BTC154: Bitcoin and Macro Mastermind Q4 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 31 October 2023
⏱️ 80 minutes
🧾️ Download transcript
Summary
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
The Current Bull Market in Bitcoin - what's driving it
The DTCC Website listing various Bitcoin ETFs
Will the Bitcoin ETF even bring new interest to Bitcoin
What is happening in the treasury market right now
What's the broader implications of the treasury market moves
Oil
PBOC Liquidity injections and overall outside influences to liquidity
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Transcript
Click on a timestamp to play from that location
| 0:00.0 | You're listening to TI-P. |
| 0:03.0 | Hey everyone, welcome to this Wednesday's release of the Bitcoin Fundamentals podcast. |
| 0:06.8 | On today's show, we have the fourth quarter, 2023, Mastermind Discussion, with Joe Carlisari, |
| 0:12.4 | Jeff Ross, and Steven McClurk. |
| 0:14.6 | We cover a broad range of macro in Bitcoin topics. |
| 0:17.9 | Steven and Joe come armed with tons of information about the Bitcoin Spot ETF filings. |
| 0:23.2 | We have a big debate on all the events that seem to be converging at the start of the new |
| 0:27.0 | year with the reverse repo aggressively getting drained to provide liquidity and much, much more. |
| 0:32.7 | This is one of my favorite conversations that have throughout the year, and this is definitely |
| 0:36.8 | one you won't want to miss. |
| 0:38.6 | So with that, let's get started. |
| 0:57.0 | Hey everyone, welcome to the show. |
| 1:04.8 | We are back with the Mastermind fourth quarter, 2023, Man Time Flies, and I'm glad it does |
| 1:12.0 | because I look forward to this conversation every time we got Joe Carlisari, Jeff Ross, |
| 1:17.9 | Steven McClurk, Gents, just a few things happening right now. |
| 1:23.8 | Just a few. |
| 1:25.9 | I think you all know where I'm starting, right? |
| 1:28.1 | You all know where I'm starting. |
| 1:29.5 | It's, there is so much drama, so much drama on the internet on Twitter right now. |
| 1:36.7 | Just so folks know, the end of last week was a coin desk came out with a tweet, everybody, |
| 1:45.5 | including myself retweeted, and they announced that the Bitcoin ETF, the BlackRock ETF was approved. |
| 1:53.8 | And my lord was there a reaction, not just in the price, but like with everybody winging |
... |
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