Latest

Bitcoin Breakout and 10-Year Treasury Misinterpretation - Premium

Bitcoin and Microstrategy Spike Higher, Macro Setups, and XRP Co-founder Donations - E406

Microstrategy MSTR spike and the reasons behind it, the bitcoin price, and XRP scammers funding democrats.

Bitcoin Fundamentals Report #311

The most comprehensive newsletter in Bitcoin! Growing momentum of the Bitcoin ecosystem, in-fighting, Tether FUD, price breakout, and shifting macroeconomic dynamics.

Blackrock Evangelizes Bitcoin, IMF Obsessed, Marco News and Bitcoin Price - E405

Blackrock, the IMF's obsession with El Salvador, and more.

Can Bitcoin Recover? What Headwinds or Tailwinds Are Dominating The Market? - E404

Bitcoin price and commentary by Tom Lee on CNBC.

China Stimulus, Bitcoin and Politics - E403

A weekly update on bitcoin and macro, with focus on the Chinese stimulus.

Macro Minute: From Eurodollar to Bitcoin - A New Parallel Path

Gold's price is rising because of uncertainty around global monetary transitions. Bitcoin offers a unique solution to the monetary evolution puzzle.

Soft War by Jason P. Lowery

Soft War has become an imfamous book. Recently, the Department of Defense has limited the distribution of the book. I'm hosting the PDF version here as a service for the community. Softwar_ A Novel Theory on Powe - Jason P. LowerySoftwar_ A Novel Theory on Powe - Jason

Bitcoin Fundamentals Report #310

Bitcoin sees ETF options approval while facing criticism from central banks. Market volatility, miner strategies, and bullish momentum shape the industry's outlook.

Short Squeeze, Time To Pay Attention - Premium

Record September for Bitcoin, Massive China Stimulus, Bring on Q4! - E402

The Chinese stimulus is not bullish. Here is what you need to know.

Bitcoin Ready to Spike, plus Crypto Games In Congress - E401

Discussion of the bitcoin price and how to view the grilling of Gary Gensler in Congress.

Macro Minute: Has The Buffett Indicator Outlived Its Usefulness?

Explore the limitations of the Buffett Indicator in today's economy, including shifts in market behavior, the evolving role of major stocks, and long-term GDP distortions.

Bitcoin Minute: Institutional Giants Clash Over Bitcoin

BlackRock’s CEO embraces Bitcoin’s rise, while Fed critics call it useless. Who's right? The market will decide.

Bitcoin Fundamentals Report #309

MtGox repayment delayed; MSTR surges 250%; Kamala on equity in Bitcoin; China stimulus fades; Bitcoin price nears breakout; mining stocks rise; Uniswap's Layer 2 threatens Ethereum.

Macro Minute: Federal Reserve Is Playing A Different Game

The Federal Reserve isn't trapped; it plays a different game, managing existential threats through narrative and psychological influence rather than just reacting to economic data.

Macro Minute: Demographics Impact on Global Oil Demand

How Aging Populations and Shrinking Growth Rates Are Reshaping the Future of Oil Consumption Worldwide

Macro Influences: How Commodities and Yields Are Shaping Bitcoin's Investment Environment - Premium

Bitcoin Fundamentals Report #308

The Most Comprehensive Newsletter in Bitcoin Explores Blackrock’s Sound Money Push, IMF’s Bitcoin Obsession, Support for Bitcoin Reserve, Price Analysis, and Mining Sector News

Macro Minute: The Fertility Crisis: Why Economic Decline, Not Technology, Will Boost Birth Rates

Exploring the link between wealth, fertility, and technological progress—and why a global economic regression may be the only path to reversing declining birth rates.

Bitcoin Minute: Clarity on Why Bitcoin Is A Geopolitical Hedge

The perennial bitcoin FUD debunked. Tactical versus Strategic Hedges, what's the difference. Why critics are wrong about bitcoin and WWIII.

October Price Forecast Competition

Game-changing Week, Huge Fundamental Flood Gates - E400

Discussing topics from the most comprehensive bitcoin industry newsletter!

Bitcoin Spikes As TradFi Rushes In, Major Implications - E399

Myths about Bitcoin debunked, Blackrock report review, and bitcoin price analysis.

Bitcoin Fundamentals Report #307

Weekly Bitcoin Recap: SEC Battles, China Stimulus Impact, FTX, Price Analysis, ETF Inflows, and Mining Sector Update

Best September In Bitcoin History - Premium

Bitcoin Minute: Crypto Gaslighting In Congress

Examining SEC Chairman Gary Gensler's recent testimony in Congress and the dangers of promoting fraudulent crypto projects. A call for clarity and the importance of adhering to the Howey Test for securities.

Macro Minute: More Signs of Recession, 5y5y Forward and Breakevens

How the 5Y5Y Forward and breakevens reveal transitory inflation and signal a looming recession through market inversions.

The Fed Makes A Huge Mistake, Cuts Rates - Reaction - E398

Replay of live stream reacting to the Federal Reserves latest rate cut and Chairman Powell's press conference. Seeing through the noise and realizing what the Fed is really saying.

Bitcoin Fundamentals Report #306

Get the latest updates on the Bitcoin industry, including the SEC’s approval of options for BlackRock’s Bitcoin ETF, MicroStrategy’s ongoing Bitcoin purchases, macroeconomic factors impacting Bitcoin, and a closer look at mining and market trends.

Shorts Getting Nervous, Bitcoin Threatens to Break Out - Premium

Macro Minute: Overproduction Does Not Bring Demand, China's Economic Illiteracy

Exposing the Economic Nonsense of Central Planning: How China's Overproduction and Misguided Policies Undermine Their Own Economy

Major implications from the Federal Reserve rate cut this week for Bitcoin - E397

Top headlines for bitcoin and macro, as well as price analysis, bitcoin mining news and network status, and finally an exploration of Layer 2 and old schemes are new again.

Bitcoin Minute: False Assumptions About Gold vs Bitcoin

Exploring the misconceptions about gold's failure as money, the role of elasticity in economic systems, and why bitcoin may offer a solution to the pitfalls of centralized, credit-based monetary systems.

Bitcoin Surges, Holds Critical Levels, What is Next?? - E396

An exploration of Bitcoin cycles and current price analysis. The Top 3 Concepts to Know about Bitcoin's 4-year Cycles.

Bitcoin Fundamentals Report #305

Federal Reserve Rate Cuts, Altcoin Declines, and the Growing Dominance of BTC in an Uncertain Economic Landscape

September Turns Positive, Q4 Move Starting Early - Premium

Can Bitcoin turn it around right here, right now in Uptember? Bitcoin Dawn, Weekly Round up - E395

A discussion of the Bitcoin Fundamentals Report #304. All the news you need for the entire bitcoin space, every week, for Free on bitcoinandmarkets.com

Bitcoin Minute: Rethinking the Bitcoin vs Gold Debate

Debunking Peter Schiff's anti-Bitcoin stance and exploring Jack Mallers’ defense, while addressing the overlooked economic context behind, "why now?"

Bitcoin Dives, What's Next, Can Bitcoin Recover? - E394

The silent protest happening in China, the Bai Lan movement affects marriage and demographics and youth unemployment. Also, the bitcoin price dip and what to expect going forward.

Bitcoin Fundamentals Report #304

Bullish signals are emerging, with Trump leading in polls and FTX set to distribute $16B to creditors. We explore market dynamics, Federal Reserve rate expectations, CPI trends, and Bitcoin mining developments, while diving into key chart patterns and macroeconomic implications.

Bitcoin’s Breaking Point: September's Bearish Cycle and What Comes Next - Premium

Macro Minute: Bai Lan (Let It Rot) in China

Disillusionment and Decline: How the Bai Lan Movement is Helping Shape China's Demographic and Economic Future

Macro Minute: Recession Risks Rise as Yield Curves Un-Invert

Understanding the significance of the 10Y-2Y yield curve un-inverting while the 10Y-3M remains deeply inverted, and what this divergence means for predicting future economic downturns and investment strategies.

Bitcoin Chop is Ending, Here's What to Watch - E393

The most comprehensive Bitcoin weekly newsletter and live stream every Monday!

Macro Minute: Oil Prices Plunge as Supply Outpaces Demand

Exploring the evolving oil market dynamics: technological advancements, shifting demand, and the impact of U.S. shale production on global oil prices amidst an outdated economic framework.

Bitcoin Fundamentals Report #303

Bitcoin Market Holds Steady: Price Trends, Altcoin Decline, Miner Activity, and Macro Factors Ahead of September

September Price Forecast Competition

Bitcoin Minute - Bitcoin's Historical Performance in Q3 and What to Expect This Year

How End-of-Quarter Trends and Fiscal Calendars Shape Market Crises and Economic Activity

Bitcoin Minute: Bitcoin Cycles and US Presidential Elections

Examining the Impact of Halvings and U.S. Elections on Bitcoin Price Movements

The FED Just Changed Everything - E392

Reaction to Jackson Hole speech by Fed Chair Jerome Powell

All Eyes On September, A Critical Month For Bitcoin and Macro - Premium

Macro Minute: As Economic Data Weakens, Bitcoin Takes Cues from Gold

With economic indicators pointing to a downturn, exploring how gold's historical role as a safe haven asset can guide Bitcoin's future performance.

Dollar CRASH, Bitcoin Ready to SPIKE? - E391

What does the 818,000 revision to US payrolls mean for recession and bitcoin, plus tons of other topics in this banger.

Bitcoin Fundamentals Report #302

Bitcoin weekly developments from spiking fees to CBDCs, ETF flows and Telegram bros, Macro headlines, price update, and mining sector news.

Macro Minute: The Fed's Illusion of Control

Illuminating the Myth of the Federal Reserve's Omnipotence

Bitcoin Minute: A Tale of Babylon, PoS and Fees

Analyzing the Sudden Spike in Bitcoin Transaction Fees Due to Babylon's Staking Launch

Bitcoin Path to New ATH, Weekly Round Up - E390

Bitcoin Ticks Along; 13F Updates, Bitcoin Elasticity Debate, Fed Watching, Price Path to New ATH, Miner Revenue and Reserves, and Layer 2 News

Macro Minute: Myths and Realities of Global Dollar Dominance

Why the Dollar's Reign Isn't Ending Anytime Soon and How Bitcoin Will Play a Role in Its Future

Bitcoin Minute: Levels of Bitcoin Awareness

Exploring the stages of understanding Bitcoin and aligning your actions with long-term incentives.

Bitcoin Fundamentals Report #301

Bitcoin Ticks Along; 13F Updates, Bitcoin Elasticity Debate, Fed Watching, Price Path to New ATH, Miner Revenue and Reserves, and Layer 2 News

Charting Bitcoin: Critical Juncture for Entire Cycle - Premium

Weekly Round Up of the Bitcoin Market, Uncertainty Amid Bullishness - E389

Can't see player? - Listen here Today's episode is a discussion on the current state of the Bitcoin industry following the Bitcoin Fundamentals Report. Stability is returning but with major macro uncertainty headwinds. Enjoy. Links * Youtube link Got value from the show? Support directly! Fountain app:

Macro Minute: Predicted Stabilization in Markets, Decision Time

Understanding last week's panic, Bitcoin's rebound, and the time scales guiding long-term market trends.

Bitcoin Minute: 13F Deadline, Big Players Quietly Expand Bitcoin Holdings

Goldman Sachs leads with $419M in Bitcoin ETFs, while international institutions increase stakes in MicroStrategy. Despite a slower Q2, early signs indicate a strong Q3 for Bitcoin investment.

A closer look at commodities and recession, plus Bitcoin ETF flows update - E388

Today's podcast is on price predictions for bitcoin and a commodity update.

Deflationary Drift: Insights from PPI, CPI, Stocks, Curves, and Shipping - Premium

Bitcoin Fundamentals Report #300

Marathon borrows to buy Bitcoin, Trump Jr Bitcoin platform, China struggles, Iran uncertainty, price analysis - it wants to go up, mining and layer 2 news.

Macro Minute: Commodities Under Pressure, Support Recessionary Signals

Exploring the weakening trends in oil, copper, and the commodity index, and what they signal for the global economy and Bitcoin.

Rally or Retest? Navigating the Bitcoin Rollercoaster - Premium

The Bottom Falls Out, What Is Next For Markets? - E387

Global Markets in Freefall: A Bitcoin Buy Opportunity Amid Broad Panic

Bitcoin Minute: Bitcoin ETFs Hold Strong Amid Market Panic

A review of recent Bitcoin and Ethereum ETF flows, highlighting the resilience of Bitcoin amid market turbulence and the disastrous performance of Ethereum ETFs

Podcast Replay: Markets Panic, Bitcoin Holds, Q3 Seasonality Strikes - E386

Friday 2 Aug reaction during live stream. Panic not fundamentals was the diagnosis

Macro Minute: Markets Stabilize Amid Overblown Fears

Analyzing the Panic-Driven Market Moves, Japan's Economic Struggles, US Treasury Yields and Bitcoin's Path to Recovery

Bitcoin Fundamentals Report #299

Global Markets in Freefall: A Bitcoin Buy Opportunity Amid Broad Panic

Bitcoin’s Precarious Position, When Bull Reversal? - Premium

August Price Forecast Competition

Bitcoin Minute: RFK vs Trump vs Kamala on Bitcoin

A comparison of Bitcoin policy positions, careful not to overstate RFK's support and differentiating Trump's openness and Kamala's radical hardline stance.

Podcast Replay - Federal Reserve Prepares for September Rate Cut - E385

Understanding how to view the Fed's recent statements, why they are less important from a policy perspective and more important on a ideological front, and what to expect going forward.

Macro Minute: 1970s CPI versus Today

A Comparative Analysis of Historical and Modern CPI, and Why This is Not Like the 1970s

Bitcoin Minute: Weird Cycle Patterns and FOMC Watch

Analyzing Bitcoin's Cyclical Patterns, Fed Rate Cuts, and Why All Roads Lead to Bitcoin

Podcast Replay - Bitcoin and Trump, US Gov sells bitcoin? Macro deglobalization and price analysis - E384

Weekly news roundup for the entire Bitcoin industry. Trump, Strategic Reserve, Macro and China, Price Analysis, Mining Sector and More

Macro Minute: Xi Jinping Thought

CCP Apologetics and Reasserting Communism in Modern China - A Response

Bitcoin Fundamentals Report #298

Trump's Bitcoin Endorsement, USG Moves Bitcoin, Strategic Reserves, Global Adoption, Deglobalization in Macro, Mining Sector Turnaround, and Price Analysis

Macro Minute: Fed Rate Cut Odds Soar, Bitcoin is Ready

Interpreting the 2-Year Treasury Yield's Decline and Its Bullish Implications for Bitcoin Amid Rising Expectations of a Fed Rate Cut

Bitcoin Minute: Historical Price Performance During Bitcoin Conferences

Analyzing the Bitcoin Price During Each Year's Bitcoin Magazine Conference and What to Expect This Year

Short-Term Bitcoin Forecast and ETH ETF Impacts

Bitcoin Minute: Trump vs Bukele

It is improper to compare the US and El Salvador because the scales are completely different

Bitcoin Minute: Here is what to expect from the Ethereum ETFs Launch This Week

Ethereum faces a rocky road with its spot ETFs launch. Explore the contrasting pre-launch movements, fundamental differences, and what lies ahead.

Bullish Breakout: Short, Medium and Long-Term Bitcoin Forecasts - Premium

Macro Minute: Dr. Copper Crashing is Bad Signal for the Global Economy

The Implications of China's Slowing Economy, Copper Stockpiles and Global Market Trends

Bitcoin Minute: Pitchfork Analysis

Exploring the technical insights of Andrews' Pitchfork, past cycle patterns, and potential future trends influenced by Bitcoin news.

The Next Chapter: Successful Macro Insights and Bitcoin Adaptations

Macro Minute: Gold's Breakout Hints at Bitcoin's Next Move

Gold's multi-year Wyckoff accumulation applied to Bitcoin's multi-month accumulation

Bitcoin Fundamentals Report #297

Bottom is in, Trump Tragedy and its affect on Bitcoin, China woes, Price Update and Mining sector news

Soft CPI Sparks Rate Cut Speculation, And Its Effect on Bitcoin

Bitcoin's Path to Recovery Amidst Market Volatility

Bitcoin Fundamentals Report #296

Germany dumps bitcoin, ETF flows turn positive, China in economic trouble, Price analysis and mining sector updates.

Analyzing Bitcoin’s Current Correction and Future Forecasts

Bitcoin Fundamentals Report #295

Bitcoin may have bottomed, Sony to launch bitcoin exchange, political upheaval, price analysis, and mining news.

Bitcoin at a Crossroads: Price Metrics vs. Derivatives Insights

July Price Forecast Competition

Overblown Market Fears: Bitcoin Well Within Range and Now Oversold

Miners More Stable Than They Appear During Price Dip

Short, Medium and Long Term Forecast Update - Premium

By the Numbers: Bitcoin Gets Bumpy

Bitcoin Fundamentals Report #294

Billionaires falling in love with bitcoin, Bitcoin in politics, EU-China trade war, bitcoin price and mining news.

Complex Times, Bitcoin & Macro - E383

Today's episode I go over my macro thesis. Join us on Telegram to comment directly or on YT.

Four Bitcoin Indicators, One Comprehensive Conclusion

By the Numbers: Signals of Stability in Bitcoin Mining Sector

Bitcoin Fundamentals Report #293

Bitcoin too big to be ignored by politicians, adoption everywhere, macro headwinds, bitcoin price, mining industry update, and more

By The Numbers: Macro Headwinds Testing Bitcoin’s Fundamentals

By the Numbers: Bitcoin Miners and Network Trends

Federal Reserve’s Terrible Projections, Macro Implications for Bitcoin

Bitcoin Fundamentals Report #292

Massive short position in bitcoin futures explained, mergers and acquisition season, ETF inflow streak, FOMC and CPI this week, plus mining industry news

The Central Bank Tipping Point and the Rise of Bitcoin

Demographic Collapse: Effects of Urbanization

The roots of the demographic decline, specifically urbanization, which has long been linked to reduced fertility rates. History, failed policies and schools of thought, and summary.

June 2024 Price Forecast Competition

Bitcoin Fundamentals Report #291

Roughly 17% of Americans own bitcoin, bitcoin floods out of exchanges, Andreas reappears, OPEC keeps cuts, Trump, price analysis, and mining news.

Bitcoin Fundamentals Report #290

The pro-Bitcoin realignment continues. Trump endorses bitcoin and disavows CBDCs. Something strange is happening in China. Price analysis, mining sector news, and more.

Bitcoin Fundamentals Report #289

Price up, 13Fs stimulate more demand, CME to get spot trading, Tether in China, CPI heading down, heads of State under attack, price analysis and mining news.

Discussing Reserves: Sources, Utility and Why QE Doesn't Work

Understanding the Economic Utility and Market Perception of Bank Reserves and Why QE Reserves Are Inferior and Dangerous

Full Bitcoin Update, Charts and Emerging Fundamentals - Premium

Bitcoin Fundamentals Report #288

Slow price news but lots happening behind the scenes in Congress and with 13F filings. 2024 is the Bitcoin election? SLOOS debrief and CPI coming up this week. Mining and L2 news.

Bitcoin Fundamentals Report #287

Arresting devs, definition of money service business, keeping perspective, JPY spikes, GDP disappoints, Biden wants to eat the rich, and more

May 2024 Price Forecast Competition

Discussing Possible Post-Halving Paths for Price

Bitcoin Fundamentals Report #286

Bitcoin halving debrief, HK ETFs, looming dollar crisis, bitcoin price analysis for after the halving, miners raked it in, Runes update.

Bitcoin Fundamentals Report #285

HK Bitcoin ETFs, Iran FUD, China crash, bitcoin price analysis, miners bracing for halving and MORE!

Bitcoin Fundamentals Report #284

Tectonic plate movements in bitcoin, major macro pivots, bitcoin price analysis and mining industry news.

