The Fed BROKE the Economy... But Bitcoin is EXPLODING! Here's Why | Bitcoin Alpha 008

The Bitcoin Alpha podcast explores the macroeconomic forces driving Bitcoin's evolution as a neutral reserve asset. Treasury Secretary Bessent's pivot from tariffs to growth-focused fiscal policy signals inevitable monetary expansion as US debt sustainability reaches critical levels. Japan's yield curve crisis threatens $1.2 trillion in Treasury holdings while Bitcoin demonstrates remarkable resilience during market volatility. The discussion covers Bitcoin treasury companies like MicroStrategy flooding public markets, stablecoin regulation priorities, and institutional adoption trends. With 30-day volatility near one-year lows and the longest streak above $100K in Bitcoin's history, the risk-reward setup appears historically favorable as traditional financial systems face mounting pressure.

0:00 - Disclaimer
00:24 - Opening & Context Setting
01:24 - Treasury Secretary Bessent Analysis & Fiscal Policy Shift
07:08 - Debt Sustainability Crisis & Japan's Fiscal Confession
09:40 - Alternative Investment Impact & Consumer Debt Stress
16:32 - Growth Strategy Feasibility & Liquidity Injection Timing
21:31 - Bitcoin Performance Since Liberation Day
27:46 - Institutional Adoption Paradox & Support Base Analysis
32:29 - Counter-Arguments Weakening & Neutral Reserve Asset Thesis
37:25 - Capital Account Attack Strategy & Triffin's Dilemma
44:24 - Stablecoin Policy Focus & Treasury Demand Strategy
51:40 - Stablecoin Market Structure & Network Effects
56:24 - Coinbase Security Breach & Custody Best Practices
01:05:19 - Bitcoin Treasury Company Trend Analysis
01:15:19 - Leverage Risk Assessment & Market Dynamics
01:28:00 - Cycle Comparison & Closing Thoughts