AI Summary
5 min read🎙️ The Voices & The Context
- The Format: This interview between host Danny de Hek and macro expert Dr. Jeff Ross dives deep into Bitcoin's 2025 downturn and 2026 rebound potential, tying economic indicators to crypto prices amid policy shifts. Predictive and analytical, blending technical macro breakdowns with bold geopolitical forecasts.
- The Format: This is a casual yet incisive interview on Bitcoin macroeconomics.
- The Key Players:
- Guest: Dr. Jeff Ross – Renowned macro hedge fund manager and Bitcoin analyst (aka "Dr. Profit"), famous for accurate calls like Bitcoin hitting $120K by summer 2025, now flipping bearish on 2025 to bullish on 2026 based on US manufacturing data.
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What you'll learn
- 1 `(00:00)` **🎙️ Introduction: Dr. Jeff Ross**
- 2 `(01:03)` **Acknowledging Past Bitcoin Prediction Errors**
- 3 `(03:02)` **2025 Bearish, 2026 Bullish Outlook**
- 4 `(05:00)` **US Recession Debate: Manufacturing Focus**
- 5 `(07:22)` **2026 Tax Breaks & Manufacturing Revival**
- 6 `(10:02)` **Bitcoin Mining & Economic Goose**
- 7 `(13:39)` **Fiscal Deficits, QE, & Selective Inflation**
+ Full timestamped outline available in the app
Show Notes
Jeff Ross joins the show for a breakdown of why the global financial system is cracking and why Bitcoin’s recent weakness may be the setup.
We discuss why governments are trapped into monetising debt, why inflation is no longer a policy choice, and how deflation could ultimately kill fiat currencies altogether. Jeff also explains why the four year Bitcoin cycle is effectively dead, how a multi-year U.S. manufacturing recession has quietly dragged Bitcoin lower, and why liquidity and economic reality matter far more than narratives or price models.
We also get into Japan’s bond yield shock and the unwind of the yen carry trade, why rising rates there are sending stress through global markets, and what it signals about the end of the easy-money era. Jeff lays out why the world is slowly moving away from the U.S. dollar as the global reserve asset, why gold is already repricing, and why Bitcoin’s real breakout may come later, driven by structural pressure. We explore the 2026 inflection point, government-picked winners like AI and manufacturing and the risk of global deflation.
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