Podcast appearances and mentions of james lavish

Bitcoin just became the world's fifth-largest asset, smashing through $123,000 as institutional inflows hit $3.7 billion in a single week. With the money printer revving, ETFs exploding, and policy turning pro-crypto, this rally is being fueled by serious macro momentum. I'm joined by Dave Weisberger, Mike McGlone, and James Lavish on Macro Monday to break down what's next for Bitcoin, ETFs, and the Fed. Dave Weisberger: https://x.com/daveweisberger1 James Lavish: https://x.com/jameslavish Mike McGlone: https://x.com/mikemcglone11 ►► JOIN THE WOLF PACK - FREE Telegram group where I share daily updates on everything I'm watching and chat directly with all of you.

►► JOIN THE WOLF PACK - FREE Telegram group where I share daily updates on everything I'm watching and chat directly with all of you.

I am writing today's dispatch from Prague Airport, on my way back to Blighty.What a splendid city Prague is, and what a lovely bunch the Czechs are.It feels like this is still very much a high-trust society. Twice I left my bag in public places – full of very nickable laptop, passport and other gubbins – and both times I came back to find my bag untouched, but safely put to one side. At night the city felt safe. It was very clean – I actually started looking out for litter and I couldn't see any anywhere, whether in the centre or the suburbs, where I was staying. I always think litter – or lack thereof – is a good indicator of how much people really care about their surroundings, how loyal to and invested in their area they feel, and, indeed, how well brought up they are.The Czechs were lovely: polite, hard-working, respectful, full of ambition and drive, and good looking.The story is that Hitler went to university in Prague and loved the place that so much that, when the Nazis invaded in 1939, he ordered that the city should not be bombed but preserved. I heard the story last time I was here, and heard it again this time. But then I just fact-checked this story and apparently it is total rollocks - Hitler never went to university anywhere, nor did he visit Prague. Perhaps the city survived because the Czechs decided not put up any resistance, so the Nazis went unopposed, which meant they didn't need to bomb anything.In any case, the city is preserved and you can feel the history as you stroll about the stunning centre. It makes you cry for all the cities that did get flattened in WWII and the memories that disappeared with them.The food was lovely. So was the beer. I even had a couple. All in all, travel, board and lodging cost half of what they do in London, I'd say, at a guess.Just as I did last time I was here, I came away enamoured with the place, feeling that I must come back soon.As for the conference itself, BTC Prague, there were a few GenXers and Boomers – including my new friends Larry Lepard (check out his book), James Lavish (check out his fund) and George Bodine (check out his art) – as well as myself – but 85%+ of attendees were under 50, I'd say, with a large chunk under 30.If you are young, starting out and wondering what to do, I would urge you to get involved with the Bitcoin movement. There are so many different ways to do so, depending on where your talents, skills or interests lie. You can be artist, scientist or journalist, engineer, entrepreneur, traveller or surfer-dude. It really doesn't matter. You'll find a path that suits you. It all feels so dynamic and full of opportunity. It's brim full of doers. Everyone is so supportive. There is plenty of capital to invest. You can make quick progress.Another thing to note: there are a lot of extremely clever people in this movement. Average IQ levels in Bitcoin are, I've little doubt, much higher than you typically find elsewhere.Conversation, naturally, was dominated with talk of the bitcoin treasury companies, and the incredible price action we are seeing there. To use the baseball analogy, which innings of 9 are we in? I generally made the case that we are in perhaps 5 or 6, with Michael Saylor and MicroStrategy (NASDAQ:MSTR) in 2020 having been innings one. Some of the old-timers - who, it has to be said, have missed this particular wave - dismissed it as the ICO or DEFI craze of this cycle. They may have a point.But James Van Straten, the bright young mind behind the transformation of Coinsilium (AQUIS:COIN), told me in no uncertain terms that, as far as the UK is concerned, ball one of innings one has only just be thrown. There is £1.2 trillion of capital in UK pensions and ISAs and, thanks to the FCAs anti-bitcoin rulings, several years of pent-up demand. We shall see.What's different between this and ICO/DeFi madness is that the bitcoin treasury companies are holding something real and strong, while the narrative is only just getting going.People were very kind about my presentation, and I got asked to do a second one the following day, which I hurriedly wrote. I'll share both with you as soon as I get the vids, but my main arguments were:* With the changing nature of the global workforce, the rise of the gig and freelance worker, especially the digital nomad (billions of people will soon be on the move), demand for borderless money and portable wealth is inevitably going to grow.* Save strong currencies; spend weak ones.* By investing in bitcoin (the currency), you benefit from the cumulative, combined IQ of everyone involved in Bitcoin (the movement).* With such extraordinary potential, the risk is not so much owning bitcoin as not owning it.As you would expect from someone with my chequered past, I threw in lots of jokes as well.Join this amazing movement.But the main event was the Michael Saylor presentation on Saturday afternoon.My goodness me, the 60-year-old former aerospace engineer has become a rock star. He was mobbed. He stood there in the entrance hall, patiently smiling for 90 minutes, with a circle of people around him 10-deep, all wanting selfies. The frenzy did not relent, and eventually his bodyguards had to usher him away so he could prepare for his presentation.That same presentation will no doubt be doing the rounds on the internet over the next few days, and I urge you to watch it, but I will summarise his main points here.Saylor, his usual intense, charismatic self, first observed just how far bitcoin has come over the past 12 months. Up about 70%, it has, yet again, outperformed gold, bonds, stocks and real estate. The White House has said it wants to make the US the bitcoin capital of the world. The new US administration is extremely pro-bitcoin – he went through the key players one by one. With the ETFs and increasing institutional adoption, bitcoin is altogether more normalised and legit.He spoke about how he wished he had got involved in 2013, when he first heard about bitcoin, rather than in 2020, but he also made the point that bitcoin still only makes up less than 1% of global capital and that this share will inevitably grow. 99% of global capital doesn't know about it yet and so, even buying now, you're ahead of 99% of capital.Then he began to speak about where this growing monetary network is going. Bitcoin will continue to outperform stocks, gold, bonds and real estate, as it inevitably grows to occupy a larger slice of the global capital pie. Twenty-one years from now, it's going to be $21 million a coin, he said. There is, therefore, an opportunity to change the destiny of your family for generations to come. You create the future, he said.To deal with the drawdowns and the crypto winters, be like a seasick sailor: keep your eyes on the horizon. On the bigger picture. Saylor outlined several strategies to grow your bitcoin position and showed how rich each would make you in 21 years. The lowest-risk method is to dollar cost average (DCA) – buy a set amount each month and each year. But to increase your gains, use leverage. Use it wisely of course: keep interest payments low, fixed and long duration. Otherwise, you risk debt servitude and will end up with nothing.The principle is to borrow weak currencies, which lose value, and use the money to buy the strongest currency of the lot, which will inevitably gain in value. The gains you make will be extraordinary.I urge you to watch the presentation when it comes out, as he details the different strategies – and then shows the different outcomes.Using:* DCA* Leverage* DCA + leverage* In the case of companies, issuing stock to buy bitcoin* Issuing stock and using DCA + leverageIt will turn you into a total bitcoin head, I guarantee.But that's all for today.I'll be back mid-week with more commentary. I'm attending Swen Lorenz's Weird Sh1t Investing Conference on Tuesday so there will no doubt be lots of good ideas in there. I'll also update you on my conversation the day before yesterday with Eric Semler, Chairman of bitcoin treasury company, Semlar Scientific (NASDQ:SMLR). Semlar has been eclipsed in performance by the (once) smallcap UK bitcoin treasury companies - Smarter Web Company (AQUIS:SWC), Consillium (AQIS:COIN) and Helium Ventures (AQUIS:HEV.PL), but it is lower risk and better value given it is trading at the actual value of its bitcoin holdings and looks set to enjoy a decent run should bitcoin catch a bid.If you enjoyed this article, please like, share - all that stuff. It helps.Until next time,DominicPS Here's this week's commentary in case you missed it:DisclaimerI am not regulated by the FCA or any other body as a financial advisor, so anything you read above does not constitute regulated financial advice. It is an expression of opinion only. Tech stocks are famously risky, , so please do your own due diligence and if in any doubt consult with a financial advisor. Markets go down as well as up. I do not know your personal financial circumstances, only you do, but never speculate with money you can't afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

