BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

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We Study Billionaires - The Investor’s Podcast

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In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.



IN THIS EPISODE YOU’LL LEARN:

  • The current Fed/Treasury cap on USD and UST yields.
  • Potential changes in how housing inflation is measured.
  • The implications of a $1.8 trillion housing stimulus.
  • The backlog in transmission interconnections and its impact.
  • Key trends in commodities like copper and uranium.
  • Insights into the Japan treasury market.
  • The effects of stablecoins on the dollar’s utility.
  • How these macroeconomic factors could impact Bitcoin.



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