in January, but how this doesn't necessarily mean the Fed will clamp down harder. All they've done hasn't squashed the economy, so what makes people think them doing more will do that? What if they don't do much of anything in the real economy and they are only playing experts for the cameras. Enjoy. Links Retail sales in the US jump in January SEC goes after Paxos Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
2/20/202321 minutes, 35 seconds
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LIVE CPI REACTION, Reacceleration or Transitory - Daily Live 2.14.23 | E318

Full show notes with links and charts: https://bitcoinandmarkets.com/e318 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is pretty simple, I'm reacting live to the January 2023 CPI release from the US Bureau of Labor Statistics. Enjoy. Links BLS CPI release for January 2023 Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
2/17/202312 minutes, 47 seconds
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What Happens to Prices in Deglobalization? - Daily Live 2.13.23 | E317

Full show notes with links and charts: https://bitcoinandmarkets.com/e317 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff First month of Market Pro for 50% off https://bitcoinandmarkets.com/pro50 Today's episode was recorded Monday, February 13th, prior to the CPI drop on the 14th. I think the conversation is still valuable to learn how to think about CPI and these monthly rituals we go through. I get into how to think about prices in a deglobalizing world. The last topic of the show today is the crackdown on Binance USD and Paxos by the New York Department of Financial Services (NYDFS). Enjoy. Links CPI Preview article Seeking Alpha Reuters on Binance USD and Paxos Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics
2/16/202338 minutes, 51 seconds
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SEC Explains Kraken Suit, plus China Credit Explodes - Daily Live 2.10.23 | E316

Full show notes with links and charts: https://bitcoinandmarkets.com/e316/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff 50% off Premium Market Pro https://bitcoinandmarkets.com/pro50 In today's episode, we listen to an interview on CNBC with SEC Chairman Gary Gensler about their enforcement action against Kraken. It has really caused a lot of waves in the bitcoin ecosystem, almost completely contained to the scam coin side of the house. Next, I dive into a few numbers out of China regarding their credit creation in December. It was huge. They have resorted to pumping up their economy with MASSIVE credit injections, dictated straight from the central Communist Party. Enjoy. Links Nearly $1 trillion Injected by China --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/  
2/14/202335 minutes, 45 seconds
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Wow in the Oil Market, & Panopticon Coin - Daily Live 2.8.23 | E315

Full show notes with links and charts: https://bitcoinandmarkets.com/e315 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I read through a couple articles. The first one is on the oil market and the HUGE inventory builds we have been seeing over the past several weeks. The second half of the episode is catching up on the progress on CBDCs, this time from the UK. Enjoy. Links US Crude Inventories up 2.4mm Second crude article with charts UK's efforts on CBDC --- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/ #bitcoin #macro #geopolitics    
2/12/202328 minutes, 35 seconds
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Make Sense of Jobs Data, plus Deflation is Back - Daily Live 2.7.23 | E314

Full show notes with links and charts: https://bitcoinandmarkets.com/e314/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I react to Powell's interview at the Economic Club of Washington D.C. Many people were wondering if Powell's tone was going to change since the week before's FOMC press conference, given the Jobs Report came out and showed major tightening of the jobs market. After I react to that interview, I read through a story about lending in the US is falling off a cliff. Tightening lending standards mixed with crashing demand for loans. Enjoy. Links Link to video of Powell interview SLOOS article about credit and lending #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/
2/10/202322 minutes, 12 seconds
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The Bitcoin Scaling Debate is Back - Daily Live 2/6/23 | E313

Full show notes with links and charts: https://bitcoinandmarkets.com/e313/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, since it was recorded on Monday, my newsletter day, I concentrated on a few stories I was writing about. The Live show was quite a bit longer, so make sure you join us on YT, Twitter, or Telegram. The main topic is the Ordinal debate. This public conflict is blown way out of perportion, and reminds me a lot of the scaling conflict in 2016. I also cover some of the uncomfortable truths about bitcoin scaling and discuss who we might look at them in the future. Lastly, I quickly cover the China Spy Balloon story again. Not that big of a deal either, other than it shows globalization/international trust and cooperation is gone. Enjoy. Links Bitcoin Fundamentals Report #228 #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/
2/9/20239 minutes, 30 seconds
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No, A Dollar CBDC is NOT Coming - Daily Live 2.3.23 | E312

Full show notes with links and charts: https://bitcoinandmarkets.com/e312/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, first, I go over a few things that my community is posting about over on Telegram. The main part of the show is a reaction to James Rickards' recent blog post about the Digital Dollar Project. He warns that "Biden Bucks" are only a month away. My detailed response lays out why he's VERY wrong, selling fear, and what is actually going on with a US Dollar CBDC. Enjoy. Links Jim Rickards "Warning Shot Fired" Digital Dollar Project website Ripple vs SEC update #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/
2/7/202320 minutes, 20 seconds
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Important Takeaways from Fed's Rate Hike - Daily Live 2.1.23 | E311

Full show notes with links and charts: https://bitcoinandmarkets.com/e311 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is a LIVE reaction to the FOMC policy decision drop and market action on February 1, 2023. Enjoy. Links Federal Reserve Release #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/
2/2/202313 minutes, 20 seconds
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Peak Oil Demand and a Defense of CPI - Daily Live 1.31.23 | E310

Full show notes with links and charts: https://bitcoinandmarkets.com/e310 Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode covers mainly my thesis on peak oil demand. Before we get into that though, we have a much deserved laugh listening a song written by @songadaymann on twitter. At the end of the episode, I respond to a question about CPI and read through an article attacking CPI's accuracy. I said it in the show, but I'll say it again here, I'm not defending the precise accuracy of CPI, only that it is generally correct and the best thing we have. Enjoy. Links Luke song BP on peak oil demand US Nat Gas proved reserves increase by 32% US oil production to hit ATH by 2024 Total World Liquid Fuels Consumption CPI hit piece #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/
2/2/202345 minutes, 12 seconds
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Disbelief Stage, No Recession, Culture vs Technology - Daily Live 1.30.23 | E309

Full show notes with links and charts: https://bitcoinandmarkets.com/e309/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is a wide ride. I start by giving a long introduction to my theories and process. I then cover the current macroeconomic situation through charts, like bitcoin, the S&P 500, oil and more. I compare commentary by Ray Dalio and Neil Howe on bitcoin and bitcoin arguments. Ray Dalio, who I don't agree with often, is sounding much smarter than Neil Howe on this topic. Lastly, I discuss at length my thoughts on culture versus technology using a twitter poll by Steven Lubka. Overall, this is a broad and fun show. Enjoy. Links Ray Dalio video, Neil Howe video, and market psychological cycles Markets4Mayhem tweet about financial conditions Steven Lubka twitter poll #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/
1/31/202335 minutes, 14 seconds
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Global South, Zoltan, and Betting on Communists - Daily Live 1.27.23 | E308

