Tariff Turmoil, Gold’s Surge, and Bitcoin’s Institutional Era

The team jokes about “Bitcoin being dead again” after Trump’s new tariff threats against China tanked markets and briefly pulled Bitcoin to $117K.

They analyze Trump’s tariff negotiation style, calling it political theater and a dip-buying opportunity for “active tariff dip buyers.”

Discussion on Core V30 debates—Bitcoiners fighting among themselves as a “bear market signal,” contrasting with the historic block size wars.

VJ Boyapati’s chart shows long consolidation phases in this cycle—evidence of healthier, institutional-driven adoption rather than retail mania.

Gold hits $4,000/oz, outperforming U.S. stocks; the hosts link gold’s run to the global debasement trade and rising mainstream awareness of sound money.

John Haar highlights that despite 40-year-high inflation, global debt-to-GDP barely fell, reinforcing the inevitability of fiscal dominance and currency debasement.

Paul Tudor Jones reaffirms Bitcoin as the “fastest horse,” signaling institutional confidence alongside gold.

Morgan Stanley opens Bitcoin access to wealth clients—another milestone in mainstream financial adoption.

Square launches zero-fee Bitcoin payment integration for merchants, advancing Bitcoin’s medium-of-exchange use case.

Discussion closes on Lightning yield experiments (8–9% APY) and Luxembourg’s sovereign Bitcoin purchase, showcasing Bitcoin’s expanding financial utility and global reach.