Stocks are near all-time highs. AI spending is exploding. The economy looks strong. Yet one of the world's top liquidity experts says we're entering the most dangerous phase of the cycle. His advice? Keep dancing... But dance near the exit. Liquidity is slowing. Inflation risks are rising. The music is still playing. Just make sure you know where the door is. FT @BitcoinJesusETH @crossbordercap Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:41 – Could The EU Eventually Break Apart? 05:11 – Stablecoins: A Threat To Europe? 07:22 – Strong Dollar vs U.S. Dominance 09:45 – Kevin Warsh & The Fed’s Next Move 21:32 – Sponsor: Cape 22:17 – Sponsor: Nexo 22:56 – The Bond Market Warning Signal 25:42 – Why Treasury Buybacks Matter 30:10 – China’s Debt & Money Printing Strategy 36:26 – What’s Really Driving Gold? 40:12 – Sponsor: Kalshi 40:45 – How To Position For 2026 43:55 – Can Markets Absorb The AI IPO Wave? 46:52 – Final Thoughts