Itay Vinik is the Co-Founder & Chief Investment Officer at Equi, an alternative investment platform that brings investment strategies to accredited investors. Today, Itay returns to the pod to answer the question: can the Fed thread the needle between inflation and recession? ------ ✨ BECOME A BANKLESS CITIZEN ✨ https://www.bankless.com?utm_source=YouTube&utm_medium=ChannelLinks&utm_campaign=Website!  ------ BANKLESS SPONSOR TOOLS:  ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken  🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap  👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist  🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask  ------ Topics Covered 0:00 Intro 6:00 Itay Returns 8:00 Reflecting on 2022 12:04 Equi Portfolio 15:35 Threading the Needle 19:10 Destroying Wealth 26:45 Accelerating Chaos 29:10 Inflation and Monetary Supply 38:30 The Fed is Bleeding 43:30 Small Cap Stocks 46:00 Will the Fed Pivot? 55:14 Economic Recession 1:01:14 Recession Indicators 1:02:59 Hopium 1:06:24 The US Banking System 1:09:44 How to Analyze the Economy ------ Resources: Itay Vinik https://twitter.com/VinikItay?s=20  Equi https://www.equi.com/  Links to our recent macro series https://youtu.be/pP_HHE0kFhA  https://youtu.be/E8lxrsF29u0  https://youtu.be/-DzY_pCFGbI.  https://youtube.com/live/eregdZPLYjg.  https://youtu.be/5sNCrPAwt6w  ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures 

Bankless Weekly Rollup Last Week of March 2023 ------ 📣 Infura | New SDK for NFT APIs For Devs https://bankless.cc/Infura  ------ 🚀 JOIN BANKLESS PREMIUM:  https://www.bankless.com/dashboard  ------ BANKLESS SPONSOR TOOLS:  ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum  🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://bankless.cc/kraken  🦄UNISWAP | ON-CHAIN MARKETPLACE https://bankless.cc/uniswap  👻 PHANTOM | FRIENDLY MULTICHAIN WALLET https://bankless.cc/phantom-waitlist  🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE https://bankless.cc/MetaMask  🚁 EARNIFI | CLAIM YOUR UNCLAIMED AIRDROPS https://bankless.cc/earnifi   ------ Topics Covered 0:00 Intro 3:56 Markets 5:49 2/3 of QT reversed  https://twitter.com/biancoresearch/status/1639004727001358339 17:41 Staking tokens up - April 12 is the date https://decrypt.co/124812/ethereum-staking-tokens-shanghai-upgrade-gets-date  19:14 Arbitrum  https://l2beat.com/scaling/projects/arbitrum https://twitter.com/TingHu888/status/1638884726441410561  21:00 How much ETH is lost forever? https://twitter.com/jconorgrogan/status/1637944295746412549  26:50 Binance gets busted https://www.cftc.gov/PressRoom/PressReleases/8680-23  https://twitter.com/Bonecondor/status/1640376962999787521  https://twitter.com/Bonecondor/status/1640398821153816592  https://www.binance.com/en/blog/from-cz/czs-response-to-the-cftc-complaint-2408916493005890282  https://twitter.com/blockbytescom/status/1640370581949362182   35:18 War on Crypto continues  https://www.whitehouse.gov/wp-content/uploads/2023/03/ERP-2023.pdf  https://twitter.com/FEhrsam/status/1638247809488150529  https://twitter.com/ryansadams/status/1640511693045346305   43:20 Crypto has its defenders even outside of crypto!  https://twitter.com/nic__carter/status/1640494485456003072   https://twitter.com/FinancialCmte/status/1640804417850036227   https://twitter.com/Dennis_Porter_/status/1640144615843188737  https://www.bankless.com/congressman-tom-emmer-tackles-the-war-on-crypto  https://decrypt.co/124872/sec-gensler-insists-clear-rules-crypto-already-exist  https://twitter.com/RyanSAdams/status/1641060548312813570   57:38 ETH 57:45 Polygon ZkEVM launched  https://twitter.com/BanklessHQ/status/1640745582644830210  59:48 Consensys launched their zk-rollup Linea https://twitter.com/LineaBuild/status/1640639901292015616  1:00:18 L2Beat introduced Risk Rosette https://twitter.com/l2beat/status/1640302851900465154  1:02:39 Euler https://etherscan.io/tx/0xf69c53b82273764989cdecf75b6daabb0c0bd30b4e659bca080948126c1f992c  https://etherscan.io/tx/0xf69c53b82273764989cdecf75b6daabb0c0bd30b4e659bca080948126c1f992c  1:05:39 MakerDAO https://twitter.com/MakerDAO/status/1641106700756213760  1:07:18 NFTs Ticketmaster debuts NFT-gated ticket sales  https://business.ticketmaster.com/business-solutions/nft-token-gated-sales/  1:09:56 Microstrategy  https://www.coindesk.com/business/2023/03/27/microstrategy-pays-off-silvergate-loan-buys-more-bitcoin/  1:11:07 Nasdaq to launch crypto custody service in Q2  https://twitter.com/watcherguru/status/1639236196894121984  1:11:40 Avalanche C chain out of order for +50 minutes  https://twitter.com/kevinsekniqi/status/1638712640242319364  1:12:27 U.S. charged SBF from bribing China  https://www.reuters.com/legal/ftxs-bankman-fried-charged-with-bribery-conspiracy-new-indictment-2023-03-28/  1:13:05 Pause on training AI   https://futureoflife.org/open-letter/pause-giant-ai-experiments/  1:16:44 Dune Integrates Chat GPT4!  https://twitter.com/DuneAnalytics/status/1640386318000611329  1:18:48 MetaMask is integrating SiwE natively!  https://twitter.com/SpruceID/status/1639043625047977985  1:21:00 Kraken partnership with Williams Racing https://twitter.com/krakenfx/status/1640700416156397571  1:22:33 Conduit https://twitter.com/conduitxyz/status/1640731248124637185  1:23:33 Jobs https://bankless.pallet.com/jobs/f39528ec-e381-4c1f-a9ad-907e69ac27bf   1:27:06 Questions from the Nation Bigwiggle501 Goggart RocketPoolster 1:34:18 Takes https://twitter.com/TrustlessState/status/1639621702115049477  https://twitter.com/friedberg/status/1641206963538399234  https://twitter.com/RyanSAdams/status/1641270392948944896  1:43:55 What David’s Bullish On 1:46:00 What Ryan’s Bullish On 1:48:25 MEME of the Week https://twitter.com/biancoresearch/status/1639086175721000961  https://twitter.com/Fiskantes/status/1640388198215069699  1:49:44 Risks & Disclaimers ---- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://www.bankless.com/disclosures