#610: The Basis Trade That Could Crash Everything with James Lavish

TFTC: A Bitcoin Podcast · Apr 23, 2025 · 1h 1m

Marty sits down with James Lavish to discuss the large scale basis trade hanging over current markets.

James Lavish on Twitter: https://x.com/jameslavish

The Informationist: https://www.jameslavish.com/

Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/

0:00 - Intro

0:36 - Educating financial literacy

7:05 - Bond Yields

10:54 - Fold & Coinkite

12:26 - Bitcoin decoupling and tariffs

16:19 - Diving into the basis trade

29:10 - Unchained

29:38 - Flights to safety - Gold & bitcoin

39:51 - SAB 122

44:09 - Strategy

48:59 - Hashprice

57:15 - Plugs

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