Full show notes with links and charts: https://bitcoinandmarkets.com/e308/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I once again take on Zoltan Pozsar in his latest short article for the Financial Times. It's filled with the same old dribble about magically supplanting a unique post-WWII globalized system led by Washington, with the same thing led by Beijing. Of course, this is silly. I do believe that the internationalized era where almost every country sang Kumbaya together, gorged on productive credit, and grew rapidly is over. But it won't be replaced by the same thing only under a different hegemon. It is the era of credit based money that is ending. We will go back to a neutral commodity money, namely bitcoin. Enjoy. Links Zoltan FT article 7Y Treasury Auction 5Y Treasury Auction 2Y Treasury Auction #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/
1/28/202345 minutes, 33 seconds
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The Globalists Gaslighting About Unity - Daily Live 1.25.23 | E307

Full show notes with links and charts: https://bitcoinandmarkets.com/e307/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, after a run through the charts you can find below or on bitcoinandmarkets.com/e307/, I listen to Biden's latest speech about sending tanks to Ukraine. I don't concentrate on the tanks through, I concentrate on the rhetoric about unity in the West. "We are fully united," he says. Of course, we all know, no relation is 100% without disagreement, especially political ones in wartime. This rhetoric was echoed by Minister Baerbock in Germany when she said it is not time for a "blame game" in Europe. They are "at war with Russia, not each other." I think this is telling that not all is well on the unity front in the West. Enjoy. Links Biden tries to bolster unity Blame game tweet video Armstrong 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/
1/27/202322 minutes, 7 seconds
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What Comes Next? plus Peter Schiff Silliness - Daily Live 1.24.23 | E306

Full show notes with links and charts: https://bitcoinandmarkets.com/e306/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I talk about the deadlock in the markets. There is massive uncertainty on concern about this year. Are we heading into recession? Is the bottom of this market about to fall out? Is the Federal Reserve going to crash this market? I then read through a Peter Schiff blog post and use it to discuss the craziness of the inflationistas. Enjoy. Links 2Y Auction article Peter Schiff says lower CPI is transitory #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/
1/25/202320 minutes, 2 seconds
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The World is Going Against Globalization and Globalists - Daily Live 1.24.23 - E305

Full show notes with links and charts: https://bitcoinandmarkets.com/e305/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I talk about the total failure of the Davos 2023 agenda. I also discuss the evolution toward a bitcoin standard that we are likely to see, and the Brazil talks with Argentina about a common currency are a symptom of this evolution. Eventually, large countries will start landing on the solution of bitcoin. Enjoy. Links Globalization Has Died and Davos 2023 Was Its Funeral Ceremony Brazil, Argentina Holding Talks Over Possible Common Currency #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/
1/25/202319 minutes, 24 seconds
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Bitcoin's Price PUMP and Fed Whisperers - Daily Live 1.20.23 | E304

Full show notes with links and charts: https://bitcoinandmarkets.com/e304/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I talk about the bitcoin pump and go over the charts and try to forecast what is coming next for bitcoin and the economy. I touch on the China reopening narrative and why it's flawed. Finally, I read through an article about the what Lael Brainard, Vice Chair of the Federal Reserve, said recently in a speech about monetary policy and their likely future path. Enjoy. Links Lael Brainard signaling China Update video #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/
1/24/202327 minutes, 57 seconds
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International "Crypto" Enforcement, Should We Be Worried? - Daily Live 1.18.23 | E303

Full show notes with links and charts: https://bitcoinandmarkets.com/e303/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I cover the bitcoin price and the surprise announcement by the US Department of Justice of a international enforcement action in the bitcoin industry. We cover a lot of topics starting from this speech, offering a lot of insight into the bitcoin market. Enjoy. Links DOJ press conference #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/  
1/20/202326 minutes, 50 seconds
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Ransomware and Bitcoin Demand - Daily Live 1.17.23 | E302

Full show notes with links and charts: https://bitcoinandmarkets.com/e302/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode I cover the bitcoin price action and some macro charts, but then quickly get into the main topic for the episode, the coinciding of the bitcoin price pump and the FAA outage in the US. This incident was the first time since 911 that all air traffic in US airspace was grounded. Officially, it was an oversight from a contractor or some such excuse. Of course, all these systems have redundancy, so a simple mistake from a contractor could not take the whole national system. Likely it was due to a cyberattack. That is the conclusion of Tucker Carlson of Fox News. We watched/listened to a clip of him making this argument. A big part of his evidence was the fact that bitcoin happened to pump right at the same time that the government would have needed to buy bitcoin to pay a ransom. I cannot make any conclusion for certain, but it is a more likely explanation than the official story. Enjoy. Links Tucker speculates on ransomware and bitcoin #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/
1/18/202336 minutes, 19 seconds
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Davos WEF History and Future Plans - Daily Live 1.16.23 | E301

Full show notes with links and charts: https://bitcoinandmarkets.com/e301/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is all about Davos, their Marxist history and their evil future plans for the world. I read through an article from Off-guardian.org and click through to all the associated citations. The new tagline for the WEF schemes are "a new system". They've dropped "the great reset" and are making a massive effort at marketing, propaganda and narratives. Links Marxist history of Davos and the World Economic Forum "A New System" – Inside The Davos Summit 2023 WEF website with agenda WEF narrative schemes #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/
1/17/202341 minutes, 19 seconds
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Bitcoin Back Above $20K plus SEC Timing - Daily Live 1.13.23 | E300

Full show notes with links and charts: https://bitcoinandmarkets.com/e300/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is bitcoin price extravaganza. The bitcoin price has pumped. I talk live about what this move means, what other historic moves does this compare to, and where is it going from here. Next, I discuss what is going on with the SEC vs Gemini and the Winklevoss twins. Lastly, I talk about the Bank of Japan and the failure of yield curve control (YCC). Enjoy. Links SEC sues Gemini Tyler Winklevoss 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/
1/15/202342 minutes, 7 seconds
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My LIVE Reaction to Negative CPI - Daily Live 1.12.23 | E299

Full show notes with links and charts: https://bitcoinandmarkets.com/e299/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is a live reaction to the US December CPI drop. Join us on CPI release days on YouTube, Twitter and Telegram. Enjoy. Links BLS website #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/
1/14/202318 minutes, 6 seconds
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The Wealth Effect is Backwards - Daily Live 1.11.23 | E298

Full show notes with links and charts: https://bitcoinandmarkets.com/e298/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I talk through the bitcoin price and then hit on a few interesting articles. The first is about the Federal Reserve trying to create a reverse wealth effect by crashing the stock market. The second is an update on the oil market. The final article is revisiting Powell in Sweden and tying it back into Sarah Bloom-Raskin's failed nomination to the Fed last year. Enjoy. Links Michael Lebowitz on Wealth Effect Powell Slaps Down Woke Colleagues #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/
1/13/202347 minutes, 32 seconds
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JPow SLAMS Central Bank ESG Lunacy! - Daily Live 1.10.23 | E297

