Artwork

Sisällön tarjoaa BTC Media. BTC Media tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Player FM - Podcast-sovellus
Siirry offline-tilaan Player FM avulla!

FedWatch 137 - Operation Chokepoint 2.0! Central Banks continue to Hike Rates!

1:02:10
 
Jaa
 

Manage episode 358865826 series 2576741
Sisällön tarjoaa BTC Media. BTC Media tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Hosts: Ansel Lindner and Christian Keroles

Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.

Find all associated charts and links at bitcoinandmarkets.com/fed137

In this episode, CK is back for a HUGE week in central bank and bitcoin news. We cover this week's FOMC policy decision and press conference with Federal Reserve Chairman Powell. We discuss all the central banks raising rates in the face of a banking crisis and bank runs. Next, we discuss the crackdown by US officials on the bitcoin space, with Wells notices being sent out widely to many companies, and the Economic Report of the President devoting two entire chapters to understanding and spreading FUD about bitcoin.

A lot is happening right now and we try to cover it all. CK and I have been positive regarding Chair Powell in the past, but it seems as if central bankers have lost their minds tightening while liquidity is evaporating rapidly. We agree that the recent attacks on scams in the space, are not meant as an attack on Bitcoin, and in the end everything is good for Bitcoin.

Lastly, we look at several charts of bitcoin, the stock market, US Treasury yields, and the dollar. We like to do this to ground our conclusions in the market truth. We are emotional animals and can be pulled this way or that very easily. It is the charts, the market price, that is the source of truth much more so than our emotions or individual rational interpretations. What do the charts show us? Things are not as dire as the headlines would imply.

Of course, it takes time for economic conditions as a whole to be translated across the market, but we do not see the patterns in the charts that lead up to the type of crises many are predicting. In fact, Bitcoin is rallying and stocks still have higher highs and higher lows. Treasury yields point to a liquidity crisis similar to 2019, and the dollar is not telegraphing acute global stress.

Thanks for joining us. If you are reading this, hit the like and subscribe button!

Constant updates on bitcoin and macro

Free weekly Bitcoin Fundamentals Report

Ansel Lindner On Twitter

Christian Keroles On Twitter

Nolan on Twitter

Watch this Episode: YouTube || Rumble

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

Written by Ansel Lindner

Find More and Follow

THIS EPISODE’S SPONSORS:

Moon Mortgage

River

Gordon Law

Bitcoin 2023 Miami

Bitcoin Magazine

Bitcoin Magazine Pro

Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!

https://b.tc/conference/2023

Use promocode: BMLIVE for 10% off everything in our store

  continue reading

628 jaksoa

Artwork
iconJaa
 
Manage episode 358865826 series 2576741
Sisällön tarjoaa BTC Media. BTC Media tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Hosts: Ansel Lindner and Christian Keroles

Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.

Find all associated charts and links at bitcoinandmarkets.com/fed137

In this episode, CK is back for a HUGE week in central bank and bitcoin news. We cover this week's FOMC policy decision and press conference with Federal Reserve Chairman Powell. We discuss all the central banks raising rates in the face of a banking crisis and bank runs. Next, we discuss the crackdown by US officials on the bitcoin space, with Wells notices being sent out widely to many companies, and the Economic Report of the President devoting two entire chapters to understanding and spreading FUD about bitcoin.

A lot is happening right now and we try to cover it all. CK and I have been positive regarding Chair Powell in the past, but it seems as if central bankers have lost their minds tightening while liquidity is evaporating rapidly. We agree that the recent attacks on scams in the space, are not meant as an attack on Bitcoin, and in the end everything is good for Bitcoin.

Lastly, we look at several charts of bitcoin, the stock market, US Treasury yields, and the dollar. We like to do this to ground our conclusions in the market truth. We are emotional animals and can be pulled this way or that very easily. It is the charts, the market price, that is the source of truth much more so than our emotions or individual rational interpretations. What do the charts show us? Things are not as dire as the headlines would imply.

Of course, it takes time for economic conditions as a whole to be translated across the market, but we do not see the patterns in the charts that lead up to the type of crises many are predicting. In fact, Bitcoin is rallying and stocks still have higher highs and higher lows. Treasury yields point to a liquidity crisis similar to 2019, and the dollar is not telegraphing acute global stress.

Thanks for joining us. If you are reading this, hit the like and subscribe button!

Constant updates on bitcoin and macro

Free weekly Bitcoin Fundamentals Report

Ansel Lindner On Twitter

Christian Keroles On Twitter

Nolan on Twitter

Watch this Episode: YouTube || Rumble

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

Written by Ansel Lindner

Find More and Follow

THIS EPISODE’S SPONSORS:

Moon Mortgage

River

Gordon Law

Bitcoin 2023 Miami

Bitcoin Magazine

Bitcoin Magazine Pro

Lower your time preference and lock-in your BITCOIN 2023 conference tickets today! Use the code BMLIVE for a 10% Discount!

https://b.tc/conference/2023

Use promocode: BMLIVE for 10% off everything in our store

  continue reading

628 jaksoa

Kaikki jaksot

×
 
Loading …

Tervetuloa Player FM:n!

Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.

 

Pikakäyttöopas