Un Podcast Sobre Bitcoin La Fed cambia de plan: ¿Será suficiente para impulsar bitcoin?
Dec 11, 2025
The podcast dives into the potential shakeup at the Fed and its implications for Bitcoin. Market reactions hint at a possible replacement for Powell, with Kevin Hassett's pro-growth stance raising hopes for lower rates. However, there are constraints on how much impact Hassett might have. The discussion also covers Lynn Alden's arguments against a swift debasement trade, alongside the future of the Fed’s balance sheet strategy. Ultimately, the conversation highlights how gradual economic changes could still benefit Bitcoin in an evolving landscape.
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Nomination Priced But Execution Risk Remains
- Kevin Hassett's likely Fed nomination is priced in but markets stay cautious due to execution risks and Jerome Powell's potential continued role.
- Uncertainty about Powell remaining as governor could weigh on markets until resolved in early 2026.
Cocker Spaniel Analogy For Hassett
- Alberto Mera jokes that the Treasury contacted Hassett as a 'lapdog' of the president and compares him to a cocker spaniel he once had.
- The analogy stresses a fear that Hassett would follow presidential wishes to cut rates regardless of inflation.
Hassett's Pro-Growth, Faster Cut Signaling
- Hassett signals room for rate cuts and faster, larger steps rather than slow 25bp moves, aligning publicly with a pro-growth policy.
- He also emphasizes strong economic conditions similar to the 1990s and close ties with Scott Bakst suggesting coordinated fiscal-monetary intent.