Full show notes with links and charts: https://bitcoinandmarkets.com/e297/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I watch and react to Powell's appearance at a central banking panel in Stockholm, Sweden this week. Many people were expecting some policy guidance in the speech. We didn't that that, but we did get a huge slam of the ESG policy that has been pushed by other central banks like the ECB in recent years. Powell pretty much lays the smackdown, saying the Federal Reserve will not be pursuing climate or ESG goal through its policy or tools. This is a massive split in central bank interest between the Davos controlled ECB and the Wall Street control Federal Reserve. I fast forwarded a lot of the less interesting words from the speakers. Enjoy. Links Transcript and live stream video #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/
1/11/202322 minutes, 14 seconds
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Debunking Peter Zeihan About Bitcoin - Daily Live 1.9.23 | E296

Full show notes with links and charts: https://bitcoinandmarkets.com/e296/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I play and respond to Peter Zeihan's embarrassing opinions on Bitcoin from his interview on Joe Rogan. Enjoy. Links Joe Rogan episode #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/
1/10/202335 minutes, 21 seconds
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Malthus vs Free Market vs Credit Money - Daily Live 1/6/23 | E295

Full show notes with links and charts: https://bitcoinandmarkets.com/e295/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I cover some exciting macro chart (you can find those below or at bitcoinandmarkets.com/e295), and then I do a reaction to one of Saifedean Ammous's most recent podcast episodes where he interviews Gale Pooley. I disagree with my of their arguments about "superabundance", instead calling it "overabundance" driven by credit-based money and the greatest period of global peace and free trade in history. Enjoy. Links Superabundance episode #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/
1/6/20231 hour, 15 minutes, 35 seconds
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Global Economic Slowdown Everywhere - Daily Live 1.4.23 | E294

Full show notes with links and charts: https://bitcoinandmarkets.com/e294/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff YouTube https://www.youtube.com/@btcmarketupdate/ In today's episode, I stream to Telegram, my new YouTube channel and Twitter Live. Big deal for me. Topics are general macro charts including the dollar DXY, Oil WTI and Bitcoin. After that, I cover the US ISM manufacturing data, this is like the US PMI. Lastly, I talk about the German CPI numbers for December being big time negative. Enjoy. Links US ISM data article Poland $1.3 trillion reparation article German December Inflation FT article Actual MoM German December CPI #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/
1/5/202333 minutes, 30 seconds
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Bitcoin Core Developer Hacked, Loses BTC - Daily Live 1.2.23 | E293

Full show notes with links and charts: https://bitcoinandmarkets.com/e293/ Telegram https://t.me/bitcoinandmarkets Twitter for Spaces! https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I cover the big story about Bitcoin Core developer Luke Dashjr losing bitcoin to a hack of his laptop. We read though a news story about it and I make some commentary. Next, we cover a few other items from this week's newsletter, the Bitcoin Fundamentals Report. Enjoy. Links Luke Dashjr article Bitcoin Fundamentals Report #223 #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/
1/4/202326 minutes, 24 seconds
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Bitcoin Cycles Dead?? - Daily Live 12.30.22 | E292

Full show notes with links and charts: https://bitcoinandmarkets.com/e292/  Telegram https://t.me/bitcoinandmarkets  Twitter for Spaces https://twitter.com/AnselLindner  FREE weekly newsletter https://tinyurl.com/2chhbnff  Happy New Year! In today's episode, I read through a couple tweet threads about bitcoin and macro. The first is from Alistair Milne talking about halving cycles and 2023, along with some big predictions for the new year. The second thread, is by Stack Hodler and talks about the epic December that the Bank of Japan has had. They did a record amount of asset purchases this month, despite raising the yield curve control ceiling. I read through both these threads and give you my unique reaction and perspective. 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/
12/31/202229 minutes, 44 seconds
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Zoltan's Dispatch is Nonsense, Here's Why - Daily Live 12.29.22 | E291

Full show notes with links and charts: https://bitcoinandmarkets.com/e291/ Telegram https://t.me/bitcoinandmarkets Twitter for Spaces! https://twitter.com/AnselLindner FREE weekly newsletter https://tinyurl.com/2chhbnff In today's episode, I read through a couple pieces. The first, from Mish, is about the nature of inflation and deflation. He unexpectedly paints a deflationary picture. The second piece I read through, and the majority of time during this episode, is Zoltan Poznar's most recent dispatch. Oh brother, do I have a lot to say about this. He is all over the place in his misunderstanding. Zoltan's expertise is in interest rates and financial plumbing, yet he has ventured into the realm of geopolitics for the last 6 months with his Bretton Woods III abomination. His key evidence of the Saudi/Xi meeting is utter nonsense. I tear it apart from the first sentence. Zoltan actually believes that the CBDC project that China and Gulf countries are working on has some efficiency or benefit, instead of being masked MMT and colonialism for the communists in Beijing. Enjoy. Links Mish article on inflation Zoltan's dispatch #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/
12/30/20221 hour, 17 minutes, 45 seconds
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Michael Saylor VS Bitcoin Immune System - Daily Live 12.28.22 | E290

Full show notes with links and charts: https://bitcoinandmarkets.com/e290/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode is about current events in bitcoin explored in a sweeping narrative form, including discussion of Michael Saylor and Microstrategy, CPI vs Shadow Stats vs Chapwood Index, the unimportance of M2 as a measure of money. Then we read through an article about the "Fab 4", a proposed semiconductor pact amongst the largest producers, Taiwan, South Korea, Japan and the US. Lastly, we talk US home sales and what they mean for the economy and credit conditions going forward. Enjoy. Links South Korea to join Fab 4 US home sales M2 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/
12/29/202224 minutes, 6 seconds
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Macro Environment Analysis and Bitcoin - Daily Live 12.27.22 | E289

Full show notes with links and charts: https://bitcoinandmarkets.com/e289/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode goes over all the macro charts you can find below (bitcoinandmarkets.com/e289), plus a discussion on how the market picks the money it uses. It's not as simple as saying X,Y,Z properties are best for a money at all times and places. The macro environment changes through time. Some money will be better or worse, depending on the state of the global economic environment. 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/
12/28/202226 minutes, 26 seconds
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Russia Makes Move Into Bitcoin !! - Daily Live 12.23.22 | E288

Full show notes with links and charts: https://bitcoinandmarkets.com/e288/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's episode covers macro headlines about oil and PCE for November. I walk through exactly why a hard recession is unlikely in the US, as economic activity is coming off a HUGE nominal number as CPI is crashing. This creates the feeling of free fall in the economy but real GDP can actually stay positive. This puts massive downward pressure on the demand for oil globally, and since the US is a giant producer of oil and natural gas, it puts the US in the economic driver seat. Lastly, a member of the audience brings up a very big news item out of Russia, where they have stated that they "WILL" start using bitcoin as early as January for import/export deals. Links Russia to use bitcoin Freeport LNG delay US Durable goods decline PCE mixed signals Oil imports and exports to the US #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/
12/24/202234 minutes, 55 seconds
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End of Year Crisis Dead Ahead!?? - Daily Live 12.22.22 | E287

