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TFTC: A Bitcoin Podcast

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

TFTC: A Bitcoin Podcast

Marty Bent

Technology

4.8764 Ratings

🗓️ 23 April 2025

⏱️ 61 minutes

🧾️ Download transcript

Summary

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


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Transcript

Click on a timestamp to play from that location

0:00.0

You've had a dynamic where money has become freer than free.

0:10.0

If you talk about a Fed just gone nuts, all the central banks going nuts.

0:16.0

So it's all acting like safe haven.

0:18.0

I believe that in a world where central bankers are tripping over themselves to devalue their

0:23.5

currency, Bitcoin wins.

0:25.3

In the world of fiat currencies, Bitcoin is the victor.

0:29.2

I mean, that's part of the bold case for Bitcoin.

0:31.8

If you're not paying attention, you probably should be.

0:36.3

Sitting down with James Lavish, the number one trending trader in Substack's finance section right now.

0:42.3

How's it feel, sir?

0:44.1

I got to admit, it feels fulfilling.

0:47.1

It's satisfying.

0:48.1

Yeah.

0:49.1

I've put a lot of work.

0:50.1

I've put a lot of work into that newsletter.

0:52.3

Well, it's really good.

0:53.0

I've been a paid subscriber for, I think, a couple of months now, not too long,

0:57.4

but you wrote an article on the Treasury basis trade.

1:02.0

And when I hit the, you must pay to read the rest of this.

1:06.0

I was like, you know what?

1:06.6

I'm going to actually pay because I want to understand.

1:09.4

Awesome.

...

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