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US Debt Crisis, Japan's Yield Curve Blowout, and Bitcoin's $100K Resilience | Bitcoin Alpha E008

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Manage episode 484376738 series 2398553
Content provided by Marty Bent and TFTC: A Bitcoin Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marty Bent and TFTC: A Bitcoin Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The Bitcoin Alpha podcast explores the macroeconomic forces driving Bitcoin's evolution as a neutral reserve asset. Treasury Secretary Bessent's pivot from tariffs to growth-focused fiscal policy signals inevitable monetary expansion as US debt sustainability reaches critical levels. Japan's yield curve crisis threatens $1.2 trillion in Treasury holdings while Bitcoin demonstrates remarkable resilience during market volatility. The discussion covers Bitcoin treasury companies like MicroStrategy flooding public markets, stablecoin regulation priorities, and institutional adoption trends. With 30-day volatility near one-year lows and the longest streak above $100K in Bitcoin's history, the risk-reward setup appears historically favorable as traditional financial systems face mounting pressure.

  continue reading

890 episodes

Artwork
iconShare
 
Manage episode 484376738 series 2398553
Content provided by Marty Bent and TFTC: A Bitcoin Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marty Bent and TFTC: A Bitcoin Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

The Bitcoin Alpha podcast explores the macroeconomic forces driving Bitcoin's evolution as a neutral reserve asset. Treasury Secretary Bessent's pivot from tariffs to growth-focused fiscal policy signals inevitable monetary expansion as US debt sustainability reaches critical levels. Japan's yield curve crisis threatens $1.2 trillion in Treasury holdings while Bitcoin demonstrates remarkable resilience during market volatility. The discussion covers Bitcoin treasury companies like MicroStrategy flooding public markets, stablecoin regulation priorities, and institutional adoption trends. With 30-day volatility near one-year lows and the longest streak above $100K in Bitcoin's history, the risk-reward setup appears historically favorable as traditional financial systems face mounting pressure.

  continue reading

890 episodes

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