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Bitcoin is ripping higher again, but what’s actually driving the move, and was the recent sell-off the bottom?
In today’s NFA Live, Guy, Ben and Nic break down the forces behind Bitcoin’s explosive rally and whether the move has further to run.
We also dig into Scott Bessent’s bond buyback strategy and the bigger macro question it raises. If governments are moving toward an era of financial repression, persistent inflation and debt monetisation, where should investors actually be putting their money?
Then we turn to Nvidia. Its latest earnings once again highlighted the extraordinary scale of the AI boom, but what do the numbers tell us about the durability of the AI investment thesis?
Finally, we discuss the controversy around Stanley Druckenmiller reportedly using AI to help write his WSJ opinion piece on Bessent’s bond intervention — and whether investors should actually care.
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Subscribe to Ben 👉 https://www.youtube.com/@UCRvqjQPSeaWn-uEx-w0XOIg
📈Follow Nic 👉 https://www.nicpuckrin.com/follow
Live every Thursday!
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📜 Disclaimer 📜
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
#crypto #bitcoin #cryptopump