
About this episode
In this episode, Nik welcomes back Matt Pines, executive director of the Bitcoin Policy Institute, for a sweeping analysis of today’s geopolitical storm—and what it means for Bitcoin, global power, and monetary realignment. From Israel–Iran brinkmanship to China’s Belt and Road, Pines explains how great-power conflict is redrawing trade routes, testing U.S. strategy, and accelerating the search for neutral assets. As the world fragments, Bitcoin is emerging as the reserve hedge for a new monetary era—one not built by consensus, but by necessity.
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