Gold Repricing, Dollar Weakness, Bitcoin Tests
The April 21, 2025 episode of The Bitcoin Layer has Nik Bhatia linking gold’s break above $2,070, a deliberate U.S. dollar slide, and Bitcoin’s bullish divergence to an emerging monetary reset.
Macro trends
Tariff‑Driven Liquidity Crunch and Digital Safe Havens
The April 20, 2025 episode of the Jordi Visser Podcast finds Visser warning that aggressive U.S. tariffs have frozen Treasury market depth and forced policymakers toward emergency liquidity tools.
Bitcoin’s Role in the Coming Yield‑Curve‑Control Era
The April 18 2025 episode of the Brandon Gentile Podcast features investor David Foley explaining why soaring U.S. debt and likely yield‑curve control will debase fiat currencies and redirect capital into Bitcoin.
Will Structural Reforms Keep Treasury Yields Tame?
The April 17, 2025 episode of The Bitcoin Layer features Nik Bhatia explaining why steady 2‑3 % inflation, leverage‑ratio relief for banks, and buy‑backs of illiquid off‑the‑run bonds could anchor Treasury yields over the next decade.
Re‑Balancing the Dollar: Pathways to Industrial Renewal
The April 17, 2025 episode of Coin Stories features Lyn Alden dissecting how dollar‑reserve status entrenches trade deficits, hollows out U.S. manufacturing, and heightens national‑security risk.
US Fiscal Maneuvers and the Bitcoin Benchmark
The April 14, 2025 episode of Bitcoin for Millennials with British HODL dissects US fiscal strategies and global trade shifts alongside Bitcoin’s evolution as a strategic store of value.
Global Liquidity Vulnerabilities: Collateral Crisis & Bitcoin Hedge
The April 14, 2025 episode of TFTC featuring Michael Howell explores systemic risks arising from a global reliance on collateral-based lending and repo market disruptions, evaluating Bitcoin and gold as viable hedges.