Liberation Day Analysis: What it Means for Bitcoins | Token Narratives Ep. 46

With the announcement of sweeping new U.S. tariffs—dubbed “Liberation Day”—the Token Narratives crew breaks down what this unprecedented policy shift means for Bitcoin in the short, medium, and long term. Is the recent market dip just a shakeout, or the start of something deeper? Will tariffs lead to recession, rate cuts, or a retail-driven BTC rally?
Andrei, David, Sal, and Graham dig into how Bitcoin has surprisingly held up amid broader risk-off sentiment, whether we’ve already “pre-dumped,” and how income tax cuts for the U.S. middle class could ignite new crypto flows. Plus: the group debates whether tariffs are inflationary, what kind of market behavior they might trigger, and how all roads may once again lead to money printing.
Later in the episode, they dissect Circle’s IPO filing and the growing competition in the stablecoin space, talk Solana sentiment post-FTX unlocks, and close with a surprising