I am writing today's dispatch from Prague Airport, on my way back to Blighty.What a splendid city Prague is, and what a lovely bunch the Czechs are.It feels like this is still very much a high-trust society. Twice I left my bag in public places – full of very nickable laptop, passport and other gubbins – and both times I came back to find my bag untouched, but safely put to one side. At night the city felt safe. It was very clean – I actually started looking out for litter and I couldn't see any anywhere, whether in the centre or the suburbs, where I was staying. I always think litter – or lack thereof – is a good indicator of how much people really care about their surroundings, how loyal to and invested in their area they feel, and, indeed, how well brought up they are.The Czechs were lovely: polite, hard-working, respectful, full of ambition and drive, and good looking.The story is that Hitler went to university in Prague and loved the place that so much that, when the Nazis invaded in 1939, he ordered that the city should not be bombed but preserved. I heard the story last time I was here, and heard it again this time. But then I just fact-checked this story and apparently it is total rollocks - Hitler never went to university anywhere, nor did he visit Prague. Perhaps the city survived because the Czechs decided not put up any resistance, so the Nazis went unopposed, which meant they didn't need to bomb anything.In any case, the city is preserved and you can feel the history as you stroll about the stunning centre. It makes you cry for all the cities that did get flattened in WWII and the memories that disappeared with them.The food was lovely. So was the beer. I even had a couple. All in all, travel, board and lodging cost half of what they do in London, I'd say, at a guess.Just as I did last time I was here, I came away enamoured with the place, feeling that I must come back soon.As for the conference itself, BTC Prague, there were a few GenXers and Boomers – including my new friends Larry Lepard (check out his book), James Lavish (check out his fund) and George Bodine (check out his art) – as well as myself – but 85%+ of attendees were under 50, I'd say, with a large chunk under 30.If you are young, starting out and wondering what to do, I would urge you to get involved with the Bitcoin movement. There are so many different ways to do so, depending on where your talents, skills or interests lie. You can be artist, scientist or journalist, engineer, entrepreneur, traveller or surfer-dude. It really doesn't matter. You'll find a path that suits you. It all feels so dynamic and full of opportunity. It's brim full of doers. Everyone is so supportive. There is plenty of capital to invest. You can make quick progress.Another thing to note: there are a lot of extremely clever people in this movement. Average IQ levels in Bitcoin are, I've little doubt, much higher than you typically find elsewhere.Conversation, naturally, was dominated with talk of the bitcoin treasury companies, and the incredible price action we are seeing there. To use the baseball analogy, which innings of 9 are we in? I generally made the case that we are in perhaps 5 or 6, with Michael Saylor and MicroStrategy (NASDAQ:MSTR) in 2020 having been innings one. Some of the old-timers - who, it has to be said, have missed this particular wave - dismissed it as the ICO or DEFI craze of this cycle. They may have a point.But James Van Straten, the bright young mind behind the transformation of Coinsilium (AQUIS:COIN), told me in no uncertain terms that, as far as the UK is concerned, ball one of innings one has only just be thrown. There is £1.2 trillion of capital in UK pensions and ISAs and, thanks to the FCAs anti-bitcoin rulings, several years of pent-up demand. We shall see.What's different between this and ICO/DeFi madness is that the bitcoin treasury companies are holding something real and strong, while the narrative is only just getting going.People were very kind about my presentation, and I got asked to do a second one the following day, which I hurriedly wrote. I'll share both with you as soon as I get the vids, but my main arguments were:* With the changing nature of the global workforce, the rise of the gig and freelance worker, especially the digital nomad (billions of people will soon be on the move), demand for borderless money and portable wealth is inevitably going to grow.* Save strong currencies; spend weak ones.* By investing in bitcoin (the currency), you benefit from the cumulative, combined IQ of everyone involved in Bitcoin (the movement).