I sat down with @natbrunell to discuss why bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters.Natalie also shares insights from her book "Bitcoin Is For Everyone" and why she believes bitcoin’s long-term outlook remains as strong as ever.Enjoy!YouTube: https://t.co/ed1uk7Eun4Apple: https://t.co/2k63YarUZNSpotify: https://t.co/e9kSC7Z67YTIMESTAMPS:0:00 - Intro1:15 ...

Inflation and Monetary Policy - The current affordability crisis in America is largely driven by inflation, resulting from a constantly expanding money supply in a debt-based economy, which erodes purchasing power [1] - Regardless of the political party in power, the quality of life for the average person continues to deteriorate due to increasing debt and the necessity to print more money [1] - The US government's continued money printing and weaponization of the dollar are prompting other countries to seek alternatives like gold, with Bitcoin potentially becoming a future alternative [15][16] - The traditional Consumer Price Index (CPI) may not accurately reflect the true cost of living increases, as essential expenses like healthcare, housing, and groceries have risen significantly more than the reported 2% average annual inflation rate; monetary inflation, averaging around 7-8% annually, provides a more accurate picture [21] Bitcoin as a Solution - Bitcoin is presented as an accessible asset that can protect individuals from currency debasement and inflation, offering an asymmetric opportunity for ordinary families to front-run Wall Street [1][5] - Bitcoin empowers both store of value and medium of exchange functionalities, with the base layer serving as digital gold and secondary layers like the Lightning Network enabling faster payments [17] - Bitcoin's open, permissionless network allows anyone to use it, making institutional adoption inevitable and providing opportunities for average individuals [4] - Bitcoin is a politically neutral technology that empowers individuals to be their own bank and save in a system resistant to manipulation [19] Adoption and Market Dynamics - While gold has outperformed Bitcoin in the short term, Bitcoin is expected to outperform in the long run, having already outperformed most other assets over the past 5-10 years [1] - Nation states are increasingly buying gold as a debasement trade and to move away from the US dollar, but Bitcoin adoption by central banks is expected to be a slow process [9][11] - Stablecoins serve as a great on-ramp to crypto, but Bitcoin is the preferred asset for saving due to the depreciating nature of fiat currencies [17] - The increasing instances of debanking in the US highlight the benefits of Bitcoin as a tool for financial freedom, allowing individuals to transact without permission from intermediaries [18]

Hello everyone. Black Friday sales set new records this weekend. The US stock market can't stop going higher. Sentiment is in the toilet. And Professor Peter St. An is going to join us to break down what is really happening in the US economy. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers. Right now, we're at 40,041 of you. I love that you're here, but we need more friends. And so, hit the subscribe button ...

Economic Outlook - The Federal Reserve is expected to cut interest rates by 25 basis points next week, with investors looking ahead to the rate path in 2026 [1][13] - If the inflation picture improves, further rate cuts could lead to a bullish stock market, with projections for the S&P 500 to reach between 7,000 and 8,000 by the end of next year [14][15] Federal Reserve Leadership - Kevin Hassett is considered a strong candidate to replace Jerome Powell as Fed Chair, with expectations that he would focus on economic growth rather than aggressive rate hikes [3][4][5] - Hassett's approach is anticipated to prioritize price stability and full employment, moving away from the current Fed's focus on controlling inflation through rate increases [5][12] Consumer Behavior - Recent data indicates that consumers are actively shopping, as evidenced by the popularity of retail apps like Walmart and Best Buy during the holiday season [17][18] - The consumer sentiment appears to be optimistic about the economy's growth potential in 2026, with expectations of a 3 to 4% growth rate and improved job market conditions [20][21] Market Dynamics - The current economic environment is characterized by a booming economy with GDP growth rates around 3.9%, which is significantly higher than the previous 1-2% range [15] - The Fed's actions in raising rates have contributed to an affordability crisis for consumers, impacting their ability to manage debt and loans [12]

One sector is proving immune to inflation in Japan's economy, @GearoidReidy writes — dedicated fandoms of pop stars, anime characters and YouTubers (via @opinion) https://t.co/vXtHGMPaaP ...

