Tavi Costa, Founder & CEO of Azuria Capital, explains why he thinks Bitcoin looks “very undervalued” right now, with many former supporters giving up on it, and why he expects Bitcoin and silver to see “violent moves” as the Fed’s hiking cycle comes to an end. He also lays out the two macro forces he believes will define the next decade, a weaker dollar and suppressed yields, and why silver and the mining stocks have become his favorite hard-asset trade.
SALT Lending: Don’t sell your Bitcoin. Borrow against it.
BMTV viewers borrow from 6.99% APR, a half point below SALT’s standard 7.49%. No credit check, no origination fees, no prepayment fees.
GET YOUR BMTV OFFER: https://saltlending.com/bmtv/?utm_source=bmtv&utm_medium=youtube&utm_campaign=bmtv_offer
SALT is the official Liquidity Sponsor of BMTV.
SALT loans are originated by SALT Lending LLC (f/k/a SALT Master Fund II, LLC), NMLS 1711910. Borrowing against collateral involves risk. Not available in all jurisdictions. Digital currency is not legal tender and is not FDIC or SIPC insured. Terms: https://saltlending.com/terms-of-use/
Partnership Enquiries: Let’s find your fit! BMTV offers customized sponsorships tailored to your brand’s goals and target audience.
Partner with us: https://bitcoinmagazine.com/bmtv
Chapters: 00:00 Sticky Inflation and Out-of-Control Government Spending 01:30 Why the Dollar Will Surprise People on the Downside 03:35 Gold Miners Rally and Why Bitcoin Looks Undervalued 04:23 Why Mining Stocks Look Like a Macro Arbitrage 05:32 Silver and Bitcoin in Very Similar Positions 06:49 Gold’s 30% Drawdown in a Secular Bull Market 07:37 Tight Floats and a 65% Silver Miner Book 08:47 There’s No AI Revolution Without Metal 10:27 Why Lab-Made Gold Isn’t a Threat to the Metal Supply 12:59 You Can’t Just Create a High-Grade Silver Mine 13:29 Brazil After Lula’s Re-Election and the Commodities Story 15:32 Bitcoin and Silver Into the End of the Hiking Cycle
Source link
