Bitcoin Keeps Trading Like A Risk Asset And We Ask Why(Ep.96) copertina

Bitcoin Keeps Trading Like A Risk Asset And We Ask Why(Ep.96)

Bitcoin Keeps Trading Like A Risk Asset And We Ask Why(Ep.96)

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We track the day’s market mood as Bitcoin dips below a key level and then zoom out to why crypto still moves with macro. We also debate what real clarity looks like for crypto and prediction markets, then end with AI agents, payments, privacy, and the weird new reality of bots acting in our name.
• Bitcoin and equities correlation and why BTC still trades like a risk asset
• Treasury yields the strong dollar and what “normal” rates mean historically
• Housing affordability the mortgage lock-in effect and why assumable loans matter
• CFTC rulemaking for crypto trading platforms and limits of non-permanent clarity
• Prediction markets regulation state battles versus federal preemption and likely Supreme Court resolution
• Kalshi and Polymarket volume cash-out features and whether arbitrage exists versus sportsbooks
• AI agents using crypto rails stablecoins and low-friction payments
• Legal responsibility for agent actions plus basic security habits and email ethics pitfalls
• Vikings Saints preview plus Gophers over Michigan and a tease for Hayden’s Singapore recap


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