Full show notes with links and charts: https://bitcoinandmarkets.com/e287/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff 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. Links 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/
12/23/202235 minutes
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Severe or Slight Recession? - Daily Live 12.21.22 | E286

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/
12/22/202219 minutes, 51 seconds
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Economic Bloodletting, Yield Curve Control - Daily Live 12.20.22 | E285

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! Links 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/
12/21/202254 minutes, 11 seconds
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You Won't Believe the Truth About Inflation - Daily Live 12.19.22 | E284

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. Links 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/
12/20/202237 minutes, 59 seconds
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Weekly Headlines, Price Analysis, and LIVE Q&A - Daily Live 12.16.22 | E283

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. Links 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/
12/17/202234 minutes, 26 seconds
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Anti-Bitcoin Bill is a Joke and DOA - Daily Live 12.15.22 | E282

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! Links 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/
12/16/202227 minutes, 55 seconds
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Live CPI Reaction, Key Insights! - Daily Live 12.13.22 | E281

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/
12/14/20221 hour, 5 minutes, 14 seconds
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Mortgage Your House for Bitcoin? - Daily Live 12.12.22 | E280

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/
12/13/202235 minutes, 3 seconds
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Free Form Friday, Everything Bitcoin, Ethereum, and Macro - Daily Live 12.9.22 | E279

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! Links 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/
12/10/202235 minutes, 6 seconds
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"Crypto" is Low (T)oxicity, Bitcoin is High T - Daily Live 12.8.22 | E278

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. Links 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/
12/9/202223 minutes, 7 seconds
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Global Macro, a Holistic View - Daily Live 12.7.22 | E277

Full show notes with links and charts: https://bitcoinandmarkets.com/e277/ Telegram https://t.me/bitcoinandmarkets Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff 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/
12/8/202239 minutes, 57 seconds
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The Great Retirement Boom & Deglobalization - Daily Live 12.6.22 | E276

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/
12/7/202232 minutes, 53 seconds
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Weekly Report Summary and Chat on Credit - Daily Live 12.5.22 | E275

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/
12/6/202234 minutes, 34 seconds
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Bitcoin Realism and Conspiracies - Daily Live 12.2.22 | E274

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/
12/3/202236 minutes, 50 seconds
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Strange Bitcoin Behavior - Daily Live 12.1.22 | E273

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/
12/2/202222 minutes, 28 seconds
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The ECB is on the Road to Irrelevance - Daily Live 11.30.22 | E272

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/
12/1/202254 minutes, 41 seconds
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Macro Tangents - Daily Live 11.29.22 | E271

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/
11/30/202230 minutes, 49 seconds
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Bitcoin is Nonviolence - Daily Live 11.28.22 | E270

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/
11/29/20221 hour, 14 minutes, 29 seconds
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Drones, Demographics, and Central Banks - Daily Live 11.23.22 | E269

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/
11/24/202241 minutes, 31 seconds
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Twin Evils: Demographics and Credit Contractions - Daily Live 11.22.22 | E268

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/
11/23/202247 minutes, 43 seconds
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Contagion and Credit - Daily Live 11.21.22 | E267

Full show notes with links and charts: https://bitcoinandmarkets.com/e267/ Telegram https://t.me/bitcoinandmarketsTwitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff In this episode, I go through my current newsletter starting from the FTX contagion and my thoughts, then to macro including China updates and the viral Georgia Meloni verbal attack on France, breaking down why she is amazing but wrong in this case about Burkina Faso. Lastly, I discuss the need for credit and investment to stay at least at the current levels in order to secure globalization. Bitcoin Fundamentals Report #218 The Huntsman tweet Matthew Pine 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/
11/22/202241 minutes, 39 seconds
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Conflicting Signals, Path Forward Unclear - Daily Live 11.18.22 | E266

Full show notes with links and charts: https://bitcoinandmarkets.com/e266/ Telegram https://t.me/bitcoinandmarkets In all PODCAST apps, search "bitcoin and markets" Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Same Ship, Different Day Chigrl tweet White House G20 Declaration #23 Dylan LeClair tweet thread on Silvergate Happy Friday live stream! Today we talk about Silvergate being THE major bank for exchanges in the bitcoin industry and possible issues. We then dive into chart a little, including a tweet by @Chigrl about copper. I read an article about shipping and inflation from Zerohedge. Lastly, I read through the G20 declaration about vax passports that is making all the headlines. #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/
11/18/202242 minutes, 56 seconds
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The Virtues of Toxicity - Daily Live 11.17.22 | E265

Full show notes with links and charts: https://bitcoinandmarkets.com/e265/ Telegram https://t.me/bitcoinandmarkets In all PODCAST apps, search "bitcoin and markets" Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Back with another live stream, this one focused on FTX drama, bitcoin development discussion around RBF, Bitcoin mining investments, and more. I kind of start rambling at the end, but it's a good one. Balaji thread Jonwu thread on the John Jay Ray III finding the crazy state of FTX Error Log's thread #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/
11/17/202241 minutes, 36 seconds
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Ponzi Schemes and Cycles - Daily Live 11.16.22 | E264

Full show notes for links and charts: https://bitcoinandmarkets.com/e264/ Telegram https://t.me/bitcoinandmarkets In all PODCAST apps, search "bitcoin and markets" Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff This is the live stream from Wednesday prior to the live broadcast of Fed Watch on Bitcoin Magazine's video channels. I cover a wide range of topics around bitcoin and macro, including a war/peace cycle, ETH as the big daddy Ponzi to blow up, speculative attack on stETH from Lido, Q&A about globalization and China. #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/
11/17/202227 minutes, 8 seconds
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Macro Others Miss, G20 and OPEC - Daily Live 11.15.22 | E263

Full show notes with links and charts: https://bitcoinandmarkets.com/e263/ Telegram https://t.me/bitcoinandmarkets In all PODCAST apps, search "bitcoin and markets" Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter https://tinyurl.com/2chhbnff Today's show is about macro topics. Of course, I discuss bitcoin's price and chart, and then discuss major developments missed by, and misinterpreted by, the mainstream financial press. Even alternative macro commentators get this wrong stuff wrong. Big topics are OPEC is cutting its global demand forecast for the 5th time since April and Ukraine softening its position on negotiations. I tie these things into describing and forecasting bitcoin. #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/
11/15/202235 minutes, 25 seconds
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More Happening than FTX, Bitcoin and Deglobalization Move Forward - Daily Live 11.14.22 | E262

