#606: The Ratio That Signals Every Crash with Michael Howell
Marty sits down with Michael Howell to discuss the incoming liquidity crisis.
Crossborder Capital on Twitter: https://x.com/crossbordercap
Capital Wars Substack: https://capitalwars.substack.com/
0:00 - Intro
0:36 - Is liquidity crunch incoming
6:13 - Explaining the crisis
16:12 - Fold & Coinkite
17:49 - The Fed’s ineffective measures
20:39 - Powell/Trump standoff and China selling
28:13 - Unchained Evernt
29:37 - Digging out with better assets
34:44 - Bessent's reset & BitBonds
39:56 - Weimar & gold
45:21 - Cutting red tape
49:53 - Clear skies beyond the storm
Shoutout to our sponsors:
Fold
Coinkite
Unchained
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