No Bounce, No Bueno: Hidden Cracks in Bitcoin & the “Risk On” Facade

RiskReversal Pod

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 29 August 2025

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami of the RiskReversal Podcast discuss various market metrics, including the S&P 500 trading at an all-time high, the VIX, the US Dollar Index, and US Treasury yields. Nvidia's earnings report is a focal point, with expected high but moderating growth rates. They also analyze stocks like Microsoft, Taiwan Semiconductor, Palantir, Salesforce, Adobe, and Broadcom, considering their earnings and market expectations. There’s a discussion on the pressure being exerted on the Federal Reserve to lower interest rates, with concerns about the institution's independence. They also touch on market comparisons to historical metrics, the importance of gold, and commentary on Bitcoin's trajectory. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
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0:19.7	Plug into valuable educational materials and trading tools and see what adding futures can do for you at cMEgroup.com slash on the tape.
0:31.3	IConnections is the largest membership only platform for the alternative investment industry.
0:35.4	Bringing together thousands of fund managers and allocators in one powerful hub.
0:38.6	IConnections reimagines how the industry connects through its digital offerings and
0:41.9	premier in-person events, empowering allocators and managers to meet, build relationships
0:45.9	and do business anytime, anywhere.
0:48.2	To explore more about IConnections, its events, and gain access to the members-only
0:51.6	platform, visit iConnections.io.
0:55.9	Welcome to the Risk Reversal podcast, Dan Nathan, Guy Adami.
1:00.3	It is a vibe session.
1:02.1	All right, we're doing a vibe session.
1:03.4	It's Thursday afternoon.
1:04.9	It is 317.
1:06.3	As Guy says, we're going to do a hot 30 here, people.
1:08.8	Lots to talk about S&P 500 guy trading at a new all-time
1:12.5	high 6518 the vix is trading very much near a recent i don't know one year low 1433 we have a dollar
1:21.8	the u.s dollar index that's the dixie guy below 98 we have the 10 year have the 10-year U.S. Treasury yield 4.21%.
1:29.5	It is sitting right on some important technical support.
1:34.3	Important technical levels.
	...

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