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.
Macro trends
Macro forces shaping Bitcoin adoption, including policy shifts, liquidity cycles, and geopolitics.
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 analyzing how reserve-currency mechanics shape U.S. trade deficits, capital flows, and industrial policy.
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.