Simply Bitcoin Trump appoints pro Bitcoin fed-chair to save the markets? | EP 1430
Jan 31, 2026
A deep dive into Kevin Warsh’s record and unusually pro-Bitcoin comments. Discussion of how his nomination could explain extreme market swings across Bitcoin, gold, silver and equities. Examination of political motives tying Fed picks to an asset-inflation strategy. Quick live market updates and a bullish framing using liquidity and technical patterns.
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Warsh Frames A New Monetary Regime
- Kevin Warsh is presented as a pro-Bitcoin, rules-based Fed candidate with ties to Stan Druckenmiller and a history at the Fed during 2008.
- Markets worry Warsh will cut rates without expanding the balance sheet, ending guaranteed QE and changing liquidity dynamics.
Pro‑Bitcoin Rhetoric May Not Translate To Policy
- Warsh described Bitcoin as an "important asset" and a policy policeman rather than a dollar substitute in past public remarks.
- His public praise creates uncertainty because officials can shift positions once in office, as with Gary Gensler at the SEC.
Markets Price Rate Cuts Without QE
- Markets sold off because Warsh favors rate cuts with a smaller balance sheet, risking rate reductions without QE-driven liquidity.
- That pricing shifts hurt levered trades and equity valuations reliant on open-ended liquidity.
