Intro

Is the 2025 crypto bull run already over? In today's episode of The Milk Road Show, we get into the wild world of macroeconomics with Michael Howell, founder of Crossborder Capital. We're talking about US fiscal policy, China's volatile bond market, and the looming debt maturity wall – all factors that could impact your crypto investments. Michael discusses the liquidity games central banks are playing and why they might be forced to print more money.

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🎙 GUEST INFO 🎙

CrossBorder Capital's X: https://x.com/crossbordercap

CrossBorder Capital's Website: https://www.crossbordercapital.com/

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

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⏱ TIME POINTS ⏱

00:00 - Intro

01:09 - Odos

01:49 - What's causing the market to have a slow start to 2025?

04:18 - Is this current pullback concerning?

09:15 - Will liquidity injection be necessary for market success in 2025?

14:50 - Why central bank intervention is unavoidable

27:21 - Michael's thesis for 2025

29:47 - Is there a possibility that Trump accelerate this process?

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.