BROADCASTS.com

Published: July 16, 2023, 3:09 p.m.

b'

Hosts: Ansel Lindner and Christian Keroles

\\n

Watch this Episode: YouTube\\xa0 ||\\xa0 Rumble\\xa0

\\n

Fed Watch is a macro podcast with a clear contrarian thesis of a deflationary breakdown of the financial system leading to bitcoin adoption. We question narratives and schools of thought, and try to form new understanding. Each episode we use current events to question mainstream and bitcoin narratives across the globe, with an emphasis on central banks and currencies.\\xa0

\\n

Find all charts and links at bitcoinandmarkets.com/fed152

\\n

In this episode, we discuss breaking news about Ripple vs SEC, get CK\\u2019s bitcoin ETF thoughts, talk US CPI and forecasts for CPI going forward, bitcoin price, the dollar, and the new Lummis \\u201ccrypto\\u201d bill proposed in the US Senate.

\\n

There was a summary judgment in the Ripple vs SEC case right before we went LIVE. There is mass confusion out there right now, about what this ruling actually means. We read some legal opinions and discuss.

\\n

The big story for this episode is US CPI crashing to under 3%. We cover the charts and talk about being right about \\u201ctransitory\\u201d all along. Now that CPI has returned to \\u201cnormal\\u201d the next discussion you\\u2019ll hear from macro pundits is about recession. We discuss seasonal timing, and what to expect for recession, CPI, and from the Federal Reserve going forward.

\\n

Next up, we cover the dollar which has had an amazingly weak last few days, crashing to new cycle lows. What exactly is happening with the dollar is not clear yet. There is trouble with the Chinese yuan, so perhaps this is manipulation by the Chinese. We\\u2019ll have to wait and see how this goes, but I personally do not expect the dollar weakness dramatically. It should rally soon enough.

\\n

Lastly, we discuss the new \\u201ccrypto\\u201d bill introduced in the US Senate by Senator Lummis. It has a lot of language around \\u201ccrypto assets\\u201d and \\u201ccrypto asset intermediaries\\u201d that seems to try and let all the scammers off the hook. We conclude that this bill will likely not make it very far.

\\n

Thanks for joining us! If you are reading this, hit the like and subscribe button!

\\n

Constant updates on bitcoin and macro

\\n

Free weekly Bitcoin Fundamentals Report

\\n

Ansel Lindner On Twitter

\\n

Christian Keroles On Twitter

\\n

\\n

• Coinshares reports

  \\n
\\n

• Lummis "crypto" bill

  \\n
\\n

\\n

If you enjoy this content please LIKE, SUBSCRIBE, REVIEW on iTunes, and SHARE!

\\n

Written by Ansel Lindner

\\n

Find More and Follow

\\n

\\n

Lower your time preference and lock-in your BITCOIN 2024 Nashville conference tickets today! Use the code BMLIVE for a 10% Discount!

\\n

\\u2060\\u2060https://b.tc/conference/2024\\u2060\\u2060

\\n

Use promo code: BMLIVE for 10% off everything in our store

\\n

\\n

THIS EPISODE\\u2019S SPONSORS:

\\n

River

\\n

Samara Competition

\\n

Bitcoin 2024 Nashville

\\n

Bitcoin Magazine

\\n

Bitcoin Magazine Pro

\\n

Bitcoin Amsterdam

\\n

'