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.
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.