Bitwise’s André Dragosch joins Spencer Nichols to explain why Bitcoin tends to move before shifts in global liquidity, acting as the canary in the liquidity coal mine, and why his global money supply model puts Bitcoin’s fair value at $197,000 today. They also dig into recession risk, the Fed’s next move, and how capital rotating out of precious metals could help Bitcoin catch up to the money supply.

🔶 Host: Spencer Nichols — Bitcoin Magazine🔶 André Dragosch — Bitwise Director, Head of Research – Europe

Chapters:00:00 Why French Bond Yields Are Rising03:13 Tightening Financial Conditions Go Global08:04 What the Dollar and an AI Bubble Mean for Bitcoin12:45…

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