The Jack Mallers Show Bitcoin and Gold: The New Safe Haven Assets
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Jun 17, 2025 Dive into the fascinating world of Bitcoin and gold as contemporary safe haven assets. The discussion unpacks the links between politics, war, and currency, emphasizing the U.S.-China dynamic. Explore the rise of Bitcoin amidst economic uncertainty and its role amidst declining dollar value. Discover its inclusive nature as an open monetary resource and learn how it can be leveraged for financial management. Finally, reflect on the ethical implications of investing in Bitcoin and its potential for personal growth.
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China's Rare Earths Leverage
- China weaponizes rare earth minerals to leverage global negotiations and military production.
- The US depends heavily on China for critical materials, exposing national security risks.
Industrial Capacity Equals Security
- Industrial capacity defines national security, undermined by offshoring to adversaries like China.
- Securing raw materials and processing capabilities is critical to geopolitical power today.
Gold Gains as Reserve Asset
- Gold surpasses the euro as second-largest reserve asset amid fears of sanctions and currency erosion.
- Central banks increasingly buy gold and consider Bitcoin for de-dollarization and geopolitical diversification.