What Happens to Bitcoin When the Fed Finally Cuts? | Darius Dale
The Pomp Podcast4 Joulu 2025

What Happens to Bitcoin When the Fed Finally Cuts? | Darius Dale

Darius Dale is the Founder & CEO of 42 Macro. In this conversation, we break down the growing divisions inside the Federal Reserve, the real odds of a December rate cut, and who may lead the Fed next. Darius explains how Fed policy is moving asset prices in every direction and why markets are pricing something very different from what the Fed is saying.

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Timestamps:

  • 0:00 – Intro

  • 1:28 – Why the Federal Reserve is deeply divided

  • 6:18 – Structural changes reshaping the US economy

  • 9:40 – Will the market force the Fed to cut rates?

  • 13:17 – The K-shaped economy: who’s in recession?

  • 19:29 – Markets at risk: positioning signals flashing red

  • 22:31 – What the KISS model says about bitcoin

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Jaksot(1778)

Bitcoin Is Going To $250,000 (Here's Why) | Arthur Hayes

Bitcoin Is Going To $250,000 (Here's Why) | Arthur Hayes

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller'...

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The AI Safety Expert Reveals His #1 Fear! | Dr. Roman Yampolskiy

The AI Safety Expert Reveals His #1 Fear! | Dr. Roman Yampolskiy

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade a...

24 Elo 1h 10min

Bitcoin Just Had Its Biggest Week In History | Jordi Visser

Bitcoin Just Had Its Biggest Week In History | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's explosive weekly surge and why this "sigm...

22 Elo 58min

Bitcoin’s Rally Today Just Confirmed Everything | Anthony & John Pompliano

Bitcoin’s Rally Today Just Confirmed Everything | Anthony & John Pompliano

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption...

19 Elo 24min

CEO Explains Why Bitcoin Is Digital Gold | Yoni Assia

CEO Explains Why Bitcoin Is Digital Gold | Yoni Assia

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized e...

17 Elo 42min

Bitcoin Wins By Simply Not Playing The Time Game | Jordi Visser

Bitcoin Wins By Simply Not Playing The Time Game | Jordi Visser

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the AI trade already bottomed, how bitcoin fits...

15 Elo 59min

The Hidden Cash Machine Wall Street Keeps Ignoring | George Arison

The Hidden Cash Machine Wall Street Keeps Ignoring | George Arison

George Arison is the CEO of Grindr. In this conversation, we break down how AI has transformed Grindr's engineering team and product roadmap, the real "gay discount" baked into the stock price, and Gr...

13 Elo 53min

Rent Control, Socialism, and the Fight to Save New York City | Reihan Salam

Rent Control, Socialism, and the Fight to Save New York City | Reihan Salam

Reihan Salam is the President of the Manhattan Institute. In this conversation, we break down what's driving New York City's affordability crisis — from decades of rent control and restrictive zoning ...

12 Elo 1h 2min

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