Bitcoin Magazine Podcast Wargaming the Mar-a-Lago Accord: Tariffs, Bitcoin and Stablecoins w/ the Bitcoin Policy Institute
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Apr 9, 2025 
Matthew Pines, executive director at the Bitcoin Policy Institute and a geopolitical expert, joins Zack Shapiro, head of policy specializing in US-China trade relations. They dive into the implications of the Mar-a-Lago Accord, discussing how tariffs and stablecoins might reshape global finance. The duo explores Bitcoin's emerging role in trade negotiations and U.S. economic strategy. They analyze the balance of power in U.S.-China relations, the future of stablecoins, and Bitcoin's potential as a strategic asset amid economic turbulence.
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Tariffs and Trump Administration
- The Trump administration's tariff policy aims to restructure global trade and address US economic vulnerabilities.
- This approach involves a complex interplay of domestic politics, international relations, and market dynamics.
Treasury Yields and US Debt
- Uncertainty surrounds whether the tariffs are a strategic negotiating tactic (Mar-a-Lago Accord) or a drastic trade reset.
- The 10-year treasury yield is a key indicator of the plan's success, especially for the Mar-a-Lago Accord scenario.
Stablecoins and Global Dollar Demand
- Stablecoins offer a direct-to-consumer channel for dollar assets, potentially impacting US debt management.
- Federal stablecoin legislation and regulatory certainty could increase stablecoin proliferation globally.