Ten31 Timestamp: To Hike or Not to Hike

John Arnold joins Marty to break down why the Fed is fiscally trapped and unable to hike rates despite inflationary pressures from Middle East supply shocks, while Bitcoin achieves unprecedented institutional integration through mortgage markets and Wall Street ETF filings. 🔗 https://bitcoinproducts.com In this episode: Why the Fed cannot hike: Debt/GDP and interest expense constraints MOVE index spikes to highest levels since Liberation Day The 1940s analog: Fed-Treasury coordination, price controls, and rationing Private credit contagion and Treasury basis trade unwind risks Fannie Mae and Freddie Mac recognize Bitcoin for mortgage collateral Coinbase launches 30-year Bitcoin-collateralized mortgage Morgan Stanley files for Bitcoin ETF with 14bps fee undercut Block (Square) auto-enables Bitcoin payments for all merchants ETF flows remain flat on the year despite 48% price drawdown TIMESTAMPS: 00:00:00 - Weekend recap and military mission context 00:00:33 - The Fed hiking debate begins 00:01:15 - Market pricing rate hikes via CME Fed Watch 00:02:40 - US fiscal constraints and non-discretionary spending 00:03:49 - MOVE index hits Liberation Day volatility levels 00:04:08 - Treasury…