Inflation Fears, Four Year Cycles, and Berachain | Roundup
Episode publishedPodcast: Bell CurveBell Curve
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What if all of the 2020, 2021 cycle, what didn't have actually anything to do with the 4 year cycle, had everything to do with COVID and the fact that we printed $5,000,000,000,000 and every asset in the world went up? It just happened to be that crypto moved faster. And so everybody imprinted this thought, Oh, we're continuing the 4 year cycle again. And so then it became, you know, 2 is a trend, 3 is a pattern. It became a pattern. So then everybody is using pattern matching to suggest that 2025 will be the equivalent of 2021, and then we're gonna drop just like we did in 22.
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Another day, another dollar. It's
another week in the trenches. You know? Yeah.
How was the year how's the start been to the year for you guys? I feel like it's been maybe a little bit of a sleepy start to the year for whatever reason, even when we're, you know, coming up with stories and whatnot for the roundups. Like, this is interesting stuff to talk about, but there's not a million things going on. I mean, how are things going on on your guys' end? End?
It's definitely been slower, I would say. I think a lot of a lot of people wanted to get stuff done by the end of the year. So q 4 was very busy and kinda ebbs and flows from a venture perspective in that way where everybody works towards kind of like some timeline, trying to get a fundraise done, but then the next quarter or the next two quarters, it's a lot slower. I also think there's a lot of protocols that are waiting to launch or in the process of launching, you know, days to weeks to a few months away from doing that, there's probably, like, 10 to 15 pretty notable ones. And so I think
So I wanna ask you guys about, you know, it's q 5. Right? So, you know, I wanna get your guys' take on bear chain here at some point. One thing I I actually have you seen this stuff about the Trump ball, like, the crypto ball Yeah. And everything? Yeah. And we also got some so I I guess I'm curious if you guys are going, to this Trump ball. I saw Kyle Simone tweeted out. I don't know what the, what the invite list looks like, but I, I also saw that there were some executive orders potentially that Trump was thinking about signing in on day 1 of freezing enforcement actions that were initiated
I'm just I wrote them down so I could remember them. So SAB 121 is the first one, which basically, right now, MicroStrategy holds their Bitcoin at cost. And if it goes down, they have to take an accounting impairment.
That's true. SAB 121 is specifically for depository institutions, though.
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