Tariffs, AI, and Bitcoin in a De-Globalizing World
The April 28, 2025 episode of What Bitcoin Did features Mark Moss arguing that de-globalization and tariff-driven reshoring shift power toward decentralized money.
Macro trends
Macro forces shaping Bitcoin adoption, including policy shifts, liquidity cycles, and geopolitics.
Yield Strain, Gold Crunch, and Bitcoin Reserve Pivot
The April 28, 2025 episode of the Bitcoin Matrix podcast features analyst Peruvian Bull dissecting Japan’s yield-curve quagmire, global gold shortages, and naked-short abuses in U.S. equities. He argues that corporate Bitcoin-treasury strategies offer a hard-asset hedge as legacy safeguards erode.
Fiat Strain and the Digital Reserve Transition
The April 27, 2025 episode of the Jordi Visser Podcast has Visser arguing that the post-1971 fiat regime is losing global trust. He explains how stablecoins, Bitcoin, and tokenized assets are merging with legacy finance to build a new monetary stack while AI transforms real-economy dynamics.
Multipolar Trade Realignment and the Digital-Dollar Gambit
The April 26, 2025 episode of The Bitcoin Layer features Tanvi Ratna outlining how Washington’s tariff-plus-security playbook seeks to reset global trade, currency dynamics, and alliance structures.
Tariffs, Bonds, and Bitcoin’s Liquidity Realignment
The April 25, 2025 episode of the Bitcoin Nova Podcast features mortgage-industry analyst Trey Arch explaining how selective U.S. tariffs, bond-yield turbulence, and extreme tech-stock concentration interact to squeeze housing and destabilize private credit.
Basis-Trade Risk and Bitcoin’s Institutional Tailwinds
The April 25, 2025 episode of The Bitcoin Edge with Paula features hedge-fund veteran James Lavish dissecting how tariff uncertainty, bond-market leverage, and ballooning U.S. deficits threaten liquidity.
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.