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.
BOOKS AND RESOURCES
- Luke Gromen’s FFTT Newsletter.
- Luke Gromen's Twitter.
- Luke Gromen’s Books on Amazon.
- Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video.
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