Un Podcast Sobre Bitcoin Bitcoin es el destino al inestable equilibrio entre China y EEUU
Dec 4, 2025
Dive into the intriguing relationship between China, the US, and Bitcoin. Explore how the Valerie Pieris circle reveals countries running current-account surpluses. Contrast views on capital flight affecting the renminbi's value. Discover the milkshake theory and its implications for the dollar's strength. Uncover mutual goals of the US and China to weaken the dollar and their effects on Bitcoin. Finally, consider Bitcoin's role as a necessary player in the global monetary system, regardless of regime changes.
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Unsustainable East-West Imbalance
- Charles Gave argues global imbalance between East and West is unsustainable and will force a regime shift.
- He warns the longer the imbalance persists, the harsher the eventual adjustment will be.
Valerie Pieris Population Circle
- The Valerie Pieris circle highlights that much of Asia sits inside the world's most densely populated and export-heavy region.
- Alberto notes China and neighbors run huge current account surpluses and accumulate foreign reserves inside that circle.
China's Huge Surplus vs. Stable Yuan
- China posts unprecedented monthly trade surpluses now near $100 billion, which should normally pressure the yuan to appreciate.
- Yet the renminbi remains near prior levels, suggesting other forces offset pure trade-driven appreciation.
