Name: The Liquidity Math Wall Street Won't Tell You | Bitcoin to $150K in 6 Months
Uploaded: 2026-01-07T15:00:00+00:00
Duration: 1 h 28 min 48 s
Description: Mel Mattison returns to break down the Trump administration's move on Venezuela and what it signals about the end of the rules-based international order. Venezuela sits on more oil reserves than Iran

9 days ago

139

Podcasts

Mel Mattison returns to break down the Trump administration's move on Venezuela and what it signals about the end of the rules-based international order. Venezuela sits on more oil reserves than Iran and Iraq combined, and the US just made its play. Mel explains why this is the new Monroe Doctrine in action, how de-dollarization was already underway before the Russia asset seizures, and why we're entering a multipolar world with three great powers. He also covers why Bitcoin is going through an awkward puberty phase as it matures into its own asset class, the case for gold reaching $100,000 as a neutral reserve asset, and why policymakers will keep finding band-aid solutions to prevent system collapse. Mel shares his outlook for 2026: a strong first half for markets and crypto, with caution warranted later in the year.

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0:00 - Intro
0:50 - Venezuela
9:50 - Worthwhile for US
16:09 - Reducing risk of global collapse
23:37 - Bitkey & Unchained
25:25 - We don’t need forever wars
30:31 - Bitcoin’s response to unprecedented times
36:29 - Tax loss harvesting
43:02 - SLNT & SOTE
45:11 - Market flips when calendar flips
51:58 - Trump’s tariffs
56:29 - Dropping income taxes
1:02:14 - AI tools
1:13:31 - Post transition looks hopeful
1:17:56 - G/S margin call