Cem Karsan is back with some big calls. He thinks the U.S. has boxed itself in so badly that the only way out is for the government to start printing money and buying stocks directly, and he doesn't think we're waiting years for it. He also walks through why a market crash has to come first, when he expects it, and where Bitcoin lands in all of this.

How a handful of stocks hold up the entire S&P, and what happens to the other 94% if they crack
Why he says this year's earnings growth is just the market counting its own gains twice
How a two-month rally created five times more money than everything printed during Covid
Why he thinks the government needs a 25-35% crash first, and the Hank Paulson interview he reads as the warning shot
What the government will tell people when it starts buying stocks
Why he owns Bitcoin and still doesn't think it'll be allowed to win

Cem is a former market maker who now runs Kai Volatility Advisors. Follow him on X at https://x.com/jam_croissant

----

Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU

----

SHOW PARTNERS

Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold.

Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details.

----

Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com

----

Explore Bitcoin mining as part of your tax and alternative investment strategy. Own the equipment. Keep 100% of the Bitcoin it produces. Fully managed in the U.S. Learn more and get 1 month of free hosting: https://www.AbundantMines.com/natalie

----

Bitgo is the digital asset infrastructure company trusted by institutions worldwide for regulated, insured custody, trading, settlement, and liquidity. BitGo now offers that same institutional-grade, insured qualified custodian to individuals—completely free! Learn more at https://www.bitgo.com/natalie

----

Learn about multisig self-custody without a seed phrase. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES

----

Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast

----

With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie

----

Natalie's Upcoming Events:

The Sovereign Summit is coming to Miami in February 2027. Get discounted passes using code HODL: https://thesovereignsummit.com
The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL

Extra Services to Consider:

One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie

ABOUT COIN STORIES & THE NEWS BLOCK

Natalie Brunell's content features conversations with leading voices in Bitcoin, economics, finance, and technology, exploring the future of money and how it impacts our lives.

CONNECT WITH NATALIE

Read Bitcoin is for Everyone: https://www.talkingbitcoin.com/freechapters

Subscribe to the free newsletter: https://thenewsblock.substack.com

Watch on YouTube: https://www.youtube.com/nataliebrunell

Watch on Rumble: https://rumble.com/NatBrunell

Follow Natalie on X: https://www.x.com/natbrunell

Website: https://www.talkingbitcoin.com

PARTNERSHIPS & INQUIRIES

Interested in sponsoring Coin Stories? Contact info@talkingbitcoin.com

DISCLAIMER

This podcast is for informational and educational purposes only and does not constitute financial or investment advice. Guest views are their own and do not necessarily reflect those of Natalie Brunell or the show. Paid partnerships, sponsorships, and affiliate relationships are disclosed where applicable. Natalie Brunell may earn commissions from purchases or sign-ups through certain links, at no additional cost to you. Always conduct your own research before making financial decisions.

Cem Karsan: The Big Print Is Coming and the Government Will Buy Stocks

Natalie Brunell's Coin Stories

Cem Karsan: The Big Print Is Coming and the Government Will Buy Stocks