Bitcoin is BOOMING out of the bear market! | David Dziekanski
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 6 May 2026
⏱️ 26 minutes
🧾️ Download transcript
Summary
David Dziekanski is the CEO of Quantify Funds. He joins Phil Rosen to discuss what's keeping bitcoin suppressed, the impact of Japan's bond market on asset prices, the new normal of the debasement trade and more.
This episode is sponsored by Public: https://public.com/openingbell
Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe
Follow Phil on X: https://x.com/philrosenn
Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/
Timestamps:
0:00 - Intro
0:30 Why bitcoin crashed
3:13 Trump Disconnect
4:37 Advisors owning bitcoin
6:58 Gold's outperformance
9:00 Oil and gold's pullback
11:25 Debasement as new normal
15:20 Bear case for bitcoin, gold
18:18 Kevin Warsh
20:42 BTGD, ISBG, ISSB
25:31 Quantify Funds
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
#podcast #investing #markets #macro #stocks #bitcoin #fed
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Today I'm sitting down with David Jekansky. |
| 0:02.5 | He is an expert in Bitcoin, gold, investing, and all things markets. |
| 0:07.7 | We get into why Bitcoin has been depressed for several months now, |
| 0:11.5 | why gold has outperformed, why Bitcoin has not lived up to the expectations |
| 0:16.3 | under President Trump as the crypto candidate and much more. |
| 0:19.6 | This is a must listen conversation if you want to know about hard assets, hard money, |
| 0:25.0 | and what comes next in this debasement trade. |
| 0:29.7 | David, I'm so glad you're here today. |
| 0:31.5 | I have to ask you about Bitcoin. |
| 0:33.2 | It's down about 35% from its record high. |
| 0:36.2 | What's your read on the asset right now? |
| 0:38.8 | I feel like I'm very intrigued with how it's performed |
| 0:43.5 | in the last couple weeks and in general, |
| 0:45.6 | basically since the start of this geopolitical conflict. |
| 0:49.5 | We'll take a step back a little bit further |
| 0:51.1 | and look at what has Bitcoin done since its peak in October |
| 0:54.6 | last year. And the thing that in our eyes correlates best to Bitcoin's negative performance |
| 1:01.5 | or drawdown that we've seen since in October is really the increase in bond yields for Japanese |
| 1:07.8 | 10-year bonds or just Japanese bonds in general. You know, the carry trade is the |
| 1:12.8 | cheapest form of leverage a lot of smaller hedge funds can find in this world. And the drop in Bitcoin |
| 1:19.8 | very much coincides with that peak where yields really started rising in Japanese treasury markets. |
| 1:28.2 | And then I think looking at what has happened as of late since the start of the geopolitical |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Phil Rosen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Phil Rosen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.