Published: Tuesday, December 2, 2025 · 5:30 PM | Updated: Tuesday, December 2, 2025 · 5:30 PM
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🗝️ Key Points
- 00:00 Speaker A Mike, we're just talking about the outlook for Fed rate cuts.
- And, um, I have been fascinated to the extent to which Bitcoin has been trading off of those probabilities and that outlook.
- Um, and I know there's some sort of commentary around that also this morning.
00:00 Speaker A
Mike, we’re just talking about the outlook for Fed rate cuts. And, um, I have been fascinated to the extent to which Bitcoin has been trading off of those probabilities and that outlook. Um, and I know there’s some sort of commentary around that also this morning.
00:23 Speaker B
Yeah, that’s right. Um, look, the Fed rate cut of a 25 basis point. It’s interesting because some strategists are saying, yes, that is uh good that that is bullish for a Bitcoin, but it’s depends on what happens afterwards, what the uh narrative will be afterwards for whether or not the Fed will pause afterwards. But what is really important is what will happen next year. And Compass Point came out with a note talking uh about the front runner for Trump’s pick, Kevin Hasset, he’s the director of the White House National Economic Council and he’s saying in his note that they published a report of more than 160 page report recommending regulations for blockchain for stable coins, other digital assets. So what they’re saying is is that if Hasset is going to be selected as the next Fed chair, this would be bullish for crypto. It would be bullish for the adoption of for the financial system adopting blockchain for more of that to sort of accelerate. Uh and the thesis is that if there is some sort of regime change at the Fed which the street is is is anticipating, this would be the long-term bullish uh sort of scenario for Bitcoin going into 2026.
01:46 Speaker A
Um so Mike, okay, let’s talk about crypto here for a minute and and kind of what your latest thinking is um on crypto itself, but again, that sort of interplay between Bitcoin and stocks.
02:03 Mike
Yeah, I mean Bitcoin’s a risk asset and with the, you know, the election of the Trump administration, uh, crypto has gone mainstream as an investment uh asset. Obviously the Biden administration was very much anti crypto, anti-digital assets. So you have a new administration.
02:27 Mike
So, I mean that’s been a theme all year that that we’ve gone mainstream here. But the obviously the risk here or the risk that we’re seeing now is that it’s a risk asset. It’s been widely adopted. Um there’s been a lot of players in the space, a lot of companies buying uh Bitcoin, Ethereum and other digital assets. So they’re trading more freely and, you know, when they see a shock, they’re they’re going to reverber it’s going to reverberate in other risk assets and equities themselves are risk assets. So you’re seeing this high correlation between Bitcoin and the Nasdaq 100 on a lot of days. And it’s understandably so when you see that investment patterns are changing.
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