The Wolf Of All Streets Bitcoin Bottoms As Gov Shutdown Ends & Trump’s Stimulus Plan Takes Shape!
25 snips
Nov 10, 2025 Bitcoin shows signs of recovery as fears of a government shutdown ease and new stimulus plans surface. The discussion highlights the interconnectedness of Bitcoin, gold, and market liquidity. Experts analyze inflation signals and the impact of fiscal policies on asset prices. Debate arises over whether Bitcoin is entering a distribution phase, with insights on network fundamentals. Predictions for risk assets are scrutinized, pointing to potential peaks in behavior and emphasizing the importance of supportive monetary and fiscal policies.
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Macro News Drives Bitcoin Moves
- The podcast frames Bitcoin's recent rebound as tied to easing shutdown fears and stimulus talk.
- Macro events like government funding and liquidity plans can quickly shift crypto sentiment.
Shutdown Timing Influences Fed And GDP
- Analysts expect weak Q4 GDP if the shutdown lasts but a rebound in Q1 if funding resumes.
- The Fed might still skip a cut because key data could be delayed by the shutdown.
BTC/Gold And Volatility Matter
- Bitcoin's relationship to gold (the BTC/gold cross) sits near support levels that matter to risk.
- Low implied volatility and equity strength are needed to keep crypto elevated.