Bitcoin Just Had Its Biggest Month Since the Election Rally + Why TradFi Isn't Rushing Into DeFi | Ep 565
Good now revolutionaries— Evan flies solo Wednesday morning while Alex and Will are off, running through Bitcoin's biggest monthly gain since November 2024 (up 28% in August, back above $81K), the July PCE inflation print (headline 0.2% MoM / 3.7% YoY — slightly worse than expected; core 0.2% / 3.3% in-line), and the Treasury doubling its long-end bond buybacks to $4B+ — a dollar-weakening move that Standard Chartered's Jeff Kendrick says reactivates the debasement trade. Spot Bitcoin ETFs pulled in a net $1.92B last week, their best week in ten months.
Evan walks a live Pacifica setup…
The skinny
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