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Debasement trade

Gold’s Momentum Reset, Fiscal Dominance, and Bitcoin’s Demand Test

Gold’s Momentum Reset, Fiscal Dominance, and Bitcoin’s Demand Test

The February 03, 2026 episode of the David Lin Podcast features Lyn Alden explaining why a sharp selloff in gold, silver, and Bitcoin reflects a momentum unwind rather than a reversal of long-run debasement dynamics.
Murray Rudd 04 Feb 2026
Bitcoin’s Debasement Trade and the Risks of Market Plumbing

Bitcoin’s Debasement Trade and the Risks of Market Plumbing

The February 01, 2026 episode of Brandon Gentile features Mel Mattison arguing that a weakening dollar-centered order extends a multi-year “debasement trade” in scarce, non-dollar assets, including Bitcoin.
Murray Rudd 02 Feb 2026
Leverage Shocks, Structured Selling, and Bitcoin’s Debasement Trade

Leverage Shocks, Structured Selling, and Bitcoin’s Debasement Trade

The November 21, 2025 episode of Kitco News features Mark Moss analyzing recent Bitcoin volatility driven by leverage unwinds and a large “structured seller” active at 9:30 a.m. Eastern.
Murray Rudd 22 Nov 2025
AI Supply-Chain Shock Meets Market Fragility

AI Supply-Chain Shock Meets Market Fragility

The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.
Murray Rudd 12 Oct 2025

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