
Coin Bureau Podcast|31. Aug.
BIG RISK FOR BITCOIN!! Rate Hikes Coming??
đ Bitcoin Catches Its Breath as Fed Turns Hawkish
- Bitcoin pauses after breaking $80k, while markets digest hawkish comments from Fed Chair Kevin Walsh at Jackson Hole.
- Walsh stated that recent inflation data doesn't indicate meaningful improvement and financial conditions are not broadly restrictive, raising the chance of a September rate hike (CME FedWatch now at 57%).
- Reaction: bond yields spiked, dollar strengthened, gold had its worst Jackson Hole day in a decade.
- Trade War: US tariffs on Canada, Canada retaliates â Trump threatens to rename Lake Ontario to âLake America.â
- Nvidia Earnings: Strong quarter, but stock flat â concerns over circular financing and sky-high expectations.
- US Debt: Treasury Secretary Bessant plans bond buybacks using the Treasury General Account â met with heavy criticism.
- China Hack: State-sponsored hackers breached the Fed, DOJ, NASA, and Senate.
- Venezuela Oil Deal: Trump announces âbiggest oil deal in world historyâ â legally and politically dubious.
- Bitcoin is at major resistance. Michael Saylor (Strategy) just bought again â Lewis views this as a classic local top signal.
- Ethereum and Solana printed a bullish weekly higher high â confirming the bull market structure.
- Recommendation: Wait for dips: Bitcoin $70kâ$74k, Ethereum $2,000â$2,150, Solana $81â$92.
- Alpha Play: Instead of buying Hyperliquid (HYPE) directly, accumulate its treasury coin PURR â it outperformed the underlying token last cycle.
- James Chanos on the bond buyback plan: â$1 trillion cash, $40 trillion debt â and weâre discussing buybacks?â
- Cheesecake Factory outperformed Nvidia by 190% â without massive vendor financing deals.
- Solana: Median token holding time is 42 seconds â Anatoly Yakovenko embraces it.
- Trump AI Video: Ducks with machine guns on the renamed Lake America â allegedly market-moving for hedge funds.
- Key Date: Fridayâs Non-Farm Payrolls â decisive before the FOMC meeting on Sept 15â16.