* With such extraordinary potential, the risk is not so much owning bitcoin as not owning it.As you would expect from someone with my chequered past, I threw in lots of jokes as well.Join this amazing movement.But the main event was the Michael Saylor presentation on Saturday afternoon.My goodness me, the 60-year-old former aerospace engineer has become a rock star. He was mobbed. He stood there in the entrance hall, patiently smiling for 90 minutes, with a circle of people around him 10-deep, all wanting selfies. The frenzy did not relent, and eventually his bodyguards had to usher him away so he could prepare for his presentation.That same presentation will no doubt be doing the rounds on the internet over the next few days, and I urge you to watch it, but I will summarise his main points here.Saylor, his usual intense, charismatic self, first observed just how far bitcoin has come over the past 12 months. Up about 70%, it has, yet again, outperformed gold, bonds, stocks and real estate. The White House has said it wants to make the US the bitcoin capital of the world. The new US administration is extremely pro-bitcoin – he went through the key players one by one. With the ETFs and increasing institutional adoption, bitcoin is altogether more normalised and legit.He spoke about how he wished he had got involved in 2013, when he first heard about bitcoin, rather than in 2020, but he also made the point that bitcoin still only makes up less than 1% of global capital and that this share will inevitably grow. 99% of global capital doesn't know about it yet and so, even buying now, you're ahead of 99% of capital.Then he began to speak about where this growing monetary network is going. Bitcoin will continue to outperform stocks, gold, bonds and real estate, as it inevitably grows to occupy a larger slice of the global capital pie. Twenty-one years from now, it's going to be $21 million a coin, he said. There is, therefore, an opportunity to change the destiny of your family for generations to come. You create the future, he said.To deal with the drawdowns and the crypto winters, be like a seasick sailor: keep your eyes on the horizon. On the bigger picture. Saylor outlined several strategies to grow your bitcoin position and showed how rich each would make you in 21 years. The lowest-risk method is to dollar cost average (DCA) – buy a set amount each month and each year. But to increase your gains, use leverage. Use it wisely of course: keep interest payments low, fixed and long duration. Otherwise, you risk debt servitude and will end up with nothing.The principle is to borrow weak currencies, which lose value, and use the money to buy the strongest currency of the lot, which will inevitably gain in value. The gains you make will be extraordinary.I urge you to watch the presentation when it comes out, as he details the different strategies – and then shows the different outcomes.Using:* DCA* Leverage* DCA + leverage* In the case of companies, issuing stock to buy bitcoin* Issuing stock and using DCA + leverageIt will turn you into a total bitcoin head, I guarantee.But that's all for today.I'll be back mid-week with more commentary. I'm attending Swen Lorenz's Weird Sh1t Investing Conference on Tuesday so there will no doubt be lots of good ideas in there. I'll also update you on my conversation the day before yesterday with Eric Semler, Chairman of bitcoin treasury company, Semlar Scientific (NASDQ:SMLR). Semlar has been eclipsed in performance by the (once) smallcap UK bitcoin treasury companies - Smarter Web Company (AQUIS:SWC), Consillium (AQIS:COIN) and Helium Ventures (AQUIS:HEV.PL), but it is lower risk and better value given it is trading at the actual value of its bitcoin holdings and looks set to enjoy a decent run should bitcoin catch a bid.If you enjoyed this article, please like, share - all that stuff. It helps.Until next time,DominicPS Here's this week's commentary in case you missed it:DisclaimerI am not regulated by the FCA or any other body as a financial advisor, so anything you read above does not constitute regulated financial advice. It is an expression of opinion only. Tech stocks are famously risky, , so please do your own due diligence and if in any doubt consult with a financial advisor. Markets go down as well as up. I do not know your personal financial circumstances, only you do, but never speculate with money you can't afford to lose. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Everyone's buying Bitcoin – Metaplanet is raising $5.4B, Saylor just added $110M, and Circle's IPO is on fire. So why is Bitcoin still stuck? Noelle Acheson, Dave Weisberger, Mike McGlone, and James Lavish dig into market sentiment, looming macro risks, and whether inflation data or the U.S. debt spiral will finally move the needle. Join Crypto Is Macro now: https://www.cryptoismacro.com/ Noelle Acheson: https://x.com/noelleinmadrid Dave Weisberger: https://x.com/daveweisberger1 James Lavish: https://x.com/jameslavish Mike McGlone: https://x.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish on this week's Macro Monday as we break down the chaos in traditional markets. Stocks and treasuries are selling off hard — is this the signal that Bitcoin has finally bottomed? We dive into what's really driving the market and where crypto fits into the storm. Don't miss this one! Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

