The Wolf Of All Streets $117K Bitcoin! Are Fed Cuts The Catalyst For A Massive Breakout?
Sep 17, 2025
Santi Santos, CEO of Inversion and host of the Empires podcast, dives into Bitcoin's recent surge to $117K and the implications of potential Fed rate cuts. He discusses the strong inflows into crypto ETFs and the skepticism surrounding altcoin seasons. Santi also explores how a potential 'third mandate' from the Fed could weaken the dollar and benefit Bitcoin. Additionally, he shares insights on using stablecoins to enhance traditional businesses and the evolving regulatory landscape for digital assets in the UK.
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Fed Cuts Drive Crypto Liquidity
- Bitcoin and macro liquidity track closely, making Fed policy a major driver for crypto flows.
- As rates fall, risk assets like crypto typically attract more capital, increasing price upside potential.
Guidance Trumps The Cut
- A 25bp cut is largely priced in and market reaction will hinge on Powell's tone and guidance.
- A vague, data‑dependent message could trigger short-term uncertainty despite the cut itself.
AI CapEx Is A Market Catalyst
- AI-driven capex (e.g., NVIDIA orders) is a parallel market force that can amplify or offset Fed effects.
- Markets may lose patience if AI spending fails to translate into near-term profit gains.