BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)

<p><strong>IN THIS EPISODE, YOU’LL LEARN:</strong></p><p>00:00 - intro </p><p>01:37 - What's the mastermind's thoughts on FTX and SBF?</p><p>10:22 - What's happening with Gemini, DCG, Genesis, &amp; GBTC?</p><p>14:37 - What's the group's thoughts on Binance?</p><p>15:04 - Why is a risk assessment of counterparts risk so important?</p><p>15:04 - Thoughts on liquidity and how to use it to understand volatility limits.</p><p>22:30 - An overview of Fixed Income Markets and High Yield Debt.</p><p>41:39 - Thoughts on inflation and what it might trend towards in 2023.</p><p>58:16 - The 30-year versus the 3-month and what that means for FED policy moving forward.</p><p>01:15:46 - Is China demand coming back online?</p><p>01:25:33 - What potentially causes a final capitulation for this cycle (will there even be one)?</p><p>01:31:05 - What to expect from the price of Bitcoin in 2023.</p><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li><a href="https://twitter.com/JoeCarlasare" rel="noopener noreferrer" target="_blank"><strong>Joe Carlasare's Twitter</strong></a>.</li><li><a href="https://twitter.com/stevenmcclurg" rel="noopener noreferrer" target="_blank"><strong>Steven McClurg's Twitter</strong></a>.</li><li><a href="https://twitter.com/VailshireCap" rel="noopener noreferrer" target="_blank"><strong>Jeff Ross's Twitter</strong></a>.</li><li><a href="https://www.amundsendavislaw.com/professionals-Joe-Carlasare" rel="noopener noreferrer" target="_blank"><strong>Joe's legal practice</strong></a>.</li><li>Steven's <a href="https://valkyrieinvest.com/about-us/" rel="noopener noreferrer" target="_blank"><strong>Valkyrie Investments</strong></a>.</li><li>Jeff's Investment Management Fund: <a href="https://vailshire.com" rel="noopener noreferrer" target="_blank"><strong>Vailshire Capital</strong></a>.</li><li>Related Episode: <a href="https://link.chtbl.com/BTC078" rel="noopener norefer