The Wolf Of All Streets Everyone Wants Bitcoin - So Why Isn’t It Moving? | Macro Monday
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Jun 9, 2025 Dave Weisberger, a market commentator and founder of the Bitcoin Opportunity Fund, teams up with Bloomberg strategist Mike McGlone to discuss the paradox of rising Bitcoin interest despite stagnant prices. They explore market sentiment, economic indicators, and the impact of U.S. debt on investor confidence. The duo dives into Bitcoin's volatility compared to gold, the implications of stablecoins on U.S. Treasury operations, and what it all means for the future of cryptocurrency in a rapidly changing economic landscape.
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Deflation Vs Inflation Forces Clash
- Deflationary forces like falling airfares and Chinese inflation pressures risk lowering CPI.
- Yet crude oil prices and other commodities show underlying inflation pressure contradicting pure deflation.
Monetary Inflation Drives Assets
- Massive monetary inflation coexists with technological deflation in some goods, boosting financial asset prices.
- Liquidity floods markets, driving demand and inflating prices of stocks, gold, and Bitcoin.
Bitcoin's Unusually Low Volatility
- Bitcoin's volatility is currently the lowest ever relative to the S&P 500.
- This signifies a tight trading range and a potential prelude to a significant move in Bitcoin.