Monetary Reordering and Cross-Asset Dynamics
The April 25, 2025 episode of The Bitcoin Layer features Nik Bhatia exploring how a looming “Bretton Woods 3” realignment is shifting capital from dollar assets toward gold and Bitcoin.
Macro trends
Inflation’s Debt Spiral and the Bitcoin Hedge
The April 23, 2025 episode of New Foundations pod features Lawrence Lepard warning that Federal Reserve policy has locked the United States into an inflation-fuelled debt spiral.
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.
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.