#610: The Basis Trade That Could Crash Everything with James Lavish
TFTC: A Bitcoin Podcast · Marty Bent
April 23, 20251h 1m
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Show Notes
<p>Marty sits down with James Lavish to discuss the large scale basis trade hanging over current markets.</p>
<p>James Lavish on Twitter: <a href="https://x.com/jameslavish">https://x.com/jameslavish</a></p>
<p>The Informationist: <a href="https://www.jameslavish.com/">https://www.jameslavish.com/</a></p>
<p>Bitcoin Opportunity Fund: <a href="https://www.bitcoinopportunity.fund/">https://www.bitcoinopportunity.fund/</a></p>
<p>0:00 - Intro</p>
<p>0:36 - Educating financial literacy</p>
<p>7:05 - Bond Yields</p>
<p>10:54 - Fold & Coinkite</p>
<p>12:26 - Bitcoin decoupling and tariffs</p>
<p>16:19 - Diving into the basis trade</p>
<p>29:10 - Unchained</p>
<p>29:38 - Flights to safety - Gold & bitcoin</p>
<p>39:51 - SAB 122</p>
<p>44:09 - Strategy</p>
<p>48:59 - Hashprice</p>
<p>57:15 - Plugs</p>
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