A surprising new class of Bitcoin buyers is stepping in – and it might just kick off the next major Bitcoin rush. Who are they, and why now? Join Dave Weisberger, Mike McGlone, and James Lavish as we break it all down in this week's Macro Monday – from crypto to global markets! Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down the latest chaos in macro and crypto! Moody's downgrade of U.S. credit has markets reeling, driving bonds, stocks, and the dollar lower as gold surges. Meanwhile, the UK overtakes China as America's second-largest creditor, underscoring a major shift in global financial dynamics. Plus, Bitcoin's wild swing from $106K to $103K catches traders by surprise—are these sudden liquidations signaling a local top? Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

James Lavish, Managing Partner of the Bitcoin Opportunity Fund, has been vocal about Bitcoin's transformative potential in the financial system, its role as a hedge against inflation, and its growing institutional adoption› Follow James: https://x.com/jameslavish› James' newsletter: https://jameslavish.substack.com› James' conversation with global liquidity expert Michael Howell: https://x.com/jameslavish/status/1885862219495481826PARTNERS

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down the massive US-China deal and its shocking implications for Bitcoin's next move. Is a new all-time high just around the corner? We're diving deep into the macro chaos, crypto catalysts, and the rally that could change everything. Don't miss this explosive episode of Macro Monday Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Interview recorded - 23rd of April, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming on James Lavish. James is the Managing Partner at The Bitcoin Opportunity Fund and writer at the Informationist newsletter.During our conversation we spoke about his thoughts on the markets, economic uncertainty, higher interest rates & inflation, debt challenges, Bitcoin federal reserve and more. I hope you enjoy!0:00 - Introduction1:39 - What is James seeing in markets?3:35 - Economic uncertainty10:28 - Higher interest rates inflationary13:01 - Tariffs14:43 - Resolution to debt issues?17:38 - Debt challenges24:18 - Realignment away from US Dollar26:12 - Eurodollar market27:28 - Swap lines29:12 - Bitcoin federal reserve33:50 - BRICS buying gold37:35 - One message to takeaway from our conversationJames Lavish has over 25 years of institutional investing experience and is Managing Partner of the Bitcoin Opportunity Fund, a hybrid investment fund that makes public and private investments in the Bitcoin ecosystem. He is also the author of The Informationist, a newsletter with over 35K subscribers that simplifies one financial concept weekly.James graduated Yale University in 1993, and he is a Chartered Financial Analyst (CFA).James Lavish:X - https://x.com/jameslavishNewsletter - https://www.jameslavish.com/Bitcoin Opportunity Fund - https://www.bitcoinopportunity.fund/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Marty sits down with James Lavish to discuss the large scale basis trade hanging over current markets.James Lavish on Twitter: https://x.com/jameslavishThe Informationist: https://www.jameslavish.com/Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/0:00 - Intro0:36 - Educating financial literacy7:05 - Bond Yields10:54 - Fold & Coinkite12:26 - Bitcoin decoupling and tariffs16:19 - Diving into the basis trade29:10 - Unchained29:38 - Flights to safety - Gold & bitcoin39:51 - SAB 12244:09 - Strategy48:59 - Hashprice57:15 - PlugsShoutout to our sponsors:Foldhttps://tftc.io/foldCoinkitehttps://coinkite.comUnchainedhttps://unchained.com/tftc/Join the TFTC Movement:Main YT Channelhttps://www.youtube.com/c/TFTC21/videosClips YT Channelhttps://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQWebsitehttps://tftc.io/Twitterhttps://twitter.com/tftc21Instagramhttps://www.instagram.com/tftc.io/Nostrhttps://primal.net/tftcFollow Marty Bent:Twitterhttps://twitter.com/martybentNostrhttps://primal.net/martybentNewsletterhttps://tftc.io/martys-bent/Podcasthttps://www.tftc.io/tag/podcasts/

