TFTC: A Bitcoin Podcast #657: China's Gold War with Mel Mattison
57 snips
Sep 6, 2025 
Mel Mattison, an investor and macro strategist, shares his bullish outlook for 2025, emphasizing a possible economic boom despite geopolitical tensions. He dives into China's aggressive gold accumulation strategy, discussing its implications for global finance and the U.S. treasury dynamics. Mattison critiques the idea of Federal Reserve independence and predicts a shift towards lower interest rates and rising asset prices. With insights on Bitcoin's role in the future economy, he urges a nuanced understanding of the financial landscape.
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Bullish Macro Regime Call
- Mel sees a broad fiat-debasement trend benefiting gold, Bitcoin, equities and (contrarily) bonds.
- He predicts lower rates, booming economy and major asset gains by next year.
Fed Is Politically Subordinate
- Mel argues the Fed has never been truly independent and serves the sovereign and Treasury.
- He views political appointments and fiscal needs as the main drivers of Fed decisions.
Follow Futures, Not Just Spot Yields
- Trade signals matter: follow futures liquidity (e.g., ZBZ25) rather than headline spot yields for practitioner direction.
- Use active contract charts to identify the real trend in bond markets.
