Skip to content
TrackPodcasts
technologyMar 24, 20261:40:54failed

The Commodity Shift, Credit Crisis & Bitcoin | Eric Yakes

About this episode

"If there's going to be printing, it's going to be the hardest printing they've ever done. There isn't another option." Eric Yakes returns to break down the macro landscape as global debt hits historic levels, private credit shows real cracks, and the commodity shift accelerates under geopolitical fracture.

Eric explains why the gold rally isn't about one event but a structural inflection point decades in the making, why private credit could be the next financial crisis and how the only path forward likely involves the hardest printing central banks have ever done.

We also get into AI's second-order effects on startups and job markets, why the agent economy could be a major bridge to Bitcoin adoption, the death of proprietary software, the quantum narrative versus the actual threat, and why Bitcoin at $70K is deep value.

THANKS TO OUR SPONSORS:

ANCHORWATCH

BLOCKWARE

LEDN

BITKEY

SWAN

CLUB ORANGE

FOLLOW:

Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny

Eric Yakes: https://x.com/ericyakes

Get every episode summarized

Each time What Bitcoin Did publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.

Email me new episodes

Free for 3 shows. No card needed.

Hosts & guests

No transcript yet

This episode has not been transcribed. Request it and it moves to the front of the queue.

The Commodity Shift, Credit Crisis & Bitcoin | Eric Yakes

What Bitcoin Did

0:00
1:40:54

More episodes

More from What Bitcoin Did

View all episodes →