FedWatch 145 - Public Thoughts on Bitcoin 2023, plus Macro Update

<p>Hosts: <a href="https://twitter.com/AnselLindner">Ansel Lindner</a> and <a href="https://twitter.com/ck_SNARKs">Christian Keroles</a></p> <p>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. </p> <p>Find all charts and links at <a href="https://bitcoinandmarkets.com/fed145">bitcoinandmarkets.com/fed145</a></p> <p>In<a href="https://www.youtube.com/live/ZmRkkBpt7i8"> this episode</a>, CK and I are joined by Chris Alaimo to discuss our macro takeaways from the Bitcoin 2023 conference and then refocus on the macro situation at hand via charts of bitcoin, the dollar, oil, and US Treasuries. Lastly, we discuss recent numbers of the deteriorating Chinese real estate market.</p> <p>In our comments on the conference, we tried to relate our thoughts back to the macro picture to keep it on-topic for this podcast. We mentioned the fact that even though attendence was down, there might have been more bitcoiners there, since last year was a lot of altcoin attendees. Also, there was a palpable shift from speculation toward serious topics this year. Politicians were some of the biggest speakers, and it came across as if the bitcoin voting block is becoming an important thing.</p> <p>Other comments we have center around bitcoin becoming a &quot;big tent&quot;, where lots of different interests, professions and concerns live, all maturing at a slightly different rate. I mentioned that all these different concerns, like money and banking, politics, energy and environment, art and culture, etc., each have their own Overton Windows, and bitcoin is infiltrating all of them.</p> <p>On the macro side of the house, we discussed the bitcoin price, stocks, and bonds. Please see the charts below.</p> <p>Lastly, I read th