Gold and Yields Tell Us Everything About the Upcoming Recession

Bitcoin Fundamentals Report #283

Argentina regulates bitcoin, Tether buys 8,888 btc again, SWIFT CBDC, Gold spikes, bitcoin price analysis, mining industry gets ready for halving!

April 2024 Price Forecast Competition

A Deep Dive into Bitcoin Spot ETF Mechanics

What to expect heading into the halving?

Bitcoin Fundamentals Report #282

Stay up on the last week in bitcoin. Inscriptions or no, altcoins scams picking up, macro news FOMC, price analysis, and very positive mining news.

Federal Reserve Losing Credibility, Insights of FOMC Press Conference 3/20/24- E382

A pre-show chat about Ethereum and general market things, then the FOMC press conference reaction. Jerome Powell's answers to the financial press's questions.

Bitcoin Fundamentals Report #281

Craig Wrong the only person who is not Satoshi, more bitcoin news headlines, macro events, Bitcoin price analysis, and mining industry update.

Response to AIER's Salter on Inflation and Interest Rates

Inflation expectations is a horrible economic variable and should be ignored.

More on Bitcoin Equity Alts and Tracker, Plus Forecasts

Bitcoin Fundamentals Report #280

Vanguard CEO resignation appearances, Bitcoin ATHs in many currencies, March banking crisis update, price might temporarily top here, and mining sector update.

March '24 Price Forecast Competition

Bitcoin Breaks ATH in Four Major Currencies, USD Next

Bitcoin Fundamentals Report #279

Bitcoin eats gold, ECB FUD, Peak Cheap Oil collapses, Bitcoin price analysis, miner sue US Gov.

Asian Currency Crisis 2.0 and Bitcoin Halving Forecast

Bitcoin Fundamentals Report #278

Bitcoin spot ETF inflows surge, bitcoin adoption route, China and other macro, bitcoin price analysis for the week, mining sector update.

A Response from Team Transitory

Was inflation transitory or not? It seems so, but what were the reasons and excuses now offered by the other side. A response to a AIER post.

Bitcoin Fundamentals Report #277

Bitcoin's price is taking all the headlines, but I talk ETF flows, Macro update, price analysis with warning, mining industry news and stats.

Is the Crescendo Peaking for Now?

Bitcoin and Macro Reality, Plus SLOOS Data is Window Into Shadow Banking - E381

Quick discussion on macro situation around bitcoin, stocks, bonds, oil and the dollar. Then a deep dive into the SLOOS data from the Federal Reserve.

Bitcoin Fundamentals Report #276

Bukele and Milei make headlines, US gov investigates the benefits of bitcoin mining, bitcoin price analysis, mining industry headlines.

February Price Forecast Competition

Hello Members, The monthly forecast competition has been a part of our community since 2019. It is a fun way to put our understanding of bitcoin and macro to the test and have some friendly competition. January Winner Congrats to AJ Garnerin for having the best forecast for January!! You

Bitcoin Fundamentals Report #275

Bitcoin ETF update, China bitcoin demand, transparency in spot ETFs, Texas border issue, Evergrande, peak cheap oil takedown, price analysis, and mining industry news

Chinese Stock Market Bailout is Good for Bitcoin

Bitcoin Fundamentals Report #274

Free newsletter - ETF flows are hot topic. FTX sold $1 billion of GBTC. Net buying still positive, China crash update, bitcoin price, miners battle cold weather.

Business Cycle: Is Limiting Credit the Best Route to Sanity?

Bitcoin Fundamentals Report #273

Bitcoin ETF launch exposes incompetent Tradfi, debrief, Macro new including CPI and Taiwan election, price analysis, mining news and more.

Bitcoin ETFs' Effect on Forecasts and Global News

Why a Bitcoin 6102 Won't Happen

There are several misconceptions about the details of the program that make people unreasonably worried today in regards to bitcoin

Bitcoin Fundamentals Report #272

January 8, 2024 | Block 824,909 Snapshot of Bitcoin General Bitcoin Headlines Weekly trend Ready for approval Media sentiment Very Positive Network traffic Very High Mining industry Growing rapidly Days until Halving 99 Price Section Weekly price* $46,952   (+$3452, +7.9%) Market cap $0.919 trillion Satoshis/$1 USD

Bitcoin Singularity and What's Coming up for Oil Prices

January Price Forecast Competition

Bitcoin Fundamentals Report #271

Bitcoin ETF updates, approval imminent?, thinking on inscriptions, hypocrisy of anti-bitcoin bills, macro and mining sector updates.

Why AI Needs Bitcoin - E380

Wide ranging discussion. See link for video for charts. We talk bitcoin price, macro charts, mempool and inscription controversy, problems with AI and the shale oil revolution.

Merry Christmas and Quick Bitcoin Forecast Update

Shale: An Earthquake in the Geopolitical Order

Discussion on the scale of the Shale revolution There are important geopolitical developments and then there's the US shale revolution. Important geopolitical events are usually small, like a regional war, major shifts in trade agreements, etc. However, the shale revolution ranks up there with events that completely change

Bitcoin Fundamentals Report #270

Inscription/ordinal debate, spot ETF marketing begins, Red Sea war risk insurance, bitcoin price analysis, mining sector growth, in depth inscription charts.

It's All Noise Around the Recession Signal

Bitcoin ETF: Wall Street vs Globalists E379

Jamie Dimon bashes bitcoin, What is the real battle going on over the Bitcoin ETF?

Bitcoin Fundamentals Report #269

Recap of the last week, ETF news, macro, price action, why the dip, mining news, ethereum being censored, liquid sidechain action.

CPI Prediction and How I Did in Calls for 2023

Bitcoin Fundamentals Report #268

Bitcoin's price steals the show, spot ETF news, Gold jumps, Red Sea warfare, What's next for price, and new decentralized mining pool.

Bitcoin Related Stocks and Pricing in the ETFs

December Price Forecast Competition

The Dangers of Mislabeling Inflation: A Response

If you call everything inflation, you lose any explanatory, and hopefully predictive, power of your model of the economy.

The Bitcoin Cantillon Effect - E378

How the current global financial system works, and the coming massive inflationary stimulus of Bitcoin's appreciation. The benefits will go to the bitcoin economy.

Bitcoin Fundamentals Report #267

Binance fined, bitcoin ETF in-kind vs cash creates drama, the increase in piracy, bitcoin price analysis, mining sector news, and Lightning wallet delisted from Apple and Google stores.

Communism Works Better than Markets With Today's Compute?

Response to a communist tweet about compute power vs markets.

Two Scenarios to Watch Develop into 2024

Bitcoin Fundamentals Report #266

Javier Milei's wins Argentina's Presidential election, Bitcoin ETF news, Coindesk acquired, Tether freezes coins, plus price analysis, mining and layer two news.

US Consumer is Tapped Out, Deflationary Pressure Everywhere

Bitcoin Spikes plus Tidal Macro Forces - E377

Bitcoin price charts, macro related moves and Bitcoin as a new asset class.

Bitcoin Fundamentals Report #265

Bitcoin news of the week, ETF approval rumors, CPI preview, freight recession, bitcoin price analysis, mining news, ordinals update.

Massive Breakout or Fake Out?

Bitcoin Fundamentals Report #264

A few influential push backs on bitcoin, DCG problems, HK mulls spot ETF, SLOOS data, market shift, price analysis, mining and layer 2 news.

US Treasury Yields Break Down, Oil Demand and Price Update

November Price Forecast Competition

Bitcoin Fundamentals Report #263

Everything you need to know about bitcoin in the latest week. WSJ FUD debrief, DTCC ETF listing, pre-FOMC look, US GDP hits 4.9%, mining and lightning news.

Stock Market Update, Yield Curve and Rollover, Bitcoin Price

Bitcoin as Hedge Against Geopolitical Risk - E376

Bitcoin is a hedge against geopolitical risk and inflation

Bitcoin Fundamentals Report #262

Bitcoin price pump, ETF update, Bitcoin in politics this week, China crisis, price analysis, mining sector news and lightning network update.

BREAKING: Bitcoin Rallies to Pivotal Point

Bank Credit Shows Deflation is Here

Bitcoin is a Hedge Against Geopolitical Risk (continued...)

This is a written response to accompany my recent podcast. Bob Elliot and Michael Green appeared on Blockworks podcast. Starting at minute 49:00 they talk about bitcoin. Their basic premise is that bitcoin has not performed as a hedge against geopolitical risk in the few days since the Israel-Gaza

Peak Cheap Oil vs Peak Oil Demand - E375

Peak cheap oil is not happening. Peak oil demand better describes what's happening.

Bitcoin Fundamentals Report #261

Debriefing this morning's Cointelegraph and spot ETF approval drama. Plus, price analysis, mining industry news.

Breaking Down CPI Components and Money Printing

Bitcoin Fundamentals Report #260

Slow week in bitcoin, big week in macro. I cover bitcoin and macro headlines, bitcoin price, mining, and Layer 2.

Crashing Oil Demand, Gold Rebound, Bitcoin Bull Starting

Bitcoin Fundamentals Report #259

Bitcoin spot ETF reshuffle, Macro climax update, bitcoin price, mining and layer 2 news.

October 2023 Price Forecast Competition

Shadow Banking Secrets: Collateral Multiplier - E374

Discussing why rates will peak soon due to break down in collateral re-use. Shadow banking secrets.

Futures Trading Controls Bitcoin Price?? - E373

Comment on Willy Woo tweet, Fed RRP, Treasury buyback program, bitcoin mining, and price.

Climax in markets leads to bullish period ahead - Proton 4

A look at seasonality, and historical trends preceding recessions.

Paradox in Economic Headwinds: Recession or Inflation

Yields and oil continue to rise signaling higher inflation, yet these things fall in recessions

Bitcoin Fundamentals Report #258

Bitcoin is dominated by futures market manipulation? Strong dollar, yields, and oil, versus weak bitcoin and stocks. Plus price analysis and mining sector news.

Dr. Copper Has Something to Say, Ethereum and Bitcoin Forecasts - Proton 3

Does the Fed Really Print Money?? - E372

Answering the question of whether or not the Fed can print money.

Predictions for 2024 and Cycles - Proton 2

Bitcoin Fundamentals Report #257

Topics: NSA invented Bitcoin?, Coinbase adds lightning, Templeton joins ETFs, CPI debrief, Turkey and China news, Price analysis and mining news.

Peak Oil Demand and Bitcoin Adoption - Bitcoin Proton #1

Demographic Collapse: Several Case Studies

In this post, I examine fertility rates and policies from Hungary, Denmark, South Korea, Japan and Israel.

Bitcoin Fundamentals Report #256

Update on Fortress Trust and Ripple, bitcoin's security budget as a cult movement, G20 vs BRICS, upcoming week, price analysis and more

The Truth about Bitcoin's Security Budget - E371

Talking bitcoin's security budget. What is it and should we be worried?

Market Pro 27 - Rumblings of a Bullish Shift

The Dollar Wrecking Ball is Back - FED159

The dollar wrecking ball is back, we talk DXY, CNY, Oil and bitcoin accounting rules.

BIP300 Debate and Other News, Weekly Bitcoin Update - E369

Main topics are flat price action, BIP300 debate, Bitcoin price analysis, mining news and Liquid open sourcing their code.

Bitcoin Fundamentals Report #255

BIP300 debate, mining's energy consumption revised down, China starting to bully bad sign for BRICS, Liquid open sourcing code, price analysis and mining news.

Demographic Collapse: Why Should We Care?

There's a demographic decline coming, but why should we care?

September 2023 Price Forecast Competition

Market Pro 26 - ETFs, Manipulation and Mismatches

ETF Approval Tomorrow Changes Everything - FED 158

Topics covered, Grayscale win vs SEC, Jackson Hole and Powell, German industry flees, and coup in Gabon.

Reaction to Grayscale WIN - E368

Reaction to the news that Grayscale won their suit against the SEC (Live stream replay)

Quiet Before the Storm - Weekly Update - E367

Lack of bitcoin volatility, BIP300, ETF updates, macro Q3, BRICS expansion, price analysis, Blackrock gets into mining, and Lightning Funds

BRICS Opens Door to Bitcoin - FED 157

Topics include bitcoin price, BNB coin discussion, Tornado Cash, ETF chance, BRICS and China local government bankruptcy.

Tornado Cash Suit is not about Privacy - E366

People have lost the plot. Cypherpunks weren't about starting a business and whining about the government cracking down. They were about selfless building.

Bitcoin Fundamentals Report #254

Quiet week for bitcoin, topics include upcoming ETF date, BIP300, macro headlines, price analysis, mining industry news, and lightning network news.

What's Happening Now? Bitcoin Dip, China Crash - E365

Talking the Bitcoin dip, headlines from the last week, macro out of China, Bitcoin price, bitcoin mining, and Tether on RGB via Lightning Network.

Bitcoin Fundamentals Report #253

Bitcoin price dip, what this means for the cycle, China crisis, bitcoin price analysis, mining sector news and RGB+Lightning news.

An Economic Boom? Where’s the Recession? - FED 156

Japan and US GDP numbers are showing a booming economy. Is that legit? We breakdown the numbers and check that story against commodity prices. Plus more China crisis news.

The Coming Multipolar World - E364

A refreshingly new theory on the coming multipolar world order.

Market Pro 25 - The Dip

Bitcoin President in Argentina! China Collapse, ETF Update - E363

Javier Milei wins Argentina's Presidential primary, China is crashing, Bitcoin ETF update, price analysis and network statistics.

Bitcoin Fundamentals Report #252

This week's topics include Bitcoiner candidate wins Argentine Presidential primary, ETFs could be only 18 days away, China's collapse, price analysis, and mining gets more love.

Market Pro 24 - Inflation is Dead and Recession Odds

Global Prices Crash! Deflation then Inflation? - FED 155

Today's episode is all about US and China CPI. We also cover the bitcoin chart and related news.

Bitcoin ETF Imminent, Industry Update, Big Move Coming! - E362

Bitcoin and macro headlines, spot ETFs, Ripple, Uniswap, bitcoin mining news and statistics, and Lightning network news.

Bitcoin Fundamentals Report #251

Volatility will come back, ETF timeline, Ripple update, Bitcoin gets love from everywhere but the chart, time to pay attention.

"Crypto" is an Affinity Fraud Trying to be "Like Bitcoin" - E361

"Crypto" is not Bitcoin, it only survives by pretending to be "like Bitcoin" using a category error for plausible deniability. Crypto is a scam, Bitcoin is legit.

Market Pro 23 - Commodities Do Not Indicate Return to High Inflation

Bitcoin is the Real ESG - FED154

Topics this week include KPMG report on the benefits of bitcoin and bitcoin mining, and the Federal Reserve's SLOOS report of bank lending.

Bitcoin Industry Update - Major Developments Underway! E360

Topics include Ripple, RFK Jr, SEC tells Coinbase everything other than bitcoin is a security, Bitcoin price, Bitcoin mining, and Lightning updates.

August 2023 Price Forecast Competition

Bitcoin Fundamentals Report #250

Catching up on the last 3 weeks of news in Bitcoin and Macro. Bitcoin headlines, price, mining and Layer 2s.

The Coming Multipolar World

There are competing theories of what the coming multipolar world will look like. This is my synthesis of views.

Market Pro 22 - Change to End of Quarter Forecast

Recession Avoided or Imminent? - FED 153

This week we discussion bitcoin developments like RFK backing the dollar with bitcoin. FOMC monetary policy decision. US GDP. And finally China facing hard truths.

"Crypto" is an Affinity Fraud on Bitcoin

The all-encompassing fraud in crypto is an affinity fraud on bitcoin. It is a category error to lump scams in with Bitcoin.

June CPI Did Not Surprise Us, Here's Why - E359

LIVE reaction to the June CPI data release. Not surprising, we nailed it!

Market Pro 21 - Bearish Probabilities Remain, Timeline Adjustments

CPI and Major Macro Shifts Everywhere - FED 152

US CPI, Lummis "crypto" bill, bitcoin price and ETF discussion, plus breaking news on Ripple vs SEC.

MSM Flips Bullish on Bitcoin Mining!? - E358

Readthrough of this week's newsletter which is total bitcoin market update. We cover MSM flipping positive on bitcoin, bitcoin mining, news, adoption, and more

Bitcoin Fundamentals Report #249

Major narrative shift from MSM to bitcoin friendly. Fundamentals are looking up, in adoption, mining and building.

BRICS Currency Disaster - E357

The expected BRICS currency will be a disaster if it is even possible in the first place. Here is what I think.

Market Pro 20 - Bearish Probabilities Rise

The Perfect Asset - Fed151

Bitcoin's market reaction to Larry Fink, CEO of Blackrock's surprise admission about bitcoin. ETF status update, CBDC dystopia, PBOC leadership reshuffle and panic

Bitcoin ETF Drama, Europe in Crisis, Price and More - E356

Bitcoin and Macro headlines, SEC and Bitcoin ETFs, Europe in crisis, Bitcoin price, miners selling bitcoin, Damus app vs Apple.

Bitcoin Fundamentals Report #248

Rumors from AI, Bitcoin ETFs, France and Europe are collapsing, Bitcoin price ready to pump, mining is stable, lightning vs Apple

July 2023 Price Forecast Competition

Market Pro 19 - Misinterpreting Breaking News

Front Running Wall Street - FED 150

We discuss Blackrock's Bitcoin ETF chances, adding bitcoin to balance sheets everywhere, and CBDCs

This Week in Bitcoin | E355

A readthrough of all the important news in the last week for Bitcoin and related macro.

Clarity from the SEC !! | E354

Listen to an interview on CNBC with Gary Gensler on Bitcoin and Crypto and comment throughout.

Bitcoin Fundamentals Report #247

Blackrock remains the top story this week. The incumbents had a lot to say this week about CBDCs and bitcoin. China is crashing. Plus, price, mining, and lightning news.

Market Pro 18 - Front Running Blackrock or Typical Short Squeeze?

Bitcoin Pump vs CBDC Obsession - FED 149

Discussion topics are Bitcoin ETFs, timeline, likelihood, GBTC vs Blackrock, Fed gives up on CBDC while other double down, plus Chinese yuan crash

Weekly Bitcoin Update, Everything is About to Change Forever - E353

The big news items of the week in Bitcoin and Macro. The SEC actions against Coinbase and Binance are old news already, now it is Blackrock's ETF filing

Bitcoin Fundamentals Report #246

Coinbase and Binance fear has given way to Blackrock ETF bullishness. Plus Macro updates, mining sector, lightning network news.

Live Reaction to JPow Fed Pause, Mixed Messages + Bitcoin | E352

Reacting to the Federal Reserve rate pause. Tying everything back to bitcoin.

Market Pro 17: Can we get a bounce!?

Fed Messaging Blunder, "Hawkish Pause" - Fed 148

FOMC policy decision and messaging of a hawkish pause is such a big mistake, SEC opinions from two angles, and ECB makes even bigger mistake.

June 2023 So Far, Bitcoin Wrap-up Part 2 - Live E351

SEC sues Coinbase and Binance. HUGE week, this week for the markets! Bitcoin price is holding up, will that continue? Mining and lightning news!

June 2023 So Far, Bitcoin Wrap-up Part 1 - Live E350

Complete summary of bitcoin this week. Halving is coming, CBDC being rejected already, scam financing collapses, mining, and lightning news.

Bitcoin Fundamentals Report #245

SEC sues Coinbase and Binance. HUGE week, this week for the markets! Bitcoin price is holding up, will that continue? Mining and lightning news!

Binance and Coinbase, “Crypto not Bitcoin” Crash, Plus Recessionary Hurricane - FED 147

Talking Binance and Coinbase getting sued by the SEC. Plus China import and export numbers disappoint, and Europe slides into official recession.

Market Pro 16 - Bitcoin BTD and Stock Market Historic Comparisons

What's Going On In Macro !!??? Charts and More - Live 5/31/23 | E349

Discussion recent developments in bitcoin, dollar, stocks, oil, bonds, and more. Reacting to bitcoin replacing real estate as store of value.

