Episode notes
Bitwise's André Dragosch joins Spencer Nichols to explain why Bitcoin tends to move before shifts in global liquidity, acting as the canary in the liquidity coal mine, and why his global money supply model puts Bitcoin's fair value at $197,000 today. They also dig into recession risk, the Fed's next move, and how capital rotating out of precious metals could help Bitcoin catch up to the money supply.
Host: Spencer Nichols — Bitcoin Magazine
André Dragosch — Bitwise Director, Head of Research - Europe
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Chapters:
00:00 Why French Bond Yields Are Rising
03:13 Tightening Financial Conditions Go Global
08:04 What the Dollar and an AI Bubble Mean for Bitcoin
12:45 Contagion Risk in the AI Credit Complex
17:23 Bitcoin, the Canary in the Liquidity Coal Mine
21:21 The Fed's Dilemma and the Debt Burden
25:42 China's Slowdown and Recession Risk
30:18 Will Bitcoin Decouple From Stocks?
33:47 Bitcoin's $197K Fair Value
37:43 Bretton Woods III and Bitcoin as Global Money
42:07 Bitcoin's Reserve Currency Call Option
46:48 Bitcoin-Backed Credit and Strategy as a Bank
#Bitcoin #BTC #AndreDragosch #Bitwise #BitcoinMagazine #BitcoinMagazinePodcast #Macro #Fed #FederalReserve #KevinWarsh #Bonds #Eurozone #Euro #Dollar #AIBubble #Recession #China #GlobalLiquidity #Gold #ReserveCurrency #DigitalCredit #Strategy #MoneyPrinting
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
