The System Is Broken, the Fed Is Trapped | James Lavish from What Bitcoin Did

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Danny Knowles

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The System Is Broken, the Fed Is Trapped | James Lavish

1 hour 8 minutes Posted Feb 5, 2026 at 12:25 pm.

Turbulent macro world feels like 2008 again

Bitcoin as a knowledge arbitrage

Bitcoin is sniffing out that markets are hairy

Powell wants to engineer a soft landing

Can’t talk macro without talking about metals

Warsh wants to be known as a hawk

Over $10 trillion of debt coming due this year

The debt spiral: Austerity, taxes, default, or print?

The productivity miracle and AI's deflationary effect

Universal basic income may be necessary

Central banks and US debasement concerns

Bitcoin gets his run when gold and silver settle?

Bitcoin Opportunity Fund and treasury companies

Bitcoin is an information or knowledge arbitrage

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James Lavish is a macro investor, former hedge fund manager, and managing partner at the Bitcoin Opportunity Fund. We discuss the emerging debt spiral, why the bond market no longer trusts policymakers, and why rate cuts don’t mean what they used to. James breaks down why the Fed is backed into a corner on money printing, monetary mechanics and the math behind the headlines, and how gold, silver, and Bitcoin are responding to stress in the system.

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