Bitcoin Fundamentals Report #244

Complete summary of bitcoin this week. Halving is coming, CBDC being rejected already, scam financing collapses, mining, and lightning news.

Gold vs Bitcoin: Responses to Common Criticisms - Pyramid or Ponzi

Pyramid scheme According to Investor.gov: In the classic "pyramid" scheme, participants attempt to make money solely by recruiting new participants, usually where: - The promoter promises a high return in a short period of time; - No genuine product or service is actually sold; and - The

Debt Ceiling Deal Threat to Risk Assets? - FED 146

US debt ceiling avoids default, but will it dry up liquidity as the Treasury refills the TGA? China PMI disaster, German recession and more

Bitcoin Weekly Update, Fundamentals Report - Daily Live 29 May 23 | E348

Covering the headlines of the week for bitcoin and macro. Plus, price analysis, mining news and lightning developments.

Market Pro 15 - Bitcoin Update, Dollar and Select Commodities

Gold vs Bitcoin: Responses to Common Criticisms - 5000 Year History

In this post I take down the claim that gold has a 5000-year history that bitcoin must compete with. In reality, it is 120 years.

Gold vs Bitcoin Debate Reaction, Weiner vs Rochard - Daily Live 28 May 23 | E347

A reaction to a Gold vs Bitcoin debate. I respond to the pro-gold/anti-bitcoin commentary in real time.

Bitcoin Fundamentals Report #243

Bitcoin news about Hong Kong and China's return, macro updates on China and OPEC, price analysis, DAME tax is dead, and Ark L2.

M2 Velocity Doesn't Mean Squat - Daily Live 24 May 23 | E346

Bitcoin price and article about M2 and M2 velocity

Public Thoughts on Bitcoin 2023, plus Macro Update - FED 145

Hosts: Ansel Lindner and Christian Keroles Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question

June 2023 Price Forecast Competition

Dedollarization and Inflation

What we are told about dedollarization and inflation is backwards.

Bitcoin Miami Reaction, Weekly Market Update - Daily Live 5/22/23 | E345

Quick debrief on the Bitcoin 2023 conference in Miami, other news, macro, bitcoin price analysis, mining sector news and lighting news

Bitcoin Fundamentals Report #242

This week, a quick debrief on the Bitcoin 2023 conference in Miami, other news, macro, bitcoin price analysis, mining sector news and lighting news.

Bitcoin Fundamentals Report #241

Bitcoin and Macro headlines of the week, including bitcoin mining, price and Lightning network.

CPI Forces Fed to Crush Banks, China reopening flops, Bitcoin Warming Up - FED 144

US CPI and PPI data, bank runs and PacWest, Chinese import/export numbers are not good.

Market Pro 14 - Bitcoin update, SLOOS forecasts

Crypto Scammers Gaslight about SEC Clarity - Daily Live from 4/19/23 | E344

I react to Gary Gensler in front of Congress, discuss Chinese debt to GDP vs other economies, and the possibility of a rotation back into equities for the remainder of the year

Bitcoin Fundamentals Report #240

Bitcoin under attack. Is there anything to worry about from high fees and inscriptions? Find out this week.

I'm Losing Faith in Bitcoin - Daily Live from 4/17/23 | E343

Can't see player? - Listen here This episode was recorded on April 17, 2023. The original full live stream can be seen here: https://youtu.be/z5GQUXSqZKE. In this one I read through and address concerns in a post by BTC_remnant in which he voices his concerns

Has the Fed Doomed the Economy? - FED 143

FOMC reaction, IMF on CBDCs, DAME tax for bitcoin mining, and more!

Correcting Gold Bugs, plus Important Bitcoin Updates - Daily Live from 4/10/23 | E342

Why a gold-backed digital currency hasn't and won't work, bitcoin mining news, and dedollarization derangement syndrome.

Bitcoin Fundamentals Report #239

Jump to section: Bitcoin headlines / Macro / Price / Mining / Lightning 💡Share the Bitcoin Fundamentals Report! Snapshot of Bitcoin General Bitcoin Headlines Weekly trend Holding support Media sentiment Negative Network traffic High Mining industry Very stable Price Section Weekly price* $28,248   (+$994, +3.6%) Market cap $0.546 trillion Satoshis/$1

Dollar Demise or Shortage? - FED 142

US GDP, M2 money supply and dedollarization have to be taken together to make sense.

Market Pro 13: Repeat of Early March?

Where We Are and Where We Are Going in Bitcoin & Markets - E341

In this interview, we talk about almost every major topic in bitcoin and macro today. It is a relatively clear summary of my market thesis.

Bitcoin Fundamentals Report #238

The Bitcoin halving is coming, elites slowly pivoting, mixed signals from different markets, price analysis, mining news, and lighting network news.

Market Pro-12: Treasury Bill Chaos

SEC has FAILED, CBDC news heats up! - FED 141

Bitcoin price charts, oil, dollar, US treasury rates. Gensler testimony in front of Congress. Lagarde speech for unity in a fragmenting world.

Global Loan Issuance Crashes, Loose vs Tight Money - Daily Live 4/5/23 | E340

Discussing what rates and loan surveys can tell us about the current monetary environment, and coming deflation.

On Manipulation and De-dollarization - Daily Live 4/4/23 | E339

Discussing unemployment and the supposed manipulation of data, plus the CNY replacing the USD in commodities trading.

Bitcoin Fundamentals Report #237

Bitcoin mining as zero-emission, the coming recession, and de-dollarization dominated the news cycle this week.

Evolution of the Financial System plus Bitcoin Market Update - Daily Live 4/3/23 | E338

Can't see player? - Listen here Today's episode was recorded on April 3, 2023. You can find the live streams on YouTube and Twitter. In this one, I cover my weekly newsletter including headlines and narratives in the bitcoin space, with my classic commentary and tangents.

CPI and PPI Reveal Startling Facts! - FED 140

We discuss March CPI and PPI, as well as economic indicator pointing to a global economic slowdown.

BRICS Destroy Dollar, plus Bitcoin and National Security - Daily Live 3.31.23 | E337

Jason Lowery's best selling book on bitcoin, reported on in MSM. Plus BRICS to form new currency.

Market Pro 11 - Break Out Baby!

Bitcoin Fundamentals Report #236

The general themes this week were zero price action, de-dollarization, more hit pieces on bitcoin, mining and lightning news.

Refining Bitcoin's Elevator Pitch - Daily Live 3/29/23 | E336

Easy bitcoin sound bites, new banks coming in to serve bitcoin businesses, and Florida banning CBDCs.

Is this the turning point? Making Sense of Economic Data - FED 139

OPEC production cut, ISM and PMI data, US jobs data

Market Pro 10: Oil Glut and Bitcoin Price

Governments Attacking Crypto NOT Bitcoin - Daily Live 2/27/23 | E335

Can't see player? - Listen here In today's episode, I walk through my weekly newsletter starting with important bitcoin and macro headlines, then moving on to price analysis, mining sector news and finally, the lightning network. The main theme of the day is a growing "

Greenpeace Self-Own with Skull of Satoshi - Daily Live 3/24/23 | E334

Discussing the phenomenon that was the Skull of Satoshi, and how bitcoiners quickly flipped the anti bitcoin mining concept on its head.

Bitcoin Fundamentals Report #235

Attacks on bitcoin slow, FedNow update, dollar competition from BRICS and bitcoin, price analysis, mining and lightning news.

Why Aren't Markets Crashing? - Fed 138

Markets are defying expectations. Stocks and bitcoin continue to rise despite the most anticipated recession in history being on the doorstep.

Market Pro 9 - Is the Bitcoin Consolidation Over?

Bitcoin 2.0 is Impossible - Daily Live 3/21/23 | E333

Reaction to Jack Mallers interview and Yellen testimony. Deep bitcoin knowledge in this one.

Bitcoin Fundamentals Report #234

This week, coordinated attacks on bitcoin or "crypto"? Bitcoin-only on ramps unaffected. Slow burn bank runs. Mining sector and lightning news.

$1 Million Bitcoin Bet, the Dollar Dies in 90 Days - Daily Live 3.20.23 | E332

Balaji's $1 million bitcoin bet, and reaction to is criticism of Bitcoin Maximalism. Plus swap lines from Federal Reserve to foreign banks.

Market Pro 8 - Complete Macro Rundown, Where Are We?

Operation Chokepoint 2.0! Central Banks continue to Hike Rates! - FED 137

FOMC decision and reaction, banking crisis and bank runs, US attacks on bitcoin.

Calling the Recent Bottom and Bitcoin Mining Taxes - Daily Live 3/10/23 | E331

Daily live stream in my unique style, calling price predictions back at the bottom on March 10, plus discussing new bitcoin mining taxes

JPow's Comments Days Before the Bank Failures - Daily Live 3/8/23 | E330

Commenting on Jerome Powell's testimony in front of Congress and GBTC as an ETF.

Market Pro 7 - Look Back, and Where Does Bitcoin Go Next

Bitcoin Fundamentals Report #233

Bitcoin and macro headlines, price analysis, mining news and lightning developments.

Is This the Big One? Credit Suisse Today, Who is Next?? - FED 136

HUGE week for bank failures, bailouts and the Bitcoin price! Talking Credit Suisse, SVB and Signature, US CPI and PPI for Feb, and bitcoin.

Bank Failures Coming and Federal Reserve Under Fire - FED 135

Bitcoin and macro chart discussion, followed by talk about bank failures, and finally, Powell testimony in front of Congress.

Silvergate are Idiots, and More Bitcoin News - Daily Live 3.6.23 | E329

Bitcoin banking, bitcoin mining, and more news

Bitcoin in a Hybrid WW3 ft Arthur Hayes - Daily Live 3.3.23 | E328

Talking geopolitics of WW3 using the oil market as proxy. Discussion the monetary policy reaction and bitcoin.

Market Pro #6: Drip to Bounce

The Burden, Not Privilege, of the Reserve Credit Currency - Daily Live 3.1.23 | E327

Podcast covering bitcoin, dollar, Federal Reserve, the exorbitant burden of global reserve currency, and dying for a failing order.

Bitcoiners Told You, You Didn't Listen - Daily Live 2.28.23 | E326

The fraud caught up with them finally. The exact crackdown we warned about happened, the SEC is calling everything but bitcoin a security.

Bitcoin Fundamental Report #232

Bitcoin news cycle was slow, but there are several developments that flew under the radar this week. Price, mining and lightning network.

What's Happening This Week in Bitcoin - Daily Live 2.27.23 | E325

The Bitcoin Fundamentals Report #231

Battle over the Digital Dollar - FED 134

Hosts: Ansel Lindner and Christian Keroles Special co-host: Nolan Bauerle, @countbtc Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we

More of the Same Won't Work, plus Policy or Panic - Daily Live 2.24.34 | E324

US PCE numbers and their significance, strong dollar and US 10Y Treasury rate, and India speech at UN.

Market Pro #5: Time to Pay Attention

A Better Bitcoin? plus, Human Rights in the Future - Daily Live 2.22.23 | E323

Talk about a better bitcoin, scammers mad at bitcoiners, and bitcoin's effect on free speech and property rights.

China Coming to Their Senses on Bitcoin?? - Daily Live 2.21.23 | E322

Today, I'm talking about China getting involved in the military conflict between the West and Russia. Then talking about Hong Kong opening back up to bitcoin.

China Coming to Their Senses on Bitcoin?? - Daily Live 2.21.23 | E322

Today, I'm talking about China getting involved in the military conflict between the West and Russia. Then talking about Hong Kong opening back up to bitcoin.

Bitcoin Fundamentals Report #231

Bitcoin winning the war vs BIS apparently, ordinal / inscriptions update, macro events, price, mining and lightning news.

Bad Inflation Models Lead to Confusion - Daily Live 2.20.23 | E321

How do we know when price increases are due to inflation (money printing) or other factors?

Why the China Reopening is All Hype - FED 133

FOMC, bitcoin and macro, plus why China's reopening is hype.

Market Pro #4 - Bitcoin Mid-week Dip Analysis

Disaster in Nigeria, plus ESG Promoters Get Desperate - Daily Live 2.17.23 | E320

Talking about the banking collapse in Nigeria and some unique problems for the country. Also, ESG climate globalists get desperate, try to force compliance.

Will a Freer Market with Bitcoin Lead to More Technology Advancement? - Daily Live 2.15.23 | E319

Talking a little about futurology and progressive fallacy. Also about altcoiners seeing the light on bitcoin and false conclusions about the Fed.

Bitcoin Fundamentals Report #230

All the important news for the week in bitcoin. Hong Kong welcomes bitcoin back, Ordinal statistics update, China, Nigeria, EU news, mining sector, and LN.

LIVE CPI REACTION, Reacceleration or Transitory - Daily Live 2.14.23 | E318

Simple live reaction to January 2023 CPI release

US CPI and EU Banks told to Cap Bitcoin Purchases - FED 132

This week CK and I talk about US CPI for January 2023, look at commodities and the dollar to help interpret it, then read about the EU threat to banks over bitcoin reserves

Market Pro #3 - Fibonaccis and Cloud

What Happens to Prices in Deglobalization? - Daily Live 2.13.23 | E317

Talking CPI and how to look at the January inflation print, plus further crackdown in the bitcoin space with Binance USD

Market Pro #2 - January CPI and Bitcoin

SEC Explains Kraken Suit, Plus China Credit Explodes - Daily Live 2.10.23 | E316

Taking about the Kraken settlement with the SEC over staking and industry fallout. Then discuss the China credit pumping operation.

Bitcoin Fundamentals Report #229

Bitcoin update with news on SEC enforcement, Binance stablecoin, CPI and inflation forecast, Nord Stream, price analysis, mining sector and Lightning news

This Will Crash the Economy, Credit Creation Plunges - FED131

US credit data in SLOOS report plus UK's crazy attempts to build a CBDC.

Wow in the Oil Market, & Panopticon Coin - Daily Live 2.8.23 | E315

Talking macro state of the oil market, US crude oil inventory builds, and the UK's attempt at a CBDC so far.

Make Sense of Jobs Data, plus Deflation is Back - Daily Live 2.7.23 | E314

Talking about the Jobs Report's effect on Chairman Powell's recent interview. Then we get into the SLOOS data showing credit contraction.

Market Pro #1 - Bitcoin

The Bitcoin Scaling Debate is Back - Daily Live 2.6.23 | E313

Discussion about the Ordinal debate in Bitcoin, as NFTs and scaling. We also touch on the China Spy Balloon story.

No, A Dollar CBDC is NOT Coming - Daily Live 2.3.23 | E312

Brief comments on the China spy balloon, Ripple's SEC lawsuit, and then mainly about why a US CBDC is not coming any time soon.

Bitcoin Fundamentals Report #228

Ordinals booming, Charlie Munger is old, macro developments, price considerations, mining sector and lightning news.

The Fed Just Made This HUGE Mistake - FED 130

Federal Reserve policy decision coverage, as well as the ECB policy decision. Of course, bitcoin and macro charts!

Important Takeaways From Fed's Rate Hike - Daily Live 2.1.23 | E311

Live reaction to the Federal Reserve's FOMC policy decision, while watching markets like stocks and bitcoin.

Peak Oil Demand and a Defense of CPI - Daily Live 1.31.23 | E310

After a much deserved laugh, we get into Peak Oil Demand, followed by a discussion of CPI as open source or not.

Disbelief Stage, No Recession, Culture vs Technology - Daily Live 1.30.23 | E309

Bull market in 2023, recession worry is overblown, macro theory, Ray Dalio and bitcoin as gold alternative, culture versus technology

Bitcoin Fundamentals Report #227

New debate in bitcoin about Ordinals, more people coming around to bitcoin as money, price analysis, recession analysis, mining and lightning news

Global South, Zoltan, and Betting on Communists - Daily Live 1.27.23 | E308

Review of the bitcoin market and cycle, then destroy Zoltan Poszar's ideas of a China led international order.

US GDP Numbers and Japan's New Money Bazooka - Fed129

We talk about US Q4 and 2022 real GDP numbers in relation to inflation and recession. Then Japan's new bond buying program.

The Globalists Gaslighting About Unity - Daily Live 1.25.23 | E307

Covering Macro and Bitcoin charts, then listening to rhetoric from Biden and Baerbock on unity in the West.

What Comes Next? plus Peter Schiff Silliness - Daily Live 1.24.23 | E306

There is a feeling of confusion and concern in the markets, waiting for the impending recession everyone says is coming. Plus some Peter Schiff craziness.

The World is Going Against Globalization and Globalists - Daily Live 1.23.23 | E305

The total failure of the Davos 2023 agenda and Brazil talks with Argentina about a common currency.

Bitcoin's Price PUMP and Fed Whisperers - Daily Live 1.20.23 | E304

In this episode of the Bitcoin & Markets podcast, I take a look at bitcoin's latest price pump, other macro charts, the China reopening narrative, and Federal Reserve policy

Bitcoin Fundamentals Report #226

Headlines on contraindicators, dead cat and bull trap callers, Genesis and Bitzlato, price analysis and forecast, and mining sector news.

International "Crypto" Enforcement, Should We Be Worried? - Daily Live 1.18.23 | E303

Discussing the bitcoin price and reaction to the DOJ's international enforcement action.

What the Elites at Davos Really Think of Bitcoin - FED 128

This episode of Fed Watch was about the US debt ceiling, PPI, bitcoin at Davos 2023, and the BIS report on how to stop bitcoin.

Ransomware and Bitcoin Demand - Daily Live 1.17.23 | E302

We examine the claim of the FAA ransomware attack that took down the NOTAMS system nation-wide, and it coinciding with the bitcoin pump.

Davos WEF History and Future Plans - Daily Live 1.16.23 | E301

Learn where the World Economic Forum WEF in Davos originated, their Marxist nature and their current narrative tactics and plans.

Bitcoin Fundamentals Report #225

Covering all the weekly news, from Winklevoss vs the SEC, to Zeihan on Bitcoin, Russian war updates, epic price section, and the bitcoin mining boom!

Bitcoin Back Above $20K, plus SEC Timing - Daily Live 1.13.23 | E300

Bitcoin price pumps above $20,000 signaling we could be entering the next bull market, plus SEC sues Gemini reaction.

My LIVE Reaction to Negative CPI in December - Daily Live 1.12.23 | E299

US December CPI was a sea change coming is negative month-over-month. This is my fun live reaction.

The Wealth Effect is Backwards - Daily Live 1.11.23 | E298

In this episode, I update the bitcoin price and then read through 3 articles. One on the reverse wealth effect, one on oil and the last on the Fed and climate policy.

JPow SLAMS Central Bank ESG Lunacy! - Daily Live 1.10.23 | E297

Live reaction to Jerome Powell's comments at central bank meeting in Sweden where he closed the door on central bank policy being use for ESG madness.

Debunking Peter Zeihan About Bitcoin - Daily Live 1.9.23 | E296

Reacting to Peter Zeihan's horrible take on bitcoin in the Joe Rogan interview.

Bitcoin Fundamentals Report #224

Bitcoin news on DCG and Grayscale, Mexican CBDC, Russian bitcoin adoption news, price analysis, mining sector news.

Malthus vs Free Market vs Credit Money - Daily Live 1/6/23 | E295

Macro update and reaction to Saifedean's podcast on Malthus and Superabundance.

Global Economic Slowdown Everywhere - Daily Live 1.4.23 | E294

Topics for today are macro charts of bitcoin, the dollar index DXY, oil WTI; also, US ISM data and German CPI for December.

Bitcoin Core Developer Hacked, Loses BTC - Daily Live 1.2.23 | E293

Luke Dashjr hack, hardware wallets vs hot wallets, bitcoin price, and more.

