Ignore The Fed - Watch This Instead

<p>The Fed sets the price of money, but who controls how much credit is available? Jack Mallers explains why he’s watching Treasury volatility, the MOVE Index, and Scott Bessent’s buybacks to understand liquidity and what could drive Bitcoin’s next move.</p><p>Join the Revolution: <a href="https://strike.me/">https://strike.me/</a></p><p>Timestamps:</p><p>0:00 — Ignore the Fed<br>4:36 — The Global Debt Refinancing Problem<br>10:52 — Why Treasury Collateral Matters<br>13:31 — The MOVE Index Explained<br>21:50 — Bessent’s Treasury Playbook<br>25:16 — What’s Driving Bond Yields?<br>33:18 — Bitcoin and Fiat Liquidity<br>36:07 — Two Paths for Bitcoin<br>40:38 — Strike: Cash Interest, Stacks, and Security<br>50:47 — Exploring Bitcoin-Backed Lending in Europe</p>