Bitcoin & Macro Overview Q4 2025 w/ Luke Gromen (BTC254)

Video Description

Luke Gromen and Preston Pysh delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and challenges for Fed policy. What you'll learn here: 00:00:00 - Intro 00:00:39 - Why the U.S. faces a multi-pronged "poly crisis" despite strong tax receipts 00:01:20 - How short-term debt issuance is straining financial system liquidity 00:02:49 - Why Japan’s bond and currency trends signal deeper global shifts 00:03:47 - The impact of U.S. shale decline and oil demand on inflation 00:05:09 - The surprising risk factors in the tech sector like hyperscaler power limits 00:05:58 - How hedge funds are absorbing Treasury debt and why it matters 00:14:50 - How Fed policy is caught between debt management and inflation control 00:19:06 - The contradiction in U.S. housing policy and mortgage lengths 00:24:46 - Why Bitcoin and gold are diverging in investor appeal Transcript & Guest Info: https://www.theinvestorspodcast.com/bitcoin-fundamentals/bitcoin-macro-overview-w-luke-gromen-q4-2025 Join our highly vetted community of value investors: https://www.theinvestorspodcast.com/mastermind Our Sponsors: 🪙 Optimize your mining profits while saving on taxes with Abundant Mines. https://www.abundantmines.com/preston 🏡 Transform your dormant home equity into Bitcoin and position for the decade ahead with Horizon. https://joinhorizon.com/?ref=PRESTON ▶️ Related Episodes: - US dollars on Bitcoin Lightning w/ Luke Gromen: https://youtu.be/w8JXdYmllZ4 - Global Macro and Bitcoin Q1 2025 w/ Luke Gromen: https://youtu.be/0anySRVB404 - Bitcoin Mastermind Q3 2025: https://youtu.be/Ut8keXlTyjw Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP Visit our website: https://www.theinvestorspodcast.com/bitcoin-fundamentals/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions, consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Bitcoin #MacroEconomics #LiquidityCrisis #TreasuryMarket #GlobalMacro