Bitcoin Fundamentals Report #223

Luke Dash Jr's bitcoins, Brazil bitcoin adoption, Chinese 2022 growth failure, Price analysis and 2023 prediction, and resurgence in mining

Bitcoin Cycles Dead?? - Daily Live 12.30.22 | E292

Reacting to two twitter threads. One about bitcoin cycles and 2023 predictions. The second is about the record asset purchases by the Bank of Japan.

Zoltan's Dispatch is Nonsense, Here's Why - Daily Live 12.29.22 | E291

Today, I talk about inflation vs deflation in regards to Mish's recent post. Then, I dissect Zoltan Poznar's recent dispatch from Credit Suisse about China, Saudi Arabia, CBDCs and other fantasies.

Michael Saylor VS Bitcoin Immune System - Daily Live 12.28.22 | E290

Michael Saylor gets swarmed by toxic maximalists, CPI vs inflation vs Shadow Stats vs Chapwood, unimportant of M2, and Fab 4 semiconductor pact, plus US home sales.

Macro Environment Analysis and Bitcoin - Daily Live 12.27.22 | E289

Discussion about macro charts including natural gas futures, shipping rates, and commodities. Then we talk about how the market selects a money.

Bitcoin Fundamentals Report #222

Bitcoin miners perform a miracle on Christmas, Bitcoin and international trade, economic stats, China, EU breakup, Bitcoin price analysis and mining update.

Russia Makes Move Into Bitcoin !! - Daily Live 12.23.22 | E288

Today we discuss the shifting oil market globally with the US as increasing exporter, inflation and finally Russia adopting bitcoin.

End of Year Crisis Dead Ahead!?? - Daily Live 12.22.22 | E287

Deep dive on repo rates and what they mean, recession timing, and bitcoin vs crypto in listener comments.

Severe or Slight Recession? - Daily Live 12.21.22 | E286

Discussing the oil market and using it to predict recession. Also, some deep thoughts on the general state of humanity.

Economic Bloodletting, Yield Curve Control - Daily Live 12.20.22 | E285

The Bank of Japan relaxes their yield curve control program, reaction and analysis.

You Won't Believe the Truth About Inflation - Daily Live 12.19.22 | E284

Discussion clarifying confusion and fallacies about inflation, and news about the Federal Reserve hacks and jobs research.

Weekly Headlines, Price Analysis, and LIVE Q&A - Daily Live 12.16.22 | E283

Bitcoin weekly headlines, price analysis, Elon Musk free speech and Twitter, and LIVE Q&A

Bitcoin Fundamentals Report #221

Jump to: Market Roundup / Price analysis + Price Conclusion / Mining sector / Lightning Network In Case You Missed It... Daily Live streams * Weekly Report Summary and Chat on Credit - Daily Live 12.5.22 | E275 * The Great Retirement Boom and Deglobalization - Daily Live 12.6.22 | E276 * Global Macro, a

Anti-Bitcoin Bill is a Joke and DOA - Daily Live 12.15.22 | E282

Elizabeth Warren's anti-bitcoin bill is unconstitutional in multiple ways and DOA. Plus, Japan's economic research says China will never overtake the US.

Live CPI Reaction, Key Insights - Daily Live 12.13.22 | E281

Can't see player? - Listen here In today's episode, I include two live streams from Tuesday together. I heavily edited them for time and clarity. The first one is a live reaction to the CPI. The second is a wide ranging talk on why the market

Mortgage Your House for Bitcoin? - Daily Live 12.12.22 | E280

Can't see player? - Listen here Today's episode is about the busy week ahead for macro and bitcoin. The US CPI comes out tomorrow, and the FOMC rate decision on Wednesday. I give some background and my latest prediction. The main part of the show is

Free Form Friday, Everything Bitcoin, Ethereum, and Macro - Daily Live 12.9.22 | E279

Can't see player? - Listen here Today's episode is a free flowing discussion about the news of the day. I take several posts I made in Telegram, and expand on them, including a crazy tweet about ethereum being ultra sound money. At the end of the

"Crypto" is Low (T)oxicity, Bitcoin is High T - Daily Live 12.8.22 | E278

Can't see player? - Listen here In this episode, I comment on the bitcoin price and then get into a tweet from disingenuous Udi. That takes me on a twisting rant about "crypto" and the entire space. Enjoy. Links * USDC gets access to Fed's

Global Macro, a Holistic View - Daily Live 12.7.22 | E277

Can't see player? - Listen here In this episode, while talking about current macro charts I end up summarizing my macro and geopolitical framework. Oil, stocks, bitcoin, and Treasury yields are the main topics. Links * Judge Dismisses Lawsuit Against Saudi Prince Over Khashoggi Killing Citing Biden Immunity * Most

The Great Retirement Boom and Deglobalization - Daily Live 12.6.22 | E276

Can't see player? - Listen here In this episode, I go through several comments by my community on Telegram. Then we talk the bitcoin chart a little bit. After that, I read the abstract of the Fed's new paper on retirement and discuss. Finally, I read

Weekly Report Summary and Chat on Credit - Daily Live 12.5.22 | E275

Can't see player? - Listen here In this episode, I summarize my weekly newsletter and discussion credit in a post-bitcoin world. I spend a lot of time usually talking about how credit works today and how it will change going into a bitcoin world. But once bitcoin has

Bitcoin Fundamentals Report #220

This week was a slow news cycle for #Bitcoin. We cover a few headlines, price analysis including headwinds and tailwinds, mining sector and a lightning network story.

Bitcoin Realism & Conspiracies - Daily Live 12.2.22 | E274

ECB attack on bitcoin and the US jobs report.

Strange Bitcoin Behavior - Daily Live 12.1.22 | E273

In this episode, we cover a few charts like bitcoin, stocks and Treasury yields relative to the fed funds range. Next, I cover a few headlines. The first is that Neurolink is 6 months from human trials. Second, the extra-legal trick of the Biden White House, forcing his programs to

The ECB is on a Road to Irrelevance - Daily Live 11.30.22 | E272

Dissecting the ECB's hit piece on bitcoin and macro charts and topics.

Macro Tangents - Daily Live 11.29.22 | E271

Daily news around bitcoin, macro charts, debate about credit in a bitcoin world, peak oil demand, why CPI instead of just counting the money?, and Apple help communists

Bitcoin is Nonviolence - Daily Live 11.28.22 | E270

The main topic was Jason Lowery's positions on Proof of work as violence, also hit many other topics like Tether, general FUD in bitcoin right now, credit, and how the future will look in a Q&A at the end.

Bitcoin Fundamentals Report #219

Lowery thinks he's taking on bitcoin maximalists (shrug), panic subsidies, China imploding, price analysis and prediction, miner capitulation, LN news.

Drones, Demographics, and Central Banks - Daily Live 11.23.22 | E269

A conversation about posts from my telegram channel, like shipping and drones, demographics and fertility. Then talk about central banks buying bitcoin.

Twin Evils: Demographics and Credit Contractions - Daily Live 11.22.22 | E268

Genesis, GBTC and FTX connections, macro charts and trends, and China's demographic story.

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.

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.

More Happening than FTX, Bitcoin and Deglobalization Move Forward - Daily Live 11.14.22 | E262

Brief FTX big picture, bitcoin fundamentals, macro charts, outline my geopolitical and monetary theory, US chip embargo, Italy and France immigration row.

Regulatory Repercussions - Daily Live 11.11.22 | E261

FTX exhaustion, regulatory repercussions, the next bitcoin narrative battle, stocks and dollar analysis.

CPI Down, Now What? Plus FTX/SEC Conspiracy - Daily Live 11.10.22 - E260

Double live stream day! Initial live CPI reaction, then we discuss Powell's seeming Dilemma, frontrunning a pivot, Bitcoin price reaction, FTX drama and possible SEC collusion, and finally, regulation that is coming to the space.

FTX Fallout, Elections, and China - 11.9.22 | E259

FTX and CZ situation, macro charts, US elections effect on Ukraine conflict, and the Chinese economy.

Daily Live - Emerging Bitcoin World - 11.8.2022 | E258

US elections, FTX and CZ drama, currency review, and China trade slumps

Bitcoin Fundamentals Report #216

Jump to: Market Roundup / Price analysis + Price Conclusion / Mining sector / Lightning Network In Case You Missed It... * (Article) Ghost money article I wrote for Bitcoin Magazine * (Fed Watch) Jerome Powell Contradicts Fed's Own Statement, Chaos Ensues - FED 118 * (Fed Watch Clips) Full, Fed Watch only video this

Daily Live - A Red Wave Is Bullish - 11.7.2022 | E257

FTX and Alameda solvency issue, Replace-by-fee controversy in Bitcoin, price analysis including headwinds and tailwinds, mining news, and lightning networks bugs

Daily Live - We Must Change the Money! - 11.4.2022 | E256

Today's links * Kuppy's The Fed is Fuct article * Of Two Minds All Powerful Central Banks * Lei's Real Talk about Foxconn * Doomberg podcast with Wall St for Main St Another daily live stream. Today, I talk dicuss the bitcoin price action, along with stocks, the

Daily Live - Fed Day Debrief, PoW, Saudi and China, and Future Predictions - 11.3.22 | E255

Today's links * Fed Watch episode, edited * Lowery on Preston * Saudi toward China Another daily live stream. Today, I debrief Fed Watch from yesterday, the current chart situation, I give a quick review of Jason Lowery's recent appearance on Preston Pysh's podcast about PoW vs

Daily Live - YouTube Ban, Fed Decision Day, Foxconn - 11.2.2022 | E254

New beginnings for the podcast. Raw unedited live streams. YouTube banned me yesterday, FOMC decision today, Foxconn situation

Bitcoin Fundamentals Report #215

This week, Bitcoin turns 14!, more global adoption, detailed price analysis, mining sector financial troubles, lightning network news.

Bitcoin Fundamentals Report #214

This week, ultra-low volatility, "time to pay attention", DeFi crashes further, Jintao purge, price analysis, secret miner?, and lightning videos!

Clown World: UK Gilts, China’s No-Win Situation, and European Natural Gas - FED 116

UK Gilt update, China 20th Party Congress and investment situation, and European energy crisis.

Defining Convergence, Consensus, and Money - E253

This is an educational episode, where I read through several definitions from the Bitcoin Dictionary: convergence, consensus, creditable commitment, money and economic medium.

Bitcoin Fundamentals Report #213

This week, 3 big conferences show signs of life, BNY Mellon clients demand bitcoin, Altcoin hacks, 20th Party Congress, price analysis, mining news, and Lightning

Ethereum vs Bitcoin Issuance - E252

Eth folks are trying to compare ethereum's arbitrary, temporary, and centralized issuance to bitcoin's fixed supply and issuance. I debunk it, and cover unforgeable costliness and stock to flow.

Bitcoin Fundamentals Report #212

Celsius client list, PayPal's woke mistake, Bitcoin relative performance, Price analysis including CPI and GDP effects, Mining sector and LN.

Bitcoin Fundamentals Report #211

Bitcoin headlines, GBTC discount, SEC, Powell on DeFi, UK and Credit Suisse, price analysis section, mining and Lightning Network.

Bitcoin Fundamentals Report #210

Jump to: A case for optimism / Why be bullish bitcoin now? / Italian elections / Price analysis / Mining sector In Case You Missed It... Join my new Telegram Channel! Members can find the link to all past live stream recordings here. * (Fed Watch) Fed Policy and European Energy Crisis ft. Andreas Steno

Bitcoin Fundamentals Report #209

This week we cover the White House and the SEC, price analysis including macro, and mining news.

Bitcoin Fundamentals Report #208

This week, commentary on tomorrow's US CPI, the SEC and Gensler, price analysis with headwinds and tailwinds, mining sector news like the Biden EO.

Deglobalization, Depression, Depopulation, and Deflation - E250

This episode is a short clip of my Telegram live stream (also doing them as Twitter spaces) on 8 Sept 2022. The topic was a tweet thread by Mark Moss.

Bitcoin Fundamentals Report #207

This week, community announcements, bitcoin getting more integrated, price analysis, and mining sector news.

Bitcoin Fundamentals Report #206

This week, bitcoin ETF news, futures spreads, price analysis with headwinds and tailwinds, mining sector news, and macro update on Europe, China, and US.

The Geopolitics of Power - E249

History of power, the geopolitics of Athens and Sparta, Britain vs France, why some areas have different cultures and economics versus other places, and finally, where is it all going

Bitcoin Fundamentals Report #205

The bitcoin news cycle was slow, but I comment on the Ethereum saga, price and mining.

Reflexivity and the Merge - E248

This episode is a read through and reaction to Arthur Hayes' recent post about Ethereum's merge from a reflexivity perspective.

E248 Member Video

E247 Member video

When Money is Credit, All Problems Look Like Elasticity - E247

Reaction to Jeff Snider on Mark Moss, where he speaks about the Eurodollar and Elasticity problem with Bitcoin.

Bitcoin Fundamentals Report #204

Commentary on Blackrock's Bitcoin Trust, the Antima meme, simple CPI math, plus Bitcoin price analysis including headwind and tailwinds, and mining sector news.

Bitcoin Fundamentals Report #203

Commentary on the Blackrock adoption of Bitcoin and Stablesats. Plus price analysis including economic headwinds and mining sector news!

Telegram Live Stream: Bitcoin, Ukraine, Taiwan, Richard Werner - E246

This is day #10 in my 30 in 30 live streams on Telegram. I discuss the bitcoin price, stocks, the catalyst for a bullish rally, Ukraine situation, Taiwan and China threat or not?, and Richard Werner on credit-based money.

Bitcoin Fundamentals Report #202

Commentary: Rate hikes do not matter, Recession is backwards looking, my outlook for the rest of the year, plus bitcoin price analysis, and mining sector news.

Defining Recession - FED 105

Hosts: Ansel Lindner and Christian Keroles Guests: Q_liketheletter and Chris Alaimo Listen To This Episode:  Apple / Spotify / Google / Libsyn / Overcast / RSS Fed Watch is a macro podcast with a true rebellious bitcoin nature. Each episode we question mainstream and bitcoin narratives by examining current events in macro from across

Bitcoin Fundamentals Report #201

This Week‌ Commentary: Coinbase in hot water and Fedimint, plus price analysis with charts and headwinds facing price, and mining sector news including a job well done by Texas bitcoin miners. Jump to: Market Commentary / Price analysis / Mining sector In Case You Missed It... I had a busy week! Lots

E245 Member Video

Fear Hustlers and Alarmist Pimps - E245

The main ideas are that we should not abide catastrophism. Cries about the end of Western Civilization are overblown to sell books, get clicks and sell subscriptions to alarmist macro analysis.

Alarming China Financial Crisis | Credit-based Money Trap and Bitcoin - FED 104

Updating the situation in China's real estate and banking sectors, Bitcoin price analysis, and the Euro vs Bitcoin.

Fear Hustlers and Alarmist Pimps

Original archived Adapted from a post on the Bitcoin Fundamentals Report #200 Usually, it is the mainstream media selling doom and gloom. "If it bleeds, it leads," as the old adage goes. But, we're in a weird time. The last few months, I've noticed

Bitcoin Fundamentals Report #200

Rant about fear based macro reporting, bitcoin price analysis, bitcoin headwinds, mining sector update, and a macro update on Dutch farmers and China.

The Focus on the Fed is Wrong, Here’s Why ft. Joe Carlasare - FED 103

Interview with bitcoin lawyer and macro pundit, Joe Carlasare. In this episode, we try to get to the bottom of some new narratives for bitcoin going forward.

Bitcoin Maximalism is Economic Stoicism

Original version of this article was part of the Bitcoin Fundamentals Report #199. Archived The fallout of the Nic Carter temper tantrum continues, and has morphed into a fight over the term "bitcoin maximalism". He went on a podcast bashing bitcoiners, saying they were holding him back all

Dollar, commodities and Q&A - FED 102

what’s coming up for the Fed, tons of macro charts, the spike in Credit Suisse CDS, BIS news about making bitcoin a reserve asset banks can hold, and take some Q&A from Twitter

Bitcoin Fundamentals Report #199

What is Bitcoin Maximalism, deflation talk, price analysis including analysis of specific headwinds, bitcoin mining news, Marco developments

Bitcoin Fundamentals Report #198

Bitcoin ride or die, Nic Carter redux, DARPA report debunked, price headwinds and analysis, and mining sector news.

Macro Update - 30 June 2022

We find ourselves at the end of Q2 and about to "officially" enter a recession. They are a little late to the party... How fast is the inflation scare and taper talk going to turn back into recession and even more QE? Pretty quick. — Ansel Lindner (@AnselLindner) July

Fragmentation in the Euro and Dollar, Bitcoin Solution - FED 101

Euro fragmentation versus dollar fragmentation, and how Bitcoin serves as a solution for the coming age of deglobalization.

Japan YCC fails, Bullwhips, and Fragmentation - FED100

This post is to provide the associated images and commentary for the audio podcast. Fed Watch is the macro podcast for bitcoiners. Each episode we discuss current events in macro from across the globe, with an emphasis on central banks and currencies. In this episode, CK and I cover developments

Bitcoin Fundamentals Report #197

Bitcoin bailouts, USD stablecoins flippen Ethereum, huge price analysis section (price models, headwinds, and hopium charts), and bitcoin mining news.

E244 Member Video

Response to Jeff Snider's Criticism of Bitcoin - E244

In this episode, I breakdown and respond to Jeff Snider's opposition to a bitcoin-based system as a replacement for our current credit-based Eurodollar system.

Central Bankers In Their Own Words - FED99

Highlights and reaction to central bank press conferences from Jerome Powell and Christine Lagarde.

Bitcoin Fundamentals Report #196

Bitcoin has no substitutes (commentary), Bitcoin 2.0?, price analysis, mining news, hash ribbons, and Vitalik weird comments.

Bitcoin Price Analysis and Macro ft. Tone Vays - FED98

Bitcoin cycles and current market price with Tone Vays

Bitcoin Fundamentals Report #195

CPI reaction, Lummis and Bitcoin regulation in the US, price analysis, much needed optimism, mining news, NY mining ban is so dumb, ATH hash rate.

Supply Chains by the Numbers - FED97

Demand destruction, supply chains getting better, and inventory glut in the US.

Bitcoin Fundamentals Report #194

This Week‌ Gemini sued by CFTC, US regulation scare and battle for 401k's, Jamie Dimon copies my Monetary Hurricane, price analysis, miners under stress and regulatory pressure, and Ethereum's Merge. In Case You Missed It... I appreciate all the clicks and views. Please check out Fed

Bitcoin Fundamentals Report #193

This week, JP Morgan loves bitcoin, central bankers in their own words, large price analysis section, glimmer of hope, bitcoin mining news, and Tether MXN.

E243 Video

Energy Crisis and Recession | A Reaction to Peak Prosperity - E243

I cover a lot of ground in this episode, including basic economics of complex systems, the central planning fallacy, US oil production, the peak oil fallacy, and contrast a pessimistic macro outlook and an optimistic outlook.

Macro Update - 20 May 2022

Macro update of currencies, the dollar and euro, commodities, oil, gas prices, CPI and monthly CPI.

Bitcoin Fundamentals Report #192

This week, El Salvador bitcoin assembly versus Davos, massive price analysis section, a new bitcoin mining research piece by Cambridge, and altcoin clown world.

Biggest mistake Boomers make about Bitcoin, Confuse it with Crypto - E242

A podcast episode reacting to common criticisms of bitcoin from a financial professional who just doesn't get it yet.

E242 Video

Bitcoin Fundamentals Report #191

This week, Terra debrief and reaction, bitcoin price analysis, path to recovery, big mining section today, mempool is slammed, and China in free fall.

Bitcoin Fundamentals Report #190

Fed rate hike debrief, BIP119 CTV intro (more to come), bitcoin price analysis and typical rate hike reaction, bitcoin mining news and hash rate charts.

Bitcoin Fundamentals Report #189

WEF FUD, more countries adopting #bitcoin, Fidelity starts retirement account stampede, price analysis, mining sector news, and bitcoin shortages on exchanges.

