EP23: Why Trump 2.0 Might Quietly Reshape the Global Economy, And Make Stablecoins, Treasuries & Bitcoin Big Winners

This episode is built upon a blog written by Yasin Nizami, explores how a potential Trump 2.0 presidency could significantly reconfigure the global economic landscape. It highlights the fragility of the current system, burdened by excessive debt and the implications of rising US Treasury yields, which challenge the long-standing era of cheap money. The author suggests that in this shifting environment, Bitcoin could emerge as a robust digital alternative to traditional currencies due to its scarcity and independence. Furthermore, the analysis posits that Trump's strategy aims to repatriate the global dollar system through the use of stablecoins backed by US Treasuries, along with tariffs designed to reassert US monetary dominance. The text concludes by identifying stablecoins, US Treasuries, and Bitcoin as the primary beneficiaries of these potential economic shifts.