E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

(0:00) Bestie intro! (2:58) Fed hikes 25 bps (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance (1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US? (1:25:46) Relativity Space shoutout and bestie wrap! Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f https://twitter.com/scottrechler/status/1638534824808923136 https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba https://twitter.com/elonmusk/status/1636928718173003776 https://fred.stlouisfed.org/series/WGS10YR https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676 h…