Gold is Winning, Bitcoin is Waiting: Here's Why Europe Should Care | Niko Jilch | BFM228

Niko Jilch is a renowned finance journalist, podcaster, and fierce advocate for Bitcoin and sound money principles.

› https://x.com/NikoJilch

› https://www.youtube.com/@WasBitcoinbringt

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🕑 TIMESTAMPS

00:00 - Europe Under Pressure: Gold vs. Bitcoin

05:07 - The Euro Explained: Gold Backing and Structure

07:24 - 13,000 Tonnes of Gold on European Balance Sheets

09:44 - Euro Credibility: Draghi, Lagarde, and Central Banking

12:22 - Europe Reacts to Trump: De-Dollarization Dynamics

16:42 - Trump as a Gorbachev Moment

20:04 - How the Dollar Timeline Was Extended

23:22 - Why Gold Is Outperforming Bitcoin (For Now)

28:31 - The Welfare State Is Bankrupt: Printing as Policy

31:00 - Gold as the Alarm, Bitcoin as the Confirmation

32:12 - Self-Custody as an Individual Survival Strategy

36:12 - The 2010 Crisis: Panic, Gold, and Hard Lessons

38:13 - Accepting Fiat Failure and Protecting Yourself

46:19 - Stablecoins, Eurodollars, and Treasury Demand

56:04 - CBDCs vs. Neutral Money: Why Bitcoin Matters

01:00:00 - If the US Embraces Bitcoin, Can Others Ignore It?

ℹ️ EPISODE SUMMARY

Bram Kanstein and Niko Jilch discuss why gold is ripping while Bitcoin looks stuck. Europe’s euro project, CBDCs, and political centralization get put under a harsh light. Niko reveals the euro’s hidden gold backing, 13,000 tonnes, and why that matters for monetary geopolitics. They confront stablecoins as a stealth extension of dollar power, and Europe’s fear of them. The thread that holds it together is sovereignty, self-custody, and conviction in a fiat system that keeps printing.

RELAI DISCLAIMERRelai sponsors this show/podcast and is authorized to provide crypto-asset services in Switzerland and across the European Union under the MiCA regulatory framework with its license issued by the French regulator, AMF (License No: A2025-006). The company is actively expanding its services to EU member states following the completion of passporting notifications.