The Wolf Of All Streets Bitcoin Tumbles to $115K! Can The Rally Continue? | Macro Monday
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Aug 18, 2025 Dave Weisberger, a trading and market structure expert, shares deep insights into Bitcoin adoption and market dynamics. He discusses the challenges in forecasting economic trends, especially relating to cryptocurrencies like Bitcoin and gold. The conversation also highlights the role of major institutions like BlackRock in shaping market perceptions. Weisberger explains the cautious optimism surrounding potential Federal Reserve interest rate cuts and the evolving relationship between traditional finance and blockchain technology.
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Fed Cuts Priced In, Dollar To Weaken
- Markets expect Fed cuts but data and Powell's messaging will dictate timing, keeping uncertainty high.
- Dollar weakness is likely over 12 months as Fed cuts while others delay, benefiting commodities and gold.
Gold Strength Amid Commodity Weakness
- Commodities show a historic divergence: gold is strong while crude and other commodities are under pressure.
- Central bank buying and ETF inflows support further gold upside versus oil and industrial metals.
Central Banks, Deficits And The Long End
- Central banks will print to fund fiscal deficits, which underpins broad liquidity and asset price support.
- Watch the long end of the curve because targeting it affects mortgage-linked CPI components like owner's equivalent rent.