Unchained Bits + Bips: Bitcoin Brushes Off Another War & Will Powell Relent on Rates? - Ep. 857
25 snips
Jun 25, 2025 
Joining the discussion are Anthony Scaramucci, Founder of SkyBridge and ex-Trump admin member, Alex Kruger, macro expert from Asgard, and Noelle Acheson, author of the 'Crypto Is Macro Now' newsletter. They delve into how geopolitical conflicts impact crypto and traditional markets. Scaramucci reveals insights from Larry Fink about Bitcoin. The panel debates the fate of stablecoins amid U.S. regulations and speculates on the timing of altcoin ETF approvals, all while exploring the intricate dance between politics and market reactions.
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Oil Market Reflects Middle East Risk
- Oil prices spiked on fears of Middle East conflicts, peaking with high closure risks for the Strait of Hormuz.
- Though now lower, insurance and shipping routes remain affected due to ongoing geopolitical risks.
Fed Rate Cuts More Likely Than Stated
- The Fed's official dot plot is often inaccurate but alters market expectations significantly.
- Real-time inflation metrics suggest room for 50 to 100 basis points of rate cuts in 2024, challenging the Fed's cautious stance.
Fed Officials Pivot Tone on Cuts
- Fed officials are shifting from data-dependent to forward-looking tone regarding rate cuts.
- Tariffs' inflationary impact remains uncertain, influencing Fed's cautious approach for potential cuts in 2024.
