TFTC: A Bitcoin Podcast

#610: The Basis Trade That Could Crash Everything with James Lavish

Marty sits down with James Lavish to discuss the large scale basis trade hanging over current markets. James Lavish on Twitter: https://x.com/jameslavish The Informationist: https://www.jameslavish.com/ Bitcoin Opportuni...

2025-04-23

Episode notes

Marty sits down with James Lavish to discuss the large scale basis trade hanging over current markets.


James Lavish on Twitter: https://x.com/jameslavish


The Informationist: https://www.jameslavish.com/


Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/


0:00 - Intro


0:36 - Educating financial literacy


7:05 - Bond Yields


10:54 - Fold & Coinkite


12:26 - Bitcoin decoupling and tariffs


16:19 - Diving into the basis trade


29:10 - Unchained


29:38 - Flights to safety - Gold & bitcoin


39:51 - SAB 122


44:09 - Strategy


48:59 - Hashprice


57:15 - Plugs


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