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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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/  

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    

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/