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Rough Consensus is a set of conversations between Checkmate, and the brilliant analysts who specialise in markets, macro, and Bitcoin.
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진행자:
업데이트 빈도:
every 22 days
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56 minutes
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에피소드 16 개
2024년 5월 16일부터
episodic
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G’day Folks,
The world is working its way through a very interesting rotation of capital, with the US bond market being a primary recipient. In many ways, this runs counter to Bitcoin intuition, since who in their right mind would want to lend a government money?
To talk through these dynamics, we …
이전 에피소드 🔗
G’day Folks,
A few weeks back, I prepared a piece titled Securing the Bag, where I laid out my thoughts on Bitcoins proof-of-work security model, and how I expect it to play out long term. Everything from the declining security budget, to the risk of a nation state 51% attack.
Off the back of this,…
G’day Folks,
Today I had the great pleasure of talking with Travis Kling from Ikigai Asset Management, and having a conversation that was long overdue. I have followed Travis for many years now, and he has no shortage of experience analysing, and observing how this weird market trades.
Way back in …
G’day Folks,
I was delighted to catch up with Larry Lepard once again to talk about his new book The Big Print. Having monitored and invested in markets for many decades, Larry has an incredible depth of knowledge and experience, and a real knack for telling the story from his unique perspective. L…
Today, we're releasing the latest edition of the Rough Consensus podcast with Jeff Walton (@PunterJeff) covering our thinking about MicroStrategy.
Jeff was very early to the MSTR trade, and has done an extraordinary amount of work thinking through the problem. I am a huge fan of analysts who do the…
G’day Folks,
Today I jumped on the phone with Murad Mahmudov, who has been around the Bitcoin and onchain world for a very long time. Back in 2018, Murad was the guest on a podcast with Pomp titled the Ultimate Bitcoin Argument, which was one of the key orange pill moments for me personally. I high…
G’day Folks,
I had the great pleasure of meeting Alex Thorn in Nashville, where we were joined by Dylan LeClaire to discuss whether the 4yr Bitcoin cycle is likely to persist. This is a question I get all the time, and one which I am still processing my own thoughts around.
After listening to a tre…
G’day Folks,
Permabull Nino is one of my oldest friends in the Bitcoin industry. The two of us cut our teeth together studying and developing onchain tools and metrics over many years. PB has an accounting background, and currently works as an analyst and trader for SpaceWhale Capital. He has a wea…
G’day Folks, today I have something really special for you, and that is I am bringing in the biggest of guns to explore what on earth is going on right now in the Bitcoin market.
The latest episode of Rough Consensus is with my market mentor Doc Severson. Doc is a trader with two decades of experie…
G’day Folks,
Today, I had a fantastic conversation with Joe Carlasare, who carries tremendous insight into how the regulatory, legal, and macro dynamics affect global markets, and Bitcoin. We cover so much ground in this conversation, ranging from the big risk overheads in the legal world, to the c…
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