
Term 2.0 is trending imperial as the US flexes financial and military muscle across the globe, from the Strait of Hormuz to the Panama Canal. While ceasefire headlines whipsaw market sentiment, Bitcoin is quietly decoupling from tech stocks and showing resilience against a backdrop of great power competition with China. 🔗 https://bitcoinproducts.com In this episode: Empire vs Republic: Are we entering the decline of the republic or the rise of the empire? Middle East ceasefire chaos and why oil prices aren't reflecting the full strategic picture US-China leverage game: Who blinks first on gas prices and supply chain disruption Rare earth industrial policy: The Sierra Verde acquisition and Indonesia partnership Bitcoin diverging from software stocks after months of tight correlation Strategy's STRK preferred stock and the risks building in DeFi derivatives Institutional pressure for quantum resistance by 2029 echoing the 2016 block size wars TIMESTAMPS: 00:00:00 - Empire Strikes Back: Term 2.0 going imperial 00:01:06 - Oil prices and ceasefire volatility 00:02:11 - Bitcoin decoupling from software stocks 00:04:18 - Market positioning and the taco trade 00:07:26 - US vs China leverage thresholds 00:11:06 - Mark Carney and Canada relations 00:12:57 - Rare earths and Sierra Verde deal 00:13:58 - De-dollarization narrative reality check 00:17:13 - Indonesia and Brazil geopolitical moves 00:19:31 - Panama Canal strategic importance 00:20:47 - Strategy STRK preferred stock mechanics 00:22:17 - DeFi hacks and derivative risks 00:25:15 - Quantum computing institutional panel 00:27:20 - NIST criticism and 2016 parallels SUBSCRIBE › Newsletter (free): https://tftc.io/bitcoin-brief/ › YouTube: https://youtube.com/@TFTC?sub_confirmation=1 FOLLOW US › X: https://x.com/tftc21 › Nostr: https://primal.net/tftc FOLLOW MARTY › X: https://x.com/MartyBent › Timestamp: https://www.ten31timestamp.com/ › John Arnold: https://x.com/JohnArnoldTen31 › Ten31: https://ten31.xyz TFTC #MartyBent #JohnArnold #Bitcoin #Empire #Geopolitics
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