Kevin Warsh, a Compromised Fed, and the Bond Dump | Ep 495
Good now revolutionaries—
Solo-host vibes. Will runs the show today while Evan takes the day off under a new trial schedule, with Alex co-riding. Bitcoin is trying to push through initial resistance toward $81–83K, but Alex isn't convinced the fundamentals are driving this — he sees insider-led trade action, a potentially compromised Fed chair in Kevin Warsh, and oil-market theatrics around the Iran-US "ceasefire where no one ceased firing." His only high-conviction fundamental play right now is Hyperliquid.
Post-hack DeFi is the spine of this one. Will and Alex walk through why Aave wasn't…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.