Respect The Market, Like Bitcoin More

  • FOMC meeting on March 17

  • Recent market reactions to Fed talks - not great

Bitcoin Breakdown - Why we’re bullish

20:15 - Explaining the bull case

  • Bitcoin as a part of the general tech bull run

  • Pegging Bitcoin to the value of gold

  • The Tether risk

27:00 - What are the fundamentals for Bitcoin?

  • Inflation, and accelerating inflation, as a driver

  • The alternative to traditional fiat currencies

  • The adoption story, especially at the institutional level

  • The dominant cryptocurrency leads to network effect

32:00 - How sure are we about inflation given the drop in demand?

  • Money printing might go on too long

  • Economic recovery + extensive Fed support = inflationary environment

  • Oil price, ISM index, and PCE index all signs of inflation

  • Watching the trend closely in bitcoin

The Week Ahead - What To Watch For - 37:15

  • What might take us from “Chickenbear” to Bear or vice versa

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Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Disclaimer: All investments have many risks and can lose ...

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