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.
In this episode, I go deeper into the Genesis, Digital Currency Group (DCG) and FTX connection. We discuss several important macro charts I included on the main show notes page, like Bitcoin, the dollar, the Hong Kong dollar, stocks and gold. Lastly, I read through an article about the shortage of young workers already becoming a problem in China, and the worst of the demographic collapse has yet to come.
- Andreas Steno tweet thread
- China having trouble with young workers
- Texas Work Group on Blockchain Matters
Charts and images
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**DISCLAIMER: This is not investment advice, do your own research.**