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

In today's episode, we break down the macro storm brewing in global markets—from rising Treasury yields and tariff wars to inflation pressure and the Fed's next move. Investors are asking: will the Fed step in, or let things break? We explore how game theory, global trade tension, and investor sentiment are colliding to shape the next market move—and why gold and Bitcoin might be flashing early signals. If you're trying to make sense of the chaos, this episode is your map.

 Wall Street veteran and macro expert, James Lavish, and Preston Pysh have a candid back and forth about the Trump tariffs and what the impact in game theory looks like moving forward. They also talk about how it's impacting fixed income, equities, and Bitcoin. Plus how the U.S. might navigate things from here and what's expected ahead. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 04:14 - How MAG 7 dynamics differ from MAGA trade policies 04:48 - Insights from the Street on where equities and crypto are headed 14:07 - How the U.S. dollar contributed to structural trade imbalances 14:49 - Why China's bond selloff may be a response to U.S. tariffs 15:56 - The potential size of the “boggie” in market selloffs and debt 16:23 - Ray Dalio's framework for understanding today's deeper economic shifts 16:41 - The case for the end of globalism and what replaces it 23:42 - Why Elon Musk might be at odds with his economic circle 28:02 - What tariffs mean for inflation and the bond market 36:19 - The role of Dollar Stablecoins in the evolving financial system Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES James' X Account. James' The Informationist Newsletter. James' Bitcoin Opportunity VC Fund. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed.   NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: SimpleMining Hardblock AnchorWatch CFI Education Found Fundrise Indeed The Bitcoin Way Vanta Shopify Onramp TurboTax Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►►

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►►

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1 James Lavish: https://twitter.com/jameslavish Mike McGlone: https://twitter.com/mikemcglone11 ►►

Join Noelle Acheson, Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Noelle Acheson: https://x.com/noelleinmadrid Dave Weisberger: https://x.com/daveweisberger1 James Lavish: https://x.com/jameslavish Mike McGlone: https://x.com/mikemcglone11 Subscribe Noelle's newsletter to Crypto Is Macro now: https://www.cryptoismacro.com/ ►►

In this episode, James Lavish breaks down hedge fund strategies in Bitcoin, the Warren Buffett Indicator, and the potential inclusion of Strategy in the S&P 500. If you're looking to understand the financial landscape and how Bitcoin clearly fits into it, this episode is for you. ––– Offers & Discounts ––– Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at https://tickets.b.tc/affiliate/matrix/event/bitcoin-2025 Theya is the world's simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric Get up to $100 in Bitcoin on River at river.com/Matrix The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order. Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/ ––– Get To Know Today's Guest––– James Lavish on X: https://x.com/jameslavish The Informationist: www.jameslavish.com/ James Lavish on Nostr: npub1cj94enk44kn5mvrcma4sp7jnlsgnn4em7rk3dh3jt4fzyqs3m02s560efa ––– Socials ––– Check out our new website at https://TheBitcoinMatrix.Com Follow Cedric Youngelman on X: https://x.com/cedyoungelman Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs ––– Chapters ––– 00:00 – Intro 01:24 - Introduction to James Lavish 02:00 - Canada vs USA 07:20 - Tariffs & Market Uncertainty 12:29 - Main Street vs. Wall Street 17:23 - Trump vs. The Fed: A Game of Chicken? 18:45 - Bitcoin's Recent Price Action & Market Reactions 32:00 - The Role of Stablecoins & Tokenization of the Economy 40:30 - Hedge Fund Strategies in Bitcoin & Institutional Adoption 43:25 - The Warren Buffett Indicator & Market Signals 48:45 - When Will FAANG Companies Buy Bitcoin? 50:40 - MicroStrategy & Potential S&P 500 Inclusion 53:30 - The Rise of Exotic Bitcoin ETFs 55:25 - Bitcoin-Backed Bonds & Financial Innovation 58:25 - The Debt Spiral & Bitcoin Outlook for 2025 1:02:00 - Final Thoughts & Where to Find James Lavish I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing. Thank you for listening!