Full show notes with links and charts: https://bitcoinandmarkets.com/e262/ Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Twitter https://twitter.com/AnselLindner for Spaces! I was lucky to get today's live stream recorded. Human error on Telegram kept it from recording properly, but Twitter Spaces recorded it. The audio quality is worse, which is one of the reasons Telegram is primary for me, but at least I have it and able to release it to you. Topics include a brief FTX big picture, bitcoin fundamentals discussion, macro charts, outline of my general geopolitical and monetary theory, US chip embargo, and Italy and French fight over illegal immigration. #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/
11/14/202243 minutes, 37 seconds
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Regulatory Repercussions - Daily Live 11.11.22 | E261

Full show notes: https://bitcoinandmarkets.com/e261/ Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Twitter https://twitter.com/AnselLindner for Spaces! Daily Live stream with FTX exhaustion. In this episode, I look into FTX regulatory repercussions, the next bitcoin narrative battle, stocks and dollar analysis, and Q&A. #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/
11/11/202231 minutes, 35 seconds
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CPI Down, Now What? Plus FTX/SEC Conspiracy - Daily Live 11.10.22 | E260

Full show notes with charts and links: https://bitcoinandmarkets.com/e260 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Twitter https://twitter.com/AnselLindner for Spaces! Double live stream day! Initial live CPI reaction, then we discuss Powell's seeming Dilemma, frontrunning a pivot, Bitcoin price reaction, FTX drama and possible SEC collusion, and finally, regulation that is coming to the space. #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/
11/10/20221 hour, 2 minutes, 51 seconds
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FTX Fallout, Elections, and China - 11.9.22 | E259

11/9/202244 minutes, 21 seconds
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Daily Live - Emerging Bitcoin World - 11.8.22 | E258

Full show notes: https://bitcoinandmarkets.com/e258 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Twitter https://twitter.com/AnselLindner for Spaces! In this daily stream, I discuss the Red Wave briefly as a referendum against the disastrous global Marxist plans. Next, I get into the FTX and CZ drama as well as bitcoin's price reaction. Then I cover some basic currency charts of the Yen, Euro and DXY, as well as a couple Treasury yield charts. Lastly, I talk China import/export numbers the hype about ending zero-covid. #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/
11/8/202241 minutes, 57 seconds
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Daily Live - A Red Wave Is Bullish - 11.7.2022 | E257

Full show notes: https://bitcoinandmarkets.com/e257 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Twitter https://twitter.com/AnselLindner On today's daily live stream, I discuss my weekly newsletter topics, including Bitcoin news and current events. Specific topics are the FTX and Alameda solvency issue, Replace-by-fee controversy in Bitcoin, price analysis including headwinds and tailwinds, mining news, and lightning networks bugs. #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/
11/7/202226 minutes, 44 seconds
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Daily Live - We MUST Change the Money - 11.4.2022 | E256

Full show notes: https://bitcoinandmarkets.com/e256 Telegram https://t.me/bitcoinandmarkets FREE weekly newsletter https://tinyurl.com/2chhbnff Twitter https://twitter.com/AnselLindner Another daily live stream. Today, I talk dicuss the bitcoin price action, along with stocks, the dollar, and oil. Find the the chart on the full show notes. After that, I read throug two articles, one about coming oil price acceleration and the Fed's choices, the other about the omnipotent is losing power. They offer me an opportunity to discuss why the typical bitcoin and "alternative macro" conception about the central bank and money are wrong. Lastly, I take a question from one of my listeners. He asks if bitcoin will benefit most from a tight dollar situation or a loose dollar situation. This is because I was talking about credit cycles and the business cycle, and that what we see today is simply a global credit/business cycle that cannot be allowed to collapse, because there is nothing backing any of the money. A collapse would mean liquidating all debt not just the bad debts. Therefore, it will be kicked down the road until we change the money. #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/
11/4/202256 minutes, 24 seconds
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Daily Live - Fed Day debrief PoW Saudi and Future - E255

Full show notes: https://bitcoinandmarkets.com/e255/ Join Telegram https://t.me/bitcoinandmarkets Another daily live stream. Today, I debrief Fed Watch from yesterday, the current chart situation, I give a quick review of Jason Lowery's recent appearance on Preston Pysh's podcast about PoW vs PoS, I discuss an article about Saudi Arabia getting closer to China than the US, and answer a question from Twitter about my views of the future.  Find all the links and charts on the full show notes page linked above.  
11/3/202239 minutes, 57 seconds
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YouTube Ban, Fed Policy Decision, and Foxconn 11.2.22 - E254

Full notes: https://bitcoinandmarkets.com/e254/ This episode of Bitcoin & Markets marks a new beginning. Yesterday YouTube terminated my channel out of the blue after a live stream. I've since appealed, but this incident has made be question the direction of my show. This is a raw and unedited version of my live stream. I will be posting every live stream I do on Telegram and Twitter to my podcast feed as well. Where paid supporters were the only ones getting my live stream recordings, I want to open them up to everyone and try to broaden my reach. I also started a Rumble channel to check out. On this episode I talk about the ban, the upcoming Fed policy decision later today, the bitcoin price and technical analysis, and a few other topics from my Telegram channel, like the Foxconn issues over in China.
11/2/202221 minutes, 54 seconds
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Defining Convergence, Consensus, and Money - E253

Join the Telegram! Support the show as a member on bitcoinandmarkets.com! This episode is dedicated to education. I select a few terms from the Bitcoin Dictionary and go through them. You can find the Bitcoin Dictionary on Amazon, or by going to bitcoindictionary.cc. The terms I selected are very important to understanding bitcoin, economics, and money. They are convergence, consensus, credit commitment, money and economic medium. Full show notes https://bitcoinandmarkets.com/e253 #bitcoin #btc #money #crypto #economics
10/18/202218 minutes, 2 seconds
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Ethereum vs Bitcoin Issuance Arguments - E252

This episode is adapted from a live stream from Oct 12, 2022, where I discuss some arguments put forth by ethereum proponents about issuance of ethereum vs bitcoin. Join the telegram https://t.me/bitcoinandmarkets Full Show notes https://bitcoinandmarkets.com/e252 Subscribe and share!
10/13/202227 minutes, 35 seconds
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Deglobalization, Depression, Depopulation, and Deflation - E250

