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래리 핑크가 항공사 CEO들의 경고를 인용해 향후 수개월 내 경기 둔화 증거가 나올 것이라 언급. 트럼프 관세 정책의 혼선과 시장 불안이 부각되며, 진행자는 비트코인이 7만4천달러 저점을 기록한 뒤 6만5천달러까지 밀릴 수 있다고 봄. 다만 중기적으로 트럼프 정책 전환 시 반등 가능성과 2026년 중간선거 전 경기 부양을 기대. 정부·중앙은행의 비트코인 매입이 공급 제약으로 가격을 크게 올릴 것이라는 Matt Hogan의 견해와 장기 강세론도 소개.
다듬은 글
So there's I you know and I so I do believe in the in the coming months we're going to we're going to see more evidence of of a slowdown in this economy. Buckle up crypto fans. Bitcoin just flashed a death cross on the charts. That's right. The dreaded signal is here and it's got everyone's attention.
The stakes are high and the game is shifted. Black Rockck's sounding the alarm, predicting a full-blown recession. So here's the million-dollar question. With the landscape turning upside down, what's our next move? Are we selling now to scoop up BTC at a discount later? Drop your hot takes in the comments.
I'm dying to hear them. But hold tight. There's a silver lining here. Most folks are missing the bigger picture of what's brewing. Stick with me for the whole video. I've got an exclusive clip at the end that'll blow your mind. If you have more time than money, then the volatility of Bitcoin is a gift to you.
First, let's hit the rewind button. So much has flipped since last week. I'm breaking down the latest on the US and global economy and it's a wild ride. Black Rockck's big boss, Larry Frink, isn't mincing words. He's seeing recession red flags everywhere. The US is teetering on the edge. He says, "You've got to hear this straight from the source.
Listen up." A couple airline CEOs told me, one CEO specifically said, you know, the airline industry is a is is like a is a is is a proverbial bird in a in a coal mine, canary in the coal mine. And I was told that the canary is sick. And all of this, I would imagine now with a market setback, is going to freeze more and more consumption.
And I think we're going to start seeing that really quickly. So there's I you know and I so I do believe in the in the coming months we're going to we're going to see more evidence of of a slowdown in this economy. Even the diehard Trump cheerleaders are raising eyebrows. Take CNBC's Joe Kernan, proud MAGA voice, who's calling out the chaos in Trump's tariff playbook.
He went toe-to-toe with Peter Navaro, Trump's trade guru, and it's a showdown you can't miss. The cracks are showing. Check this out. I think they're much bigger than than most people thought. and and I think from policy institutes on both sides of the aisle the the methodology that was used has been universally derided as being non-serious I don't know whether you know exactly who came up with the formula uh but it allowed you to to at least characterize most of these countries as being their terrorists well above the reality of the situation so that when you put say that we're going to do half on them uh it was much higher than anyone anticipated.
And I think you'd have to concede that that this was not the market reaction you were looking for. There's a way of maybe incrementally trying to accomplish some of the things that the the president wants to do in a reasonable serious way. And this just almost across the board has caused what you're seeing in the stock market and a lot of headscratching and head shaking on whether anyone really knows what they're doing in this case.
Peter, can you acknowledge that? No, I can't. Now, here's a juicy twist. The market spiked today on whispers that Trump might toss a 90-day lifeline for trade talks. False alarm. The White House slammed the brakes on that rumor fast, shutting down any hope of a truce. No peace offerings here, just pure unfiltered tension.
The plot thickens. spoke to Caroline Levit, the White House press secretary on the phone uh just a short time ago and she tells me it is quote unquote fake news that the White House is considering a 90-day pause. So, the White House pouring cold water on this idea wherever it came from that they are considering a 90-day pause on tariffs, saying that the president is committed to his tariff regime and any reports that he's considering a 90-day pause are quote fake news.
And it gets spicier. Trade hawk Peter Navaro speaking for team Trump dropped a bombshell. Even if other nations slash tariffs to zero, it wouldn't cut it. They're demanding a total overhaul of how imports roll into the US. Bold move or reckless gamble. You listen and decide. Does this even add up? I think the thing we're all trying to understand is then if there are going to be negotiations and you're saying zero is not enough, what is enough?
Zero is a small first start. Okay. What is enough? But then what what is enough? And and let me ask you, but related to that, but let me answer that question. Let me answer. Let's take them one at a time. We got plenty of time. So what is enough? Okay, you take any given country. They're like fingerprints.
