Episode notes
Checkmate is an on-chain analyst and founder of Checkonchain, Joe Carlasare is a Commercial Litigator and macro commentator & Matthew Pines is the Executive Director at the Bitcoin Policy Institute.
They explain why the four-year cycle may finally be dead, how ETFs and institutional flows are reshaping Bitcoin’s volatility, and why 95K has become a critical “Hodler’s Wall.” We get into gold’s resurgence and how central bank accumulation signals a structural shift in global finance, and how fiscal dominance is eroding the Fed’s independence. The roundtable also dives into the politics of debt, the prospect of yield curve control, and the AI-driven capex boom that could both fuel growth and deepen inequality.
In this episode:
- The end of the four-year cycle
- ETFs, flows, and the new volatility profile of Bitcoin
- The Federal Reserve & fiscal dominance
- AI & the future of productivity
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Checkmate: https://x.com/_Checkmatey_
Joe Carlasare: https://x.com/JoeCarlasare
Matthew Pines: https://x.com/matthew_pines
