Gold Just Had Its WORST Crash in 43 Years! Is Bitcoin Next? w/ John Gillen

Key Takeaways

• Inflation reflects structural commodity shortages—especially oil—not purely monetary causes; rate hikes can't increase physical supply, so policy should focus on logistics, trade, and infrastructure solutions.
• Markets reacted to an Iran-related oil shock by pricing multiple 2026 rate hikes; Fed officials remain divided and yields rise, signaling market rejection of current policy and raising volatility risk.
• Historic gold volatility wiped out trillions in minutes as investors sought liquidity; large gold liquidations took steep haircuts, increasing market uncertainty and boosting crypto's relative liquidity appeal.
• Bitcoin often leads selloffs and rebounds first; price sits between 60k–85k—avoid overtrading, hold assets through volatility, and keep dry powder for severe dips.
• Congress is racing to finalize a Clarity Act compromise on stablecoin yields; bill must clear committee and hit the floor by April or risk long delays through campaign season.
• Milk Road Pro relaunched with live analyst portfolios and a $1 two-week trial—use published rationales to evaluate trades, compare analyst strategies, and monitor portfolio allocations.
• Actionable watchlist: monitor geopolitical developments—especially Iran and Trump's statements on social platforms—and Friday market closes; react cautiously, avoid leverage, and don't chase pumps.

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