The Wolf Of All Streets Wall Street Panic As Bitcoin Holds Strong - Bottom Confirmed? | Macro Monday
15 snips
Jun 2, 2025 
Join Dave Weisberger, a macroeconomics expert, Mike McGlone, a commodities strategist, and James Lavish, a macro specialist, as they navigate the chaos of traditional markets. They discuss whether Bitcoin has finally hit bottom amid stock and treasury sell-offs. Insights on macro indicators reveal challenges like rising inflation and unusual bond market behaviors. The conversation also covers the turbulent blend of crypto and the gambling sector, along with potential implications of stablecoin regulations on finance. Don't miss their unique perspectives!
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Market Divergence and Fiat Weakness
- The U.S. stock market is elevated despite weak breadth and bond market instability.
- Gold and Bitcoin dominance rise as fiat currencies weaken amid monetary expansion.
Volatility in 30-Year Bonds
- The 30-year U.S. Treasury yield is volatile and treated like a risk asset, causing concern among large investors.
- Demand for long-term bonds is weak due to uncertainty over fiscal deficits and debt ceiling.
Deflation as Key Yield Driver
- Deflation or disinflation is the main factor for yields to fall; this may soon be the next big trade.
- The market faces a potential recession that could trigger a significant correction in risk assets including Bitcoin.
