Luke Gromen Global Macro and Bitcoin Q1 2025 (BTC215)

Videos
Luke Gromen unpacks the dynamics of stablecoins and T-bills, Bitcoin’s role as a fiscal policy marker, and the implications of yield curve control. We delve into U.S. dollar devaluation, global liquidity in 2025, and the interplay of tariff threats and international Bitcoin reserves.

IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:00:42 – Why total federal receipts over 18% of GDP have historically led to recessions; Luke’s argument for early U.S. dollar devaluation to manage debt-to-GDP ratios
00:11:42 – The connection between stablecoins and T-bill demand and its influence on Bitcoin adoption.
00:12:55 – Luke’s strategic approach to advising the U.S. government on managing deficits.
00:24:10 – How the Bank of England’s yield curve control impacts Bitcoin’s bullish potential.
00:27:01 – Luke’s perspective on global liquidity trends for 2025.
00:27:38 – The role of Bitcoin as a marker of U.S. fiscal policy failures.
00:31:36 – How tariff negotiations could push nations to adopt Bitcoin reserves; Developments in China, Canada, and France, and their potential effects on global finance.
00:52:31 – Steps for transitioning to a Bitcoin standard in global credit systems.

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▶️ RELATED EPISODES:
– Macro Outlook Q2 2024 w/ Luke Gromen: https://youtu.be/br6ZeWBqCME
– Macro Outlook Q1 2024 w/ Luke Gromen: https://youtu.be/DWsUM2f6GrA
– The FED Pause & Q2 Current Events w/ Luke Gromen: https://youtu.be/f1zhLnH0wvw
– Macro Overview 4th Quarter 2022 w/ Luke Gromen: https://youtu.be/cteEvoe-CgI
– Russia Ukraine War & Global Macro Impacts w/ Luke Gromen: https://youtu.be/AEHjN1r2pB0

🎧 Listen to our episodes here: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP

🖊️ Access the transcript and learn more about the guest here: https://www.theinvestorspodcast.com/bitcoin-fundamentals/global-macro-and-bitcoin-q1-2025-w-luke-gromen/

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