In this episode, Nik decodes the Fed’s strategy as Bitcoin surges on the central bank’s decision to slow QT while maintaining its commitment to rate cuts. He breaks down what the Fed’s decision means for liquidity, why banks are holding onto reserves, and how this shift impacts risk assets. Nik also unpacks the latest moves in global bond markets, with Japanese and German yields spiking while U.S. Treasuries remain supported. With TBL’s proprietary liquidity metrics providing key insights, he connects the dots across Bitcoin, stocks, bonds, and global flow to assess what’s next for markets.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Chapters:
00:00:00 Bitcoin Surges as Fed Adjusts Economic Policy
00:03:25 Enhancing Bitcoin Security: The Importance of Seed Phrase Protection
00:07:36 Understanding the September 2019 Repo Crisis
00:10:44 Jerome Powell's Comments on Money Market and QT
00:14:11 Understanding Bank Capitalization and Reserves
00:17:46 Bitcoin's Price Surge and Fed's Impact
00:21:22 Impact of Mortgage Basis on US Economy
00:25:12 Impact of Tariffs on Inflation
00:29:00 Japan's Bond Market Crisis
The Bitcoin Layer and its guests do not provide investment advice.
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