Inflation, Liquidity, the Fed & Bitcoin | James Lavish

James Lavish unpacks why the Federal Reserve, runaway debt, and global liquidity cycles are setting the stage for Bitcoin’s next explosive move. From stagflation and deficits to institutional rebalancing and treasury companies, James explains why Bitcoin is unlike any asset the Fed can control.

We dig into why policymakers are trapped between inflation and recession, how trillions in debt force them to keep the Ponzi going, and why every rate cut is bullish for Bitcoin. James also explores the role of Black Swan events, how institutions dampen volatility while driving adoption, and why neutral, permissionless money is the only escape from today’s broken system.

In this episode:
- Why stagflation makes Bitcoin stronger, not weaker
- How $324T in global debt guarantees more money printing
- The rise of treasury companies and institutional rebalancing
- Why global liquidity is the key signal for Bitcoin’s price
- How Black Swans accelerate Bitcoin adoption
- What a Fed cornered by inflation means for the future of moneye