The Wolf Of All Streets

Does Bitcoin’s Next Mega Rally Start NOW? Shocking US-China Twist Sparks Bull Frenzy!

4 snips
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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INSIGHT

Fed Prefers Being Late

  • The Fed will risk being late to ease monetary policy to avoid fighting inflation with imprecise tools.
  • Their plan is to debase the currency gradually if an economic downturn requires flooding markets with liquidity.
INSIGHT

Bitcoin Follows Liquidity

  • Bitcoin price movements lag global liquidity changes by about three months.
  • Liquidity expansion ultimately flows into Bitcoin and gold, impacting risk assets later.
INSIGHT

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.
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