
Sign up to save your podcasts
Or


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. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27 ------ 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
------ RESOURCES
Jeff Park https://x.com/dgt10011
Jeff Park’s Thread https://x.com/dgt10011/status/1886125163642552606
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
By Bankless4.7
10151,015 ratings
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. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotifya-premium ------ BANKLESS SPONSOR TOOLS:
🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax
🦄UNISWAP | BUG BOUNTY PROGRAM https://bankless.cc/Uniswap-Bug-Bounty
⚖️ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum
🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle
🌐CELO | BUILD TOGETHER AND PROSPER https://bankless.cc/Celo
🏦ONDO | INSTITUTIONAL GRADE FINANCE https://bankless.cc/Ondo
------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/base:0x4be6cd4d402fed49eb2de95fbc8e737e8ffd3e7f/27 ------ 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
------ RESOURCES
Jeff Park https://x.com/dgt10011
Jeff Park’s Thread https://x.com/dgt10011/status/1886125163642552606
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

3,381 Listeners

3,056 Listeners

1,101 Listeners

1,209 Listeners

908 Listeners

38 Listeners

742 Listeners

1,848 Listeners

254 Listeners

277 Listeners

243 Listeners

452 Listeners

131 Listeners

273 Listeners

155 Listeners