Uncertainty Bubble? Tariffs, AI Tail Risks, & a BTC Market Structure Update
Notes de l’épisode
Mike and Ryan unpack why “uncertainty” is starting to feel structural across markets: the Supreme Court tariff ruling, Trump’s workaround playbook, and what it all means for capital flows and bonds. Then they dig into the viral Citrini AI scenario and why the real signal is not the report itself, but Wall Street’s reaction and the widening range of outcomes. Finally, they run a Bitcoin market structure check, from long term holder behavior and ETF flows to miner stress, and explain why they’re still heavy cash and what would need to happen to trigger the next fat pitch.
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TIMESTAMPS
0:00 Intro
1:49 Bitcoin Market Structure Insights
8:26 Supreme Court Tariff Decisions
12:20 Impact on the Bond Market
12:31 AI & Investor Psychology
20:30 Structural Uncertainty in the Market
26:14 Bitcoin Market Structure Update
35:44 Closing Thoughts & Disclaimers
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Not financial or tax advice. For educational purposes only.