He Put 80% Into Bitcoin, Now He’s Calling Out The Government | John Deaton

The Federal Reserve has officially ended quantitative tightening, preparing to inject trillions in new liquidity back into the financial system. But while markets rally, Bitcoin remains hesitant, hovering near key resistance levels and refusing to break higher. Is Bitcoin signaling caution while the Fed floods the market with printed money or gearing up for its next explosive move?

4 Dec 202535min

Bitcoin has surged back to $93,000, reigniting debate over whether this is just a relief rally — or the start of a full market reversal. After months of volatility and fear, the world’s largest cryptocurrency is showing renewed strength as liquidity returns and institutional buyers step back in. In this episode, we break down what’s driving the move, whether the correction is finally over, and how macro forces, from U.S. rate cuts to tightening supply. Could signal a major shift in Bitcoin’s market structure.

4 Dec 20251h 9min

The Federal Reserve officially ended quantitative tightening and immediately pumped $13.5 billion into markets through an overnight repo—clear signs of growing stress in the system. At the same time, new controversy is hitting Tether’s balance sheet, raising fresh questions about stablecoin stability. And in a surprise move, Vanguard is preparing to launch its own Bitcoin ETF, marking a major shift from one of Wall Street’s most anti-crypto giants. With liquidity returning, institutions pivoting, and trust in key crypto players under pressure, today’s developments could reshape the entire market.

2 Dec 20251h 8min

Bitcoin’s sudden flash crash has rattled markets as global liquidity tightens and Japan’s bond market sends crisis-level warning signals. With 20-year JGB yields spiking toward historic stress points, the yen carry trade is rapidly unwinding and dragging risk assets with it. Gold is surging to six-week highs, Fed rate-cut odds are accelerating, and Trump’s move to appoint a new Fed chair adds major uncertainty to the monetary outlook. At the same time, BlackRock’s Bitcoin ETF has become its fastest-growing product of 2025, even as Tether faces renewed balance-sheet scrutiny and confidence across crypto wavers.

1 Dec 20251h 9min

Everyone says Bitcoin runs on a 4-year halving cycle... but what if that era is over? Former hedge fund manager James Lavish joins Scott Melker to explain why Bitcoin’s next major moves won’t be driven by the halving, but by global liquidity cycles, Fed policy, and a changing macro landscape. From shrinking bank reserves to political pressure on the Fed, James reveals the hidden forces that will shape Bitcoin’s price over the next decade. If you still think it’s “just the halving,” you’re already behind.

30 Nov 20251h 3min

The same institutions that once tried to kill Bitcoin are now building with it. With Ryan Rotolo, producer of The Wolf of All Streets, we dig into the shocking reversal unfolding across traditional finance, from Texas establishing a state Bitcoin reserve to JPMorgan issuing its first Bitcoin-backed bond. Are the world’s biggest banks finally embracing crypto, or are they quietly setting the stage to control it? We break down the truth behind their flip-flopping narratives, what this means for Bitcoin’s next phase, and how institutional adoption is reshaping the future of money.

26 Nov 202533min

Banks are now sitting on more than $300 billion in unrealized losses, raising fresh concerns about balance-sheet stability just as another major economic data release was suddenly canceled, adding fuel to fears that policymakers may be hiding deeper cracks in the system. Liquidity stress is building, bond portfolios are bleeding, and confidence in the traditional banking sector is sliding fast. With warning signs flashing across the economy, Bitcoin is showing unusual hesitancy—hovering quietly as markets brace for what could be a much larger shock. Is Bitcoin signaling trouble ahead… or preparing for a major macro breakout as the banking system strains under mounting pressure?

25 Nov 202554min

Bitcoin may be forming a bottom as markets bet on a December Fed rate cut, even after a $1 trillion crypto wipeout and Bitcoin’s worst month since 2022. Whales are accumulating, stocks are rallying, and rate-cut odds are surging—but the market is still on edge as MicroStrategy faces delisting warnings, JPMorgan is accused of blocking Bitcoin transfers, and crypto treasury firms feel pressure from rising ETF competition. Here’s what today’s headlines mean for Bitcoin’s next move.

24 Nov 20251h 1min