Core Insights - The article examines the historical trends of the 10-year Treasury yield since 1962, highlighting its relationship with key economic indicators such as the Fed Funds Rate (FFR), inflation, and the S&P 500 [1] Group 1: Historical Trends of the 10-Year Treasury Yield - The 10-year Treasury yield has fluctuated significantly, peaking at 15.68% in October 1981 and reaching a low of 0.55% in August 2020, with a recent average of 4.02% at the end of November 2025 [2][4] - The stagflation crisis of the late 1970s and early 1980s led to the FFR being raised to a historic high of 20.06% in January 1981, which contributed to the peak of the 10-year yield [3] - Following the 2008 financial crisis and the 2020 pandemic, the FFR was reduced to near-zero levels, resulting in the 10-year yield dropping to its historic low [4] Group 2: Recent Policy Responses and Economic Conditions - The Fed raised the FFR from May 2022 to August 2023 to combat rising inflation, which mirrored the increase in the 10-year yield [5] - After a period of steady rates, the Fed implemented three consecutive rate cuts in September 2024, while the 10-year yield increased despite the declining FFR [6] - In 2025, the Fed maintained steady rates before executing two rate cuts, with the 10-year yield trending downwards, although inflation remained above the Fed's 2% target [7][8] Group 3: Relationship Between Treasuries and Equities - Generally, Treasuries and equities move in opposite directions, but during inflationary periods, both can rise simultaneously due to the impact of higher interest rates on corporate profits and bond prices [9] - Adjusting the S&P 500 and 10-year yields for inflation reveals the severe impact of stagflation on real equity values from the mid-1960s to 1982 [11] - The Fed's historical extremes in the FFR demonstrate its ability to implement significant policy shifts in response to economic conditions, focusing on inflation control and economic growth [13]

RT Truflation (@truflation)Truflation’s real-time inflation data is now powering a new Bitcoin Blockchain Traded Fund built by @QuantAMMDeFi and automated through the @Chainlink Runtime Environment (CRE).The strategy uses our inflation regime model to shift between BTC and USDC based on macro conditions. This is a concrete step for onchain products that react to real-time inflation data.This exciting development is an example of how Truflation can be used to gather alpha signals and build trading strategies ...

Economic Growth - Australia's economic growth likely accelerated at the fastest pace in three years last quarter [1] Monetary Policy - Hotter inflation has prompted traders and some economists to wager the Reserve Bank's next move will be an interest-rate increase [1]

Market Overview - U.S. equity markets are mixed as of December 1st, 2025, with investors reacting to concerns over tech valuations, cryptocurrency volatility, and upcoming economic data [1] - Major indexes initially faced losses but showed resilience in afternoon trading [1] Major Market Indexes Performance - S&P 500 (SPX) is up 36.48 points (+0.54%) at 6,849.09 [2] - Nasdaq Composite (IXIC) has gained 151.00 points (+0.65%) to 23,365.69 [2] - Dow Jones Industrial Average (DJI) leads with an increase of 289.30 points (+0.61%) to 47,716.42 [2] Sector Performance - Energy sector is strong, up +1.06%, followed by Consumer Discretionary (+0.48%) and Materials (+0.45%) [4] - Technology stocks are gaining +0.13%, indicating a potential broadening of market strength [4] - Utilities (-2.08%), Real Estate (-1.08%), and Health Care (-1.03%) are lagging [5] Key Company News & Stock Movements - Nvidia (NVDA) shares are up 1.6% after announcing a $2 billion investment in Synopsys (SNPS), which saw its shares surge by approximately 4% [6] - Tesla (TSLA) is facing a slump in sales in European markets, while Airbus (AIR) shares fell over 6% due to quality issues [7] - Cryptocurrency-related stocks like Coinbase Global (COIN) and Robinhood Markets (HOOD) are down about 6% and 5%, respectively, as Bitcoin prices drop [8] Upcoming Market Catalysts - The Federal Reserve's FOMC meeting on December 9th and 10th is anticipated to result in a 0.25% interest rate cut, with an 88% probability according to the CME FedWatch Tool [11] - Key economic data releases include ISM Manufacturing PMI and S&P Global Manufacturing PMI, with Fed Chair Jerome Powell's speech being closely monitored [12] - Upcoming corporate earnings reports include Marvell Technology (MRVL) and CrowdStrike (CRWD) on December 2nd, and Salesforce (CRM) and Snowflake (SNOW) on December 3rd [14]

President Donald Trump recently took to Truth Social to assert that tariffs have played a pivotal role in enhancing the United States’ economic and military prowess. Trump emphasized that tariffs have not only enriched the U.S. but also fortified its position globally, saying tariffs have made the country "Rich, Strong, Powerful, and Safe." ‘Wars Have Been Stopped‘ He claimed that these measures have prevented wars and bolstered international relations, stopping other countries from taking advantage of t ...