In this episode of the Bitcoin Fundamentals Podcast, Luke Gromen discusses the macroeconomic outlook for the upcoming year. We cover the Fed/Treasury cap on USD, UST yields, potential changes in housing inflation metrics, and the significant backlog in transmission interconnections. Additionally, Luke explores the implications of a $1.8 trillion housing stimulus, key commodities like copper and uranium, the Japan treasury market, and how these factors could impact Bitcoin.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

06:03 - The current Fed/Treasury cap on USD and UST yields.

06:03 - The implications of a $1.8 trillion housing stimulus.

13:38 - Potential changes in how housing inflation is measured.

24:28 - The backlog in transmission interconnections and its impact.

24:50 - Key trends in commodities like copper and uranium.

38:07 - Insights into the Japan treasury market.

52:56 - The effects of stablecoins on the dollar’s utility.

01:01:48 - How these macroeconomic factors could impact Bitcoin.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Luke Gromen’s FFTT Newsletter.
• Luke Gromen's Twitter.
• Luke Gromen’s Books on Amazon.
• Related episode: Listen to BTC172: Macro Outlook Q1 2024 w/ Luke Gromen, watch the video.
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