James Lavish - Did the Government Just Crash Bitcoin? (James Explains the REAL Story)

03/16/25 • 65 min

In this episode, James Lavish breaks down hedge fund strategies in Bitcoin, the Warren Buffett Indicator, and the potential inclusion of Strategy in the S&P 500.

If you're looking to understand the financial landscape and how Bitcoin clearly fits into it, this episode is for you.

––– Offers & Discounts –––

Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at https://tickets.b.tc/affiliate/matrix/event/bitcoin-2025

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/Matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest–––

James Lavish on X: https://x.com/jameslavish

The Informationist: www.jameslavish.com/

James Lavish on Nostr: npub1cj94enk44kn5mvrcma4sp7jnlsgnn4em7rk3dh3jt4fzyqs3m02s560efa

––– Socials –––

Check out our new website at https://TheBitcoinMatrix.Com

Follow Cedric Youngelman on X: https://x.com/cedyoungelman

Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix

Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 – Intro

01:24 - Introduction to James Lavish

02:00 - Canada vs USA

07:20 - Tariffs & Market Uncertainty

12:29 - Main Street vs. Wall Street

17:23 - Trump vs. The Fed: A Game of Chicken?

18:45 - Bitcoin’s Recent Price Action & Market Reactions

32:00 - The Role of Stablecoins & Tokenization of the Economy

40:30 - Hedge Fund Strategies in Bitcoin & Institutional Adoption

43:25 - The Warren Buffett Indicator & Market Signals

48:45 - When Will FAANG Companies Buy Bitcoin?

50:40 - MicroStrategy & Potential S&P 500 Inclusion

53:30 - The Rise of Exotic Bitcoin ETFs

55:25 - Bitcoin-Backed Bonds & Financial Innovation

58:25 - The Debt Spiral & Bitcoin Outlook for 2025

1:02:00 - Final Thoughts & Where to Find James Lavish

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

In this episode, James Lavish breaks down hedge fund strategies in Bitcoin, the Warren Buffett Indicator, and the potential inclusion of Strategy in the S&P 500.

If you're looking to understand the financial landscape and how Bitcoin clearly fits into it, this episode is for you.

––– Offers & Discounts –––

Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at https://tickets.b.tc/affiliate/matrix/event/bitcoin-2025

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/Matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest–––

James Lavish on X: https://x.com/jameslavish

The Informationist: www.jameslavish.com/

James Lavish on Nostr: npub1cj94enk44kn5mvrcma4sp7jnlsgnn4em7rk3dh3jt4fzyqs3m02s560efa

––– Socials –––

Check out our new website at https://TheBitcoinMatrix.Com

Follow Cedric Youngelman on X: https://x.com/cedyoungelman

Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix

Follow Cedric Youngelman on Nostr: npub12tq9jxmt707gd5vnce3tqllpm67ktr0mqskcvy58qqa4d074pz9s4ukdcs

––– Chapters –––

00:00 – Intro

01:24 - Introduction to James Lavish

02:00 - Canada vs USA

07:20 - Tariffs & Market Uncertainty

12:29 - Main Street vs. Wall Street

17:23 - Trump vs. The Fed: A Game of Chicken?

18:45 - Bitcoin’s Recent Price Action & Market Reactions

32:00 - The Role of Stablecoins & Tokenization of the Economy

40:30 - Hedge Fund Strategies in Bitcoin & Institutional Adoption

43:25 - The Warren Buffett Indicator & Market Signals

48:45 - When Will FAANG Companies Buy Bitcoin?

50:40 - MicroStrategy & Potential S&P 500 Inclusion

53:30 - The Rise of Exotic Bitcoin ETFs

55:25 - Bitcoin-Backed Bonds & Financial Innovation

58:25 - The Debt Spiral & Bitcoin Outlook for 2025

1:02:00 - Final Thoughts & Where to Find James Lavish

I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

Previous Episode

The U.S. Bitcoin Reserve Is Here - Why This Changes Everything

In this episode, I bring together Joe Burnett, Vijay Boyapati, and Jesse Myers for the world’s first Bitcoin Matrix Group Therapy session. We dive into Bitcoin’s recent volatility, its cyclical nature, and the broader macroeconomic forces at play—including the role of gold and the emergence of nation-state Bitcoin reserves.

––– Offers & Discounts –––

Get up to $100 in Bitcoin on River at river.com/Matrix

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guests–––

Vijay Boyapati: https://x.com/real_vijay

Jesse Myers: https://x.com/Croesus_BTC

Joe Burnett: https://x.com/IIICapital

––– Socials –––

Check out our new website at https://TheBitcoinMatrix.Com

Follow Cedric Youngelman on X: https://x.com/cedyoungelman

Follow The Bitcoin Matrix Podcast on X: https://x.com/_bitcoinmatrix

––– Chapters –––

00:00 – Intro

01:30 - Guest Introductions

03:41 - Bitcoin’s Recent Volatility & Market Sentiment

07:39 - Bitcoin Cycles & Long-Term Perspective

12:49 - Is This Cycle Different?

17:37 - Macroeconomic Signals: Gold, Interest Rates, & Tariffs

22:32 - Potential for a Recession & Bitcoin’s Role

24:38 - Price Manipulation

27:02 - Nation-State Bitcoin Adoption

32:22 - The Future of Altcoins

36:52 - Removing Capital Gains Tax on Bitcoin

43:14 - The Next Big Speculative Wave: Tokenized Assets?

45:32 - Self-Custody vs. Institutional Custody Solutions

50:04 - Future Bitcoin Price Action & Potential Drawdowns

52:05 - Closing Thoughts I want to take a moment to express my heartfelt gratitude to all of you for tuning in, supporting the show, and contributing.

Thank you for listening!

Next Episode

Inside Josh Mandell’s Beautiful Mind: The Future of Bitcoin & MicroStrategy

In this episode of the Bitcoin Matrix Podcast, I sit down with Josh Mandell, a seasoned options trader with a background as a quant analyst at Salomon.

Josh shares his unique perspective on financial engineering, trading strategies, and why MicroStrategy could become one of the top five companies in the S&P 500.

You’ll love diving into the thoughts of this new bitcoin sensation that everyone’s talking about.

––– Offers & Discounts –––

Get 10% off your ticket for the Bitcoin Conference 2025 in Vegas! Use the promo code MATRIX at https://tickets.b.tc/affiliate/matrix...

Theya is the world’s simplest Bitcoin self-custody solution. Download Theya Now at theya.us/cedric

Get up to $100 in Bitcoin on River at river.com/Matrix

The best Team Bitcoin merch is at HodlersOfficial.com. Use the code Matrix for a discount on your order.

Become a sponsor of the show: https://thebitcoinmatrix.com/sponsors/

––– Get To Know Today's Guest–––

Josh Mandell on X: https://x.com/JoshMandell6

––– Socials –––

Check out our new website at https://TheBitcoinMatrix.Com

Follow Cedric Youngelman on X: https://x.com/cedyoungelman