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.