Episode description

Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory.

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TIMESTAMPS

0:00 Intro
2:40 Trump Tariffs & Bitcoin Connection 
4:09 Fiscal Deficit Benefits 
7:28 Plaza Accord 1.0 & 2.0
14:12 Tariffs Now vs. 8 Years Ago
16:55 What Happens Next?
19:36 Lowering 10-Year Rate
22:10 Fiscal Dominance Policy Control 
23:28 The Triffin Dilemma
29:01 Bitcoin’s Impact 
32:16 Trump Advocation of Bitcoin 
35:10 Crypto & Real Estate 
37:06 Eric Trump’s ETH Tweet
39:22 10-Year Yield Rate Lowering Invetitabilty 
42:07 Bitcoin & Other Crypto Risk Assets 
47:17 Bitwise’s Dogecoin ETF 
50:05 Closing & Disclaimers 

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RESOURCES

Jeff Park
https://x.com/dgt10011 

Jeff Park’s Thread
https://x.com/dgt10011/status/1886125163642552606  

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