Latest / TFTC: A Bitcoin Podcast
Ten31 Timestamp: To Hike or Not to Hike
John Arnold joins Marty to break down why the Fed is fiscally trapped and unable to hike rates despite inflationary pressures from Middle East supply shocks, while Bitcoin achieves unprecedented institutional integration through mortgage markets and Wall Street ETF filings.
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In this episode:
Why the Fed cannot hike: Debt/GDP and interest expense constraints
MOVE index spikes to highest levels since Liberation Day
The 1940s analog: Fed-Treasury coordination, price controls, and rationing
Private credit contagion and Treasury basis trade unwind risks
Fannie Mae and…
The skinny
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