Sam Callahan and Beau Simon join me for a 2023 year-in-review of the bitcoin markets episode to wrap up the year for Value Stack Episode 45.

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 and 2024 bitcoin price predictions and more.

Chapters

0:00 Intro5:57 What happened with interest rates in 2023?15:00 Regional banking crisis of 202317:00 Bitcoin mempool fees all time high20:00 Bitcoin ETF and BlackRock26:10 RIP Charlie Munger28:40 SBF, CZ, Etc all going to jail33:00 Is a Bitcoin ETF approval good for Bitcoin?48:12 FedNow launches in 202355:00 Too big to fail US banks59:00 Federal reserve 2024 policy predictions1:03:00 Lyn Alden post-ww2 bond thesis correlation1:07:00 Millennials and the 2023 housing market1:17:30 Inflation Reduction Act and CHIPS Act1:19:30 Bitcoin hashrate doubles in 20231:23:40 2024 Bitcoin halving predictions1:25:30 Reflecting on lessons from the last cycle1:28:30 Personal highlights of 20231:39:40 Revisiting our 2023 predictions1:40:30 2024 Bitcoin predictions

⁠Follow Sam and Beau on X: https://x.com/samcallah // https://x.com/shaperfundsSupport the show: https://valuestack.xyz/support