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 - Intro06:03 - 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. 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