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

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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


Shoutout to our sponsors:


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https://tftc.io/fold


Coinkite


https://coinkite.com


Unchained


https://unchained.com/tftc/


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