Michael Howell: FED Rate Hikes Will Trigger The Biggest Bull Run Ever

Why would a Fed rate hike be good news for Bitcoin? Michael Howell explains the liquidity mechanics most investors get backwards. Michael Howell, founder of CrossBorder Capital and one of the world's leading experts on global liquidity, joins Michaël van de Poppe to explain why "the West is bust, and the world is changed." He breaks down why central banks have no real choice but to keep printing money, and why that's structurally bullish for Bitcoin. "Governments are issuing three month Treasury bills, and those Treasury bills are like printing money." Michael explains why monetary inflation destroys your wealth in the long run if your assets don't keep up, why it's become far more difficult for governments to issue real long term debt in a world of higher bond yields, and why that pushes them toward money printing instead. He also breaks down his own liquidity model: for every 10% increase in global liquidity, Bitcoin's price has historically doubled, and why he thinks most people still have close to zero allocation to the one asset built for this exact environment. This episode was recorded on September 7th, 2026. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - CHAPTERS: 00:50 The West Is Bust 03:01 Debt Refinancing Explained 06:14 Causes Of Monetary Inflation 09:05 The Debt Liquidity Cycle 12:14 Government Spending And Rates 14:50 Aging Demographics And Policy 17:47 Central Banks In A Changing Economy 21:04 Assets In High Inflation 23:56 Rate And Growth Projections 29:44 Debt And Inflation On Assets 35:00 Financial Crises And Liquidity 40:21 Portfolio Strategy In Volatility 45:32 AI And Interest Rates 51:23 The Future Of Bonds - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - MORE FROM NEW ERA FINANCE: Francis Hunt: Why This Next Crash Will Take Out Everyone - Francis Hunt: Why This Next Crash Will Tak... Henrik Zeberg: Bitcoin Will Crash 90% - Henrik Zeberg: Bitcoin Will Crash 90% CONTACT MICHAËL › X/Twitter - https://x.com/CryptoMichNL › YouTube - @michaelvdpoppe › MN Fund - https://www.mnfund.nl/ CONNECT WITH MICHAEL HOWELL › X/Twitter - https://x.com/CrossBorderCap › CrossBorder Capital - https://www.crossbordercapital.com SPONSOR › OKX - One of the world's largest crypto exchanges, fully MiCA regulated in Europe, with one of the highest cashback rates available on their card. Trade, spend and earn, all in one place. https://my.okx.com/nl/join/cryptomichnl LISTEN & SUBSCRIBE: YouTube: @newerafinancepodcast MN FUND — Digital asset investment fund: https://www.mnfund.nl/ - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - #NewEraFinance #CryptoMichNL #MichaelHowell #Bitcoin #GlobalLiquidity #Macro #FederalReserve #MoneyPrinting #Crypto