They all cheat us in a different way. So here are the things they cheat us on. Some of them engage in currency manipulation. Some of them have a hefty VAT tax. All of them dump into our markets. All of them engage in heavy export subsidies and government subsidies. All of them put up these phony technical and phyto sananitary barriers to our a products and our autos and everything in between.
Many of them steal our intellectual property. A lot of them run sweat shop labor including forced child labor. They have pollution havens. So when you say to me, what do we want from them? We want fairness. We don't want them to kill American workers by inundating us with this non-tariff cheating. And it would be really refreshing to have the media talk more about that.
This zero tariff thing, it it's a it's a misdirection. No, it's a misdirection. It's the non-tariff barrier. that suggests that there's a lot there's going to be a lot bigger challenge in terms of actually then getting to to yes, if you will, or finding the off-ramp where a deal is made, given that we're not just talking about getting to zero.
We're talking about getting uh all sorts of other policies inside each of these countries changing. Here's the raw truth. The White House is engineering a bare market and maybe a recession right before our eyes. Trump's staring down the world in a global game of chicken. Yet, Bitcoin, it's flexing some serious muscle.
Sure, it dipped to a local low of $74,000 today, but it's holding steady. Could it slide to 65,000? Maybe. But old resistance is now fresh support. Here's the kicker. Trump could flip the script any second, sparking a monster relief rally. I'm betting he'll juice the economy by the 2026 midterms. So, if you can ride out this storm and stack your huddle bags, you're golden.
Volatility is your VIP pass to profit. Michael Sailor nails it best. Volatility was a gift to the faithful. It scares away the tourist. It scares away the lazy. It scares away the people that are already conventionally rich that have all the money. If you're a 20some or a 30some and you're willing to do the work, if you're willing to spend a 100 hours or 200 hours, if you have more time than money, then the volatility of Bitcoin is a gift to you.
If you have more money than time and you're arrogant and egotistical and you just pick the obvious, then if the volatility goes away, you buy Bitcoin. If people if people in the rest of the world knew what I know and they understood and they agreed with me, Bitcoin would go to $10 million tomorrow. And if Bitcoin went to $10 million tomorrow, I want you to think about how you would feel because you would lose 20 years of stacking opportunity during which you get to buy at less than $10 million.
So the difference between $10 million and $100,000, that's what you give up if the volatility goes away and people start to agree with you. Let's zoom out. Yeah, the market's wobbling this month. A recession's looming and Trump's trade stance is pure fire and brimstone. But we unpack this daily. It's the new normal.
We're in the thick of a seismic shift, a great reset that's turbocharging Bitcoin and crypto. If you're a regular here, you know the drill. The fundamentals scream long-term bullish vibes like never before. Bitwise CIO Matt Hogan's got the final word. Stay tuned. I had Arthur Hayes on my show last week and uh he came he came on and said that he thinks that the strategic Bitcoin reserve is overblown and that governments and central banks aren't going to buy big be buying Bitcoin and to gold.
Um what are your thoughts on that? Well, I don't think he's right. Uh and I don't think he's right for that 9010 reason. Yeah, which is central banks are not in the business of making bets. And I agree they'll probably buy more gold than Bitcoin. That's probably true, but that doesn't mean they won't buy any Bitcoin, right?
I think the number of countries that own Bitcoin will at least double. I think the game theory of getting in first is is a foot, as you mentioned. How do you know we're not doing it? And even if it's just at this 9010 ratio, that means they have to buy a very lot of Bitcoin, right, just to get up to neutral.
So, um, he's right that they'll probably buy more gold, but the impact will be much bigger on Bitcoin because we're in a supply constrained situation, right? We only create 165,000 Bitcoin a year. If governments buy half a million Bitcoin, that's 3x supply, right? you know that that means the price goes up unless people are willing to sell and that's just one source of demand.
Do you think that we are still on the traditional crypto fouryear cycle? Um no but from a bullish perspective I sort of think you know these these cycle starts because there's a huge catalyst that brings new capital into the market and this one started for what it's worth almost exactly the day Gayscale won its lawsuit about a Bitcoin ETF.
If you go back to when the bull market started, that was March of 2023 was when they won their lawsuit. And that meant institutional investors were coming into this market, market rips. I I think we had another one of those events like another one of those tectonic fouryear cycle starting events with the Trump election.
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