🟢 Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn James Lavish, a Wall Street veteran since 1993, says Trump is making a fatal mistake with the U.S. economy. Lavish has been warning about the debt spiral for years, since the national debt was around $30 trillion; now it's over $40 trillion. He breaks down why bond yields are spiking to levels not seen in decades, why the Fed cutting rates won't actually bring mortgage rates down, and why he believes Washington will never choose real spending cuts, tax hikes, or an outright default, instead opting to quietly inflate the debt away year after year. Rob Wallace and Lavish dig into what that "soft default" actually means for ordinary Americans, why the people who own hard assets like houses, stocks, gold, and Bitcoin will come out ahead while everyone else falls further behind, and why the biggest so-called "foreign" buyers of U.S. debt are actually U.S. hedge funds operating out of the Cayman Islands. They close out talking Bitcoin adoption, why Lavish was surprised by how much OG selling hit the market this cycle, and his outlook for Strive and Bitcoin treasury companies heading into the next bull run. Here is what we cover: • Why the Fed cutting rates doesn't bring mortgage rates down, and what actually drives the 10-year Treasury • Comparing housing affordability in 1980 versus today, and why the real burden has gotten worse despite lower rates • Why Washington will almost certainly choose a "soft default," quietly inflating away the debt rather than cutting spending or raising taxes • Lavish's Debasement Pressure Index, and why offshore hedge funds in the Caymans are actually some of the biggest buyers of U.S. debt • Why Bitcoin adoption disappointed this cycle, including unexpected OG selling, and his outlook for Strive and Bitcoin treasury companies If you found this valuable, hit subscribe and turn on notifications so you never miss an episode of The Bitcoin News Channel. TIMESTAMPS 0:00 Trump, Inflation, and the Debt Spiral 1:32 Why Fed Cuts Won't Fix Mortgages 6:55 The Global Bond Apocalypse Explained 11:19 Housing Affordability in 1980 Versus Today 16:05 ZIRP, Money Printing, and Housing Prices 20:09 Yield Curve Control and Recession Risks 23:27 The Fed Put and Rising Deficits 30:22 Soft Default and the K-Shaped Economy 35:21 Lavish's Debasement Pressure Index 38:04 Cayman Hedge Funds and Treasury Demand 44:48 Underwater Bonds and Treasury Buybacks 50:05 Why Bitcoin Adoption Has Disappointed 52:54 Bitcoin OG Selling and AI Speculation 58:52 Strive, SATA, and Bitcoin Treasury Companies 1:05:21 Closing Thoughts and Cory Klippsten SPONSORS 🟣 Download the Rhino App 👉 rhinobitcoin.onelink.me/66Ka/bnews Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account. ⚪ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews 🟣 Get Rhino’s new FREE research report, "Why Buy Real Bitcoin? Ownership, custody, and what an investor actually holds," featuring insights from Lyn Alden, Ryan Rasmussen and Ric Edelman: https://report.rhinobitcoin.com/?utm_source=youtube&utm_medium=cpm&utm_campaign=bitcoinnewsyoutube 🔴 Subscribe to our newsletter Bitcoin News Weekly [FREE]👉 https://bitcoinnews.com/subscribe bitcoin #bitcoinnews #finance finance #macro #macroeconomics #bitcoinnews #crypto #cryptocurrencywallets ❗ DISCLAIMER ❗ Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances. Music Licenses: CODE: LD-085LLXOOUUG3L CODE: LD-OFIGRY4YGPAKG
