Rob Wallace | Bitcoin NewsDownload the Rhino App π rhinobitcoin.onelink.me/66Ka/bnews
Debt is growing exponentially in both the East and the West, and Michael Howell says there's only one way out: print more money β which is exactly why Bitcoin and gold are about to compound harder than ever.
Rob sits down with Michael Howell, author of Capital Wars, fresh off a trip to China, to break down the real scorecard in the US-China capital war, why China's ultra-low bond yields reveal a far weaker economy than the headlines suggest, and why Europe is caught dangerously in the middle with no safe asset of its own. Michael also explains why the current AI boom and the coming debt wave point straight toward a historic Bitcoin liquidity cycle.
Here is what we cover:
β’ How the US-China "capital war" works, and why bond yields reveal who's really winning
β’ What Michael saw on the ground in China, from overbuilt ghost cities to deep tech adoption
β’ Why Europe has no safe asset of its own and why France is the new flashpoint
β’ How the AI investment boom and a bifurcating world economy are reshaping capital flows
β’ Why rising global debt points to a historic Bitcoin and gold liquidity cycle ahead
Subscribe so you never miss an episode breaking down what's really happening with Bitcoin, the economy, and the global financial system.
TIMESTAMPS
0:00 Debt, Gold and Bitcoin's Next Cycle
4:15 China's Bond Yield Scorecard
6:07 China's Economy on the Ground
12:08 Gold and China's Monetary System
18:24 China's Household Savings
21:30 US Trade Deficits and Capital Flows
23:39 Who Is Winning the Capital War
26:38 Proxy Wars and a Divided World
31:16 Europe's Debt and Safe Haven Assets
39:28 Europe's China Trade Tensions
41:03 AI Investment and Capital Markets
47:59 Bitcoin and the Liquidity Cycle
55:00 Rising Debt and Monetary Inflation
57:55 Interview Wrap-Up and What's Next
SPONSORS
π£ Download the Rhino App π https://rhinobitcoin.onelink.me/66Ka/bnews
Use Promo Code: "BITCOINNEWS" for $21 of FREE Bitcoin when you deposit the first $100 USD into your account.
π’ Protect your Bitcoin with multi-institution custody from Onramp. Book your free consultation today at https://onrampbitcoin.com/bn
βͺ Ready to run Bitcoin yourself? Shop miners, hardware wallets, nodes and home servers at Solo Satoshi: https://www.solosatoshi.com/?utm_campaign=bitcoinnews&utm_source=bitcoinnews&utm_medium=bitcoinnews
π£ Get Rhinoβs new FREE research report, "Why Buy Real Bitcoin?
Ownership, custody, and what an investor actually holds," featuring insights from Lyn Alden, Ryan Rasmussen and Ric Edelman: https://report.rhinobitcoin.com/?utm_source=youtube&utm_medium=cpm&utm_campaign=bitcoinnewsyoutube
π΄ Subscribe to our newsletter Bitcoin News Weekly [FREE]π https://bitcoinnews.com/subscribe
β DISCLAIMER β
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.
Music Licenses:
CODE: LD-085LLXOOUUG3L
CODE: LD-OFIGRY4YGPAKG