Caitlin Long: Fiscal Dominance, Stablecoins & the Macro Case for Bitcoin

🎬 Caitlin Long: Fiscal Dominance, Stablecoins & the Macro Case for Bitcoin
Will tokenized bank deposits crowd out stablecoins? Caitlin Long, founder and CEO of Custodia Bank, says stablecoins are about $300 billion against roughly $5.7 trillion in traditional demand deposits, and that bringing tokenization into the banking system could be the bigger story. She also explains why the Treasury wants tokenized dollars and what the Fed is doing about it.
Chapters:

➤ Caitlin Long discusses the potential for tokenized bank deposits to overshadow stablecoins, highlighting the vast difference in market size and the Treasury's incentive to tokenize dollars to support US Treasury markets.
➤ The conversation delves into the Fed's cautious stance on crypto versus the Treasury's push for tokenization, and explores the parallels between the growth of the Eurodollar market and the current state of stablecoins.
➤ Long also touches on the long-term implications of tokenizing US equities, the inherent instability of the current banking model, and Bitcoin's role as a 'debasement trade' or 'digital gold' in a macro environment of high debt and potential inflation.

#Caitlin Long #Custodia Bank #tokenized deposits #stablecoins #US Treasuries #fiscal dominance #Bitcoin #banking system #Fed #Treasury Department

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"Bitcoin Is the Hurdle Rate": How Strive Stacked 14,000 BTC w/ Matt Cole | Bitcoin Backstage

🎬 "Bitcoin Is the Hurdle Rate": How Strive Stacked 14,000 BTC w/ Matt Cole | Bitcoin Backstage
"If you don't think you can beat Bitcoin, you should just buy Bitcoin." That's the philosophy powering Strive's rise to a top-10 corporate Bitcoin holder. CEO Matt Cole joins us backstage to unpack Bitcoin as the hurdle rate, the economics of digital credit, and why Bitcoin treasury companies are entering a period of consolidation with only a few dozen winners. He also shares the most wrong he's ever been about Bitcoin and it's not what you'd expect.
Use code BM10 to get 10% off Bitcoin 2027 Con...

➤ Strive CEO Matt Cole discusses the company's strategy of holding over 14,000 BTC, positioning Bitcoin as the 'hurdle rate' for corporate decision-making.
➤ Cole argues that the US dollar faces a debt crisis and debasement, making Bitcoin a crucial hedge for corporations and potentially leading to its value going 'to infinity'.
➤ The discussion touches on Strive's growth through acquisitions and preferred equity instruments (SATA), and advocates for broader Bitcoin adoption, including digital credit offerings for those averse to Bitcoin's volatility.

#Bitcoin #Strive #Matt Cole #Treasury #Digital Credit #Corporate Holdings #Fed #Debt Crisis #Dollar Debasement

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Why Markus Thielen Says Bitcoin's Pain Isn't Over Yet

🎬 Why Markus Thielen Says Bitcoin's Pain Isn't Over Yet
On today's Markets Outlook, 10x Research Founder and CEO Markus Thielen tells CoinDesk's Jennifer Sanasie why he sees Bitcoin dropping even more before recovery, with $7B in ETF outflows since mid-May and MicroStrategy stepping back as the last real buyer. Plus, why he stays bearish on Ethereum, why he's calling Hyperliquid overvalued, and why nothing turns around until the Fed goes dovish.
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➤ Analyst Markus Thielen predicts further downside for Bitcoin, targeting $46,000-$47,000 due to significant ETF outflows and a lack of strong buyers, despite MicroStrategy's past support.
➤ The bearish sentiment is driven by macro headwinds, including hawkish Fed policy and rising inflation expectations, which have made Bitcoin a more sensitive macro asset.
➤ The article also touches on RWA developments, mentioning Securitize's growth and RealFi's upcoming stablecoin, but the primary focus is on the broader crypto market's macroeconomic sensitivity and potential for a Q4 recovery if the Fed pivots to a more dovish stance.