Join the Telegram! Support the show as a member on bitcoinandmarkets.com! This episode is a short clip of my Telegram live stream (also doing them as Twitter spaces) on 8 Sept 2022. The topic was a tweet thread by Mark Moss. This is clip I detail why it is important for people to define inflation and deflation properly as changes to the money supply, and not falsely label all price level changes to "inflation". It is extremely misleading. Mark tells us that the price decreases we've seen over the last several decades are a result of "deflation". That is wrong. Globalization was enabled by massive amounts of credit creation, and since money is credit (we have credit-based money), this was massive inflation. The reason it is important to get the definitions right, is because price changes directly resulting from changes to the money supply (inflation or deflation) is the evil we are trying to avoid. In this case, money printing of the last 50 years led to globalization, economies of scale, artificial division of labor, and price declines. The evils of inflation was the lower prices and globalization. Now, in the reflexive deflationary environment, birth rates to go down, mental health deteriorates, and cultures degenerate. The evils of inflation didn't look like evils, prices went down, but be other side of the coin, deflation, exposes the damage done. Deglobalization is driven by deflation (shrinking of global credit) yet will lead to rising prices from losing efficiencies of globalization. The natural state of things is likely higher prices, but also higher birth rates, better mental health, and flourishing cultures. Initially, the deflationary environment exposes the evils of changing the money supply, but that forces a change in the form of money back to sound money, because the limitations of credit-based money have been reached, and the only way out is to change to a commodity money (I believe bitcoin).
9/8/20225 minutes, 38 seconds
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The Geopolitics of Power - E249

This episode is a recording of my telegram live stream today. In it I discuss a recent video sent to me by a member on bitcoinandmarkets.com. I took the opportunity to describe how power difference appear in the geopolitical chess board. We get into the history of power, the geopolitics of Athens and Sparta, Britain vs France, why some areas have different cultures and economics versus other places, and finally, where is it all going. Original video: (give it a watch and a like) https://youtu.be/x0Iay1Kp9Vk Full show notes: https://bitcoinandmarkets.com/e249/  
8/23/202259 minutes, 31 seconds
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Reflexivity and the Merge - E248

This episode is a read through and reaction to Arthur Hayes' recent post about Ethereum's merge from a reflexivity perspective. A summary of my major gripes can be found in full show notes: https://bitcoinandmarkets.com/e248/
8/18/202242 minutes, 51 seconds
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When Money is Credit, All Problems Look Like Elasticity - E247

Full write up here: https://bitcoinandmarkets.com/e247 In this episode, I react to another Jeff Snider interview, this time on the Mark Moss podcast. In the interview, Jeff response to Mark's questions about why QE doesn't work and is not money printing. I expand on Jeff's points by describing how QE actually handicaps future growth, and in a credit-based system, it also effects growth. I wanted to tackle the specific arguments Jeff makes about elasticity next. Jeff claims that the problem with the current system is the lack of elasticity in economic slowdowns. I think he'd also argue that the response to these slowdowns has an effect of ever getting back to a good economy, where credit is expanding, and where elasticity is high. He claims that lack of elasticity is the main problems we face today. My analysis is nearly opposite.
8/15/202241 minutes, 44 seconds
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Bitcoin, Ukraine, Taiwan, Richard Werner | Telegram Live Stream rebroadcast - E246

Member access to the shared Drive with all live streams can be found here. Website show notes: https://bitcoinandmarkets.com/e246 This is day #10 in my 30 in 30 live streams on Telegram. If you aren't in there, you should be. In this episode, I discuss the bitcoin price, stocks, the catalyst for a bullish rally, Ukraine situation, Taiwan and China threat or not?, and Richard Werner on credit-based money. I do expect the bitcoin price to rally along with stocks over the next 6 month back to ATHs. I walk through the below chart for the immediate term. Then I say we need a catalyst to really explode higher, and what could that be? Ukraine update The situation in Ukraine is coming to a head. Back on July 16th in Telegram I wrote about Ukraine developments, in part I said: So, what we have is a coalescing of factors on around a date roughly 3 weeks from now. 1) completion of Special Military Operation goals in Donbas, 2) failure of major Ukrainian southern offensive, 3) diplomatic contact through proxies, 4) energy crisis and civil unrest in Europe, already toppling governments in the UK and Italy, maybe more soon.If there is going to be a ceasefire/conclusion to this conflict it will take place then in my estimation.Wildcard: US deep state has promised to fight in Ukraine until the last Ukrainian. They won't give up easily. This map was floated by Medvedev this week. Taiwan threat? Next, I talk about the Taiwan threat. My basic understanding on Taiwan and China remains the same. China is in a credit crisis and is facing the end of the US-led liberal order that enabled them to grow in the first place. They do not have the ability to project power, period. They can perhaps stop Pelosi from landing on Taiwan, but will not respond. In an unusually aggressive warning from Beijing, the CCP told the US to not let Pelosi visit Taiwan, even as equal EU politicians have recently visited with no problem. I say this is the Art of War, looking strong where they are weak. Why am I confident that China will not invade Taiwan or start a war? They have only a handful of amphibious vehicles, and it would take them 5 hours to reach Taiwan over the open ocean of the Taiwan Strait, with hundreds of precision guided missiles trained on them. Once they land, they'd be alone as the vehicles went back to pick up another group. They'd have to assault a fortified beach defended by people fighting for the home. Last but not least, all the US would have to do to choke out China would be to close the Strait of Malacca to their trade. Bottom line, China does not have the tactical or strategic ability to take Taiwan by force, or take on the US militarily directly. Richard Werner The last segment of this live stream is me discussion Richard Werner's credit-based money theories. I agree with him on a couple things, 1) money is created in the process of making a loan, and 2) a healthy banking system will have more small banks than large banks. Where I disagree with Werner is that he is a Chartalist, meaning he thinks money is created by the State. His prescription for the financial system is to have more centrally directed credit creation. It's as simple as telling the banks to lend to production uses instead of financialization. What he doesn't understand is the financialization is a direct consequence of not having a commodity backing. It is a way of simulating a commodity backing by interconnecting counterparty risk throughout the system. He also doesn't accept that credit-based money does not allow for creative destruction, so the monster continues to grow and runs into diminishing marginal returns on debt. The monster must keep swimming or it will suffocate, but where it can swim becomes more and more restricted. Like a game of snake, where eating the dots makes your body grow. As you get toward the end of the game, there is little choice of where to turn. Your freedom of movement is restricted, you must continue down a now predetermined path. This is credit-based money.
7/31/202225 minutes, 11 seconds
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Fear Hustlers and Alarmist Pimps - E245

Member video https://bitcoinandmarkets.com/e245-video/ Full show notes https://bitcoinandmarkets.com/e245/ Article read from http://btcm.co/fear-hustlers/ This is a discussion and read through of a recent article that I adapted from last week's rant on the Fundamentals Report newsletter. The main ideas are that we should not abide catastrophism. Cries about the end of Western Civilization are overblown to sell books, get clicks and sell subscriptions for more alarmist macro content. It's not different this time. Economic fundamentals keep the world from spiraling out of control.
7/21/202218 minutes, 1 second
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Response to Jeff Snider's Criticism of Bitcoin - E244

Member video https://bitcoinandmarkets.com/e244-video/ Full show notes https://bitcoinandmarkets.com/e244/ As listeners to this podcast know, I've been pretty well convinced of the Eurodollar system framework. Jeff Snider is the primary expert on this field today, and his popularity has started to spread rapidly. Though Jeff is an expert in the current system, his critique of bitcoin leaves room for improvement. In this episode, I breakdown part of a recent podcast he was on where he tried to summarize his opposition to a bitcoin-based system as a replacement for our current credit-based system. Here is the original video. The interesting bit starts around the 54:00 mark. https://youtu.be/fFJK9HwSJ94?t=3295
6/22/202248 minutes, 45 seconds
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Energy Crisis and Recession | A Reaction to Peak Prosperity - E243

