Bits + Bips: Why ‘All Assets Will Go Up’ in the Near Future - Ep. 716

Unchained

As the PBOC and Fed shift their stances on rates and liquidity flows, the macro landscape is evolving rapidly. In this episode of Bits + Bips, we unpack how these policy changes could spark a massive surge across all asset classes—from equities and bonds to Bitcoin and crude oil.

The hosts, joined by Nikos Kargadouris, a seasoned trader, discuss why liquidity is about to flood the markets, why fears of a U.S. recession may be overblown, and how even memecoins could benefit.

Plus, are central banks close to buying bitcoin ETFs?

Show highlights:

• How the PBOC's shift in policies impacted the markets and when we’ll see a “bazooka”
• How market complacency and short positions on oil amid geopolitical tensions could lead to mispricing and unexpected volatility
• How rising crude oil prices could slow the U.S. economy, despite the country being a net oil exporter
• How strong payrolls data reduced market expectations of U.S. rate cuts
• Why predictions of a U.S. recession might be off
• Whether it matters for crypto who wins the elections
• The chances of central banks adopting Bitcoin
• What the outlook for memecoins looks like in the next months
• Whether the HBO documentary about the identify of Satoshi Nakamoto will be a disappointment

Sponsors:

• Gemini
• Stellar

Hosts:

• James Seyffart, Research Analyst at Bloomberg Intelligence
• Alex Kruger, Founder of Asgard
• Joe McCann, Founder, CEO, and CIO of Asymmetric

Guest:

• Nikos Kargadouris, Chief Investment Officer of a private investment office specializing in cross-asset thematic macro and digital asset strategies.

Timestamps:

• 00:00 Intro
• 02:09 Impact of the PBOC’s policy shift and timing of the “bazooka”
• 15:01 Oil mispricing and volatility due to geopolitical tensions
• 27:30 Rising oil prices and potential U.S. economic slowdown
• 35:51 Strong payrolls reducing expectations for U.S. rate cuts
• 44:11 Why U.S. recession predictions might be wrong
• 50:10 Can prediction markets reflect U.S. election outcomes?
• 56:05 Does the election winner matter for crypto?
• 1:04:43 Memecoin outlook for the next months
• 1:15:34 Will the HBO documentary disappoint?

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