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

Preston Pysh November 19, 2025
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Preston Pysh

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This channel covers all things finance, studies the greats, and specializes in Bitcoin's future global impact.

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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

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