James Lavish is the Co-Managing Partner of the Bitcoin Opportunity Fund, and is the author of the ‘The Informationist' a weekly newsletter that simplifies financial concepts. Sam Callahan writes simple, insightful updates on bitcoin called “The News Block Weekly Newsletter.” This episode was recorded at Bitcoin Investor Week in New York. In this conversation we discuss if Trump admin will be able to balance the budget, what a balanced budget could mean for bitcoin, global liquidity, gold, and nation states adopting bitcoin.=======================This episode is brought to you by Bitdeer (NASDAQ: BTDR), a global leader in Bitcoin mining and high-performance computing for AI. Led by a seasoned management team, Bitdeer is driving innovation with its proprietary SEALMINER ASICs for Bitcoin mining and has a massive 2.5 GW power portfolio across three continents. Learn more about Bitdeer at www.bitdeer.com=======================Franzy makes franchise ownership accessible for dreamers, go-getters, and investors alike. With the AI-powered Franzy Fit Score, match with the best brands for your financials, experience, and goals. Explore franchise options, get pre-qualified, and access expert coaching to guide your journey. Ready to own a business? Visit https://franzy.com/pomp today!=======================BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. No more trusting sketchy bridges or giving up security. BitcoinOS reunites all of crypto around the chain where it all began. Follow BitcoinOS on twitter @BTC_OS and Be early to Bitcoin again.=======================Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/=======================View 10k+ open startup jobs:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

In this episode with macro expert James Lavish, we discuss: Bitcoin's recent price volatility: is BTC being suppressed or manipulated? Evidence of hedge funds "piling" into Bitcoin How a small allocation to Bitcoin will turbocharge the 60/40 portfolio ---- Guest Bio: Bio: James Lavish is an investor, macro expert, hedge-fund veteran, and Managing Partner at the Bitcoin Opportunity Fund. Subscribe to his newsletter: https://www.jameslavish.com/newsletter and follow him on X: www.x.com/jameslavish.  ---- Coin Stories is powered by Genius Group (NYSE American $GNS). Genius is a Bitcoin-first business delivering AI-powered education and acceleration solutions for the future of work. Learn more and enter for a chance to win a whale pass to Bitcoin 2025 in Las Vegas: https://www.geniusgroup.ai/coinstories ---- Natalie's Bitcoin Product Links:  Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: https://www.casa.io/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/ River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie  Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025   Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie  Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell Your Bitcoin oasis awaits at Camp Nakamoto: A retreat for Bitcoiners, by Bitcoiners. Code HODL for discounted passes: https://massadoptionbtc.ticketspice.com/camp-nakamoto    ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►►

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11 

Join Noelle Acheson, Lawrence Lepard, Dave Weisberger and Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Lawrence Lepard:  Noelle Acheson: https://x.com/NoelleInMadrid Dave Weisberger: https://twitter.com/daveweisberger1  Mike McGlone: https://twitter.com/mikemcglone11 

Join us in this insightful episode of the podcast as we reconnect with James and David, managing partners of the Bitcoin Opportunity Fund. We dive deep into the current state of Bitcoin, exploring whether it has become "boring" and what that means for investors.James and David share their expert insights on the Bitcoin market, the potential for future growth, and the unique investment opportunities available through the Bitcoin Opportunity Fund. Whether you're a seasoned investor or new to the Bitcoin space, this episode is packed with valuable information and perspectives.Checkout James' and David's Fundhttps://www.bitcoinopportunity.fundSimply Bitcoin IRL is powered by ► http://bitcoinwell.com/simplyThe Bitcoin Well is the self-custody Bitcoin platform on a mission to enable independence. Bank to Bitcoin instantly. Self-custody by default. Buy real Bitcoin using Bitcoin Well.

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN ROUNDTABLE AND START EARNING CRYPTO REWARDS! 

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Onramp is joined by James Lavish & David Foley to discuss the bitcoin opportunity in 2025. Connect with Onramp This webinar was recorded on January 16, 2025, and represents the inaugural session of the Onramp Institutional Series, a monthly webinar series dedicated to helping institutional allocators gain a deep understanding of bitcoin and its evolving role within the broader financial landscape. We'll cover a comprehensive syllabus of topics, exploring bitcoin's fundamentals, the investment thesis behind it, the macroeconomic challenges in traditional finance, and how bitcoin can address those challenges. We'll also dive into practical considerations such as strategy implementation and custody solutions, ensuring you have a complete toolkit for evaluating the bitcoin opportunity. LINKS James Lavish on X David Foley on X Bitcoin Opportunity Fund Onramp Institutional TIMESTAMPS 00:00-Introducing the Onramp Institutional Series 01:30-Introducing James Lavish & David Foley 05:41-A message from Onramp Institutional 07:08-Understanding the current macro landscape 11:30-The ongoing debt crisis & its implications 16:00-The role of bitcoin as a neutral store-of-value 19:30-Tailwinds for increased bitcoin adoption 28:00-Geopolitical tensions & the rise of “outside money” 34:33-Bitcoin's fundamentals & unique properties 42:48-Capital flow from traditional assets towards bitcoin 50:50-Strategy & vision of the Bitcoin Opportunity Fund 01:00:43-Overcoming skepticism with education 01:05:47-Institutional interest in bitcoin exposure 01:14:51-Outro & disclaimer SUBSCRIBE Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

