Fed Chair Kevin Warsh just hinted a September rate hike could be on the table, and Trump might be pushing back hard. We break down what a hike would mean for Bitcoin, stablecoins, and risk assets, plus how it collides with the yen carry trade and a weakening dollar. Is the Fed about to shake the markets right as crypto tries to recover?
~This episode is sponsored by iTrust Capital~
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00:00 intro
00:10 Sponsor: iTrust Capital
00:45 Trump economy speech
03:00 Rate hike in September?
03:40 BoA: 3 rate hikes this year
05:00 Trump calls Warsh
06:00 Bessent goes after journalists
06:50 CNBC: Expect 2 rate hikes this year
08:10 Oil timeline
08:30 Rate hike odds
09:00 S&P new highs
09:20 CNBC: Next stop 8,000?
10:50 Jamie Dimon: Quick disruption
11:30 Leopold is back!
12:15 Leopold blowup was a warning
13:20 Tom Lee: Deleveraging is what makes bottoms
14:20 CASHCAT listing + chart
15:00 Massive Yen shorting
15:40 Andre Jikh: Bessent note is psychological weapon
17:20 Iran deal soon?
17:50 Mark Cudmore: Makes sense for gold to move higher
19:00 China rotating into gold
19:45 CLARITY not happening this year
20:30 Russia beat us
~Fed Signal Terrifies Market🚨September Rate HIKE Coming?! 🔥~
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