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
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 Price Analysis and Macro ft. Tone Vays - FED98 Bitcoin cycles and current market price with Tone Vays
Supply Chains by the Numbers - FED97 Demand destruction, supply chains getting better, and inventory glut in the US.