In this interview, macro investor James Lavish breaks down the biggest risks facing Bitcoin and global markets right now — from escalating Iran war tensions to inflation, energy shocks, and Fed policy. #Bitcoin #Crypto #Macro #Investing #Geopolitics #markets 00:00 Intro 00:34 Why Bitcoin Is Outperforming Gold & Stocks 02:20 What’s Really Driving Markets Right Now 05:22 Are There Any Safe Haven Assets Left? 06:20 The Key Question: Short War or Prolonged Conflict 07:20 Energy Crisis & Inflation Risks Explained 10:35 The $12 Trillion Debt Problem 13:20 Are Markets Mispricing the War? 15:25 How Investors Should Position Right Now 16:00 The “Debasement Trade” (Why Hard Assets Win) 18:30 Yield Curve Control & Money Printing 20:45 Black Swan Risk & Market Crash Scenario 21:05 How Low Bitcoin Could Go 21:40 Why a Crash Could Be a Huge Opportunity 22:37 Outro Follow COINTELEGRAPH: Website: https://cointelegraph.com/ Telegram: https://t.me/cointelegraph Facebook: https://www.facebook.com/cointelegraph Twitter: https://twitter.com/cointelegraph Mobile app: https://linktr.ee/cointelegraph_mobile Cointelegraph covers everything Bitcoin, bringing you the latest news, prices, breakthroughs, and analysis, with emphasis on expert opinion and commentary from the digital currency community.
Bitcoin Is Pricing In a Short Iran War — What If It’s Wrong?
In this interview, macro investor James Lavish breaks down the biggest risks facing Bitcoin and global markets right now — from escalating Iran war tensions to inflation, energy shocks, and Fed policy. #Bitcoin #Crypto #Macro #Investing #Geopolitics #markets 00:00 Intro 00:34 Why Bitcoin Is Outperforming Gold & Stocks 02:20 What’s Really Driving Markets Right Now 05:22 Are There Any Safe Haven Assets Left? 06:20 The Key Question: Short War or Prolonged Conflict 07:20 Energy Crisis & Inflation Risks Explained 10:35 The $12 Trillion Debt Problem 13:20 Are Markets Mispricing the War? 15:25 How Investors Should Position Right Now 16:00 The “Debasement Trade” (Why Hard Assets Win) 18:30 Yield Curve Control & Money Printing 20:45 Black Swan Risk & Market Crash Scenario 21:05 How Low Bitcoin Could Go 21:40 Why a Crash Could Be a Huge Opportunity 22:37 Outro Follow COINTELEGRAPH: Website: https://cointelegraph.com/ Telegram: https://t.me/cointelegraph Facebook: https://www.facebook.com/cointelegraph Twitter: https://twitter.com/cointelegraph Mobile app: https://linktr.ee/cointelegraph_mobile Cointelegraph covers everything Bitcoin, bringing you the latest news, prices, breakthroughs, and analysis, with emphasis on expert opinion and commentary from the digital currency community.














