Sep 30, 2023
Bitcoin & Markets: Macro, money, geopolitics and news
LIKE AND COMMENT!!
In this episode, I discuss collateral re-use and collateral multiplier. Similar to Fractional Reserve Banking, collateral rehypothication creates a hyper-elastic environment for US Treasuries, in good times. In bad times, this behemoth takes time to turn, but when it does collateral chains start to shorten and their is a move into the primary market for US Treasuries. This causes rates to at first look like a dollar shortage and turn into a collateral shortage, a certain period prior to credit events or recession. Right now, with rates still going up, we can know the shadow banking system has not turned yet, and we have at least 6-12 months left before a recession will hit. Enjoy.
Thanks for listening. If you are reading this, hit the like and subscribe button in your podcast app or on Youtube or Rumble!
Links
Full write up and charts
https://bitcoinandmarkets.com/e374
Link to tweet: https://twitter.com/AnselLindner/status/1707028476564259202?s=20
Link to paper mentioned: https://t.co/juZcU1hz4U
YouTube: https://www.youtube.com/@btcmarketupdate
Rumble: https://rumble.com/c/BTCandMarkets
Twitter https://twitter.com/AnselLindner
Telegram https://t.me/bitcoinandmarkets
FREE weekly newsletter https://tinyurl.com/2chhbnff
Value 4 Value:
Fountain app: https://www.fountain.fm/show/vDnNMS9zY6Ab2ZAMsMJ2
Strike: https://strike.me/ansellindner
Cash App: https://cash.app/$AnselLindner
---
Disclaimer: The content of Bitcoin & Markets shall not be construed
as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/
#bitcoin #macro #geopolitics