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Keeping you ahead of the curve on Bitcoin price and fundamentals analysis, news and economics. - BitcoinAndMarkets.com | @BTCMRKTS

Keeping you ahead of the curve on Bitcoin price and fundamentals analysis, news and economics. - BitcoinAndMarkets.com | @BTCMRKTS

Location:

United States

Description:

Keeping you ahead of the curve on Bitcoin price and fundamentals analysis, news and economics. - BitcoinAndMarkets.com | @BTCMRKTS

Language:

English

Contact:

7207678374


Episodes

Evergrande The Deteriorating Situation in China - E233

9/23/2021
This is an early cut of the Evergrande podcast episode coming out next week on Fed Watch. I discuss the proper context in which to view Evergrande, and give details on what I see going on over there in China. Full notes: https://bitcoinandmarkets.com/e233

Duration:00:34:52

Present and Future of the Euro, ECB Annual Report Breakdown - E232

6/20/2021
In this episode I read through some of the ECB's Annual Report and comment on the current state of the Euro, as well as their efforts to create a digital Euro. This is applicable to bitcoin because the ECB is a major incumbent in the current system, and is trying to launch a bitcoin competitor, which they call a Central Bank Digital Currency. In the first part of the podcast I detail some of the inconsistencies in their Main Findings. Namely, they claim the Euro's currency status has...

Duration:00:54:39

Q&A on Deflation & Bitcoin: Part 2 - E231

6/8/2021
Hopefully this episode helps you understand the monetary system and some of the arguments for a future outlook that is deflationary. Questions were sent in by long time supporter Rob. They are below. We cover the first three in this Part 1 and then tackle the last two here in Part 2, along with a general discussion on CPI and asset price inflation. I finish by explaining why bitcoin doesn't need hyperinflation or even inflation to get adopted. In fact, it is better to that it will be a...

Duration:00:33:04

Q&A on Deflation: Part 1 - E230

6/3/2021
Hopefully this episode helps you understand the monetary system and some of the arguments for a future outlook that is deflationary. Questions were sent in by long time supporter Rob. They are below. We cover the first three in this Part 1 and then tackle the last two in Part 2, along with a general discussion on CPI and asset price inflation. I have Part 2 recorded, but have to edit it and upload it. So, you can expect that in a few days. A Get The Bitcoin Dictionary! Bitcoin jargon...

Duration:00:23:33

Economic Fallacies of Ethereum as Ultra Sound Money - E229

4/25/2021
Hopefully this episode helps you understand the criticisms of Ethereum's Ultra Sound Money (USM) thesis. In this episode I focus on answering the criticism present in the USM thesis from a bitcoin perspective. I start with introducing the listener to the idea of USM and economic engines. Then I dive into the ways to power the engine with issuance or fees, and some of the fallacies around that. Next, we look at Proof of Work (mining) versus Proof of Stake (what ethereum wants to go to)....

Duration:00:38:31

NFTs and Bitcoin Fungibility - E228

3/19/2021
Full show notes: https://bitcoinandmarkets.com/e228 I listen to and react to an interview Pompliano did with "the most famous digital artist in the world," Beeple, who recent sold a JPG for $69 million. Then I go through what fungibility is and why it applies to bitcoin. Pomp and Beeple https://youtu.be/rT13eQOf6ho Fungibility of Bitcoin - BTCM Research blog

Duration:00:44:31

Triffin Dilemma: Quick Part 2 - E227

3/15/2021
Full show notes and links: https://bitcoinandmarkets.com/e227 In this episode, I attempt to clear up why I think Lyn Alden is using a Triffin-style premise and my problem with the Triffin dilemma in general. I've noticed people using Triffin-style arguments even more in the past couple of weeks, and it is very important that we have the tools to evaluate if this is the proper framework from which to build an understanding of the financial system. I quote heavily from Lyn and the BIS in...

Duration:00:13:58

Triffin Dilemma: Fact or Fiction? - E226

2/28/2021
Website: https://bitcoinandmarkets.com/e226/ Hopefully this episode helps you understand the arguments people often make and if they hold water next time the invoke the Triffin Dilemma. My interest in the Triffin Dilemma started several months ago. Little did I know then that I was trying to debunk an ahistorical extension of the original Triffin argument. I initially came to this conclusion: Triffin In this episode, I try to provide you with a basic understanding of the original...

Duration:00:17:20

Thucydides Trap: China vs US, Real or Debunked? - E225

2/15/2021
Full show notes with images and links at https://bitcoinandmarkets.com/e225 At first glance, the Chinese miracle has survived the virus recession and returned to growth. There is no lack of articles proclaiming the inevitable dominance of the communists, sitting atop the list of largest economies in the world. An idea that a rising CCP will want to stretch its new found legs and exercise influence over international trade and diplomacy, and that will bring them into direct conflict with the...

Duration:00:37:37

Inflationist Dogma - E224

12/16/2020
In this episode I listen and react to Doug French's recent Mises article Central Banks Put Wind at Bitcoin's Back. It's a short but wide ranging discussion touching on the current bitcoin rally, market manipulation, money, and central bank caused inflation. Suffice it to say, this article has a misplaced bias saying bitcoin's rally is "FOMO", "misallocation", and "human error". Austrians are missing a huge opportunity to champion bitcoin as free market money and become the most influence...

