Trump's monetary policy changes everything for Bitcoin, gold, and stablecoins.
In this episode, we sit down with Scott Melker (The Wolf of All Streets) to discuss Trump's money printing playbook, why calling market tops is a fool's game, and how stablecoins might finally get Fed master accounts.
We discuss:
- Why Calling Market Tops Is a Fool's Game
- Gold's 30-Year Underperformance vs. Inflation
- The Bitcoin-to-Gold Ratio Breakdown
- Trump's Money Printing Playbook
- Coinbase's $375M Echo Acquisition Strategy
- How Institutional DeFi Is Just Getting Started
- Why Stablecoins Might Get Fed Master Accounts
Full episode links below.
Timestamps:
00:00 Intro
00:06 Why Calling Market Tops Is a Fool's Game
01:32 Liquidity Environment & Trump's Fed Plans
03:35 Gold vs Bitcoin: The Correlation Nobody Expected
05:08 Gold's Historical Performance (The 30-Year Underperformance)
06:38 Mean Reversion Trade Analysis
08:35 Relay Ad, Enso Ad, Talus Ad
09:20 Government Debt Strategy (How They'll Print Their Way Out)
10:30 Bitcoin-Gold Ratio Discussion
12:39 Coinbase's Echo Acquisition
16:36 Crowdsourced Fundraising Future
17:19 Fed Payments Innovation Conference (What's Actually Happening)
18:04 Maple & Aave Partnership (Institutional DeFi Is Starting)
21:49 Alvara Ad, Hibachi Ad
22:10 Wall Street Meets DeFi Finally Happening
24:50 Bitcoin As Portfolio Collateral (The Institutional Use Case)
27:16 Money Multiplier & Credit Extension
28:06 Stablecoin Fed Access Plans (Trump's Administration Wildcard)
31:25 Closing Thoughts
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