Sam Callahan

6 Followers

community-curated profile

I write about #Bitcoin, economics, and history | Bitcoin Analyst @swanbitcoin 🦢

Sam Callahan @samcallah · Mar 26, 2023

From Twitter

Excellent article. "The latest bank runs show that the easy money era is not over. Inflation is back so central banks are tightening, but the rescue reflex is still gaining strength. The stronger it grows, the less dynamic capitalism becomes."

Article Mar 26, 2023

The unstoppable rise of government rescues

by Ruchir Sharma

Recommended by 1 person

1 mention

Sam Callahan @samcallah · Mar 14, 2023

From Twitter

Probably a good time to reread this.

Book 1989

Inside Job: The Looting of America's Savings and Loans

by Stephen Pizzo and 2 others

Recommended by 1 person

1 mention

Sam Callahan @samcallah · Feb 22, 2023

From Twitter

Natalie squared made for a killer podcast. Great listen.

Video Feb 21, 2023

Natalie Smolenski: Our Value System, People vs. Elites, & Bitcoin As Strategic Acquisition For U.S.

by Natalie Brunell and Natalie Smolenski

Recommended by 1 person

1 mention

Sam Callahan @samcallah · Feb 10, 2023

From Twitter

Good macro discussion this morning👇

Podcast episode Feb 10, 2023

"Stake Not Steak", Gensler Shutting Down Staking in U.S. - Swan Private Macro Friday - February 10th, 2023

by Gary Gensler and Greg Foss

Recommended by 1 person

1 mention

Sam Callahan @samcallah · Jan 20, 2023

From Twitter

This is worth listening to 👇

Audio Jan 23, 2023

Chase Bank Just Blocked Me From Buying Bitcoin

by ΛLΛNΛ JOY

Recommended by 1 person

1 mention

Sam Callahan @samcallah · Dec 11, 2022

From Twitter

Great thread Ram! First time reading it. I found your other thread going over Barry’s letter to shareholders helpful in my research. But this GBTC premium trade dynamic was well known to any analyst who has closely followed this market over the last 5 years.

Tweet Dec 2, 2022

1/ There are a lot of smart VCs concluding the demise of Luna set in motion contagion. No. The collapse of the GBTC premium was the main culprit. It created, for a time, the perception of a perpetual motion machine disguised as a ‘carry trade’…