Bitcoin & Markets

Latest Episodes:

Case for Deflation Part 1 - E211 Apr 22, 2020

Show notes

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

In part two, I'll discuss the differences I see between debt based money, fiat and commodity money.

Website: https://bitcoinandmarkets.com/e211

Brent Johnson Dollar Milkshake: https://www.youtube.com/watch?v=2qTOWuL7Zco

Jeff Snider Eurodollar University: https://alhambrapartners.com/commentaryanalysis/

Milton Friedman: https://hyp.is/noW7qIMXEeqhrfee8b0bew/en.wikiquote.org/wiki/Milton_Friedman

Mises: https://hyp.is/GEy2cIKmEeq7Nh9KeQH1ug/mises.org/library/economic-freedom-and-interventionism/html/p/123

Bitcoin Market Commentary, Read Through - E210 Apr 05, 2020

Show notes

Hi Bitcoiners, I'm reading through my Friday newsletter The Fundamentals Report along with my extra commentary. Topics covered are the virus and effects of lock downs and shortages in gold and the dollar. I also talk about how bitcoin fits into this market.

Show notes post: https://bitcoinandmarkets.com/e210/

Report: https://bitcoinandmarkets.com/r83/

General Update, Virus, Dollar, China and Japan - E209 Mar 30, 2020

Show notes

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

China consumer credit: https://www.zerohedge.com/economics/scope-pain-immense-chinas-consumer-default-tsunami-has-started

Japanese bonds: http://archive.vn/ao4qM

Website: https://bitcoinandmarkets.com/e209

A Devalued Government - E208 Mar 23, 2020

Show notes

In this episode I use a tweet by Pierre Rochard and a video from Daniel Hannan as a jumping off point to talk about globalization, the growing distrust in our institutions, non-monetary rewards, and what this current crisis will lead to.

Links:

Pierre's tweet: https://twitter.com/pierre_rochard/status/1242103963287203840

"If everyone added to their cash balances during the good times, they wouldn't need to beg politicians and central bankers for bailouts during the bad times. But inflation penalizes cash balances. This is why we #Bitcoin."

Daniel Hannan video: https://www.youtube.com/watch?v=94lW6Y4tBXs

Website: https://bitcoinandmarkets.com/e208

Fed Panic Dollar Melt Up - E206 Mar 17, 2020

Show notes

In this episode, I break the news that the Fed has cut interest rates to zero and launched QE 5. The Fed is not in charge of interest rates, they follow the market. Interest rates were already close to zero in the market, so this move by the Fed was reactionary. They have lost control. I also talk about currency swaps and how to position yourself for the coming financial reset.

Image link: https://bitcoinandmarkets.com/wp-content/uploads/2020/03/ust-vs-fed-funds.png

News article: http://archive.vn/H92Ea

Transcript of rate cut: https://www.federalreserve.gov/newsevents/pressreleases/monetary20200315a.htm

Highlighted transcript of rate cut: https://hyp.is/go?url=https%3A%2F%2Fwww.federalreserve.gov%2Fnewsevents%2Fpressreleases%2Fmonetary20200315a.htm&group=__world__

Transcript of liquidity announcement: https://www.federalreserve.gov/newsevents/pressreleases/monetary20200315c.htm

51% Attacks Arent That Easy - E205 Mar 02, 2020

Show notes

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

Tweet: https://twitter.com/SGBarbour/status/1231344795991175168

Website: https://bitcoinandmarkets.com/e205

Coronavirus and Macro Update - E204 Feb 28, 2020

Show notes

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

https://bitcoinandmarkets.com/e204

https://patreon.com/bitcoinandmarkets/

Externalities of Non-Native Assets - E203 Feb 24, 2020

Show notes

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/BobMcElrath/status/1231633707406151681

Safe Harbor for Scams? - E202 Feb 21, 2020

Show notes

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 actions in the space.

Article link: http://archive.ph/8bq9n

Wuhan Coronavirus and Bitcoin Mining and Price - E201 Feb 15, 2020

Show notes

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 are:

Decrypt https://decrypt.co/18609/coronavirus-shuts-down-chinese-bitcoin-mine

Coindesk: http://archive.ph/23BUf

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