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#37: Peter Dunworth on Bitcoin & Macro 2023 in Review
Description
Today's episode is with Peter Dunworth of The Bitcoin Adviser, a professional service assisting people around the world to buy, secure and manage their own bitcoin. In this special end of year episode, we look back at 2023 and discuss some of the key themes in the world of macro and Bitcoin including: 0:04:43 – Big picture theme of 2023 0:07:23 – Macro themes in 2023: regional banking crises & BTFP program 0:15:50 – The 60/40 portfolio and the performance of bonds 0:23:26 – Volatility and risk 0:26:53 – Bitcoin news in 2023 - ordinals, soaring hashrate 38:05 – Bitcoin metrics, conviction growing & taking coins off exchange? 44:20 – Narratives and sentiment in the institutional market 50:46 – ESG / other FUD You can get in touch with Peter on X at @PeterBTCAdviser or you can learn more about his business at https://www.thebitcoinadviser.com/
Follow me at @Dale21M or @whybitcoinshow or visit www.thewhybitcoinshow.com
Edited by Sean Lowe