The Wolf Of All Streets BTC Back to $79K After Fake News on Tariffs | Crypto Town Hall
Apr 8, 2025
In this discussion, financial expert Dave Weisberger shares insights on the intriguing dance between Bitcoin and U.S. economic policies. He breaks down how recent tariff news has created volatility in both the crypto and stock markets. The conversation explores the implications of rising Bitcoin hash rates on mining profitability and the geopolitical factors at play. Weisberger also highlights emerging investment opportunities in the context of market uncertainty, bringing optimism for Bitcoin's future amidst the challenging landscape of cryptocurrencies.
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Yields and Bitcoin
- Matt Hogan believes tariffs are inflationary or neutral, and yields won't decrease significantly without a global economic collapse.
- He predicts high yields will persist, forcing the government into money printing, benefiting Bitcoin.
US Yield Curve Dynamics
- Austin Russell observes U.S. yield curve dynamics resembling those of emerging markets, necessitating deficit reduction to lower yields.
- He notes that the Fed's rate cuts haven't lowered long-term rates, implying a lack of market credibility.
Inflation and Debt Rollover
- Joe Carlasare disputes the inflation narrative, citing low swap rates and successful debt rollover at higher rates last year.
- He questions the logic of lowering long-end rates for refinancing while issuing short-term instruments.