Gold or Bitcoin? Michael Howell says you need both. He calls Bitcoin “the most liquidity sensitive asset on the planet by far” and recommends a basket weighted by volatility, one where Bitcoin’s share grows as it becomes more institutional, possibly reaching 50/50 someday. He also flags $70K as key Bitcoin support and explains why Kevin Warsh’s Fed may keep liquidity from slumping.

Chapters:0:00 – Michael Howell on a “Gangbusters” Economy and Rising Bond Yields1:18 – How the AI Trade and the Real Economy Are Crowding Out Markets3:23 – What a Flattening Yield Curve Says About the Liquidity Cycle4:38 – The Debt Maturity Wall and Why Governments Will Print Big…

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