Rob Wallace | Bitcoin NewsBitcoin waited sixteen years for this exact moment. And according to Tom Luongo and Vince Lanci, it just became obvious.
Two friends who spend their lives tracking money, gold, and geopolitics take you on a tour around the entire global risk board. By the end of it, a failed trade deal with Canada, ninety billion barrels of Venezuelan oil, the CIA director landing in Moscow, and seized Iranian tankers sitting in a Texas court all connect into a single argument about who controls the long end of the American yield curve, and why Bitcoin's training wheels just came off.
Here is what we cover:
• Why Carney blew up the US-Canada trade deal and the real reason behind the obnoxious rhetoric on both sides
• Why the real split is not Canada from China, it is Canada from Europe and the City of London
• The ninety billion barrels of sour Venezuelan oil and why that news broke three days after the Canada trade talks collapsed
• Why CIA Director Ratcliffe flying to Moscow was a direct message to Europe
• Storm Shadow missiles and the terrifying question of whose finger is actually on the button
• Operation Economic Outcast and the full picture of how Iran is being sanctioned right now
• The seized Iranian tankers sitting in a Texas court and the collateral question nobody is asking
• What Bessent actually did with the bond buybacks and why almost everyone calling it yield curve control has it wrong
• Treasury QE explained and why banks are being used to finance the government in a completely new way
• The ten to fifteen year plan Vince and Tom believe is already underway to fix the US fiscal deficit
• Why macro funds are buying gold again and what that signals about where smart money sees this going
• Why Vince, a lifelong gold trader, believes Bitcoin's training wheels just came off and why it might be about to become the new gold
• The DARPA argument and why big Bitcoin might be closer to a national security asset than people realize
Everything about Bitcoin's story before this felt almost irrelevant. This conversation argues the big story has been staring us in the face the entire time.
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TIMESTAMPS
00:00 - Cold Open — Bitcoin's Training Wheels Just Came Off
01:33 - Carney Blows Up The US-Canada Trade Deal
06:53 - Splitting Canada From Europe And The City Of London Not China
15:27 - Venezuela Oil Reserves — 90 Billion Barrels Of Sour Crude
20:02 - CIA Director Ratcliffe Flies To Moscow — A Message To Europe
24:17 - Storm Shadow Missiles And Whose Finger Is On The Button
32:18 - Operation Economic Outcast — Sanctioning Iran Explained
36:20 - Seized Iranian Tankers In A Texas Court — Whose Collateral Is It
38:00 - What Bessent Actually Did With Treasury Bond Buybacks
45:47 - Why This Is Not Yield Curve Control
54:03 - Treasury QE Explained — How Banks Are Financing The Government
01:00:59 - The 10 To 15 Year Plan To Fix The US Fiscal Deficit
01:07:13 - Why Macro Funds Are Buying Gold Again
01:11:45 - Bitcoin's Training Wheels Come Off — Is It Becoming The New Gold?
01:19:32 - The DARPA Argument For Bitcoin As A National Security Asset
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Bitcoin News is not a financial adviser. All opinions expressed by us or our guests in these videos is for informational purposes only, and should not be treated as investment or financial advice of any kind. Any information provided during the video is general in nature and does not take into account the viewers specific circumstances.