Global Liquidity Just Bottomed — Mel Mattison Says Bitcoin Will Rip Next
Nov 14, 2025
🎙️ About This Episode
Writer–investor Mel Mattison joins The Last Trade with a clear call: sub-$100K is the buy zone. We unpack why liquidity—not sentiment—drives the next leg, how fiscal surpluses and the shutdown drained markets, and why a policy flip could fuel a +25–50% BTC move in the months ahead. We also hit gold vs. bitcoin as twin “liquidity sponges,” the 1950s macro rhyme, AI’s looming labor shock, and why institutions are quietly rebalancing toward sound money.
The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by Jackson Mikalic, Michael Tanguma, & Brian Cubellis. Join us as we dive into what bitcoin means for how individuals & institutions save, invest, & propagate their purchasing power through time. It's not just another asset...in the digital age, it's The Last Trade that investors will ever need to make.
🧠 Chapters 00:00 – Intro: Mel Mattison joins The Last Trade 04:46 – Quoz and the rise of financial thrillers 07:42 – Bitcoin under $100K: why Mel is bullish 10:31 – Liquidity drought → fiscal flip: surplus, shutdown, SRF 13:29 – Beyond the halving: ETFs, new buyers, and cycle shifts 16:27 – Gold + Bitcoin: twin anchors in a debt-soaked world 19:30 – China, BRICS, and the gold-backed reset 22:36 – The U.S., debt, and why the fiat era is ending 25:33 – Healthcare, entitlements, and market dependence 28:35 – Lessons from the 1950s: inflation, inequality, and growth 33:00 – The next generation’s financial reality 38:22 – Energy, AI, and the future of global power 51:48 – AI’s labor shock, Social Security, and fiscal strain 57:13 – Social unrest & long-term stability risks 01:03:09 – Bitcoin vs. Gold & the institutional era ahead 01:13:22 – Mel’s $150K Bitcoin call & closing thoughts
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