Episode notes
Dr. Jeff Ross is the founder of Vailshire Capital Management and a board-certified radiologist who applies clinical pattern recognition to the global macroeconomy.
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TIMESTAMPS
00:00 - Bitcoin's Market Dynamics and Predictions
03:02 - The Correlation Between Manufacturing and Bitcoin
04:48 - Financial Repression and Bitcoin's Performance
07:11 - Bitcoin: From Collectible to Store of Value
09:30 - Gold vs. Bitcoin
12:24 - The Political Landscape of Bitcoin Adoption
15:38 - The Future of Bitcoin in a Changing World
27:34 - Understanding Economic Systems and Inflation
29:21 - The Shift Towards Hard Assets
32:08 - Bitcoin's Role in Financial Markets
36:41 - Government Control and Bitcoin Risks
39:37 - Inflection Points for Bitcoin's Price
49:27 - Global Game Theory and Bitcoin Adoption
ℹ️ EPISODE SUMMARY
Bram Kanstein and Dr. Jeff Ross discuss why Bitcoin’s 2025 peak fizzles, and what the models actually missed. Manufacturing PMI stays stuck below 50, and the usual blow off top never shows. Ross links Bitcoin’s next move to expanding PMI, global liquidity, and financial repression where inflation outruns short rates. They confront why gold often leads Bitcoin, and why bonds quietly drain purchasing power. The episode challenges four year cycle thinking, and frames Bitcoin as a global macro asset in a fiscal dominance world.
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