TFTC: A Bitcoin Podcast #657: China's Gold War with Mel Mattison
58 snips
Sep 6, 2025 
Mel Mattison, an investor and macro strategist, shares his bullish outlook for 2025, emphasizing a possible economic boom despite geopolitical tensions. He dives into China's aggressive gold accumulation strategy, discussing its implications for global finance and the U.S. treasury dynamics. Mattison critiques the idea of Federal Reserve independence and predicts a shift towards lower interest rates and rising asset prices. With insights on Bitcoin's role in the future economy, he urges a nuanced understanding of the financial landscape.
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Forgotten TLT Trade Turned Big
- Mel shared a recent trade where forgotten TLT calls returned ~700% in a day.
- He used the example to show how one can profit from technical bond moves amid media panic.
Native‑Born Unemployment Is The Real Signal
- Mel highlights hidden weakness in the job market masked by foreign‑born employment data.
- He recommends checking BLS table A7 and focusing on native‑born unemployment as a truer signal.
China Uses Gold To Settle And Influence
- China is building gold liquidity and using the Shanghai Gold Exchange to monetize yuan balances for partners.
- Mel sees this as strategic: gold, not treasuries, is being weaponized in a new economic posture.
