Liquidity Flood Incoming: Bitcoin’s About to Explode
This episode analyzes how improving liquidity conditions and the potential end of Federal Reserve quantitative tightening could drive Bitcoin prices higher in 2026. The hosts discuss the debasement trade gaining mainstream adoption and explore Bitcoin inheritance planning strategies with guest Gustavo Flores from AO.
Show Notes
The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.
00:00 Introduction & the debasement trade 05:22 Liquidity conditions & bitcoin’s resilience 08:38 Bitcoin cycles: halving vs liquidity 11:43 U.S. debt explosion & nominal distortion 14:36 Government signals & gold’s resurgence 17:34 Shifting incentives & institutional positioning 19:44 Global adoption: U.S., India, & Asia-Pacific 23:07 Latin America’s adoption landscape 25:54 Financial institutions & ETF-driven onboarding 29:00 Bitcoin management: custody, risk, & MIC 37:18 Security realities in Latin America 46:29 Gold & bitcoin as sound money 01:03:34 Market structure, stablecoins, & centralization 01:11:42 Closing remarks, outro, & disclaimer
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