James Lavish is a Managing Partner & Portfolio Manager at The Bitcoin Opportunity Fund. He is also the author of a newsletter called ‘The Informationist.' In this conversation we discuss the current state of the US economy, how we fix it, economic changes Donald Trump will make, inflation, why bitcoin should be added to everyone's portfolio, tailwinds for bitcoin, bitcoin strategic reserve, global game theory, investing opportunities, and what James looks forward to in 2025.  ====================== Consensus is where the industry does business. Join global leaders, innovators, investors, founders and brands in Hong Kong from Feb. 18-20, 2025. Curated by CoinDesk, Consensus Hong Kong offers unparalleled networking opportunities, exclusive access to top decision-makers and the chance to secure deals that will shape the future of Web3 and digital assets. Take 15% off registration with the code POMP. Register now at coindeskpomp.com ======================= BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. No more trusting sketchy bridges or giving up security. BitcoinOS reunites all of crypto around the chain where it all began. Follow BitcoinOS on twitter @BTC_OS and Be early to Bitcoin again. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Anthony Scaramucci and James Lavish in this must-watch Speak Up episode as they uncover why inflation is inevitable and its profound impact on wealth, markets, and the economy. James, co-founder of the Bitcoin Opportunity Fund, reveals why Bitcoin is emerging as the most powerful store of value, challenging gold, and offering protection against the spiraling U.S. debt, threatening inflation, and widening wealth inequality. Packed with expert insights into government policies, economic trends, and Bitcoin's long-term potential, this discussion explores the critical challenges shaping the future of money in 2025—and strategies to protect your financial future. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4fUhSGD Chapters: 1:16 - Inflation: Why Every Path Leads Here 2:14 - The Trump Effect: Deregulation and Inflation 6:38 - Two Economies: Wealth Inequality in Focus 8:20 - Monopoly Power and the Broken System 11:16 - Can Jay Powell Engineer a Soft Landing? 19:50 - U.S. Debt Spiral: Is Inflation the Only Path? 27:18 - The Role of Bitcoin in Fighting Inflation 30:15 - How Blockchain Will Revolutionize Industries 32:30 - Bitcoin's Future: From Digital Gold to Global Store of Value 35:10 - Why Bitcoin Is Still Misunderstood 36:32 - Bitcoin's Network Strength: The Unstoppable Fortress Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Inflation #Bitcoin #Cryptocurrency #Investing #EconomicTrends #DebtCrisis #StoreOfValue #Blockchain #GlobalEconomy #WealthInequality #FinancialFreedom #FutureOfMoney #FinancialPlanning #GoldVsBitcoin Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://x.com/mikemcglone11 ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

In this end-of-the-year "hangout" featuring Preston Pysh, James Lavish, Susie Reilly & Paula Pendley, we discuss: Holiday and personal updates Reaction to $100k Bitcoin and short-term price action Should Natalie sell Bitcoin to buy a home? Macro outlook from Preston & James Michael's Saylor's brilliant strategy The chances of a U.S. Strategic Bitcoin Reserve New Year's resolutions ---- Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com.  ---- Natalie's Promotional Links:  Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa:  https://www.casa.io/natalie   For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/ River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: https://partner.river.com/natalie  Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025   Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie  Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell ---- Guests & Links: Preston Pysh is an entrepreneur, investor, podcast host and General Partner at Ego Death Capital. Follow him on X at https://x.com/PrestonPysh  James Lavish is an investor, macro expert, hedge-fund veteran, and Managing Partner at the Bitcoin Opportunity Fund. Subscribe to his newsletter: https://www.jameslavish.com/newsletter and follow him on X at https://x.com/jameslavish Dr. Susie Reilly, DDS is a retired dentist and Bitcoin enthusiast. She and her husband divested of their businesses and home to buy more Bitcoin. Check out our talk on Coin Stories: https://www.youtube.com/watch?v=Okdkdz1iWDM and follow her on X at https://x.com/SusieBdds Paula Pendley is a dynamic, client-focused lawyer in California and Texas -- specializing in high-stakes Product Liability, Mass Tort, and emerging technology sectors, including Bitcoin mining. Follow her on X at https://x.com/paulapendleylaw  ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

