Bank of Japan Rate Hike: What It Means for Crypto | Ep 423
Goodnow revolutionaries—
Alex and Will hold down the fort while Evan visits family in Michigan. Will kicks things off with a deep dive into the Bank of Japan rate hike—what it means for global liquidity, why this one won't be as dramatic as August 2024, and how the slowly shrinking pool of cheap money creates bearish pressure over time.
We break down the MicroStrategy FUD: Morgan Stanley may kick them from indexes (creating $3-8 billion in immediate sell pressure), but MicroStrategy has 14-20 months of cash runway before they'd need to sell any Bitcoin. The Aave governance situation gets our…
The skinny
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