Maximalism Works, NFTs Don't - E241.1

Clown World topics like Ripple's Garlinghouse complaining that Bitcoin Maximalism is working in DC, and the implosion of the NFT delusion

New Investment Narrative for Bitcoin - E241

The concept that the inflation-based investment thesis for bitcoin is dangerous and alternative points that form a better more sustainable thesis.

Maximalism Works, NFTs Don't - E241.1 (video)

New Investment Narrative for Bitcoin - E241 (video)

Bitcoin Fundamentals Report #188

This week... Dangers of inflationary thesis for bitcoin commentary, latest articles, bitcoin price analysis, mining news, and NFTs die.

Global Update - 15 April 2022

In this post: Bretton Woods III theory, Ukraine situation, Globalism vs Populism ft. Le Pen.

Bitcoin Fundamentals Report #187

This week, NY Post says we are psychopaths, lightning integration continues, price analysis and mining news.

Bretton Woods 3 is Silly (Video) - E240

Bretton Woods 3 is Silly, Here's Why! [Reaction] - E240

In this episode, I react to a George Gammon video where he details Zoltan's Bretton Woods 3 idea on the blackboard.

#Bitcoin Fundamentals Report #186

This week, a debrief of the Bitcoin 2022 conference in Miami, price analysis, and mining news.

Attacks On Bitcoin: Proof-of-Work and Privacy - E239

The game theory that keeps bitcoin secure from hostile hard forks, and the reasons for Europe to be going after bitcoin repeatedly.

Bitcoin Fundamentals Report #185

This week... changing proof-of-work, EU trying to ban bitcoin wallets, price analysis, mining news, yield curve inversions, oil and ruble drop?, and Ukraine update.

My Model: Making Sense of Ukraine - E238b

This is the second episode of the week, covering my personal model by which I evaluate the market and important geopolitical news. The main outline can be found on the Bitcoin Fundamentals Report #183.

Bitcoin Fundamentals Report #184

This week... Russia accepting bitcoin for oil?, a new Ponzi scheme buys bitcoin, price analysis, mining news, and some macro charts of inversions, dollar, and RRP.

Bitcoin's Performance Under Recent Stress - E238a

This is the first part of two episodes that will cover my recent Bitcoin Fundamentals Report #183, specifically the Market Commentary section. Part A is much shorter than part B.

Bitcoin Fundamentals Report #183

This week... Bitcoin performs by staying stable, Ukraine/Russia model in evaluating the fog of war, bitcoin price analysis, mining sector current events and developments.

Bitcoin Fundamentals Report #182

This week... Breaking down the US Executive Order on bitcoin, Ukraine donations, defi comes to Bitcoin, price analysis, mining news, and some macro charts.

Bitcoin Fundamentals Report #181

This week... bitcoin adoption rises, what Ukraine can tell us about the emerging new international order, Ethereum mistake exposes the extent that it is centralized and captured by legacy interests.

A Little Bitcoin Game Theory - E237

I discuss bitcoin's game theory, cooperative games, infinite vs finite games, changing the rules, and the game theory of nation-state adoption.

Bitcoin Fundamentals Report #180

European mismanagement of energy continues, bitcoin a safe haven?, Mexico legal tender proposal, holders' reward, price analysis, mining and lightning developments.

Bitcoin Czar & Clean Bitcoin Mining - E236b

Part 2 of 2 this week explores more recent news items including the Bitcoin Czar in Washington DC, US regulation, Ukrainian bitcoin legalization, bitcoin price, and mining news.

Bitcoin's Canada Experience - E236a

I discuss some takeaways and lessons learned by bitcoin from this Canada situation.

Bitcoin Fundamentals Report #179

This week... Takeaways from Canada bitcoin situation, pending US regulation, Ukraine update, bitcoin price analysis, and mining sector update.

Bitcoin Mining News: Intel, Blue States hate bitcoin, and Mempool rising - E235c

Intel has announced it will be making bitcoin ASIC computer chips, Lansing Michigan is trying to crush bitcoin mining in their city, and the mempool is rising meaning there is an increase in the demand to receive bitcoin.

Bitcoin Price - CPI, Dormancy Flow and Bloomberg - E235b

CPI is consumer prices not money printing. Bitcoin dormancy flow is showing a major bottom. Bloomberg has a model for bitcoin price that completely misses.

Bitcoin Report: Russia, Bitfinex, Blackrock and Binance - E235a

It's all in the title, I talk through the four big stories in bitcoin this week as they appeared on the Bitcoin Fundamentals Report, and give my own color and input.

Bitcoin Fundamentals Report #178

This week... Russian acceptance of bitcoin, BitFinex hackers found?, Tallycoin for Freedom Convoy, Binance buys huge stake in Forbes, bitcoin price analysis, mining news, and transaction demand rising.

Bitcoin's 4-year Cycles Are Over - E234

This is a quick episode to address a question about why I was labeling the market cycle timing as a 2-year cycle instead of the commonly understood 4-year cycle.

Bitcoin Fundamentals Report #177

This week... Russia and US taking serious look at bitcoin, SEC proposed rule, price analysis, mining news and updates, and the Solana hack debrief.

Bitcoin Fundamentals Report #176

Putin opposes bitcoin ban likes bitcoin mining, Biden to sign executive order on bitcoin rules, Powell hawkish presser, bitcoin price analysis, bitcoin mining news, and ETH 2.0 canceled.

Macro Chart Rundown - 25 Jan 2022

In this post: Ukraine situation, Oil and natural gas prices, Oil production rising, Fertilizer cost, US yield curve, Dollar (DXY), and Shipping costs

Bitcoin Fundamentals Report #175

This week... Russia's proposed bitcoin ban, Ukraine war, US Congress meeting on mining, price analysis, ATH hash rate and difficulty, and NFTs.

Bitcoin Pulse #123

Bitcoin Fundamentals Report #174

This week... billionaire Bill Miller, Argentina, Rio de Janeiro, Tonga, Central Asian geopolitics, bitcoin mining, price analysis, developer legal defense fund, and NFTs.

Bitcoin Fundamentals Report #173

A personal note, predictions for 2022, Kazakhstan commentary, quick price analysis, mining news, and update on NFT stats.

Bitcoin Pulse #122

Bitcoin Fundamentals Report #172

This week... bitcoin mortgages, taper U-turn coming, Russia and China de-dollarization?, price analysis, mining news, and NFT cycle timing.

Bitcoin Fundamentals Report #171

This week... record CPI inflation, regulating stablecoins like banks, price analysis, mining headlines and spiking hash rate, and Ethereum fees.

Macro Chart Rundown - 6 Dec 2021

In this post: Ukraine situation and Europe, Oil and natural gas, Dollar, Eurodollar futures inversion

Bitcoin Fundamentals Report #170

This week... Dorsey goes all in bitcoin, Saylor wows on Tucker, Fidelity spot ETF, bitcoin price woes, mining attacks by climate zealots, more Defi hacks, #FreeRoss NFTs, and Google Trends.

Bitcoin Fundamentals Report #169

Big week... Podcast banger about European troubles, bitcoin/dollar correlation, Nu variant, price analysis, explaining the empty mempool, India regulation, US Comptroller clarification, and volcano bonds.

Bitcoin Fundamentals Report #168

This week... US Infrastructure bill, Kyle Rittenhouse update, failing public health experts, EU to ban bitcoin mining?, Nigerian CBDC, and dollar break out.

Bitcoin Pulse #121

In this issue: Bitcoin price analysis in 8 charts - Fractals, moving averages, cycle timing, divergences, bollinger bands

Bitcoin Fundamentals Report #167

Major inflation is great of bitcoin, Kyle Rittenhouse trial, Bitcoin price analysis, Bitcoin mining stocks, dollar surge and stock-to-flow update.

Macro Chart Rundown - 8 Nov 2021

In this post, I examine oil and natural gas prices, show the energy crisis in charts, discuss the dollar, and global shipping container rates.

Bitcoin Fundamentals Report #166

This week I discuss my upcoming presentation, drug mandates, bitcoin mayors unite, bitcoin price, mining, NFTs and the sneaky IRS is at it again.

Bitcoin Fundamentals Report #165

Today I touch on macro, Bitcoin price, the state of mining and mining news, Defi hacks, Ethereum hard forks and nodes, and US government comments on bitcoin!

Bitcoin Vital Signs: 26 Oct 2021

First Vitals stand-alone issue. Giving you a heads up on all important fundamental indicators and metrics for bitcoin.

Post-ETF Dip, Rally to Continue - Bitcoin Pulse #120

Bitcoin Fundamentals Report #164

Recent bitcoin ETF and what to expect next. Plus, what to say when people ask if they should buy bitcoin, network metrics going crazy, and altcoin scams.

Powell Under Fire, Renominated or Replaced? - FED 67

First published on Bitcoin Magazine. Listen To This Episode Find Fed Watch anywhere you listen to podcasts and on YouTube. * BitcoinTV * Apple * Spotify * Google * Libsyn * Overcast * Rumble Hosts: Ansel Lindner and Christian Keroles In this episode of Bitcoin Magazine’s “Fed Watch'' podcast, Christian Keroles and I got

Understanding The Interest Rate Fallacy

The belief that low rates lead people to borrow more and expand credit is wrong.

Bitcoin Fundamentals Report #163

In this post we get up to speed on the Bitcoin ETF news, price action, US now mining leader, G7 CBDC meeting, and more!

Religious Exemption Exemplars and Information

This post includes two exemplar letters for your religious exemption, prepared for a relative facing an employer mandate. I'm not a lawyer and this is not legal advise. Please update and personalize them to fit your beliefs. At the bottom I provide some responses to invasive questions an

Bitcoin Fundamentals Report #162

Big issue of the the Report this week. Includes ETF rumors, price analysis, Liquid and Lightning network growth and main net activity.

Macro Chart Rundown - 6 Oct 2021

In this post I go over the emerging energy crisis in detail, comparing European prices to US prices and the state of production. Then I discuss the dollar and gold.

Bitcoin Fundamentals Report #161

This week we discuss the evolving battle between agencies in the US government over bitcoin regulation and do a deep dive into on-chain volume and mining.

Bitcoin Pulse #119

Greenspan Era: Fed Funds vs 3-month T-bill

A detailed analysis of the Greenspan era at the Fed and whether or not he set interest rates or interest rates guided Fed policy.

Bitcoin Fundamentals Report #160

In this issue we discuss Twitter adding lightning network tipping and news out of China, along with price action, mining, government news, and stablecoins.

Evergrande The Deteriorating Situation in China - E233

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.

Bitcoin Fundamentals Report #159

This week's newsletter, we discuss Gensler's testimony to Congress, the vaccine mandate, deglobalization and China, price action, and the Solana attack.

Employer Letter Example: Vaccine Mandate Objection

Employer Letter Example

Macro Chart Rundown - Sept 16, 2021

In this post we take a detailed look at factors affecting the oil market, dive into the dollar chart, and stress over gold.

Bitcoin Fundamentals Report #158

We cover a lot of ground this week, El Salvador, Ukraine, Coinbase, bitcoin price, mining, and CBDCs.

More 2020 Parallels and Price Analysis - Bitcoin Pulse #118

Bitcoin Fundamentals Report #157

Summary of all the important sectors in the bitcoin industry. Today's commentary is on El Salvador and Twitter's lightning integration. Plus, mining news, NFTs, and fun charts!

What Caused Bitcoin's Mid-Cycle Correction?

Factors ranging from regulation in China to the Taproot protocol upgrade were driving bitcoin price charts to a decisive point for weeks.

Bitcoin and the Geopolitics of El Salvador

A brief examination of El Salvador's geopolitical situation and how their adoption of bitcoin will affect the country.

Bitcoin Fundamentals Report #156

In this issue we comment on Jackson Hole and the Fed's dilemma, Kabul as a sign of global economic shifts, price analysis, Ethereum network bug, and more!

2020 Parallels - Bitcoin Pulse #117

Macro Chart Rundown - 22 Aug 2021

In this post we examine the Dollar, Inflation, Emerging markets, Oil, Gold, Inflation expectations and Treasury rates.

Bitcoin Fundamentals Report #155

We summarize important news from all sectors of bitcoin, like mining, price, and altcoins. This week's commentary is on Afghanistan with a bitcoin twist.

Bitcoin Fundamentals Report #154

This week we dive into Ethereum's pattern of lies and shifting sands of marketing terms, bitcoin price, mining, Defi hacks, and google trends!

Macro Chart Rundown - 12 Aug 2021

In this post we look at charts of #Bitcoin, #Gold, #Dollar, and #Oil and draw valuable conclusions based on our macro thesis.

Bitcoin Pulse #116

Bitcoin Fundamentals Report #153

In this issue: Background and update on the Senate Infrastructure Bill! As well as price analysis, mining stats, and a Fed governor blasting the idea of CBDCs.

Why Bitcoiners Aren't Worried About Tether

The Tether FUD has spread to gold bugs now. They trash on it with without providing any evidence. We talk Ponzi schemes, history, and markets in this one.

Bitcoin Fundamentals Report #152

This week we get you up to speed on Senator Elizabeth Warren's recent crusade against bitcoin, update you on price analysis, mining, and CBDCnews and Tether.

Macro Chart Rundown for 27.7.2021

Charts to keep you up-to-speed on what's happening in Macro. Today's post includes bitcoin, dollar, gold, oil, commodities, and inflation expectations.

Bitcoin Fundamentals Report #151

This week's newsletter takes another look at typical cycles in bitcoin, price analysis, mining, and tether reserves.

Fibs and Vitals - Bitcoin Pulse #115

In this issue, as always bitcoin price analysis, charts, and vital fundamentals, as well as, Fibonacci lines for cycles and current correction.

Bitcoin Fundamentals Report #150

This week we do a deep dive into the GBTC unlock and price predictions, as well as the return of bitcoin's hash rate. Big week ahead!

Models of Long-term Cycles - Bitcoin Pulse #114

How Bitcoin Will Impact El Salvador's Geopolitics

A survey of the history, economy, geography and demographics of El Salvador demonstrate that the adoption of Bitcoin will be a major success.

Bitcoin Fundamentals Report #149

On this week's Report we give commentary on the GBTC unlock, a couple SEC developments, price analysis, mining hash rate, CBDCs, and the dollar bounce.

Bitcoin Fundamentals Report #148

A relatively slow week for bitcoin compared to recent weeks. We summarize all the relevant sectors of bitcoin and CBDCs this week.

Was that the bottom? - Bitcoin Pulse #113

Let's look at Bitcoin price analysis, Wyckoff pattern, Bitmex funding bullish, TD sequential bullish, Ichimoku cloud and volume profile, Two distinct halves to the bull market analysis and more!!

Fundamentals Report #147

This week's top news item is the Chinese mining situation. We take a look there and how to view it. Also top stories from major Bitcoin sectors.

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

A read-through of the ECB's Annual Report and comments on the current state of the Euro, as well as their efforts to create a digital Euro.

Fundamentals Report #146

This week we deep dive into the El Salvador drama with the World Bank and IMF, give a price analysis update, mining, defi rug pull of Mark Cuban, an more!

Fundamentals Report #145

This week we discussion the Bitcoin 2021 conference first-hand impressions, the El Salvador bombshell, taproot, and price. Read, Sub, Share!!

CPI Drama, What's Really Happening? - Bitcoin Pulse #112

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

Why so much disagreement on inflation versus deflation? I answer that plus, can we trust CPI? What are the alternatives? Lastly, I discuss why bitcoin doesn't need inflation.

Fundamentals Report #144

Conference special with initial impressions, price analysis, Taproot update, ECB CBDC comments, Eth2.0 delay (again), and google search volumes.

Q&A on Deflation: Part 1 - E230

We cover 3 Q's in Part 1, about technological deflation, QE, and sources of deflation. Part 2 includes 2 more questions and general deflationary arguments.

Fundamentals Report #143

Market commentary on the negative externalities of bitcoin influencers, Taproot update, China mining update, and price.

Can Bitcoin Bounce? - Bitcoin Pulse #111

Fundamentals Report #142

This week: Elon, China, and the IRS try to destroy bitcoin. We cover Taproot signaling, mining, price analysis, why no euro stablecoins?, and google trends.

The Crash in Context - Bitcoin Pulse #110

Fundamentals Report #141

The energy FUD is strong this week. We break it down and give a positive takeaway. We update price analysis, mining and network status, and Tether.

Dogecoin + Bitcoin Price and Fundamentals - Bitcoin Pulse #109

Yield Curve Control Skepticism

Is Yield Curve Control (YCC) going to happen in the US, and if so, what will it look like?

13th Century Interest Rates

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize. This

Fundamentals Report #140

A newsletter summarizing all important sectors in bitcoin. This week: green shoots and growing demand, price analysis, mempool and mining, taproot, and drawdowns by cycle.

Fundamentals Report #139

Included in this week's post is headline commentary, quick price analysis, mining, Taproot and Blockstream satellite, and stablecoin supply.

End of Month Bounce - Bitcoin Pulse #108

Economic Fallacies of Ethereum as Ultra Sound Money - E229

This episode helps you understand the criticisms of Ethereum's Ultra Sound Money (USM) thesis.

Fundamentals Report #138

Deleveraging in bitcoin bull markets.

Fake Outs, Mining, and Turkey - Bitcoin Pulse #107

Fundamentals Report #137

This week's post includes a debrief of the Coinbase launch, Taproot developments, Turkey banning bitcoin, mining, Ethereum Berlin debrief, and a UTXO set visual.

Coinbase and the CIA - Bitcoin Pulse #106

Fundamentals Report #136

Q/A about Bitcoin mining and energy consumption, price analysis, network traffic update, CBDC, and SOPR.

Coinbase and Consolidation - Bitcoin Pulse #105

Fundamentals Report #135

Very busy news week in bitcoin. We hit all the important headlines with commentary, then analyze price, mining and some altcoin news.

Fundamentals Report #134

This week we discuss the coming bitcoin ETF approval, list all the ETFs who have filed, bitcoin mining hashrate is growing again, and ethereum gas price problem.

Reversals - Bitcoin Pulse #104

Fundamentals Report #133

This week we cover big banks growing obsession with bitcoin and the likely bitcoin ETF, as well as news from all the important sectors.

NFTs and Bitcoin Fungibility - E228

Hopefully this episode helps you understand Non-Fungible Tokens (NFTs) and fungibility of bitcoin.

Triffin Dilemma: Quick Part 2 - E227

Triffin and trade deficits, why Lyn Alden's Triffin-style premise is incorrect.

Fundamentals Report #132

The best free newsletter in bitcoin, we update you on the NFT mania, CFTC inquires, price action, and bitcoin mining.

Outlook for Bitcoin, Dollar and Gold - Bitcoin Pulse #103

Fungibility of Bitcoin

Original archived As bitcoin matures, it encounters increasing debate about its monetary attributes. Of course, the most frequently discussed is scarcity, because bitcoin's greatest characteristic is its fixed supply. A close second is fungibility, along with the closely related topic of privacy, which is the subject of this

Fundamentals Report #131

This week includes bullish headlines of the week, GBTC discount, price analysis, bitcoin mining update, Taproot, NFTs, and Ethereum.

The Return of American Non-Interventionism

Original archived The largest geopolitical change since WWII might be the US shale revolution. It frees Americans to revert to our natural proclivity for isolationism. In only a few short years, the US has gone from importing 10 million b/d, to 3.8 million b/d, and in doing

Triffin Dilemma: Fact or Fiction? - E226

I try to provide you with a basic understanding of the original Triffin Dilemma and of why the modern extensions of this famous prediction are poor facsimiles. I provide tons of useful links below as part of the show notes.

Fundamentals Report #130

In this issue: Nigeria bans bitcoin, coinbase going public, futures volume, price action, mempool and fees, and Tether.

