Stealth Easing and Banks' Asset Substitution

Roberto Rios, aka "Peruvian Bull," is a macro analyst who examines the structural breakdown of the global monetary system and Bitcoin's emerging role as a neutral reserve asset.

› https://x.com/peruvian_bull

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🕑 TIMESTAMPS

00:00 - Introduction

01:15 - The Dollar End Game: Understanding the Global Monetary System

05:30 - Historical Context: The Invention of Money and Modern Banking

10:45 - Central Banks and Financial Gravity: The Fed's Dilemma

15:20 - Japan's Economic Strategies: A Cautionary Tale

20:00 - The Role of Bitcoin: Emerging as a Neutral Reserve Asset

25:40 - Challenges and Opportunities: The Future of Global Economics

30:00 - The Impact of Quantitative Easing on Global Markets

35:15 - Japan's Monetary Policies: Lessons for the US

40:30 - Bitcoin vs. Gold: A New Era of Reserve Assets

45:45 - The Future of Fiat Currencies: Risks and Realities

50:00 - Navigating Economic Uncertainty: Strategies for Investors

55:15 - The Rise of Bitcoin: A Global Perspective

01:00:30 - Preparing for the Dollar End Game: Key Takeaways

ℹ️ EPISODE SUMMARY

Japan’s bond market is breaking and it could be the spark that ends the Dollar system as we know it. Bram Kanstein and Roberto Rios (aka Peruvian Bull) dive deep into the fragility of the global monetary system and the unfolding Dollar Endgame. They explore how Japan’s debt spiral, yield curve control, and monetary policies expose the unsustainable nature of fiat currencies — and why similar crises could soon hit other developed nations, including the U.S. Rios explains why Bitcoin represents a superior monetary system, capable of transcending fiat’s structural flaws, and what it will take for Bitcoin to evolve into a true global reserve asset. We discuss:

- Why Japan’s bond crisis threatens the global system

- How the debt trap forces central banks to choose inflation

- The hidden feedback loop between bonds, FX, and Bitcoin

- Why the next liquidity crunch could ignite a Bitcoin supercycle

- How sovereign debt markets quietly define global power

This is a high-signal macro conversation connecting debt, energy, and truth, and how Bitcoin fits into the new monetary order emerging from the collapse of the old one.