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 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

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