Sep 2, 2026 3:44 PM
Anchorage Digital Head of Research David Lawant joins TheStreet Roundtable: Bessent's $4B buybacks and Druckenmiller's op-ed, the debasement trade lifting Bitcoin and gold, Warsh's hawkish Jackson Hole turn, stablecoins as a Treasury bid, and where Bitcoin goes into year-end.
0:00 Bessent doubles the buybacks, Druckenmiller's op-ed
2:58 Can we grow our way out of the debt?
5:48 Bitcoin, gold, and the debasement trade
8:29 Institutional positioning and the 60K bid
10:37 Warsh at Jackson Hole, the end of forward guidance
14:09 Is there a Warsh-Bessent plan?
15:18 Stablecoins and dollar dominance
16:46 Why Warsh never mentioned buybacks
17:32 Odds of a rate hike this year
18:42 Does Trump's loyalty test constrain Warsh?
20:26 Iran, Hormuz, and the oil channel
21:49 Bitcoin for the rest of 2026
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