Name: BASIS TRADE COLLAPSE: $1 TRILLION TRIGGER For Bitcoin's Next Leg Up - James Lavish
Uploaded: 2025-04-23T12:00:00+00:00
Duration: 1 h 1 min 34 s
Description: James Lavish, author of "The Informationist," discusses the trillion-dollar basis trade threatening financial markets, Bitcoin's role as a neutral reserve asset, and how regulatory changes like SAB 12

7 months ago

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Podcasts

James Lavish, author of "The Informationist," discusses the trillion-dollar basis trade threatening financial markets, Bitcoin's role as a neutral reserve asset, and how regulatory changes like SAB 122 will allow banks to hold cryptocurrency. Lavish examines MicroStrategy's innovative bond strategy, the significance of Bitcoin's surging hash rate despite low profitability, and how nation-states might be secretly mining. The conversation explores financial system vulnerabilities, monetary policy failures, and why Bitcoin represents the solution regardless of economic reordering outcomes.

Matt Pines on Twitter: https://x.com/matthew_pines
Skywatcher: https://skywatcher.ai/
Bitcoin Policy Summit: https://www.btcpolicysummit.org/

Shoutout to our sponsors:

Fold
https://foldapp.com/marty
Bitkey
https://bit.ly/TFTCBitkey20
Unchained
https://unchained.com/tftc/
Zaprite
https://zaprite.com/tftc
Salt of the Earth
https://drinksote.com/tftc

0:00 - Intro
0:40 - Educating financial literacy
7:09 - Bond Yields
10:58 - Fold & Bitkey
12:34 - Bitcoin decoupling and tariffs
16:28 - Diving into the basis trade
29:19 - Unchained
29:47 - Flights to safety - Gold & bitcoin
40:00 - SAB 122
44:18 - Strategy
49:08 - Hashprice
57:24 - Plugs