Contagion and Credit - Daily Live 11.21.22 | E267
FTX contagion, Grayscale, Coinbase, Genesis, China updates, Meloni viral video, Burkina Faso, and thinking in credit and investment necessary for globalization.
Ansel Lindner
Bitcoin Fundamentals Report #218
This week I cover the contagion fears from FTX to Genesis to Grayscale to Coinbase, next is a price analysis, then miners selling bitcoin, and lastly BLIP and Lightning Network.
Conflicting Signals, Path Forward Unclear - Daily Live 11.18.22 | E266
Links
* 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
The Virtues of Toxicity - Daily Live 11.17.22 | E265
Links
* Balaji thread
* Jonwu thread on the John Jay Ray III finding the crazy state of FTX
* Error Log's thread
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
Ponzi Schemes and Cycles - Daily Live 11.16.22 | E264
Links
* Hedging Sanctions Risk: Cryptocurrency in Central Bank Reserves
* Staked ETH pool Lido is an unbalanced algorithmic stablecoin
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 Others Miss, G20 and OPEC - Daily Live 11.15.22 | E263
Links
* Thread by @AndreasSteno
* OPEC revises global demand down for the 5th time since April
* G20 meeting drama about Russia
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
Bitcoin Fundamentals Report #217
This week, FTX fallout and rumors, regulations are coming, macro headlines of the week, price analysis, mining and lightning news, and mempool exploding.