Description
A deep dive into the dollar’s weakness, Bitcoin bonds, regulatory updates, and market liquidity trends. Plus, an analysis of major economic shifts, technical buy signals, and the outlook for global assets.
What you'll learn here:
00:00:00 - Intro
00:01:51 - Insights into US government spending and economic dependence in 2024.
00:09:02 - Why the dollar’s weakness matters for global markets and liquidity.
00:10:50 - Why some analysts are bearish on US assets but bullish on global markets.
00:16:29 - How the US economy is shifting from MMT-driven policies toward re-privatization.
00:30:23 - Updates on SAB 121, SBR, and recent regulatory/legal shifts.
00:38:07 - What the Supplemental Leverage Ratio (SLR) is and why it’s important for banks.
00:45:38 - The debate on tariffs and inflation, with a look at Truflation data.
00:47:30 - The fiscal challenges facing the US and how they compare to global trends.
01:02:25 - Major contrarian buy signals for Bitcoin and QQQ based on technical indicators.
Transcript & Guest Info: https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-mastermind-discussion-q1-2025/
Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind/
Our Sponsors:
📱 Send Bitcoin over a text message to easily orange pill your family, pay a friend for dinner, or send a gift with River Link. Get up to $100 free when you sign up and buy Bitcoin. https://river.com/fundamentals
🔒 Opt for security over convenience with The Bitcoin Way. Secure your Bitcoin and book your free consultation today at https://thebitcoinway.com/tip
▶️ Related Episodes:
- Bitcoin Mastermind Q4 2024 w/ Joe Carlasare, Jeff Ross, & American HODL: https://youtu.be/F0DgYow85hI
- Bitcoin Mastermind Q3 2024 w/ Joe Carlasare, Jeff Ross, & American HODL: https://youtu.be/3kgpeH9MOg0
- Bitcoin Mastermind Q2 2024 w/ Joe Carlasare, Jeff Ross, & American HODL: https://youtu.be/xrNwmw54SV8
Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP
Visit our website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/
Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/
⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#Bitcoin2025 #BitcoinAnalysis #DollarWeakness #BitcoinBonds #Macroeconomics