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Bitcoin Market Commentary, Read Through – E210

Hi Bitcoiners, I’m reading through my Friday newsletter The Fundamentals Report #83 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. I touch on bitcoin price analysis, stablecoins, unemployment in the US, and network stats.

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

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 effectively stops QE as a weapon of the central bank. The primary dealers would rather use their JGB’s in dollar swaps with the Fed.

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A Devalued Government – E208

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.

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Fed Panic, Dollar Melt Up – E206

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.

Coronavirus and Macro Update – E204

In this episode we discuss the historic times we are living in, focusing on the evolving situation and effects on the markets of the coronavirus. I touch on the stock market, bonds, yield curve, prepping, what you should expect to develop over the next few months. We also speak briefly on the bitcoin price, why it’s falling, and what we can expect over the next few weeks going into the halving.