James Lavish, reformed hedge-fund manager and co-managing partner of the Bitcoin Opportunity Fund and author of The Informationist newsletter, joined Episode 218 of the Julia La Roche Show as Bitcoin crossed the historic $100,000 milestone. Lavish provides a comprehensive analysis of the current macro environment, explores why "all roads lead to inflation," breaks down MicroStrategy's Bitcoin strategy, and shares his outlook on institutional adoption of cryptocurrencies. He also discusses the widening wealth gap in America and examines the challenges facing the Department of Government Efficiency's ambitious spending cut goals. Links: Twitter/X: https://x.com/jameslavish The Informationist: https://jameslavish.substack.com/ The Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/ Timestamps: 00:00 Introduction and welcome James Lavish 00:45 Post-election market overview 02:34 Fed policy and bond market reaction 04:56 Labor market and unemployment analysis 06:40 Discussion of economic soft spots 09:27 Wealth inequality and Cantillon effect 12:16 Federal Reserve's policy options 15:05 Understanding unemployment metrics 18:41 Debt and deficit discussion 24:19 Department of Government Efficiency analysis 29:34 Bitcoin breaking $100K milestone 33:24 Bitcoin ETF impact and institutional adoption 38:36 Bitcoin catalysts and outlook 44:18 MicroStrategy's Bitcoin strategy explained 51:13 Corporate Bitcoin adoption outlook 55:18 Closing thoughts and investment approach

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►►LET ME KNOW YOUR BITCOIN PRICE PREDICTION FOR 2025! 

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►► JOIN THE FREE WOLF DEN NEWSLETTER, DELIVERED EVERY WEEKDAY!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! ►► If you are an active non-US trader, check out Dave Weisberger's new venture, CRX Terminal,  a 100% free crypto trading powered by CoinRoutes. They are looking for beta testers!

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►►EARN TOKENS FOR INTERACTING WITH MY POSTS ON ROUNDTABLE

Join Dave Weisberger, Mike McGlone, and James Lavish as we break down what's happening in macro and crypto! Dave Weisberger: https://twitter.com/daveweisberger1  James Lavish: https://twitter.com/jameslavish  Mike McGlone: https://twitter.com/mikemcglone11  ►►WHO DO YOU THINK SATOSHI IS? LEAVE YOUR ANSWER HERE!

In this episode with macro legends James Lavish & Larry Lepard, we discuss:   The financial 'train wreck' that both James and Larry forecast is ahead Why the Fed is trapped: a debt bomb is ticking Why Bitcoin will outperform gold Will the Fed allow a recession? Bitcoin to $100k in Q4 2024? Trump vs. Harris ---- Larry Lepard is a prominent macro analyst, investor and the founder and Managing Partner of Equity Management Associates. Follow him on X at: https://x.com/LawrenceLepard  James Lavish is an investor, macro expert, hedge-fund veteran, and Managing Partner at the Bitcoin Opportunity Fund. Subscribe to his newslettter, The Informationist: https://www.jameslavish.com and follow James on X: https://x.com/jameslavish  ---- Coin Stories is powered by Bitdeer Technologies Group (NASDAQ: BTDR), a publicly-traded leader in Bitcoin mining that stands alone as the only vertically-integrated, technology-focused Bitcoin mining company. Learn more at www.bitdeer.com.  ---- Natalie's Promotional Links:  Secure your Bitcoin with collaborative custody and set up your inheritance plan with Casa: www.casa.io/natalie  For easy, low-cost, instant Bitcoin payments, I use Speed Lightning Wallet. Get 5000 sats when you download using this link and promo code COINSTORIES10: https://www.speed.app/sweepstakes-promocode/ River is where I DCA weekly and buy Bitcoin with the lowest fees in the industry: partner.river.com/natalie Safely self-custody your Bitcoin with Coinkite and the ColdCard Wallet. Get 5% off: https://store.coinkite.com/promo/COINSTORIES Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/partners/natalie-brunell  Bitcoin 2025 is heading to Las Vegas May 27-29th! Join me for my 4th Annual Women of Bitcoin Brunch! Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/affiliate/hodl/event/bitcoin-2025   Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie  Connect with Bitcoiners and Bitcoin merchants wherever you live and travel on the Orange Pill App: https://signup.theorangepillapp.com/opa/natbrunell ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing

James Lavish is the Co-Managing Partner of the Bitcoin Opportunity Fund, and is the author of the ‘The Informationist' a weekly newsletter that simplifies financial concepts. In this conversation, we break down the macro environment, how inflation has been ravaging America, national debt & the future impact on the economy, bitcoin, potential solutions, risk of CBDCs, and where the world is going.  ======================= Gemini is the safe and secure way to trade crypto. Gemini is offering eligible new users the opportunity to earn $100 in BTC when they trade $1000 in crypto within their first 30 days of signing up. Head over to ⁠https://www.gemini.com/partners/pomp⁠ and start trading crypto to earn $100 in BTC. ======================= Buy and sell cryptocurrency in a tax-advantaged crypto IRA with iTrustCapital. Enjoy 24/7 access, lowest fees in the industry, and tax benefits for your retirement. Open and fund an account today at ⁠⁠⁠⁠⁠⁠⁠https://www.itrustcapital.com/pomp⁠⁠⁠⁠⁠⁠⁠ to receive a $100 USD funding bonus. ======================= Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ ======================= View 10k+ open startup jobs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dreamstartupjob.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/