2023 Bitcoin Market Recap with Sam Callahan and Beau Simon | Value Stack 45
Table of Contents
Show Description
Sam Callahan and Beau Simon join me for a 2023 bitcoin market recap episode and a year-in-review of the events of this year. We talk market cycles and how SBF, CZ, and other people are now going to jail. We talk about interest rates and how the economy has done this year, make predictions on monetary policy, talk the halving, plans for parties next year, the crypto industry health, 2024 bitcoin price predictions and more.
Timestamps
- 0:00 Intro
- 5:57 What happened with interest rates in 2023?
- 15:00 Regional banking crisis of 2023
- 17:00 Bitcoin mempool fees all time high
- 20:00 Bitcoin ETF and BlackRock
- 26:10 RIP Charlie Munger
- 28:40 SBF, CZ, Etc all going to jail
- 33:00 Is a Bitcoin ETF approval good for Bitcoin?
- 48:12 FedNow launches in 2023
- 55:00 Too big to fail US banks
- 59:00 Federal reserve 2024 policy predictions
- 1:03:00 Lyn Alden post-ww2 bond thesis correlation
- 1:07:00 Millennials and the 2023 housing market
- 1:17:30 Inflation Reduction Act and CHIPS Act
- 1:19:30 Bitcoin hashrate doubles in 2023
- 1:23:40 2024 Bitcoin halving predictions
- 1:25:30 Reflecting on lessons from the last cycle
- 1:28:30 Personal highlights of 2023
- 1:39:40 Revisiting our 2023 predictions
- 1:40:30 2024 Bitcoin predictions
- 1:46:00 Book highlights of 2023
- 1:49:15 Outro – 2023 Milestones
Social Media