Halvings and Bull Markets - Bitcoin Pulse #102

Bitcoin, Debt And Elasticity: A Rebuttal To Michael Green

Original archived First published on Bitcoin Magazine, February 3, 2021. Author: Kent Polkinghorne In the same way that a year passes through a series of seasons, so too does Bitcoin appear to follow a seasonal trajectory during each halving cycle. As we enter Bitcoin Spring, price discovery and growth within

Fundamentals Report #129

Let us keep you up to speed on bitcoin. This issue has software development news, price analysis, mining news, and market trends.

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

Is China destined to overtake the US? Will the CCP dominate the world? What macroeconomic future will bitcoin find itself in? This podcast episode is a detailed reading of the Thucydides Trap by Graham Allison, and a refutation by Arthur Waldron, plus my own thoughts.

Bitcoin Headlines that Matter - 2/13/2021

Fundamentals Report #128

In this post: Bitcoin welcomed in Miami, update on bitcoin mining industry, and price prediction.

12th Century Interest Rates

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize. This

Bitcoin Pulse #101

Fundamentals Report #127

Comments on Saylor's corporate bitcoin conference, price, mining, ethereum pump, and Bitcoin Prophet Hall of Fame.

Gold, Silver, Commodities and the Dollar - Bitcoin Pulse #100

Fundamentals Report #126

Elon Musk, WallStreetBets, and Ansel's skeptical take. Of course, price analysis, and updates on mining and CBDC, and more.

Is the Dip Over? - Bitcoin Pulse #99

Fundamentals Report #125

Examining the FUD of the week, price, bitcoin mining metrics, analysis of stablecoin market caps, and more!

No Pain, No Gain - Bitcoin Pulse #98

Dark Ages Interest Rates: 5th - 11th Centuries

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize. This

Fundamentals Report #124

January 15, 2021  |  Issue #124  |  Block 666,201  |  Disclaimer Written by Ansel Lindner and Jeff See Bitcoin in Brief Weekly price $36,034   (-$4967, -12.1%) Satoshis/$1 USD 2,775 1 finney (1/10,000 btc) $3.60 Stock to Flow (new supply to existing) 463/d 1.

Refuel or Repeat? - Bitcoin Pulse #97

History of World Reserve Currencies: Part 4 - Spanish History and the Real 1535 - 1609

Original archived * Part 1: The Italian Renaissance Standard 1250-1535 * Part 2: The 14-15th Century Silver Shortage * Part 3: Why European Currencies Recap The Italian city-states began minting a standardized gold coin in 1252 to fill the monetary void for an international trade currency created by a debased Byzantine solidus and

Price has gone vertical boys - Bitcoin Pulse #96

Fundamentals Report #123

January 8, 2021 | Issue #123 | Block 665,151 - Congrats guys, we knew these days were coming. Bitcoin is getting a bid as superior money and price has gone vertical. It feels good.

Roman and Byzantine Interest Rates – The Byzantine Empire 395–1453 A.D.

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize. This

Fundamentals Report #122

January 1, 2021 | Issue #122 | Block 664,035

Happy New Year Bitcoin! - Bitcoin Pulse #95

Fundamentals Report #121

December 24, 2020 | Issue #121 | Block 662,820

Raging Bulls and Understanding Gaps - Bitcoin Pulse #94

Bitcoin Does Not Need Fiat Inflation to Flourish

Original archived The prevailing wisdom in the bitcoin space is that bitcoin's success is dependent on inflation of fiat currencies. Not surprisingly this is the same argument that has been advanced by gold bugs for decades as they predicted that ongoing inflation would lead to higher gold prices.

Roman and Byzantine Interest Rates - The Roman Empire 27 B.C. – 476 A.D.

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize. This

Fundamentals Report #120

New ATH! What's next??

Bitcoin Headlines that Matter - 12/16/2020

Inflationist Dogma - E224

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.

Fundamentals Report #119

December 11, 2020 | Issue #119 | Block 660,940

Speculative Attacks - Bitcoin Pulse #93

Money Printer Go Brrr... Well, Not Exactly

Original archived Money printer go brrr is a beautiful meme. It encapsulates years of study of money into something so easy to comprehend even the masses can get it. There's just one problem; it's wrong. We know what money is. It's simple enough, it

Bitcoin Headlines that Matter - 12/8/2020

Stories on bitcoin adoption, government regulation, and CBDCs.

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

I read through a blog post from ECB President Lagarde about central bank digital currencies.

Fundamentals Report #118

December 4, 2020 | Issue #118 | Block 659,940

Can the Bitcoin Rally Continue? - Bitcoin Pulse #92

Bitcoin Headlines that Matter - 11.29.2020

Mnuchin rumor, Coinbase blunder, more institutional demand, OKEx withdrawals, Defi convergence

Fundamentals Report #117

November 27, 2020 | Issue #117 | Block 658,936

Up, Up, Up - Bitcoin Pulse #91

Shortcomings of Modern Monetary Theory (MMT)

Original archived MMT is the new flavor-of-the-month in monetary economics. It is a big departure from both mainstream and Austrian economics, but is not new. It is a collection of several old ideas from as far back as the mid-nineteenth century, cleverly wrapped in a modern treatment. MMT's

Simon Dixon's Bretton Woods 2.0 Interview Reaction - E222

I react to a Simon Dixon interview where he spells out his thinking on the future of CBDCs and bitcoin.

Fundamentals Report #116

November 20, 2020 | Issue #116 | Block 657,868 - This bull market is progressing very quickly. Everyone is bullish. It feels frothy. ...

Bitcoin Headlines that Matter - 11/19/2020

Bitcoin General News, Bitcoin Development, Geopolitics, and Altcoin Insanity

Is the Bitcoin Price Going Directly to the Moon? - Bitcoin Pulse #90

Michael Saylor Interview on Hedgeye Reaction - E221

I listen and react to Michael Saylor's appearance on Hedgeye.

Fundamentals Report #115

November 13, 2020 | Issue #115 | Block 656,791 Can you feel the energy in the market? Bitcoin is getting warmed up.

Bitcoin Headlines that Matter - 11.12.2020

This is the first post of consolidated headlines.

Fundamentals Report #114

November 6, 2020  |  Issue #114  |  Block 655,715  |  Disclaimer The Bitcoin Dictionary is LIVE on Amazon! Bitcoin in Brief Weekly price:  $15473  (+$2027, +15.08%) Mayer Multiple: 1.65 Est. Difficulty Adjustment: +3% in 10d Prev Adj: -16.05% Sats/$1 USD: 6463 1 finney: $1.55 Market Commentary There&

Roman and Byzantine Interest Rates - The Roman Republic 500 B.C. to 27 B.C.

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize with

Election Volatility - Bitcoin Pulse #89

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

Today, I listen along with you to Raoul Pal's recent video The Bitcoin Life Raft and react to it.

Fundamentals Report #113

October 30, 2020 | Issue #113 | Block 6xx,xxx

Hash Rate and Rainy Season - Bitcoin Pulse #88

Peter Schiff Scandal and Thoughts on Scarcity - E219

I voice my support for Peter Schiff against the baseless allegations. And discuss one of his tweets on scarcity.

Fundamentals Report #112

October 23, 2020  |  Issue #112  |  Block 653,981  |  Disclaimer The Bitcoin Dictionary is LIVE on Amazon! Bitcoin in Brief Weekly price:  $12794  (+$1455, +12.9%) Mayer Multiple: 1.41 Est. Difficulty Adjustment: -8% in 9d Prev Adj: +3.69% Sats/$1 USD: 7816 1 finney: $1.28 Market Commentary The

Two Steps Forward, One Step Back - Bitcoin Pulse #87

Ancient Greek Interest Rates

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005).  This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize with

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

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.

Where's the Volume? - Bitcoin Pulse #86

Fundamentals Report #111

October 16, 2020  |  Issue #111  |  Block 653,030  |  Disclaimer The Bitcoin Dictionary is LIVE on Amazon! Bitcoin in Brief Weekly price:  $11339  (+$289, +2.62%) Mayer Multiple: 1.26 Est. Difficulty Adjustment: +3.0% in 2d Prev Adj: -0.08% Sats/$1 USD: 8819 1 finney: $1.13 Market Commentary

Will the Breakout Continue? - Bitcoin Pulse #85

History of World Reserve Currencies: Part 3 - Why European Currencies

Original archived * Part 1: The Italian Renaissance Standard 1250-1535 * Part 2: The 14-15th Century Silver Shortage A good question was asked by a reader that deserves to be addressed before we continue on to the Spanish real. They ask, "Does this series include only European currency?" The short

Fundamentals Report #110

October 9, 2020  |  Issue #110  |  Block 651,985  |  Disclaimer The Bitcoin Dictionary is LIVE on Amazon! Bitcoin in Brief Weekly price:  $11050  (+$496, +4.70%) Mayer Multiple: 1.23 Est. Difficulty Adjustment: +0.5% in 8d Prev Adj: -0.08% Sats/$1 USD: 9050 1 finney: $1.11 Market Commentary

Consolidation is Getting Tight - Bitcoin Pulse #84

History of World Reserve Currencies: Part 2 - The 14-15th Century Silver Shortage

Original archived Part 1: The Italian Renaissance Standard 1250-1535 We covered the florin and ducat in Part 1, a period that lasted approximately 280 years (1252 - 1535), which ended with the rise of the Spanish Empire and vastly more efficient maritime trade routes. The long life of the florin

Fundamentals Report #109

October 2, 2020  |  Issue #109  |  Block 650,958  |  Disclaimer The Bitcoin Dictionary is LIVE on Amazon! Bitcoin in Brief Weekly price:  $10554  (-$99, -0.93%) Mayer Multiple: 1.18 Est. Difficulty Adjustment: -1% in 1.5d Prev Adj: +11.4% Sats/$1 USD: 9475 1 finney: $1.06 Congrats

Price Action is Coming - Bitcoin Pulse #83

Mesopotamian Interest Rates: 3000–400 BC

Original archived Author: Kent Polkinghorne Source material: A History of Interest Rates, Fourth Edition by Sidney Homer and Richard Sylla (1963, 2005). This book covers interest rate history dating back to ancient times and contains very interesting charts, tables, and analysis which I will attempt to modernize and summarize with

Fundamentals Report #108

September 25, 2020 | Issue #108 | Block 649,949

No Man's Land 2 - Bitcoin Pulse #82

History of World Reserve Currencies: Part 1 - The Italian Renaissance Standard 1250-1535

Original archived The world's reserve currency fulfills a unique role in the global economy. It is the currency held in reserve by sovereigns, central banks, banks, and large businesses to facilitate the financing and transactions of global trade. Importantly, all the currencies on the chart were backed by

Fundamentals Report #107

September 18, 2020 | Issue #107 | Block 645,000

No Man's Land - Bitcoin Pulse #81

Fundamentals Report #106

September 11, 2020 | Issue #106 | Block 647,779

Mind the Gap - Bitcoin Pulse #80

Fundamentals Report #105

September 4, 2020  |  Issue #105  |  Block 646,734  |  Disclaimer The Bitcoin Dictionary paperback is LIVE on Amazon! Bitcoin Vital Stats Weekly price:  $10428  (-$1102, -9.56%) Mayer Multiple: 1.17 Est. Difficulty Adjustment: -1.5% in 2d Prev Adj: +3.65 Sats/$1 USD: 9589 1 finney: $1.04

More Selling Coming or Buy the Dip? - Bitcoin Pulse #79

Fourth Turning Podcast Commentary - Bitcoin Pulse #78

Fundamentals Report #104

August 28, 2020  |  Issue #104  |  Block 645,727  |  Disclaimer The Bitcoin Dictionary paperback is LIVE on Amazon! Vital Bitcoin Stats Weekly price:  $11530  (-$190, -1.62%) Mayer Multiple: 1.29 Est. Difficulty Adjustment: -2.0% in 10d Prev Adj: +3.6% Sats/$1 USD: 8673 1 finney: $1.12

My Biggest Concerns and Price Target on this Dip - Bitcoin Pulse #77

Fundamentals Report #103

August 21, 2020  |  Issue #103  |  Block 644,743  |  Disclaimer The Bitcoin Dictionary paperback is LIVE on Amazon! Vital Bitcoin Stats Weekly price:  $11720  (-$83, -0.7%) Mayer Multiple: 1.32 Est. Difficulty Adjustment: +4.0% in 2d Prev Adj: +0.595% Sats/$1 USD: 8532 1 finney:  $1.17

Is Bitcoin Going To Front Run Institutional Wave? - Bitcoin Pulse #76

Reaction to DiMartino Booth Interview and Show Update - E217

The Bitcoin & Markets 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

Fundamentals Report #102

August 14, 2020  |  Issue #102  |  Block 643,713  |  Disclaimer The Bitcoin Dictionary paperback is LIVE on Amazon! Vital Bitcoin Stats Weekly price:  $11803  (+$296, 2.57%) Mayer Multiple: 1.33 Est. Difficulty Adjustment: +6.0% in 9d Prev Adj: +0.595% Sats/$1 USD: 8472 1 finney: $1.19 Market

Repeat of 2019 Rally? - Bitcoin Pulse #75

Bitcoin Dictionary Member Edition

Only Bitcoin Makes Sense Right Now - Market Commentary, Bitcoin Pulse #74

Fundamentals Report #101

August 7, 2020  |  Issue #101  |  Block 642,668  |  Disclaimer The Bitcoin Dictionary paperback is LIVE on Amazon! Vital Bitcoin Stats Weekly price:  $11507  (+$178, 1.57%) Mayer Multiple: 1.31 Est. Difficulty Adjustment: +0.75% in 3d Prev Adj: -2.78% Sats/$1 USD: 8,690 1 finney: $1.15

DXY and Trade-Weighted Dollar Explained

Original archived Many pundits and commentators like to talk about the dollar strengthening or weakening, and they often site the DXY without understanding how it is constructed. In this post, we'll explain the history of the DXY, how it is formed, and how it is used today. We

Only Bitcoin Makes Sense Right Now - Bitcoin Pulse #73

Fundamentals Report #100

July 31, 2020  |  Issue #100  |  Block 641,652  |  Disclaimer The Bitcoin Dictionary paperback is LIVE on Amazon! Vital Bitcoin Stats Weekly price:  $11329  (+$1733, 18.0%) Mayer Multiple: 1.30 Est. Difficulty Adjustment: +0.1% in 10d Prev Adj: -2.87% Sats/$1 USD:  8,850 1 finney: $1.13

Big Move, Now What? Part 1 - Bitcoin Pulse #72

Big Move, Now What? Part 2 (Altcoins) - Bitcoin Pulse #72.1

Fundamentals Report #99

July 24, 2020  |  Issue #99  |  Block 640,600  |  Disclaimer Bitcoin Vitals Weekly price:  $9596  (+$436, 4.8%) Mayer Multiple: 1.16 Est. Difficulty Adjustment: -5.8% in 3d Prev Adj: +9.89 Sats/$1 USD: 10,421 1 finney: $0.96 Market Commentary Bitcoin's price is the biggest

Bitcoin Pulse #71 - Market Commentary 7/22/2020

Breakout Imminent - Bitcoin Pulse #70

Fundamentals Report #98

July 17, 2020  |  Issue #98  |  Block 639,661  |  Disclaimer VITAL STATS Weekly price:  $9160  (-$61, -0.66%) Mayer Multiple: 1.075 Est. Difficulty Adjustment: -3% in 10d Prev Adj: +9.89% Sats/$1 USD: 10,917 1 finney: $0.92 Market Commentary The big story of the week, and

Pressure is Building - Bitcoin Pulse #69

Bitcoin Pulse #68 - Market Commentary for 7/13/2020

Block Out the Noise - Bitcoin Pulse #67

Fundamentals Report #97

July 10, 2020  |  Issue #97  |  Block 638,651  |  Disclaimer The Bitcoin Dictionary paperback is LIVE on Amazon! Vital Bitcoin Stats Weekly price:  $9221  (+$148, 1.6%) Mayer Multiple: 1.09 Est. Difficulty Adjustment: +10% in 2d Prev Adj: +0.00 Sats/$1 USD: 10,844 1 finney: $0.92 Market

Insight Instead of Confirmation Bias - Bitcoin Pulse #66

Fundamentals Report #96

July 03, 2020  |  Issue #96  |  Block 637,546  |  Disclaimer The Bitcoin Dictionary is LIVE on Amazon! Vital Bitcoin Stats Weekly price:  $9073  (-$83, -1%) Mayer Multiple: 1.083 Est. Difficulty Adjustment: +5% in 10d Prev Adj: +0.00 Sats/$1 USD: 11.021 1 finney: $0.91 MARKET COMMENTARY

A Breakout Nears - Bitcoin Pulse #65

Hard For Bulls To Stay Engaged - Bitcoin Pulse #64

Fundamentals Report #95

June 26, 2020 | Issue #95 | Block 636,468

Bitcoin Pulse this week

Tight Range, Buy the Dip - Bitcoin Pulse #63

Bitcoin Mixing, Wasabi, and Coinbase - E216

Europol EC3 Cyber Bits April and May issues where they talk about Wasabi wallet and bitcoin mixing in general.

Fundamentals Report #94

June 19, 2020 | Issue #94 | Block 635,436

Proceeding as Expected, Consolidation to the Right - Bitcoin Pulse #62

ISSUE #62  |   June 14, 2020  |  Ansel Lindner  |  Disclaimer Hi Bitcoiners, Thank you for taking the survey. I will continue with the post format for now. The results are as follows: 1. How did you like the Bitcoin Pulse as a post instead of a PDF? ->  41% better than,

Fundamentals Report #93

June 12, 2020 | Issue #93 | Block 634,412

The Consolidation Continues, People Convinced of Altcoin Season - Bitcoin Pulse #61

Fundamentals Report #92

June 06, 2020 | Issue #92 | Block 633,250

Fake Outs and Slow Bitcoin News Cycle - Bitcoin Pulse #60

Fundamentals Report #91

May 29, 2020 | Issue #91 | Block 632,223

Consolidation Continues - Bitcoin Pulse #59

Fed Watch (previously WTF) - Unemployment Nightmare FED 8

With Ansel Lindner stepping in, we decided to rebrand the show as FED Watch. FED Watch is a Bitcoin Magazine podcast that focuses on Macroeconomics while acknowledging Bitcoin’s growing role in the future. This week, CK and Ansel sit down to discuss unemployment around the world. Topics * Unemployment In

Comparing BTC and ETH Inflation - E215

A discussion about bitcoin and ethereum inflation around a tweet from Ryan Sean Adams, a popular etherean.

Patience is Rewarded - Bitcoin Pulse #58

WTF is happening with the Fed? WTF 7

CK and new co-host Ansel Lindner discuss the recent ruling in German courts that deemed QE activity by the European Central Bank to be illegal.

Fundamentals Report #90

June 22, 2020 | Issue #90 | Block 631,334

Consolidation or Takeoff? - Bitcoin Pulse #57

Fundamentals Report #89

May 15, 2020 | Issue #89 | Block 630,495 | Disclaimer

Happy Halving, Now What? - Bitcoin Pulse #56

The Case for Deflation: Part 4 Liquidity and REPO - E214

A walk through an understanding of Liquidity and how the actions of the Federal Reserve can’t increase liquidity and flow in the economy.

Fundamentals Report #88

May 8, 2020 | Issue #88 | Block 629,528 | Disclaimer

Buy the Rumor, Sell the News - Bitcoin Pulse #55

Price Action During Halvings - Bitcoin Pulse #54

Fundamentals Report #87

May 1, 2020 | Issue #87 | Block 628,465

The Origin of Gold's Bid - Bitcoin Pulse #53

Fundamentals Report #86

April 24, 2020 | Issue #86 | Block 620,481

The Case for Deflation: Part 3 - E213

Answers to some critiques and questions from the audience.

The Growing Layer 2 Ecosystem - Bitcoin Pulse #52

Market Commentary #51

You just lived through history again. Of course, so many events over the last few months have been historic but the oil rout yesterday is one of the biggest.

The Case for Deflation: Part 2 - E212

Different types of money, debt, fiat and commodity monies and how they behave differently as a global money standard.