Duration:00:29:05

Europe's Plan for a Central Bank Digital Currency - E223

12/7/2020
In this episode, I read through a blog post from ECB President Lagarde about central bank digital currencies. I tackle the strengths and weaknesses of her claims and draw conclusions about their plans, in particular the ECB. Website: https://bitcoinandmarkets.com/e223 The future of money – innovating while retaining trust https://www.ecb.europa.eu/press/inter/date/2020/html/ecb.in201130~ce64cb35a3.en.html

Duration:00:54:07

Simon Dixon's Bretton Woods 2.0 Interview Reaction - E222

11/27/2020
In this episode, I react to a Simon Dixon interview where he spells out his thinking on the future of Central Bank Digital Currencies (CBDCs) and bitcoin. I respect Simon but couldn't disagree more with his CBDC prediction. We do however agree on bitcoin. Original Video: https://youtu.be/M7XtpvPUqls Website: https://bitcoinandmarkets.com/e222

Duration:00:52:47

Michael Saylor Interview on Hedgeye Reaction - E221

11/14/2020
In this episode, I listen and react to Michael Saylor's appearance on Hedgeye. Their conversation is pretty straightforward. Michael is a buy and hold guy and is trying to convince a trader of the benefits of picking and sticking to an exponential investment versus trading in and out of a position for a few percentage point gain. Show notes: https://bitcoinandmarkets.com/e221 Follow: @AnselLindner and @btcmrkts Blog: BTCM Research https://btcm.co

Duration:00:59:19

Raoul Pal "Bitcoin Life Raft" and CBDCs - REACTION - E220

11/2/2020
Today, I listen along with you to Raoul Pal's recent video The Bitcoin Life Raft and react to it. He is a macro forecaster and concentrates on bitcoin and Central Bank Digital Currencies. I disagree to many nuanced points and I think it is a great learning experience for the audience to step through these ideas together. "}]],"markups":[["a",["href","https://youtu.be/qL2LfVRl3J0?t=315"]]],"sections":[[1,"p",[[0,[],0,"Original video:...

Duration:01:00:12

Peter Schiff Scandal and Thoughts on Scarcity - E219

10/26/2020
In this episode, I voice my support for Peter Schiff against the baseless allegations currently being leveled at him. Then I dig into a slightly older tweet from earlier this year, where Peter talks about gold and scarcity. I take it piece by piece and discuss all the economic ideas behind why he is wrong. Website: https://bitcoinandmarkets.com/membership/ Twitter: https://twitter.com/btcmrkts https://twitter.com/ansellindner Links Peter's response video...

Duration:00:16:16

Is Inflation Coming to the Dollar? M2 and Velocity - E218

10/19/2020
In this episode we walk through a discussion of money supply, Fed policy, and velocity, to find out if inflation is coming to the dollar. This is an important concept for bitcoin because many people believe bitcoin's fate is tied to a weak dollar, which it is not. Website: https://bitcoinandmarkets.com/e218 Twitter: https://twitter.com/btcmrkts https://twitter.com/ansellindner Links M0: https://fred.stlouisfed.org/series/BOGMBASE M1: https://fred.stlouisfed.org/series/M1 M2:...

Duration:00:15:12

Reaction to DiMartino Booth Interview and Show Update - E217

8/17/2020
The beloved bitcoin podcast is back with a reaction and hot takes on a recent interview between Danielle DiMartino Booth and Bitcoin Magazine's show Fed Watch. The show starts with an update on this podcast's current and future direction, then we listen to the recent interview, and finally react to it.

Duration:00:57:01

Bitcoin Mixing, Wasabi, and Coinbase - E216

6/20/2020
In this episode, I read through the new Europol EC3 Cyber Bits April and May issues where they talk about Wasabi wallet and bitcoin mixing in general. Full show notes at https://bitcoinandmarkets.com/e216 My copy: https://bitcoinandmarkets.com/wp-content/uploads/2020/06/Europol-Wasabi-Wallet-Report.pdf Original: https://www.tbstat.com/wp/uploads/2020/06/Europol-Wasabi-Wallet-Report.pdf Next part is on why you should Delete Coinbase. They are trying to sell your data to the DEA and the...

Duration:00:20:52

Comparing BTC and ETH Inflation - E215

5/25/2020
In this episode, I base a discussion about bitcoin and ethereum inflation around a tweet from Ryan Sean Adams, a popular etherean. I touch on the bitcoin halving, the fact that bitcoin's supply is not changing, and how ethereum wants to copy bitcoin and make unwarranted comparisons. Tweet: https://twitter.com/RyanSAdams/status/1259877725550055431?s=20 Full show notes at https://bitcoinandmarkets.com/e215

Duration:00:17:36

The Case for Deflation Part 4 Liquidity and REPO - E214

5/11/2020
In this episode I walk through an understanding of Liquidity and how the actions of the Federal Reserve can't increase liquidity and flow in the economy. I also give a quick definition of the REPO market and interpret it as a money substitute factory - a place that creates and destroys money substitutes. This is the consensus layer of the global financial system and how we need to define what money is. It's money substitutes that flow through the REPO and money markets. Mises on money​...

Duration:00:21:17