US Debt Crisis, Japan's Yield Curve Blowout, and Bitcoin's $100K Resilience | Bitcoin Alpha E008

TFTC: A Bitcoin Podcast

Marty Bent

Technology

4.8 • 764 Ratings

🗓️ 23 May 2025

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

The Bitcoin Alpha podcast explores the macroeconomic forces driving Bitcoin's evolution as a neutral reserve asset. Treasury Secretary Bessent's pivot from tariffs to growth-focused fiscal policy signals inevitable monetary expansion as US debt sustainability reaches critical levels. Japan's yield curve crisis threatens $1.2 trillion in Treasury holdings while Bitcoin demonstrates remarkable resilience during market volatility. The discussion covers Bitcoin treasury companies like MicroStrategy flooding public markets, stablecoin regulation priorities, and institutional adoption trends. With 30-day volatility near one-year lows and the longest streak above $100K in Bitcoin's history, the risk-reward setup appears historically favorable as traditional financial systems face mounting pressure.

Transcript

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0:00.0	The following is for informational and entertainment purposes only and should not be construed as financial advice.
0:05.8	This discussion is a presentation by 1031, the leading institutional investor focused on the Bitcoin ecosystem.
0:12.8	1031 has over 10 years of experience in Bitcoin and has deployed nearly $150 million into the leading opportunities in the space.
0:21.5	To learn more, visit 1031.vc.
0:25.0	Bitcoin Alpha, episode 8, gentlemen, it's good to see you.
0:29.2	Likewise.
0:30.1	We're back again.
0:32.0	We're back.
0:32.9	I think we've made the promise to the audience that we're only going to come back
0:36.1	when we feel there's enough to talk about enough alpha to glean from a conversation between the three of us.
0:43.3	And it seems like a pretty good time.
0:45.8	You have the long end of the yield curve over in Japan blowing out.
0:52.2	You have elevated 10 year and 30year yields here in the United States.
0:58.1	There's deals going on over in the Middle East.
1:01.3	There's Bitcoin Treasury Company stock prices pumping.
1:05.2	Bitcoin is back above $106,000.
1:08.4	So it feels like a good time to congregate and talk about all this.
1:13.5	John, you wanted to open with that clip from Treasury Secretary Scott Besant. Why this clip
1:20.0	specifically? Yeah, a few things. It's, I think it's an interesting rhetorical shift for the administration.
1:31.4	And I don't think we've actually done an episode on kind of Liberation Day and the fallout
1:37.7	thereafter so we can kind of cram all that, all that in.
1:40.5	I think we were all kind of waiting to see how some of the early pieces shook out
	...

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