The Case for Deflation: Part 1 - E211

I describe two important schools of thought on the global monetary system and the future of the dollar: the Dollar Milkshake and the Eurodollar.

The Oil Price Collapse - Bitcoin Pulse #51

Fundamentals Report #85

April 17, 2020 | Issue #85 | Block 626,440

Market Commentary #50

Legacy markets are beginning to roll back over as the crisis continues.

The L-shaped Non-recovery - Bitcoin Pulse #50

Market Commentary #49

The holiday weekend was a depressing one for many. Over the past month, on stay at home orders, people have been coming to grips with the current situation (what readers of this newsletter did back in February).

A New Reality is Setting In - Bitcoin Pulse #49

Fundamentals Report #84

The Greatest Depression has started. We won't sugar coat things, it's going to get much worse before it gets better.

Market Commentary #48

Published as part of Issue #48 of the Bitcoin Pulse on 4/9/2020. Join for more full technical and fundamental analysis. The Eye of the Storm Traditional markets are in the eye of the storm. They are enjoying a rally that won’t last. The virus panic, which our

The Eye of the Storm - Bitcoin Pulse #48

Bitcoin Market Commentary, Read Through - E210

Hi Bitcoiners, I’m reading through my Friday newsletter The Fundamentals Report #83 along with my extra commentary.

Fundamentals Report #83

The Bitcoin specific news cycle is slow. It's chugging along. As we've said in the past, Bitcoin is in its own world, only affected by deep fundamental cracks in the traditional system.

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.

Fundamentals Report #82 - 3/27/2020

Block 623,219 - Days until halving: 47

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.

Fundamentals Report #81 - 3/20/2020

Block 622,319 - Day until halving: 53

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.

Fundamentals Report #80 - 3/13/2020

Block: 621,521 - Day until halving: 58

Fundamentals Report #79 - 3/6/2020

Block: 620,530 - Est. Days Until Halving: 65

51% Attacks Aren't That Easy - E205

In this episode I discuss ideas around the misunderstood concept of 51% attacks in mining, drawing inspiration from a tweet by @SGBarbour.

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.

Fundamentals Report #78 - 2/28/2020

Block 619,423 - Est. Days Until Halving: 73

Coronavirus Coverage

This is a collection of all the coronavirus coverage I’ve done, most recent first. Content taken from my podcast, Fundamentals Report, and the members’ Bitcoin Pulse. My first mention was on a podcast on Jan 24th saying that this virus has the potential to cause an economic collapse. Since

Externalities of Non-Native Assets - E203

On this episode I walk through a very deep tweet that will help us understand multiple assets on one chain. These I call these non-native assets and they have non-native incentives. I bring in many connected ideas and try to make sense of it all. @BobMcElrath tweet: https://twitter.com/

The Fundamentals Report #77 - 2/21/2020

02/21/2020  |  Issue #77  |  Block 618,410  |  Disclaimer VITAL STATS Est. Days Until Halving: 80 Mayer Multiple: 1.094 Est. Difficulty Adjustment: -0.1% Prev Adj: +0.5% Weekly price H/L: $10,300/$9312 Sats/$1 USD: 10,314 MARKET COMMENTARY The prevailing stories this week in Bitcoin

Safe Harbor for Scams? - E202

In this episode I talk about the recent proposal to offer a “safe harbor” to ICO scams for 3 years. This proposal was put forth by Hester Pierce, a previously bitcoin friendly Commissioner at the SEC. I question the intentions behind this proposal and the totality of the SEC’s

Fundamentals Report #76 - 2/14/2020

02/14/20  |  Issue #76  |  Block 617,401  |  Disclaimer Days Until Halving: ~87 Mayer Multiple: 1.168 Est. Difficulty Adjustment: -2% in 10 days Prev. Difficulty Adjustment: +0.5% TOP STORIES Economic Contagion China was on the brink of a financial crisis before the Wuhan coronavirus forced the lock down

Wuhan Coronavirus and Bitcoin Mining and Price - E201

This is a quick discussion on how the coronavirus is affecting bitcoin mining in China and the price. I give you an update on the virus and then read a couple articles, and finally discuss the economics of supply and demand in the shadow of the third halving. Articles mentioned

Tron: The Real ETH2.0 on Bitcoin - E200

Hello Bitcoiners! I’m back with a short discussion of the Tron vs ETH2.0 debate. Is Tron better or the always delayed ethereum centralized ethereans? I give you a quick rundown of the situation and a based assessment. Bitcoin is King, Eth is a scam, Tron is a scam.

More ETH2.0 Hype After Another Delay - E199

I go through as article from Coindesk that is very misleading about ETH2.0. Don’t believe the hype. This is only phase zero they are trying to launch this year. Phase zero does nothing to immediate scale ethereum, it’s only a preliminary step in an overly complex 5

Fundamentals Report #75 - 2/7/2020

02/07/20  |  Issue #75  |  Block 616,415  |  Disclaimer Days Until Halving: ~94 Mayer Multiple: 1.101 Est. Difficulty Adjustment: +1.8% in 3 days TOP STORIES Fedcoin One of the Federal Reserve Govenors, Lael Brainard, gave a speech about the Fed looking at a CBDC (my annotated page here)

Fedcoin: A Detailed Discussion E198

In this episode I go through Federal Reserve Governor Bainard’s recent speech on Central Bank Digital Currencies (CBDCs). I cover all aspects but focus on money versus means of payment, free market value versus central planner force / central banker legal tender laws. Link: https://www.federalreserve.gov/newsevents/speech/

The Fundamentals Report #74 - 1/31/2020

01/31/20  |  Issue #74  |  Block 615,406  |  Disclaimer ~101 Days Until Halving 1.047 on the Mayer Multiple TOP STORIES Chinese Economy on the Brink I've been talking about the deteriorating financial situation in China long before this Corona Virus disaster. At this point, everyone knows we

The Fundamentals Report #73 - 1/24/2020

Block 614,366 Days Until Halving: ~108 Mayer Multiple: 0.948 Disclaimer Get the Fundamentals Report in Your Inbox on Fridays! Never Miss the Report Again This week’s podcast: TOP STORIES The blockchain narrative is crumbling slowly but steadily, which we detail in TOP STORIES. More on the Taproot

Coronavirus and Taproot - E197

In this episode I discuss the bitcoin price in and where it’s going. Bitcoin is in the big leagues and part of every important panel discussions and on the lips of every powerful financial person in the world today. Next, I talk about the upcoming bitcoin upgrade called Taproot.

The Fundamentals Report #72 - 1/17/2020

01/17/20  |  Issue #72  |  Block 613,314  |  Disclaimer ~115 Days Until Halving .977 on the Mayer Multiple Subscribe to the Fundamentals Report TOP STORIES L2 Bundles This week Blockstream announced BTCPay Server has integrated Liquid support. IMO this is huge news.  Bitcoin Layer 2 is exploding with activity, but

The Fundamentals Report #71 - 1/10/2020

01/10/20  |  Issue #71  |  Block 612,255  |  Disclaimer ~123 Days Until Halving 0.876 on the Mayer Multiple TOP STORIES Nakamoto,com This week we saw the launch of a new journal at the domain Nakamoto,com. The site claims to be a “new general interest journal for the

Pro-Bitcoin - E196

In this episode I discuss recent price movements and how they corresponded to the tense Iranian over the last week. I look into recent developments of State-sponsored stablecoins and detail the Baidu beta launch. Then I dive into the drama behind Nakamoto,com. Altcoiners using the term “pro-bitcoin” in a

The Fundamentals Report #70 - 1/3/2020

01/03/20 | Issue #70 | Block 611,159 | Disclaimer ~130 Days Until Halving .790 on the Mayer Multiple TOP STORIES Proof of Keys “Every January 3rd the Bitcoin community HODLers of Last Resort participate in a Proof of Keys celebration by demanding and taking possession of all bitcoins held by

Bitcoin 2020: A Look Ahead - E195

Discussion about the coming year and more for Bitcoin and this ecosystem. Topics include: * The Halving * Mining * Tons on Lightning * Altcoins * Central Bank Digital Currencies

The Fundamentals Report #69 - 12/27/2019

12/27/19 | Issue #69 | Block 610,062 | Disclaimer ~138 Days Until Halvening .776 on the Mayer Multiple TOP STORIES YouTube Crypto Purge We now know what caused the out-of-the-blue take-down of a large percentage of Bitcoin related content on YouTube this week, a YT glitch. The backlash and uproar

Fundamentals Report #68 - 12/20/2019

12/20/19  |  Issue #68  |  Block 609,007  |  Disclaimer ~145 Days Until Halvening .775 on the Mayer Multiple Sign up for the free weekly report in your inbox! This week’s podcast TOP STORIES Themes of 2019 Layer 2 building * Lightning grew >3x in it’s first big year

2019 Year In Review - E194

Bitcoin price in 2019 Price had 3 phases this year, 1) consolidation, 2) huge rally, 3) mini bear market. Bitcoin fees in 2019 Fees were very low all year, blocks full Lightning network in 2019 First full year of mainnet wallets * 3x Growth * Lightning Torch * Watchtowers Added To Lightning * Loop

Fundamentals Report #67

12/13/19 | Issue #67 | Block 607,981 | Disclaimer ~153 Days Until Halvening .772 on the Mayer Multiple Sign up for the free weekly report in your inbox! TOP STORIES Open Social Media Standard Twitter’s Jack Dorsey posted a tweet thread about their new project to create an “open

Fundamentals Report for 12/6/2019 - #66

12/06/19  |  Issue #66  |  Block 606,957  |  Disclaimer ~160 Days Until Halvening .794 on the Mayer Multiple Sign up for the free weekly report in your inbox ! TOP STORIES US Stablecoin Punt Secretary of the Treasury, Steve Mnuchin, in testimony in front of Congress, gave his blessing to Libra

Bitcoin Prehistory Infographic (clickable PDF)

Fundamentals Report for 11/29/2019 - #65

11/29/19 | Issue #65 | Block 605,938 | Disclaimer ~167 Days Until Halvening .825 on the Mayer Multiple Sign up for the free weekly report in your inbox ! TOP STORIES #OkBitcoiner and ETheranos It was a horrible week for ethereum. Earlier in the week, Adam Back compared it to Theranos,

Theranos and Ok Bitcoiner - E193

We are seeing the slow motion collapse of Ethereum in front of our eyes. I debrief the Adam Back comparison of Ethereum to Theranos and Vitalik’s toxic reply to me of “ok bitcoiner”. Short but dense episode. Vitalik tweet https://twitter.com/VitalikButerin/status/1199820134275145728

Bitcoin Prehistory Infographic

The developments in technology, culture, and economics that culminated in the launch of Bitcoin.

Fundamentals Report 11/22/2019 - #64

11/22/19  |  Issue #64  |  Block 604,938  |  Disclaimer ~173 Days Until Halvening Sign up for the free weekly report in your inbox ! TOP STORIES The government competition for “blockchain” and stablecoins is heating up. It’s almost surreal to watch. We will be able to see them figure out

China's Weak Crackdown on Bitcoin, BTFD - E192

Dense episode today. We talk about the recent bitcoin price drop and how or if China had anything to do with it. China has come out with massive support for “blockchain” yet they are cracking down on cryptocurrency exchanges. Are we in crazytown or are they serious? We’ve seen

Seller Exhaustion - Bitcoin Pulse #7

Fundamentals Report 11/15/2019 #63

11/15/19  |  Issue #63  |  Block 603,958 |  Disclaimer ~180 Days Until Halvening Sign up for the free weekly report in your inbox ! TOP STORIES Lightning and Text I haven’t been this excited about a new app using bitcoin in a long time. Several days ago, Joost Jager released

Whatsat, FINCEN and DLT - E191

In this episode, I skip the price talk for the most part and talk about some news items. I take a deeper dive into Lightning Network for Bitcoin and the hot new app for private chat called Whatsat. Then go after Bianco the Chief of FinCEN and his comments quoted

Dripping Price, Falling Wedge - Bitcoin Pulse #6

Can Bulls Take Advantage? - Bitcoin Pulse #5

Quick Dip and Slow Grind - Bitcoin Pulse #4

Fundamentals Report 11/8/19 #62

11/8/19  |  Issue #62  |  Block 602,904  |  Disclaimer ~188 Days Until Halvening Sign up for the free weekly report in your inbox ! TOP STORIES Quantum Quantum computing is quickly becoming the next great FUD campaign in Bitcoin. At the beginning of the last great bull market in 2015 we

Market Structure Deteriorates, Show of Force Needed by Bulls - Bitcoin Pulse #3

Things Are Too Quiet - Bitcoin Pulse #2

Two Scenarios For the Coming Week - Bitcoin Pulse #1

China is All-in on Perpetual Motion Machines - E190

In this episode I go over the bitcoin price movements over the last week and hit on the big news items of the week. The first news item is the China’s complete U-turn into blockchain. The reason for this 180 is obvious if you have been paying attention. Of

Price, Layer 3, De-dollarization, and the Fed - Live Stream edit - E189

Bitcoin’s price explodes high today. I address current price movements in the first few minutes of the podcast, the we get into some deeper factors affecting the price. Our news today is about sidechains, lightning network, future on boarding, de-dollarization and Repo madness from the Fed continuing. FINCEN https:

18 Millionth Bitcoin Mined, Lightning Metrics and Not QE - E188

This episode is packed with information. We talk about Bitcoin scarcity as it relates to the 18 millionth bitcoin being mined, I give a unique estimate of the size of the Lightning Network using app statistics, and give you an update on what’s going on in the Repo market

Common Fallacies about Technical Analysis

Definition We start by defining our term. Most attempts to demean Technical Analysis start with faulty layman definitions. People often get lost on this very first step, maybe because the top search result sites, like Investopedia, give an oversimplified and erroneous definition.1 However, when we look to industry professionals

What the IRS Guidelines Mean for Bitcoin and Alts - E187

I’m back with an episode about the bitcoin price, the new IRS guidelines for bitcoin taxes, and some Ethereum news. There are pros and cons to the new IRS clarifications, and I go through all of those. Links for today https://coincenter.org/entry/irs-cryptocurrency-guidance-answers-some-questions-while-raising-messy-new-ones https://en.ethereumworldnews.com/

Live Stream - Price, IRS, Ethereum, Mining - Oct 9, 2019

IRS story https://coincenter.org/entry/irs-cryp… Ethereum drama https://www.coindesk.com/scam-or-iter… F2Pool https://bitcoinmagazine.com/articles/…

Bearish Vindication! Now, Time to Get Bullish - E186

After months of building bearish indicators, the Bitcoin price finally broke down. We called this correctly and are now sowing the seeds of the bullish move. I talk about lots of price things, good things about Bitcoin infrastructure, including traditional type products and lightning network. This community has been waiting

Repos Explained - E185

I’m back with a brand new episode of Bitcoin & Markets. Today I focus on bitcoin mining with the hashrate exploding and overnight repos from the Fed with liquidity drying up around the world. Of course, I give my predictions on price and opinions on the Bitcoin market as

Lightning Vulnerability and $1 Billion Transactions - E184

Things are slowing down in the Bitcoin market. Price has recovered, but too a hit today. We continue in the consolidation pattern. News items are interesting this week. I mentioned several on my free newsletter, but in the podcast I speak about malware using information from bitcoin transactions, lightning network

Not Based on Belief - E183

An excerpt taken from our member live stream. I was asked about money as a belief system and I laid out my argument for why that’s incorrect. Through out the 90 min live stream I was asked repeatedly about it, so I cut them all out and posted here.

Is the Price Dump Over? - E182

The price dropped this week as we’ve been talking about for several weeks. Will it continue down to the ultimate $8500 target? We discuss that, the overall state of the market including development on Lightning and on Bitcoin’s consensus layer. I give you a blast from the past

Crypto Fear and Greed - E181

I’m back with a great bitcoin episode, discussing price and a bearish contrarian take. The mining and developement in bitcoin. Lastly, I buzz around and give you some great news items you might not find on another podcast, including analysis of the Fed’s Powell speech today from Jackson

Is Bitcoin's Distribution Fair? - E180

A different format this week, I’m releasing the audio of this week’s live stream on Patreon. We talk about the Bitcoin Ponzi scheme in China that recent was busted and SEC news. The meat of the show is a reaction to the Dan Held v Vinny Lingham recent

Summing Up Markets and Gold vs Bitcoin - E179

This week sums up some of the macro events we’ve been seeing and analyzing how they fit into the recent bitcoin price movements. The end of the show is dedicated to my Gold vs Bitcoin debate for people new to this space that are discovering topics on money for

Breakout or Relief Rally? - E178

Huge news week this week. We talk about the Bitcoin price, of course, some Bitcoin mining news, and Layer 2 technologies really picking up pace on development, setting the stage for the next bull market. Next, I dive into Bitcoin Independence Day, the failing Federal Reserve, and finally bitcoin taxes

Price is All That Matters - E177

This week I go in depth on the Bitcoin price and the way in which the price is set. Many people disparage technical analysis and chart reading, but they also support other psychological measures. I don’t buy it. Price is the only thing that matters. You can’t partake

Congress Talks Bitcoin - E176

What a great week for Bitcoin. Congress grills Libra and talks bitcoin. Price is strong, but with a bit of downside risk. Altcoins continue to decouple, as they can’t keep up with bitcoin. As time goes on, the silly narrative that bitcoin is used for illicit exchange is going

Trump and Powell, Bullish or Bearish - E175

Listen here, SHARE and LEARN! In this week’s episode we discuss Bitcoin’s volatile price in depth. Will we see new highs or new lows? I also discuss the crazy bitcoin mining sector and how it’s been ramping up big time and if any altcoin or other cryptocurrency

Bitcoin Price, CME and Tether - E174

A slightly less crazy week in Bitcoin this week, but there’s still plenty of news out there. We cover the price, the incredible mining hashrate surge, new estimates on the lightning numbers. For the news items I pass on some insights about CME volumes, tether updates onto ethereum, and

Blow-off Tops & Consolidation - E173

In this episode I take time to discuss the price and historic bitcoin price movements. I touch on mining and lightning, and compare digital barter interoperability to interoperability with one money. Last, I cover the $13 trillion in negative yielding bonds.

We're All Turning Japanese Now - E172

Huge week this week in Bitcoin. We saw Facebook drop their whitepaper and other docs for their token Libra, Binance kicks out US customers, and the Fed refused to lower rates (yet). We cover all of that plus the fundamentals that are moving Bitcoin’s price.

How They Defend the Dollar - E171

Get up-to-date on all the prices, metrics and big news events from around Bitcoin every week. On top of our weekly metrics, I cover the Bakkt, Stablecoins, and the macro situation regarding fiat currencies and the events in the Gulf of Oman.

Bitcoin Banter 7 | Decentralizing YouTube

This episode was so fun to record. We have some great Bitcoin content creators on here, Guy Swann from Cryptoconomy, Brady from Citizen Bitcoin, Christian from POV Crypto, and Jeff from work on this show. This is a Part 1 of this banter, Part 2 will be out in a

Global Coin and Money - E169

This week we go on a trip through the fundamentals in Bitcoin and hit news items along the way. Specific news items I discuss are Tuur Demeester’s new Adamant Capital piece called A Note on the Bitcoin Rally, the block reward as a disruptive subsidy to hash rate, an

Your Bitcoin Bias - E168

This week in Bitcoin was dominated by the price and the budding of a culture war. People bring their own bias to Bitcoin, there’s no dominant bitcoin culture. You see what you want to see. This week we also saw a new All Time High is hashrate and difficulty

Price Drop, Hunting for Support - E167

We’re back with another Friday Fundamentals. Stats of note this week are the number of shorts falling off a cliff, the difficulty not budging dispite almost 2x in price movement in 2 months, CME volume is surging again, and mempool being elevated. Our one news item in this episode

Bitcoin Turns Bullish, Altcoins Turn Flaccid - E166

In this Friday Fundamentals episode, we hit some conflicting metrics from around the space, including technical divergence, stubborn sentiment, slow mining reaction, and lightning dynamics. For news we hit Representative Sherman’s stupid crypto bill, the Binance hack and a Tether update.

