In this episode, Nik breaks down the White House’s new National Security Strategy and explains why it is the most important document released by the administration so far. He walks through the shift away from globalism, the focus on reshoring industrial capacity, and how defense spending, technology investment, and middle class revitalization tie directly into future market structure. Nik analyzes the new Monroe Doctrine framing, the balance of power approach with China, the administration’s stance on Europe, and how energy dominance, AI, and military production shape credit creation and capital flows. He explains why these policies matter for risk markets, the Treasury market, and Bitcoin’s long term setup as the United States pivots into a new macro regime.

Episode links:

• https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf
• https://www.archives.gov/milestone-documents/monroe-doctrine
• Polymarket: https://poly.market/YCSQFCv

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