2022 Recap with Beau Simon and Sam Callahan | Value Stack 28

2022 has been a heck of a year in bitcoin. With so much contagion in the crypto lending space, it’s definitely made for one to remember. For Value Stack 28, Beau and Sam joined me for a 2022 bitcoin and crypto markets year-in-review episode.

This one is a long one and we had some fun with it, so kick back and join us with your favorite beverage as we try to find the silver linings going into 2023, and why we’re still as bullish on bitcoin as ever.

Value Stack 28 – A 2022 Year-In-Recap, with Sam (@samcallah) and Beau (@shaperfunds)

We discuss:
– The crypto lender blowups
– How it all started with GBTC
– Bitcoin miner capitulation
– Navigating historic Fed policy
– Why we are still bullish as ever going into 2023 pic.twitter.com/PxAyOABa1D
— Value Stack Podcast (@valuestackpod) December 31, 2022

Audio

Video

Topics

0:00 Intro – Describe 2022 in one word
8:30 Crypto lender contagion
20:00 Navigating historic interest rate tightening
33:40 Discussing the economy of China post-covid
51:00 Intermission
51:52 Orange-pilling in a bear market
57:05 “steady lads, deploying more capital” – lending contagion pt 2
1:01:45 The sh*tshow that is GBTC
1:08:55 Gary Gensler and the SEC
1:13:00 Climbing hashrate causes miner capitulation
1:25:00 Global energy crisis – plummeting U.S strategic petroleum reserve
1:37:45 Intermission pt 2
1:41:16 FTX implodes
1:51:20 Navigating the short-term economic policy
2:06:05 Why bitcoin is different
2:09:14 2023 bitcoin predictions