Ignore The Fed - Watch This Instead
Notes de l’épisode
The Fed sets the price of money, but who controls how much credit is available? Jack Mallers explains why he’s watching Treasury volatility, the MOVE Index, and Scott Bessent’s buybacks to understand liquidity and what could drive Bitcoin’s next move.
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Timestamps:
0:00 — Ignore the Fed
4:36 — The Global Debt Refinancing Problem
10:52 — Why Treasury Collateral Matters
13:31 — The MOVE Index Explained
21:50 — Bessent’s Treasury Playbook
25:16 — What’s Driving Bond Yields?
33:18 — Bitcoin and Fiat Liquidity
36:07 — Two Paths for Bitcoin
40:38 — Strike: Cash Interest, Stacks, and Security
50:47 — Exploring Bitcoin-Backed Lending in Europe