#Bitcoin #Ethereum #Markus Thielen #10x Research #ETF outflows #MicroStrategy #Fed #interest rates #Securitize #RealFi #Ledn #JPEG Trading #Hyperliquid

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The Fed Could Shake Bitcoin Today

🎬 The Fed Could Shake Bitcoin Today
✨AskClash - *AI Tools, Charts, and Agents for Crypto & Markets* ► https://www.askclash.ai/
**Exchange Partners**

➤ The market is anticipating a key Federal Reserve meeting and press conference today, with a new Fed chair whose tone is expected to be more dovish than his predecessor, potentially impacting Bitcoin and other cryptocurrencies.
➤ Discussions also covered geopolitical tensions, the significant role of AI in global discussions (G7), and the performance of various tech and crypto assets like SpaceX, OpenAI, and Worldcoin.
➤ The analysis touches upon the tokenization of stocks, with Uniswap highlighted as a potential leader, and explores the mechanics and market reception of Michael Saylor's Stretch (PYT) dividends, alongside broader RWA and crypto market trends.

#Fed #Bitcoin #Interest Rates #AI #Tokenization #G7 #Trump #SpaceX #OpenAI #Worldcoin #Uniswap #Stretch #Michael Saylor #RWA

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Bitcoin Faces Major FED Decision - Should We Be Concerned?

🎬 Bitcoin Faces Major FED Decision - Should We Be Concerned?
#Bitcoin #Crypto #Finance
Bitcoin's relief rally faces its first real test today as Warsh's first FOMC meeting lands — markets are pricing 50-65% odds of at least one 2026 rate HIKE after May CPI ripped to 4.2%, and Warsh is expected to scrap Powell's forward guidance entirely. The on-chain backdrop is bullish: Bitcoin's Sharpe ratio just hit -20 (the same signal that marked every cycle low since 2015), holders absorbed 125,000 BTC in the first half of June, and whales pulled 11,000 BTC off exch...

➤ The article discusses the potential impact of the upcoming FOMC meeting and Federal Reserve decisions on Bitcoin's price, with market participants divided on the likelihood of rate hikes.
➤ It contrasts Bitcoin's on-chain metrics with broader market narratives, highlighting a shift in capital towards AI and compute, and touches upon the speculative valuation of SpaceX and Coinbase's expansion into tokenized assets and AI-powered investment advice.
➤ The conversation also touches on the performance of MicroStrategy's stock (STRC) and the broader challenges faced by altcoins due to regulatory uncertainty, emphasizing the need for real-world asset integration in crypto.

#Bitcoin #Fed #FOMC #Interest Rates #CPI #SpaceX #Coinbase #Tokenization #AI #MicroStrategy

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Fed Rate Cut Countdown📉Crypto Market Update

🎬 Fed Rate Cut Countdown📉Crypto Market Update
CNBC Fed Survey respondents see little action taken by the Kevin Warsh-led Fed through 2027. However, 88% do expect the central bank at this week’s meeting to remove the easing bias in the statement that has signaled the Fed’s next move would likely be a cut.
~This episode is sponsored by iTrust Capital~

➤ The Federal Open Market Committee (FOMC) meeting is a key focus, with market expectations shifting regarding interest rate policy, influenced by geopolitical events like the Iran situation and macroeconomic data.
➤ The discussion highlights the potential impact of Fed policy on Bitcoin and broader risk assets, drawing parallels to past market reactions and referencing the significant volatility surrounding the SpaceX IPO.
➤ Sponsored content from iTrust Capital promotes crypto IRAs, interweaving this with market commentary and analysis of potential Fed actions, bond market movements, and the performance of assets like Bitcoin and SpaceX.

#Fed #FOMC #interest rates #Treasuries #Bitcoin #SpaceX IPO #Iran deal #iTrust Capital

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