Volatility, Decoupling, and Macro Risks

China dumping dollars can trigger a global risk‑off, crushing crypto short term; With the Feb.10th CLARITY Act looming, a harsh outcome could amplify that flush.

~This episode is sponsored by Uphold~
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00:00 Intro
00:10 Sponsor Uphold
01:00 Coinbase Superbowl flop
01:40 Boos after ad
02:30 Sentiment rock bottom
03:40 Now
04:30 Mohamed El-Erian: Investors must embrace volatility this year
06:30 China unloading
08:00 Mark Cudmore: This can get bad
09:20 Japan sends message
10:00 Jeff Park: Bitcoin during war
12:00 Warshonomics
14:00 Does Bessent have a “soft veto” over the Fed
16:00 Weakest Bear Case yet for BTC
17:00 Tom Lee buys crash
17:50 Tom Lee: V-shape recovery
19:20 Mr.Beast x Step App
21:00 Shutdown 74% odds
21:30 Mooch: CLARITY Act is the gatekeeper
23:00 Feb.10
24:00 Lauran Dunn: The need to stop insider trading
26:20 Hunter Horsely: next 6 months
27:20 Outro

#crypto #bitcoin #ethereum 
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