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As the PBOC and Fed shift their stances on rates and liquidity flows, the macro landscape is evolving rapidly. In this episode of Bits + Bips, we unpack how these policy changes could spark a massive surge across all asset classes—from equities and bonds to Bitcoin and crude oil.

The hosts, joined by Nikos Kargadouris, a seasoned trader, discuss why liquidity is about to flood the markets, why fears of a U.S. recession may be overblown, and how even memecoins could benefit.

Plus, are central banks close to buying bitcoin ETFs?

Show highlights:

  • How the PBOC’s shift in policies impacted the markets and when we’ll see a “bazooka”
  • How market complacency and short positions on oil amid geopolitical tensions could lead to mispricing and unexpected volatility
  • How rising crude oil prices could slow the U.S. economy, despite the country being a net oil exporter
  • How strong payrolls data reduced market expectations of U.S. rate cuts
  • Why predictions of a U.S. recession might be off
  • Whether it matters for crypto who wins the elections
  • The chances of central banks adopting Bitcoin
  • What the outlook for memecoins looks like in the next months
  • Whether the HBO documentary about the identify of Satoshi Nakamoto will be a disappointment

Sponsors:

Hosts:

Guest:

  • Nikos Kargadouris, Chief Investment Officer of a private investment office specializing in cross-asset thematic macro and digital asset strategies.