In this episode, Nik is joined by Matt Pines, executive director of the Bitcoin Policy Institute, to unpack what could be the biggest shift in U.S. geoeconomic strategy in decades. Together, they explore the vision behind a potential “Bretton Woods 2.0”—a new system emerging from reciprocal tariffs, capital wars, and a shrinking global dollar zone. They dive deep into how the U.S. is building a trade and monetary alliance to isolate China, restructure global capital flows, and re-anchor demand for U.S. Treasuries. With gold, stablecoins, and possibly bitcoin playing growing roles in global settlements, this conversation lays out what a new financial order might look like—and where U.S. policy could be heading next. Links to articles:- https://www.whitehouse.gov/briefings-statements/2025/04/cea-chairman-steve-miran-hudson-institute-event-remarks/- https://www.btcpolicy.org/articles/a-global-economic-reordering-us-china-competition-and-bitcoin-as-tool-of-us-statecraft 📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H 📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm. ▶️ Subscribe and turn on notifications for TBL on YouTube.📚 Subscribe to TBL’s research letter: https://thebitcoinlayer.com/subscribe🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.📱 Follow TBL on X: https://twitter.com/TheBitcoinLayer📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch ⛓️ ₿lock Height 892613 ⚡ Contribute to The Bitcoin Layer via Lightning Network: [email protected] Bhatia's Twitter: https://twitter.com/timevalueofbtcCreative Director Matthew Ball's Twitter: https://twitter.com/matthewrballResearcher Demian Schatt's Twitter: https://x.com/demianschatt Chapters:00:00:00 Understanding the Breton Woods Reimagined00:06:20 Global Economic and Security Challenges  00:12:21 Understanding the Dual Public Good: Defense and Reserve Currency  00:19:19 Challenges in Global Defense Manufacturing00:25:46 Transition from LIBOR to SOFR: Understanding the Global Benchmark  00:31:02 Understanding Government Dollar Policies00:37:03 International Negotiations: Gold, Bitcoin, and Stablecoins in Currency Talks00:42:53 China's Strategic Devaluation of Yuan and Gold's Role00:48:39 Strategies to Isolate China: Global Economic Alliances00:54:40 Matt Pines and Bitcoin Policy Insights
The Bitcoin Layer and its guests do not provide investment advice.

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