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Jan 2023
1h 35m

BTC112: Bitcoin Macro Mastermind 1st Q ...

The Investor's Podcast Network
About this episode

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

01:37 - What's the mastermind's thoughts on FTX and SBF?

10:22 - What's happening with Gemini, DCG, Genesis, & GBTC?

14:37 - What's the group's thoughts on Binance?

15:04 - Why is a risk assessment of counterparts risk so important?

15:04 - Thoughts on liquidity and how to use it to understand volatility limits.

22:30 - An overview of Fixed Income Markets and High Yield Debt.

41:39 - Thoughts on inflation and what it might trend towards in 2023.

58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.

01:15:46 - Is China demand coming back online?

01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?

01:31:05 - What to expect from the price of Bitcoin in 2023.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


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