Name: New Data Confirms The Biggest Short Squeeze In History | Full Breakdown
Uploaded: 2025-10-30T04:28:12+00:00
Duration: 1 h 29 min 18 s
Description: Robert from Infranomics breaks down the Fed's bombshell report revealing that Cayman Islands hedge funds actually hold $1.8 trillion in U.S. Treasury debt through the basis trade—not the $400 billion

2 days ago

Podcasts

Robert from Infranomics breaks down the Fed's bombshell report revealing that Cayman Islands hedge funds actually hold $1.8 trillion in U.S. Treasury debt through the basis trade—not the $400 billion previously reported. This $1.4 trillion undercount exposes how 100-to-1 leveraged hedge funds have become America's largest creditor while bank reserves decline and the reverse repo facility sits empty. The discussion covers SOFR spikes, Treasury market fragility, and systemic risks that triggered blowups in 2020 and April's Liberation Day volatility. Robert explains why populism and debasement make Bitcoin the superior asset compared to overvalued equities, melting cash positions, and newly-discovered gold supplies, while examining the silent depression's acceleration through AI disruption and deglobalization.

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0:00 - Intro
1:03 - Explaining the basis trade
10:55 - Liquidity crunch
17:44 - Bitkey & Obscura
19:28 - Debt ceiling and BRICS
31:09 - China has the leverage
36:51 - Generational gap
42:17 - SLNT & Unchained
43:46 - Trump’s domestic policy
48:18 - Melt up, gold safe haven
59:02 - AI miracle
1:06:53 - Bitcoin pulling back
1:16:16 - Freedom money & populism