Lawrence Lepard calls Fed hawkishness a misprice, predicts BTC at $180K in two years as governments cannot end deficit spending.

According to @KobeissiLetter, silver has surged to a new record high of $55 per ounce, up about 90% year-to-date in 2025, indicating a strong breakout in precious metals markets; source: @KobeissiLetter on X, Nov 28, 2025. The author adds that deficit spending is soaring while the Federal Reserve is cutting rates with inflation running near 3%, underscoring a policy-easing and inflationary backdrop; source: @KobeissiLetter on X, Nov 28, 2025. The post frames this environment as a call to own assets, signaling a bullish macro stance toward hard assets for traders; source: @KobeissiLetter on X, Nov 28, 2025.

According to @charliebilello, halting money printing, ending deficit spending, stopping interest rate cuts, and removing artificial demand subsidies would bring prices down and immediately improve affordability, source: @charliebilello on X Nov 23 2025. According to @charliebilello, this stance favors policy tightening over stimulus as the path to lower prices and improved affordability, source: @charliebilello on X Nov 23 2025. According to @charliebilello, no specific assets or cryptocurrencies were mentioned and the post reflects the author’s policy view rather than an official policy announcement, source: @charliebilello on X Nov 23 2025.

According to @charliebilello, halting money printing, ending deficit spending, and removing demand subsidies would bring prices down and immediately improve affordability. Source: Charlie Bilello on X, Nov 23, 2025. The author frames these three levers as the direct policy path to disinflation, making them the catalysts to watch for pricing shifts in inflation-sensitive markets once implemented. Source: Charlie Bilello on X, Nov 23, 2025. For trading strategy, the actionable takeaway is to track official moves on money supply growth, fiscal deficits, and demand subsidies highlighted by the author as determinants of near-term price levels. Source: Charlie Bilello on X, Nov 23, 2025.

According to @KobeissiLetter, gold is pushing toward $4,100 per ounce amid progress on the US government's funding deal. According to @KobeissiLetter, the move places gold about 7% below record highs, setting up a potential breakout watch for traders. According to @KobeissiLetter, rising US deficit spending expectations are the cited catalyst supporting safe-haven demand in gold.