Tether is the Front Line - E165

This is a Friday Fundamentals episode where I go over the Bitcoin price, market sentiment, mining, and news that affect the fundamentals. Tether is grabbing headlines right now, but there’s a split growing among Bitcoin supporters. The old-timers seen to support Tether and Bitfinex, while others are overly harsh.

Bitcoin Banter 6 | Treasure Hunts, Privacy, and Price

This is the sixth episode in our Bitcoin Banter series, where our community gets together and chats on our discord server (link in the show notes). We bring our own topics and take questions from Twitter. We have a great episode this time! We talk about Satoshi’s Treasure, Wasabi

Tether and Bitfinex Get in Trouble - E163

On our Friday Fundamentals episodes we discuss price, sentiment of the market, mining, lightning and development. This episode we also discuss the big Bitcoin news of the day with the Tether and Bitfinex situation.

Building Bitcoin Demand, News and Rants - E162

No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks. Sovereign Bitcoin Bonds https://www.asiatimes.com/2019/04/article/kabul-tunis-in-sovereign-crypto-bond-race/  Bitmex bonds https://bitcoinist.com/sp500-stocks-nasdaq-bitcoin-bitmex/  Satoshi’s Treasurehttps://news.hodlhodl.com/news/global-puzzle-game-satoshi-s-treasure-offers-1m-bitcoin-prize-to-winner-3023

Bitcoin Banter 5 | Memes, Lightning, Price

E161 of Bitcoin & Markets – The 5th in our Banter series where we record our Discord voice chats. In this episode we discuss the great bitcoin memes, lightning development and its future, as well as price.

CME, Mining and China - E160

Lots of links for you today. CME is officially the largest exchange for bitcoin Lightning power users Backup difficulty calc “Bitcoin” trending in China “Hottest new keywords” Chinese Links  DYOR China Debt China wants stability China in trouble financially?

Price Action, Chinese Wet Season, and Fake Volume Discussion - E159

A Friday fundamentals episode full of metrics, insights, news and opinion about Bitcoin. We look at the fake volume reports from Bitwise and the new site OpenMarketCap that takes the reports findings into account. Bitwise OpenMarketCap Bitmain Chinese wet season, expect more FUD about all the hashrate in China Bitpiggys

Bitcoin Banter 4 | Taxes, Drones, Futurism, and Social Layer vs Markets

In this episode of Bitcoin Banter, we are talking on our Discord server about how bitcoin will affect taxes, we get cosmic about drones and their role in the battle between individual freedom and government, and finally we explore if bitcoin has a social contract/consensus or if it’s

Curve Inversion, Global Slowdown, Lightning Loop - E157

This is a Friday Fundamentals episode, so we take a look at a lot of metrics from around the space and simple technical analysis. After that we discuss fake volume and overweight altcoins. Finally, we talk about Lightning Loop. Volume Weighted Cap Fake volume Lightning Loop

Lightning, Tether and Security - E156

In this Friday Fundamentals episode I discuss Frances Coppola’s ignorance and dive into Lightning growth and how to think about it. Next, I hit on how China’s involvement in Venezuela is an example of US dominance waning similar to Russia’s beating the US in Syria. After that

Fakes and Feints - E155

In this Friday Fundamentals episode, I discuss price and important statistics of the Bitcoin network. News items I cover are proposed soft forks, BlockFi’s lending and earning interest on your bitcoin, an update on #DeleteCoinbase, dealing with document requests for your bitcoin addresses, Jack Dorsey on Joe Rogan, and

Bitcoin Banter 3 | Lightning, Coinbase and Venezuela

Woot! We are back with another Bitcoin Banter episode, where we record our community Discord chats. On this episode we go into Lightning Network growth and future, Coinbase’s anti-bitcoin behavior, and the situation down in Venezuela.

DeleteCoinbase and Yet More Stablecoins - E153

In this Friday Fundamentals episode you learn what’s up with Coinbase’s anti-bitcoin behavior and the #DeleteCoinbase movement, the potential entrance of Facebook into the space, and I highlight Cryptograffiti’s very cool bitcoin related activity in Venezuela. Plus much more. DeleteCoinbase FacebookCoin Cryptograffiti in Venezuela

Bitcoin Price, Coinbase and the IMF - E152

In this episode of Friday Fundamentals we, of course, touch on all the pertinent fundamentals of the Bitcoin network. Today’s news items are about Samsung’s “crypto” wallet, Janine’s take down of Coinbase, and the IMF once again being honest about their vision of a dystopian future. Samsung

Ethereum as Money - POV Crypto Interviews Ansel - E151

An interview with Christian of POV Crypto all about Ethereum. Their podcast is a unique because they have Bitcoiner and Ethereum Maximalist. Christian and I talk about the monetary properties of Ethereum and why it can hope to accrue value long term if it keeps changing it’s properties and

Price and Fundamentals, Ethereum and Block Size - E150

Along with Fundamentals on this show, I talk about Kraken making moves and I highlight a new metrics based news outlet called Longhash. After that I get into the problems in Ethereum development, with its centralization and bad morale. I close out the episode with a rant about the bitcoin

Bitcoin Banter 2

Bitcoin Fundamentals and World News - E148

Bitcoin Banter 1 | Series from Bitcoin & Markets - E147

Constantinople and Grin, Price and Fundamentals - E146

Interview with PayPod - E145

Deplatforming and Other Things w/ Max Hillebrand | Bitcoin is Freedom BIF12

Bitcoin Against the World, Price and Fundamentals Analysis - E143

Crypto Winter - E142

Listener Q&A Time - E141

Rekkt - E140

Bcash Drama and Riff - E139

Segwit2x Remembered

Segwit2X (2X) was the most universally hated hard-fork proposal in Bitcoin’s history. It’s cancellation on, 8 November 2017, marked the end of a two year scaling conflict, but many of the conspirators remain unapologetic, often lying about the nature of 2X and their involvement. Since they are still

Bitcoin Price and Fundamentals Analysis 11/2/18 - E138

Bitcoin Price and Fundamentals Analysis 10/19/18 - E137

Bitcoin Price and Fundamentals Analysis 10/14/18 - E136

Bitcoin Price and Fundamentals Analysis 10/5/18 - E135

Bitcoin Price and Fundamentals Analysis 9/28/18 - E134

Listener Q&A Time - E133

Fundamentals Report #3 - Sept 21, 2018

UPDATE YOUR NODE to 0.16.3 for bugfix Top Stories: The most recent difficulty adjustment, a major vulnerability handled extremely well by Core devs, a decision on the VanEck-SolidX ETF pushed back, Bitcoin privacy creeps forward. PDF of issue #3 By Ansel Lindner and Jeff See

Bitcoin Price and Fundamentals Analysis 9/21/2018 - E132

Fundamentals Report #2 - Sept 14, 2018

Bottom price holds, network volumes are down, Lightning bombshell, Bitgo as custodian vs Paxos and Gemini stablecoins. PDF of issue #2 By Ansel Lindner and Jeff See

Bitcoin Price and Fundamentals Analysis 9/14/2018 - E131

Skateboard Chris | Bitcoin is Freedom BIF8

Fundamentals Report #1 - Sept 7, 2018

PDF of issue #1 By Ansel Lindner and Jeff See

Bitcoin Fundamentals 9/7/2018 - E129

Listener Q&A Time - E128

Bitcoin Price Fundamentals Analysis 8/12/2018 - E127

Bitcoin Independence Day 2018

Crypto Rant - Bitcoin vs Altcoins and Austrians - E125

Bitcoin Price and Fundamentals 7/17/2018 - E124

Crypto Rant - Bullish Bitcoin, Bearish Altcoins - E123

Price Fundamentals 7/2/2018 - E122

Crypto Rant - News and Commentary 6/28/2018 - E121

Bitcoin Price and Fundamentals 6/23/2018 - E120

Cultural Consequences of Fiat Money - Part 1 | Bitcoin is Freedom BIF

Securities, Blockchain and DPoS - E118

Bitcoin Price and Fundamentals 6/11/2018 - E117

News and Ethereum vs EOS Rant - E116

Bitcoin Price and Fundamentals 6/2/2018 - E115

Bitcoin Price and Fundamentals 5/17/2018 - E114

Altcoin Bugs and Lightning Full Steam Ahead - E113

Bitcoin Price, Fundamentals, and Rant 4/30/2018 - E112

Bitcoin Threat Model w/ JW Weatherman - E111

Bitcoin Price Turns the Corner - E110

Bitcoin Not Bombs - E109

Getting Through Resistance - E108

Lightning Apps - E107

Offense and Defense - E106

Goxed - E105

Hello WCN and Bitcoin Fundamentals - E104

Guess Who's Back - E103

Lightning Network and Price Manipulation - E102

Breakdown of the Crash - E101

Bitcoin Fundamentals Strong, Ethereum Bugs - E100

Market Cap Attack - E99

End of Year Market Conditions and Ripple - E98

Metrics and Externalities - E97

Not a Bubble - E96

Fundamentals and Maximalism - E95

Fundamentals Confirming Price Increase - E94

PoW Bitcoin: Bitcoin's Wake - E93

PoW Bitcoin: Fundamentals, Futures and Flyer - E92

PoW Bitcoin: Everything is Going According to Plan - E91

PoW Bitcoin: Tether Scam - E90

PoW Bitcoin: Bitcoin Is So Entertaining - E89

PoW Bitcoin: I Accidently Killed It - E88

PoW Bitcoin: Nothing to Worry About - E87

PoW Bitcoin: Bcash Tricks and CME - E86

PoW Bitcoin: Bitcoin Futures, Market Update - E85

E46: Metronome Reaction

PoW Bitcoin: Segwit2x, Futures, and Q&A - E83

PoW Bitcoin: Mainstream Demand - E82

PoW Bitcoin: All Systems Are Go - E81

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This is a test post for membership restriction. Please disregard.

PoW Bitcoin: Market Update and Russia - E80

PoW Bitcoin: Bizcoin - E79

PoW Bitcoin: I'll Take That Bet - E78

PoW Bitcoin: Breakout Time - E77

PoW Bitcoin: Confidence Returns to Bitcoin - E76

PoW Bitcoin: Market Update and the BIS - E75

PoW Bitcoin: China, Dimon, and Regulators - E74

PoW Bitcoin: CEOs Don't Speak For Users - E73

PoW Bitcoin: China Bans ICOs - E72

PoW Bitcoin: NO2X - E71

PoW Bitcoin: De-dollarization - E70

PoW Bitcoin: Bcash Jump Mining - E69

PoW Bitcoin: Bitcoin Foundations - E68

PoW Bitcoin: Bitcoin in Space - E67

PoW Bitcoin: Pause in the Bitcoin Price - E66

PoW Bitcoin: Did Something Just Break In Stocks? - E65

PoW Bitcoin: Bitcoin Upgrades and the Future - E64

PoW Bitcoin 8/6/2017 - E63

PoW Bitcoin: Bcash Debrief - E62

PoW Bitcoin 7/29/2017 - E61

PoW Bitcoin: Resilient Bitcoin - E60

PoW Bitcoin: Thank You Segwit - E59

PoW Bitcoin 7/20/2017 - E58

PoW Bitcoin: Segwit Signaling - E57

PoW Bitcoin: Janet Yellen and the Dollar - E56

PoW Bitcoin 7/10/2017 - E55

Megablockers - E54

E44: Bitcoin Economics

PoW Bitcoin 7/1/2017 - E52

PoW Bitcoin: Bitcoin Triangles, Dollar Drop - E51

Segwit2x, GDAX Ethereum Crash - E50

Fundamentals and Mempool - E49

Market Update, Price, Fundamentals, Segwit, BU - E48

Breaking News: Bitmain Activated Hard Fork - E47

E43: Soft Forks and Hard Forks

E42: UASF and The Compromise

E41: Bitcoin Roundup

E40: ASICBoost and Criminals

E39: Top 10 Ethereum Tokens

E38: Fear Uncertainty & Doubt

E37: User Activated Soft Fork

E36: COIN ETF & Bitcoin Pump

E35: Don't Fight Nature

Trending Topics Price rollercoaster, segwit on Litecoin, COIN ETF 11 Mar 9:00 – Bitcoin Maximalist Roadmap Economics of Decentralization First, we argued against buttcoiners, Tim Swanson being a great example. They were the first skeptics of bitcoin and forced bitcoiners to really learn the economic arguments for decentralization. Some people

E34: Season of Chaos

Trending Topics Price rollercoaster, segwit on Litecoin, COIN ETF 11 Mar SWIFT Cyberattacks Continue The SWIFT system continues to suffer from cyberattacks. They have entered red alert status. They can’t stop these attacks because they are somewhat decentralized, because they were founded before the internet, and their clients won’

E33: Eurocrat Confusion

Antifragility is a property of systems that increase in capability, resilience, or robustness as a result of stressors, shocks, volatility, noise, mistakes, faults, attacks, or failures. It is a concept developed by Professor Nassim Nicholas Taleb in his book, Antifragile and in technical papers. As Taleb explains in his book,

E32: Japan is Coming

Bits and Pieces Trending Topics Fake volume goes away in China, Mempool, Segwit vs BU Coinbase Co-Founder Exits I speculate a little on what’s happening with coinbase. I think there could be an aquisition this year, as soon as there’s some decision on the IRS thing. In the

E31: China Did What?

A better world won’t be won with votes, guns, bombs or tanks. It will be won with encryption, 3D printing, dronesand bitcoin. – @coollikeme I’m back from my long holiday break. Thanks for all the love from my listeners and questions about the new episode. Sorry for the extended

Categories of Bitcoin Companies

What is a “bitcoin company”? This question came up recently and made me put my disparate thoughts to paper as it were. This information is based on experience over several years intimately following the bitcoin ecosystem. Each definition below isn’t unique by itself, but I have built a uniquely

Bitcoin 101: The Blockchain

E30: Bitcoin Highs, Ver Lows

Bits and Pieces Trending Topics bitcoin price increase, Circle, ECB/Euro, Fed Hikes Circle is dropping bitcoin buying and selling This was a bit of a surprise to me, but now that it’s happened it’s pretty obvious. Circle stopped allowing buying and selling bitcoin in their wallet, instead

E29: Ransomware, M-Pesa and Currency War

Bits and Pieces Trending Topics bitcoin price increase, Segwit vs BU, Ethereum price, Coinbase and the IRS The Secret, Dangerous World of Venezuelan Bitcoin Mining Venezuelans are in a very bad situation. They’ve lost control of inflation and have entered hyperinflation. That’s not new to listeners, but what

Blockchain Rules of Thumb

A blockchain is enigmatic, yet it’s the hottest thing in Fintech. How is it that we are flooded with wild claims about what blockchains can do, but very few people can describe them in a coherent way? During two plus years of blockchain hype, all efforts to harness the

E28: Bitcoin is Back

Bits and Pieces Trending Topics Segwit, Unlimited, Coinbase and the IRS, R3 Bitcoin on Blindspot TV Series I recently started watching the first season of Blindspot and one of the first few episodes they introduced a character called Rich Dotcom, a dark net millionaire that made all his money on

E27: Altcoins, India and the East

Bits and Pieces Trending Topics Segwit, Unlimited, bitcoin in India, US Elections, bitcoin vs gold LISTENER story – Bloomberg article bashing on bitcoin. I think we’ll see fewer “bitcoin is dead” and more “bitcoin sucks compared to xyz”. It’s a subtle but noticable shift of narrative. LISTENER story – Article

E26: Wimps and War

Bitcoin price at recording is 5108 CNY/ 744 USD. The trend is distinctly up. We are headed to test the June highs of $789. I expect more volatility above the June highs. Difficulty experienced a small decline of -1.9% last week, after two consecutive large increases of 6 and

Bitcoin 101: Digital Cash

Bitcoin 101: What is Bitcoin?

E25: SegWit, Attacks, and Wikileaks

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482696/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] Bits and Pieces SEGWIT Drama Part 1) ViaBTC Standoff This mining pool has taken a political stance against scaling bitcoin,

E24: Blockchains and Cheap Power

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482699/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks.

E23: Sound Money and Anti-fragility

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482702/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks.

E22: Bitcoin Is That Exit Door

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482705/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] Brave The World audio from YouTube

E21: TumbleBit, Drones, and Peaceful Protests

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482708/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] Kaepernick clip from The Kyle Kulinski Show, which airs live on Blog Talk Radio and Secular Talk Radio Monday – Friday

E20: Bitcoin 0.13.0 Alert

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482711/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks.

E19: Selling Stolen Funds

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482714/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] In this episode I talk about the Olympics and nationalism on display, Ethereum White Hat laundering stolen ETC, and the

E18: Bitfinex and Government Apologists

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482717/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] In this episode I talk about Ethereum Classic vs Ethereum Hard Fork. Then Turkey’s coup and new eastward alignment.

E17: Hard Forks Are Bad

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482723/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks.

E16: Central Banks of the Bitcoin Space

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482726/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks.

E15: We Are Making Progress

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482735/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks.

E14: Ethereum Drama and Steemit Hack, Bitcoin Unaffected

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482738/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No specific show notes for this episode. Please suggest and edit on the Contact page. Thanks.

E13: Bitcoin Coming to Italy, Selective Bit License Enforcement

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482741/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No special show notes for this episode. Please suggest an edit on our Contact page. Thanks.

E12: The Fed Should Be Jealous of the Halvening

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482744/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] No show notes for this episode at this time. Please suggest an edit on the Contact page. Thanks.

E11: Don't Blockchain All The Things

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482747/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] This episode is simple, it’s just my thoughts on the whole blockchain everything movement out there. I talk about

E10: Brexit and the European Breakup

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482750/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] I talk about the Brexit and its fallout. Trade blocks are forming quickly and Europe will be cut out. This

E9: Bitcoin vs Gold

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482753/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] In this episode I discuss a topic that comes up quite often for me, a Gold Standard vs a Bitcoin

E8: DAO Wars

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482759/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] This is an update on the DAO and Ethereum situation. It’s a continuation from my EP5, from several weeks

E7: The Power of Bitcoin

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482762/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] Sorry guys, no Lisk today. Their whitepaper is MIA, undergoing revision. I asked for a copy, but no luck. I’

EP6: They Are Coming

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482765/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] This episode gets into conspiracy land about oil and lessons the bitcoin community can learn from that situation. But first

EP5: DAO Cluster, Regulation as a Prison, and Elite Confusion and Contempt

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482768/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] In this episode, I give you a few updates on the developing DAO situation, discuss a great comment by the

EP4: Everything I know about the DAO

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482771/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] I breakdown everything I can about the DAO, from definitions to politics, including some interesting critiques that I hope can

EP3: R3CEV Raises Money, Banks Don't Get It, and Steel Trade Wars

[podcast src=”https://html5-player.libsyn.com/embed/episode/id/9482774/height/90/theme/custom/thumbnail/no/direction/forward/render-playlist/no/custom-color/696f93/” height=”90″ width=”100%” placement=”top” theme=”custom”] In this episode I talk about “blockchain no bitcoin” in regards to R3CEV’s new funding round. I also, dissect

EP2: Demographics and the Rise of the Millennials

Debt and Demographics Japanese Central Bank Total Assets Japan debt to GDP World Bank Why can’t japan shake it’s economic malaise? Two words: old people. Japan economic malaise TECHBUREAU RAISES $6.2 MLN, FORMS PARTNERSHIPS FOR BITCOIN SERVICES DEVELOPMENT Japan’s Demographic Crisis: Any Way Out? Japan, Bitcoin

EP1: Bitcoin and Markets – The Gavin Situation

Hello World. In episode one I cover Liberty Reserve founder going to prison, my favorite quote from Consensus 2016, the rise of USDJPY trading volume, and the Gavin Andresen situation.