'Deadly Combination' Signals Risk For Stocks, 'Bitcoin Is Finished' Warns Economist

Описание: A rare mix of macro signals is flashing for stocks—while an economist warns the Bitcoin narrative may be breaking. Here’s what that could mean for risk assets into 2026, and which “boring” market may quietly take control.

What you’ll learn (in this episode):

The “deadly combination” setup and what it implies for equities

How Bitcoin can act as a risk-on sentiment signal

Why long-duration bonds can surprise when yields fall

When gold/silver momentum becomes crowded and fragile

The commodity clues that hint disinflation/deflation pressure

Key topics covered:

Equity volatility “calm” vs. regime shift signals

Treasury yields & duration (risk-off rotation)

Bitcoin vs. broad index behavior (sentiment divergence)

Gold/silver “parabolic” risk and positioning

Oil and copper as macro thermometers

Triggers to watch + what would invalidate the thesis

Data/credibility context:
This breakdown focuses on intermarket relationships and price-action signals discussed in the video (stocks, Treasuries, Bitcoin, metals, energy/industrial commodities).


This content is for educational purposes only and is not financial advice. I’m not your financial advisor. Markets involve risk, and you should do your own research and consult a qualified professional before making investment decisions.

If this helped, like & subscribe for daily market updates—and comment: BONDS, BTC, or COMMODITIES (what do you think defines 2026?).

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