Full show notes: https://bitcoinandmarkets.com/e243 In this reaction video, I listen to a Chris Martenson from Peak Prosperity in a recent video titled I Give Up. I have the utmost respect for Chris due to his sound money views and priceless expert opinion during the early days of the Corona Virus, but his economic claims about energy and the economy required a response. I cover a lot of ground in this episode, including basic economics of complex systems, the central planning fallacy, US oil production, the peak oil fallacy, and contrast a pessimistic macro outlook and an optimistic outlook. Where, How, and By How Much? A problem with most people's macro analysis is the lack of specificity. They use oversimplified terms and claims that would fall apart upon deeper examination. They would find out the affects of a coming recession on different areas of the world will be different, and they'd have to determine that the US is not in that bad of shape relative to other major economies and blocks. However, they have already determined the US is on the road to massive social upheaval and the end of some perceived unusual period of unfairness. Examining relative economic conditions, and the reasons behind those deep historical differences in economic advancement by geographic region, will not support their predetermined outcome. We must ask anyone preaching a coming global manmade catastrophe, some simple questions. 1) Where exactly will the economic stress by most acute? 2) How will that country or region deal with these acute economic conditions? 3) How bad will it get for them relative to other places? Independent Variables To reach a catastrophic conclusion, one must start by introducing an independent variable into the economic mix. Of course, this is impossible, there are no independent variables in nature or economics. When we compare nature with the market, let us compare individuals to species and the market to the larger ecological system. There are certainly cases where individual species may become endangered or even extinct. And in a market, individuals will rise or fall, even die. However, the entire system is not so fragile to begin a downward feedback loop to zero. So, economic variables will change, but that will have been induced by previous changes, and in turn cause future changes. There are no independent variables in the market. This is important when evaluating Chris' arguments about energy. He claims the energy supply will independently be reduced. He uses charts showing a very close relationship to energy usage and GDP. But instead of inferring that GDP causes energy usage, he concludes that energy usage causes GDP. I hope you see the backward inference. One way supposes energy usage is an independent variable, while the other way views it as a dependent variable. US Shale Oil One of the premises that Chris uses for his argument is a belief in peak oil. The theory is carefully crafted to exclude new sources of oil. It claims that we are running out of easily accessible oil, and production from that easily accessible oil will slowly taper for the next 50 years until we are out of it. As I said though, this theory excludes new sources of oil, like oil sands and very importantly oil shale. In the last 15 years, new technology has come around that has enabled US shale oil producers to economically extract shale oil. This is a very big deal because shale oil reserves dwarf conventional reserves by at least 3.5:1 as of current estimates. The US is home to 80% of extractible shale, estimated to be roughly 4-5 trillion barrels, compared to all of the world's conventional reserves of 1.6 trillion barrels. The problem is also, not nearly as bad as peak oil promoters will have you believe, because conventional oil reserves still tend to increase every year, despite extracting approximately 75 million barrels a day. The above chart stops in 2015, so I'll add the last data point from another source. In 2020, global conventional oil reserves were 1.732 trillion barrels, that is more than 100 billion barrels more than 2015 on this chart. Here is shale's contribution to production. US production had a bad time in covid but is already coming back, despite the administration's attempt to humble US production. Conclusion Chris' community and aims of his content are noble. He mainly tries to steer people toward sustainable living and long term planning for your family. I admire that in him, and admire what he has accomplished with his homestead and his community. However, his ideas on peak oil, which he has professed for over a decade now, are simply wrong. Oil production is a dependent variable, just like all other economic variables. Economic activity does not grow into the available energy, because that energy would not be extracted if it wasn't the result of economic planning and activity. Oil production is the result of economic activity, not the other way around. That is why when Chris looks at relationships between energy usage and GDP they are highly correlated. It's because they are measuring the same thing. I know the market is smarter than I am at all times and in everything. I attempt to understand what the market is telling me, not try to figure out how the market is wrong. Until next time.
5/24/20221 hour, 38 minutes, 18 seconds
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Biggest mistake Boomers make about Bitcoin, Confuse it with Crypto - E242

Full show notes: https://bitcoinandmarkets.com/e242 Member video version: https://bitcoinandmarkets.com/e242-video/ In this reaction video I listen to a segment of a Lance Roberts morning show available on YouTube. It's a radio show out of Texas that discusses investing and personal finance. I'm a fan of the show, and think they usually do a good job evaluating the stock market and basic market sentiment. However, in this particular segment, Lance attacks Bitcoin from a very naïve angle and I had to set the record straight. Cryptocurrency or Bitcoin? First, I take on his use of the term "cryptocurrency" right out of the gate. I don't think he could define it other than to say, bitcoin and things like bitcoin. But, Bitcoin is not crypto, and crypto is not Bitcoin. Almost all criticism leveled at Bitcoin is intended for crypto scams, not Bitcoin. Lance is guilty of that here. Next, I discuss one of my pet peeves that Lance propagates here. He calls the dollar and bitcoin "fiat" currency. Fiat is very specific thing, it is a currency that is not backed by anything making its supply completely dependent on a ruler/government. The dollar is not a fiat currency. For one, the dollar is backed by credit and low, stable counterparty risk. Secondly, its supply is not dictated by the government (or the Fed). Reserves printed by the Federal Reserve are not a medium of exchange like a dollar bill. Fiscal spending is not printing money either, it is simply borrowing, or pulling demand forward to stimulate the economy today at the expensive of the economy tomorrow. Therefore, the dollar is not pure fiat, and neither is bitcoin. Bitcoin is the thing that is the money. These perverted definitions of fiat can be used to twist gold into being a fiat currency. They'll argue that only gold backs gold, and hence its value is "unbacked". Total lunacy. Bitcoin backs bitcoin, like gold backs gold. Nothing can back the value of money, even the government. They don't back the purchasing power of the dollar. When someone says that, "the dollar is backed by the full faith and credit of the US government", I say, "Okay, what does that mean? What are they backing? Are they backing the purchasing power of the dollars?" The truth is they only back the nominal value of the dollar. $1 = $1. Lance makes an interesting comment that money in your money market fund doesn't just disappear, while bitcoin can just disappear from your coinbase account. Okay, well, coinbase is more like a bank, and dollars disappear and get seized everyday from bank accounts. Dollar bills aren't even safe from civil asset forfeiture. Explaining Stablecoins Next, Lance's associate Michael Lebowitz, whom I have interviewed for Fed Watch and is a sharp guy, explains stablecoins in a pretty good summary. However, he ends by saying that the algorithmic stablecoins have crashed for the first time, making the market volatile. That is not the case, of course. All algorithmic stablecoins have had major issues with their pegs, and most have ceased to function. This particular episode recently with Terra, was such a big deal because it owned a lot of bitcoin and was heavily entwined in the multi-layered scam space. Conclusion Lance Roberts concludes that "cryptocurrency" has not delivered on its promises due to a mistaken analysis by crypto bros. He says "crypto" has promised to be like gold, and be money, when it's not. This is common misdirection, because only bitcoin claims to be digital gold, yet because altcoins fail, bitcoin has not lived up to its promises. Very cringe. Links Original Video (segment starts at 43:15) https://youtu.be/efklhOarIxg
5/17/202237 minutes, 43 seconds
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Maximalism Works, NFTs Don't - E241.1

