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"Jim Bianco, founder of Bianco Research, joins the Coin Bureau Podcast for a deep dive into the biggest forces shaping markets today — from inflation and interest rates to the changing role of crypto in a shifting macro landscape.
In this conversation, Jim explains why the post-pandemic economy is unlike anything we’ve seen before, why traditional models keep failing, and what investors are getting wrong about liquidity, bonds, and central banks. We also explore his latest thinking on Bitcoin, Ethereum, and how digital assets could evolve as real financial infrastructure rather than speculation."
~ Coin Bureau
Jim Bianco, President of Bianco Research, offers his spicy macro and crypto takes, starting by noting that Bitcoin's 2025 underperformance compared to assets like gold and silver is souring the institutional adoption narrative, a trend he worries is already compromising crypto's decentralized, anti-establishment roots by making it beholden to traditional finance giants. He expressed concern that the push for regulatory clarity has made figures like Jamie Dimon and the Fed seem like allies when they should be viewed as opponents to be driven out of business, leading to what he sees as an institutional threat that could stall innovation. Furthermore, he challenged the bullish outlook based on anticipated liquidity, arguing that unlike the 2010-2022 cycle, persistent inflation means aggressive rate cuts and money printing will likely backfire by fuelling higher prices and exacerbating the K-shaped economy, making 2026 a difficult year. Finally, he made a short-term bearish prediction for Bitcoin, suggesting the price would need to first drop below $74,000, which is MicroStrategy's average cost basis, before any recovery could begin.
00:00 – Why the economic model is broken
03:20 – Inflation, rates & policy mistakes
11:45 – The liquidity engine driving markets
22:10 – How crypto fits into this new regime
34:55 – Adoption, regulation & market cycles
46:40 – Jim’s outlook for 2026 and beyond
55:30 – Final thoughts & advice for investors
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=jXC-tWl0MXM
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.
