Mel Mattison

In this conversation, Mel Mattison, a leading macro strategist known for his insights on markets and digital assets, predicts a potential 50% rally for Bitcoin. He discusses the impact of government shutdowns and tariffs, emphasizing the resilience of buyers amid uncertainty. Mel explores how Bitcoin is forming a solid base around the $100K mark due to institutional support and regulatory narratives. He also warns about risks like a collapse in AI demand or a significant political shift that could threaten the market's long-term bullish outlook.

Mel Mattison, a prominent macro strategist, shares his insights on the evolving dynamics of global markets and digital assets. He discusses the historic shift from gold to Bitcoin, highlighting Bitcoin's potential to absorb new capital with targets reaching $140–$150. Mel delves into the implications of U.S. dollar stabilization on foreign investment and explains how volatility often signals the onset of a new bull market. His analysis reveals the intricate relationship between investor behavior in gold and Bitcoin, emphasizing the importance of market energy.

Mel Mattison, analista macro y autor con un profundo conocimiento de los mercados financieros, comparte su perspectiva sobre la política monetaria actual. Discute la influencia de la Fed y su papel en un mundo donde bitcoin y el oro están resurgiendo como refugios de valor. También analiza la geopolítica, apuntando a las ventajas de Estados Unidos sobre Europa y Asia. Mel argumenta que la intervención estatal es necesaria en industrias cruciales como los semiconductores y expone las limitaciones de recortes de tipos sobre la inversión real.