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On today’s episode, James Lavish Managing Partner at The Bitcoin Opportunity Fund joins the show to discuss his debt spiral thesis.

With a "tsunami of debt" on the horizon, James walks through the end game for the unsustainable U.S fiscal path. We discuss the odds of recession in 2024, how to repair the debt problem & which assets will thrive in this environment. To hear all this & more, you'll have to tune in!

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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

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Referenced In The Show:

Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/

The Informationist: https://www.jameslavish.com/

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(00:00) Introduction

(00:46) A Recession Is Coming

(06:07) DAS London Plug

(07:25) There's A "Tsunami Of Debt" On The Horizon

(12:17) The Debt Problem

(26:03) Blockworks Research Ad

(26:50) The Debt Spiral

(33:36) The Debt Spiral End Game

(39:06) Bitcoin

(49:16) The Bitcoin Opportunity Fund

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.