In this episode, Nik Bhatia and Matt Dines unpack the evolving dynamics of global finance, focusing on gold’s renewed monetary role, the effects of China’s gold market activity, and the broader trend of de-dollarization. They explore how tariffs and shifting trade flows are reshaping global dollar circulation, and examine the interplay between gold, bitcoin, and dollar strength. The conversation also covers the Eurodollar system, Ukraine war financing, and how changes in labor and capital are shaping the current macro landscape.
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Chapters:
00:00:00 The Role of Gold in the Global Market
00:07:31 Analyzing the Gold Market Dynamics
00:14:27 The Role of Shanghai Futures Exchange in Gold Trading
00:22:10 Global Monetary Dynamics: Gold, Bitcoin, and the Dollar
00:29:22 Impact of Tariffs 2.0 on US Economy
00:36:31 Global Currency Strength: USD vs. Non-G7 Currencies
00:43:12 Offshore Financing of Ukrainian Sovereign Debt
00:50:26 Speculation on National Financing and Interest Rates
00:57:14 Origins of the Bank of England and its Role in War Funding
The Bitcoin Layer and its guests do not provide investment advice.
