The Fed Is Fracturing
The Breakdown12 Joulu 2025

The Fed Is Fracturing

Today’s episode breaks down one of the most contentious FOMC meetings in nearly a decade. A deeply divided Fed delivered a rate cut that may also mark the end of the cutting cycle, with multiple dissents on both the dovish and hawkish sides and an unusually fractured dot plot. The conversation explores what the dissents reveal about competing inflation and labor-market risks, why Powell says the Fed is effectively flying blind without fresh BLS data, and how alternative data is shaping the debate. It also examines the quiet but significant shift in balance-sheet policy, as the Fed ends QT and begins reserve management purchases that many see as “QE that isn’t QE,” and what this hawkish cut, baby QE, and a broken consensus mean for markets heading into an increasingly uncertain 2026 outlook.

Jaksot(2049)

Venezuela Shockwaves and the New Geopolitics of Markets

Venezuela Shockwaves and the New Geopolitics of Markets

The capture of Venezuela’s president marks one of the most aggressive geopolitical moves in years, and markets are racing to figure out what it actually means. This episode unpacks why oil barely move...

6 Tammi 11min

Bitcoin Starts 2026 in Uncharted Territory

Bitcoin Starts 2026 in Uncharted Territory

Bitcoin enters 2026 in a strange and unfamiliar place, coming off a flat year, a post-halving cycle that never caught fire, and a market defined more by boredom than euphoria or panic. This episode ca...

5 Tammi 9min

The 2025 Bitcoin Year in Review

The 2025 Bitcoin Year in Review

The final episode of the year looks back at the forces that actually mattered for Bitcoin and crypto in 2025, and it’s not price. The conversation unpacks how institutional adoption turned Bitcoin int...

24 Joulu 202515min

Coinbase Comes for All of Finance

Coinbase Comes for All of Finance

Coinbase closes the year with its biggest product overhaul ever, launching commission-free stock trading alongside prediction markets, on-chain Solana trading, custom stablecoins, simplified derivativ...

19 Joulu 202512min

Crypto Market Structure Slips to 2026

Crypto Market Structure Slips to 2026

Congress has officially kicked the crypto market structure bill into 2026, a move that surprises no one but still carries real risk as negotiations drag into an election year shaped by shutdown fights...

18 Joulu 202512min

Bitcoin Slides Again as Anger Takes Over the Bear Market

Bitcoin Slides Again as Anger Takes Over the Bear Market

Bitcoin takes another sharp leg down, wiping out leveraged longs and pushing market sentiment firmly into the anger phase of this bear market. Thin liquidity, failed dip-buying on leverage, and contin...

17 Joulu 202510min

DTCC Puts US Securities On Chain

DTCC Puts US Securities On Chain

Today’s episode breaks down a landmark moment for tokenization as the Depository Trust Company receives SEC approval to begin putting US public market securities on chain. The discussion covers what t...

16 Joulu 202511min

The Five Most Important Stories in Crypto Last Week

The Five Most Important Stories in Crypto Last Week

This Friday Five breaks down a pivotal Fed meeting marked by rare open dissent that signals a splintered FOMC and a far more politicized, harder-to-read monetary path into 2026, including what the new...

13 Joulu 202510min

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