The second of two episodes this week is on Clown World topics like Ripple's Garlinghouse complaining that Bitcoin Maximalism is working in DC, and the implosion of the NFT delusion. You can see the original content in the newsletter, issue #188 of the Bitcoin Fundamentals Report. Clown World Brad Garlinghouse of Ripple infamy, claimed that tribalism in crypto is muddying the messaging in DC. Well, good. He's making the argument that Bitcoin's expert technical and monetary arguments, and our insistence on showing empirical evidence of the past 10 years in the industry of scam after scam properly diagnosed by these arguments, is turning regulators against altcoins. Ukraine bans bitcoin 2 months after making it completely legal. Yet another example of Ukraine's government exposing its true nature. NFTs are Silly I use the recent event of the failed auction of Jack Dorsey's first tweet, the first tweet ever made, to demonstrate the delusion of NFTs. The owner of this NFT bought the token for $2.9 million last year and thought he'd be able to get $48 million now. LMAO you can't make this stuff up. NFTs are nothing more than a digital signature in pseudo-control of a token. A token that is not the object in question, in this case, Jack's tweet. That tweet lives on Twitter's database (and the database of many archive sites), it does not belong to the digital signature or the token. They are two completely separate things. What the token owner has is pseudo-control over a made up concept, a delusion if you will, that the token represents that outside object. I say "pseudo-control" because it can be revoked by the system admins, and has on many occasions in the history of NFTs. A
4/26/202212 minutes, 5 seconds
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New Investment Narrative for Bitcoin - E241

Discussed in this episode of #Bitcoin and Markets is the concept that the inflation-based investment thesis for bitcoin is dangerous and offering an alternative group of points that form a better more sustainable thesis. You can see the original version in issue #188 of the Bitcoin Fundamentals Report, or the edited and more complete version at BTCM.co. Dangers of the Inflation Narrative There are a couple reasons that the inflation-based narrative is dangerous for bitcoin: 1) It doesn't respect recessions. We currently are experiencing high CPI but are heading headlong into lower CPI, recession and a credit crisis that threatens to be as big or bigger than 2009's GFC. A deflationary crisis, like any recession with credit-based money, destroys the inflation reason to hold bitcoin. 2) The CPI argument is empirically wrong. Bitcoin has not gone up as consumer prices are going up. In fact, it is quite the opposite. All you have to look at is the last two years. In April 2021, CPI broke 3% for the first time in 10 years, and that is exactly when bitcoin peaked at $65k. When CPI slowed to flat in July - September 2021 bitcoin's price began to rally again. Finally, most recently, as CPI has once again accelerated on its way up to 8.5% in March 2022, the bitcoin price fell or has been flat. 3) The end result of this wrong and simplistic investment thesis is that the new marginal investor on Wall St or in the upper-middle class or higher, has bought in with that inflation narrative in mind. Now, as the market tips into lower inflation and recession, they will likely sell. This won't harm bitcoin, but it can hurt investors and isn't a vote of confidence for the bitcoin space. Better Points to Stress My alternative is to stress 3 specific characteristics of bitcoin that will benefit in the real situation in which we find ourselves in. 1) Bitcoin has thrived in flat to falling CPI as a counterparty free safe haven. Bitcoin is better gold, and not a dollar denominated asset with 100% pure counterparty risk. 2) Bitcoin's ecosystem is relatively insulated from a credit crisis because it is based around a different currency. The ecosystem is booming and will likely continue to boom because it doesn't have pure dollar risk like all other industries. 3) Bitcoin is a technology with network effects in its early stages of adoption. This gives it extreme asymmetric risk/reward profile. It might be an accident of history that bitcoin is the technology at this point in its adoption at this perfectly suited moment. Stand by for Part 2 coming out later today!! Links Issue #188: https://bitcoinandmarkets.com/r188/ Edited and complete version: https://btcm.co/the-danger-of-an-inflationary-thesis-for-bitcoin/ A
4/26/202213 minutes, 36 seconds
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Bretton Woods 3 is Silly, Here's Why! [Reaction] - E240

4/13/20221 hour, 5 minutes, 51 seconds
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Attacks on Bitcoin: Proof-of-Work and Privacy - E239

In this episode, I expand on my commentary in Bitcoin Fundamentals Report #185. The first segment is on the game theory that keeps bitcoin secure from hostile hard forks like the proposed by the Green Peace and the scammer Chris Larson of Ripple. The main point is that coordination to kill the PoW version of bitcoin is impossible because of Bitcoin's decentralization, so there is no future that doesn't involve incentives to defect from that coordination. Hark forks only create altcoins which people can dump to buy more bitcoin. The second segment of the podcast is on the reasons for Europe to be going after bitcoin repeatedly as we've seen recently. The Euro is in very bad shape and the whole globalist dream of a European super state is falling apart, and with it their currency. These are desperate attempts to protect the Euro from competition, but all it will do is shrink the Euro network, and make its demise more certain. More notes: https://bitcoinandmarkets.com/e239 Bitcoin Magazine Article: https://bitcoinmagazine.com/markets/greenpeace-seeks-to-change-bitcoin-code EU law https://www.coindesk.com/policy/2022/03/31/eu-parliament-votes-on-privacy-busting-crypto-rules-industry-rails-against-proposals/
4/5/202215 minutes, 13 seconds
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My Model: Making Sense of Ukraine - E238b

This is the second episode of the week, covering my personal model by which I evaluate the market and important geopolitical news. The main outline can be found on the Bitcoin Fundamentals Report #183. Complete show notes at https://bitcoinandmarkets.com/e238b/
3/27/202228 minutes, 12 seconds
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Bitcoin's Performance Under Recent Stress - E238a

This is the first part of two episodes that will cover my recent Bitcoin Fundamentals Report #183, specifically the Market Commentary section. Part A is much shorter than part B. Bitcoin has generally performed well when compared to gold and stocks since Russian military operations started in Ukraine on 24 Feb. I give a run down of that performance here. Every bitcoin bull should be happy with how stable bitcoin has been despite the massive geopolitical upheavals.
3/21/20224 minutes, 45 seconds