Cantilever Partners Brendan Quinn and Jon Frisch break down the macro impact of the new US administration on global markets, diving into inflation, Fed policy, and a surging dollar. They explore gold’s recent rally and concerns, and how Bitcoin’s digital utility sets it apart. They discuss MicroStrategy’s role in institutional adoption and the geopolitical chess match between the U.S. and China shaping global liquidity. Tune in for insights on how these forces are influencing Bitcoin, gold, and institutional strategies.

This show is for informational purposes only. Nothing presented here constitutes legal and/or financial advice.