#610: The Basis Trade That Could Crash Everything with James Lavish

Marty sits down with James Lavish to discuss the large scale basis trade hanging over current markets. James Lavish on Twitter: https://x.com/jameslavish The Informationist: https://www.jameslavish.com/ Bitcoin Opportunity Fund: https://www.bitcoinopportunity.fund/ 0:00 - Intro 0:36 - Educating financial literacy 7:05 - Bond Yields 10:54 - Fold & Coinkite 12:26 - Bitcoin decoupling and tariffs 16:19 - Diving into the basis trade 29:10 - Unchained 29:38 - Flights to safety - Gold & bitcoin 39:51 - SAB 122 44:09 - Strategy 48:59 - Hashprice 57:15 - Plugs Shoutout to our sponsors: Fold https://tftc.io/fold Coinkite https://coinkite.com Unchained https://unchained.com/tftc/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/