Asia markets feel the heat as Fed rate-hike bets gain steam
Growing Fed rate hike bets rocked Asian markets, with JGB yields rising, yen near 160, and bitcoin below $69,000.
23 min ago19 min read
Tavi Costa Calls Bitcoin 'Very Undervalued,' Warns of 'Violent Moves' Ahead
Tavi Costa says Bitcoin is 'very undervalued' and expects 'violent moves' in Bitcoin and silver as the Fed's hiking cycle ends.
11/11/2026 20:277 min read
Azuria Capital founder and CEO Tavi Costa has described Bitcoin as currently "very undervalued," pointing to the number of former proponents who have abandoned it. He anticipates that both Bitcoin and silver will go through "violent moves" as the Federal Reserveās tightening cycle draws to a close.
Looking ahead, Costa identified two major macroeconomic forces he believes will shape the coming decade: a weakening U.S. dollar and suppressed interest rates. Against this backdrop, he said silver and mining stocks have become his preferred hard-asset trade.
Chapters:
- 00:00 Sticky Inflation and Out-of-Control Government Spending
- 01:30 Why the Dollar Will Surprise People on the Downside
- 03:35 Gold Miners Rally and Why Bitcoin Looks Undervalued
- 04:23 Why Mining Stocks Look Like a Macro Arbitrage
- 05:32 Silver and Bitcoin in Very Similar Positions
- 06:49 Goldās 30% Drawdown in a Secular Bull Market
- 07:37 Tight Floats and a 65% Silver Miner Book
- 08:47 Thereās No AI Revolution Without Metal
- 10:27 Why Lab-Made Gold Isnāt a Threat to the Metal Supply
- 12:59 You Canāt Just Create a High-Grade Silver Mine
- 13:29 Brazil After Lulaās Re-Election and the Commodities Story
- 15:32 Bitcoin and Silver Into the End of the Hiking Cycle
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
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Disclaimer: this article comes from third-party media and is provided for reference only. It does not constitute investment advice. Crypto and other financial products carry significant price volatility risk, so please make your own decisions carefully.
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