I sat down in Las Vegas with Dave Weisberger and James Lavish for a wild in-person Macro Monday – on a Wednesday. We dug into the Bitcoin conference vibes, the explosion of Bitcoin treasury companies, and why the 60/40 portfolio is officially dead. Dive deep into what’s coming next for Bitcoin, markets, and U.S. liquidity. Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY! 👉https://thewolfden.substack.com/ ►► Arch Public Unleash algorithmic trading. Discover how algorithms used by hedge-funds are now accessible to traders looking for unparalleled insights and opportunities! 👉https://archpublic.com/ ►►TRADING ALPHA READY TO TRADE LIKE THE PROS? THE BEST TRADERS IN CRYPTO ARE RELYING ON THESE INDICATORS TO MAKE TRADES. Use code '10OFF' for a 10% discount. 👉https://tradingalpha.io/?via=scottmelker Follow Scott Melker: Twitter: https://x.com/scottmelker Web: https://www.thewolfofallstreets.io Spotify: https://spoti.fi/30N5FDe Apple podcast: https://apple.co/3FASB2c #Bitcoin #Crypto #macromonday Timecodes: 0:00 Intro 1:24 Bitcoin Energy Shift 2:10 Conference Maturity Signal 3:30 Bitcoin vs Gold Argument 5:15 Strategic Reserve Politics 6:48 U.S. Debt Trap 8:31 Death of 60/40 10:30 Yellen’s Missed Opportunity 13:21 Bond Vigilantes Rising 15:09 Bureaucracy Is the Problem 18:10 Liquidity Flood Coming 21:11 Banks vs Stablecoins 22:50 Bitcoin’s Pure Denominator 23:31 Bitcoin Treasury Bubble 26:02 MicroStrategy vs Metaplanet 28:08 1999 Dotcom Parallels 30:38 Who Will Sell Bitcoin? 32:02 Misunderstanding Collapse Risks 34:32 GameStop Buys Bitcoin 36:03 Who Owns Bitcoin Next? 39:32 Casino Leverage Warning 41:19 Exit On Overleverage The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.
This Liquidity Flood Will Send Bitcoin Parabolic | Macro Monday In Las Vegas
I sat down in Las Vegas with Dave Weisberger and James Lavish for a wild in-person Macro Monday – on a Wednesday. We dug into the Bitcoin conference vibes, the explosion of Bitcoin treasury companies, and why the 60/40 portfolio is officially dead. Dive deep into what’s coming next for Bitcoin, markets, and U.S. liquidity. Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY! 👉https://thewolfden.substack.com/ ►► Arch Public Unleash algorithmic trading. Discover how algorithms used by hedge-funds are now accessible to traders looking for unparalleled insights and opportunities! 👉https://archpublic.com/ ►►TRADING ALPHA READY TO TRADE LIKE THE PROS? THE BEST TRADERS IN CRYPTO ARE RELYING ON THESE INDICATORS TO MAKE TRADES. Use code '10OFF' for a 10% discount. 👉https://tradingalpha.io/?via=scottmelker Follow Scott Melker: Twitter: https://x.com/scottmelker Web: https://www.thewolfofallstreets.io Spotify: https://spoti.fi/30N5FDe Apple podcast: https://apple.co/3FASB2c #Bitcoin #Crypto #macromonday Timecodes: 0:00 Intro 1:24 Bitcoin Energy Shift 2:10 Conference Maturity Signal 3:30 Bitcoin vs Gold Argument 5:15 Strategic Reserve Politics 6:48 U.S. Debt Trap 8:31 Death of 60/40 10:30 Yellen’s Missed Opportunity 13:21 Bond Vigilantes Rising 15:09 Bureaucracy Is the Problem 18:10 Liquidity Flood Coming 21:11 Banks vs Stablecoins 22:50 Bitcoin’s Pure Denominator 23:31 Bitcoin Treasury Bubble 26:02 MicroStrategy vs Metaplanet 28:08 1999 Dotcom Parallels 30:38 Who Will Sell Bitcoin? 32:02 Misunderstanding Collapse Risks 34:32 GameStop Buys Bitcoin 36:03 Who Owns Bitcoin Next? 39:32 Casino Leverage Warning 41:19 Exit On Overleverage The views and opinions expressed here are solely my own and should in no way be interpreted as financial advice. This video was created for entertainment. Every investment and trading move involves risk. You should conduct your own research when making a decision. I am not a financial advisor. Nothing contained in this video constitutes or shall be construed as an offering of financial instruments or as investment advice or recommendations of an investment strategy or whether or not to "Buy," "Sell," or "Hold" an investment.