The Wolf Of All Streets Bitcoin Dumps Below $90K AGAIN! Is The Cycle Top In?
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Dec 15, 2025 
This discussion features Dave Weisberger, a crypto industry executive known for his insights on Bitcoin and institutional adoption; Mike, a macro panelist focusing on liquidity and commodities; and James, a market strategist with expertise in macroeconomics and precious metals. They dive into the implications of the Fed's rate cut on inflation, JPMorgan's tokenized fund, and new SEC ETF frameworks. The trio debates whether Bitcoin has peaked, analyzes Japan's economic challenges, and explores the intertwining dynamics of Bitcoin and gold markets.
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Fed T-Bill Purchases Act As Liquidity Injection
- The Fed buying T-bills injects liquidity even if not labeled QE.
- Dave Weisberger argues this reserve support functions like money printing and aids deficit funding.
Global Liquidity Is Set To Expand
- Global liquidity will expand as the Fed and China ease while Europe tightens.
- Dave sees that mix as broadly bullish for liquidity-dependent assets over 2026.
Japan's Reflation Ends The Carry Trade Era
- Japan's reflation marks the end of the cheap-yen carry era and exposes fiscal strain.
- James warns this is a slow-motion currency death driven by demographics and massive domestic bond ownership.