Bitcoin, Liquidity, And The Coming Inflection Point | Jeff Ross
Jeff Ross joins the show for a breakdown of why the global financial system is cracking and why Bitcoin’s recent weakness may be the setup.
We discuss why governments are trapped into monetising debt, why inflation is no longer a policy choice, and how deflation could ultimately kill fiat currencies altogether. Jeff also explains why the four year Bitcoin cycle is effectively dead, how a multi-year U.S. manufacturing recession has quietly dragged Bitcoin lower, and why liquidity and economic reality matter far more than narratives or price models.
We also get into Japan’s bond yield shock and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.