The Wolf Of All Streets Does Bitcoin’s Next Mega Rally Start NOW? Shocking US-China Twist Sparks Bull Frenzy!
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May 12, 2025 
Join Dave Weisberger, a market structure expert, Mike McGlone, a macro analyst, and James Lavish, who discusses global liquidity, as they dive into the monumental US-China trade deal and its potential to ignite Bitcoin's next rally. They explore Bitcoin's performance amidst economic trends and inflation concerns while analyzing the implications of tariff changes. With discussions on corporate adoption and the evolving crypto landscape, this episode is packed with insights that could reshape investment strategies in the financial market.
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Tariff Reprieve Eases Catastrophic Risks
- The US-China tariff reprieve alleviates catastrophic supply chain risks hurting many industries.
- Markets rally because fears of total trade war disruption have eased, but significant tariffs remain.
Lower Risk Priced, Watch Leverage
- Markets are pricing lower risk since tariff conflicts seem less catastrophic.
- Leverage in the financial system remains a concern amid economic softness and lagging Fed action.
Liquidity Strains Show in SOFR Spread
- Rising SOFR rates above Fed funds rate indicate liquidity strains in dollar lending markets.
- This lack of liquidity causes disjointed moves in bond yields and dollar strength.