BTC184: Q2 Macro w/ Luke Gromen (Bitcoin Podcast)

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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