#606: The Ratio That Signals Every Crash with Michael Howell

TFTC: A Bitcoin Podcast · Apr 14, 2025 · 56m

Marty sits down with Michael Howell to discuss the incoming liquidity crisis.

Crossborder Capital on Twitter: https://x.com/crossbordercap

Capital Wars Substack: https://capitalwars.substack.com/

0:00 - Intro

0:36 - Is liquidity crunch incoming

6:13 - Explaining the crisis

16:12 - Fold & Coinkite

17:49 - The Fed’s ineffective measures

20:39 - Powell/Trump standoff and China selling

28:13 - Unchained Evernt

29:37 - Digging out with better assets

34:44 - Bessent's reset & BitBonds

39:56 - Weimar & gold

45:21 - Cutting red tape

49:53 - Clear skies beyond the storm

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