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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

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

The Case for Deflation Part 3 - E213

4/27/2020
In Part 3, I answer some critiques and questions from the audience. The discussion on liquidity and Repo, the base layer of the Eurodollar system is now moved to Part 4 coming up soon. Questions from Epistemicrisis, Xan, CryptoGamer and Colin Harper. WTF is happening with the Fed?! - Is this inflation w/ Ansel Lindner - WTF 5 https://podcasts.apple.com/lu/podcast/wtf-is-happening-fed-is-this-inflation-w-ansel-lindner/id1459884105?i=1000472534928 Website: https://bitcoinandmarkets.com/e213

Duration:00:24:07

Case for Deflation part 2 - E212

4/23/2020
In this episode I tackle different types of money, debt, fiat and commodity monies. I discuss how they behave differently as a global money standard. Debt has a unique aspect of global deflation that's not shared with other forms of money. I discuss bailouts at money replacement, not money expansion. Finally, I wrap up with how this all ends.

Duration:00:11:47

Case for Deflation Part 1 - E211

4/22/2020
In part one of this series I describe two important schools of thought on the global monetary system and the future of the dollar: the Dollar Milkshake and the Eurodollar. Then I try to establish a definition for inflation as a monetary phenomenon based on mainstream Milton Friedman, Mises and my own defintition. Lastly, I ask the question if what we think of as monetary expansion today, is actually monetary expansion. In part two, I'll discuss the differences I see between debt based...

Duration:00:13:31

Bitcoin Market Commentary, Read Through - E210

4/5/2020
Hi Bitcoiners, I'm reading through my Friday newsletter The Fundamentals Report along with my extra commentary. Topics covered are the virus and effects of lock downs and shortages in gold and the dollar. I also talk about how bitcoin fits into this market. Show notes post: https://bitcoinandmarkets.com/e210/ Report: https://bitcoinandmarkets.com/r83/

Duration:00:24:46

General Update, Virus, Dollar, China and Japan - E209

3/30/2020
In this episode I discuss the bullish case for bitcoin being driven by QE but not via a weaker dollar. The dollar will continue to strengthen in a volatile way. Bitcoin will be bid because the traditional market will get worse and worse at price discovery and bitcoin will get better and better. I bring in two articles. The first one is about China's consumer credit bubble popping and the second is about primary dealers in Japan refusing to sell their JGB's to the Bank of Japan. That...

Duration:00:16:37

A Devalued Government - E208

3/23/2020
In this episode I use a tweet by Pierre Rochard and a video from Daniel Hannan as a jumping off point to talk about globalization, the growing distrust in our institutions, non-monetary rewards, and what this current crisis will lead to. Links: Pierre's tweet: https://twitter.com/pierre_rochard/status/1242103963287203840 "If everyone added to their cash balances during the good times, they wouldn't need to beg politicians and central bankers for bailouts during the bad times. But...

Duration:00:15:16

Fed Panic Dollar Melt Up - E206

3/17/2020
In this episode, I break the news that the Fed has cut interest rates to zero and launched QE 5. The Fed is not in charge of interest rates, they follow the market. Interest rates were already close to zero in the market, so this move by the Fed was reactionary. They have lost control. I also talk about currency swaps and how to position yourself for the coming financial reset. Image link: https://bitcoinandmarkets.com/wp-content/uploads/2020/03/ust-vs-fed-funds.png News article:...

Duration:00:18:19