Episode Details
| Title | Bits + Bips: Why a Trump vs. Fed Showdown Would Crush the U.S. Dollar - Ep. 822 |
|---|---|
| Date | 4/23/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bullish on Bitcoin due to a structural shift away from the dollar and potential benefits from a stagflationary environment.
- “We are seeing a structural shift from the dollar, and I think it will have big medium term positives for Bitcoin.” - Zach (0:58)
- “You're supposed to be avoiding assets that are, at the center of the storm, which are really large cap US equities and favoring, assets, that benefit from this sort of stagflationary environment. And for me, that is scarce commodities, gold, copper, and most importantly, Bitcoin.” - Zach (0:14)
- 🟢 $COMMODITIES - 🔒
- 🟢 $GLD - 🔒
- 🟢 $STABLES - 🔒
- 🟢 $BONDS - 🔒
Bearish:
- 🔻 $DXY - 🔒
- 🔻 $LARGECAPUS - 🔒