Tariff Wars & Bitcoin's Role in New Economic World Order
We are entering uncharted territory.
We are entering uncharted territory.
Since World War II, global trade operated on a simple premise: countries ran trade surpluses, recycled their dollar earnings back into the U.S. economy by buying Treasuries and equities, and everyone agreed to treat the dollar as the global reserve.
This created the illusion that U.S. assets were "safe", that Treasuries were risk-free and the S&P 500 was a haven.
That illusion is breaking down.
President Trump’s sweeping tariffs have triggered a global chain reaction, accelerating the unraveling of the post-WWII economic order. Markets are reeling. Bonds are getting crushed. Equities are getting crushed. Even the so-called “risk-free” rate now comes with real risk.
Meanwhile, gold is near all-time highs and Bitcoin has outperformed the S&P 500 since Trump took office. We’re not calling it a decoupling just yet, but the early signs are there.
The reality is: capital allocators need to reimagine their worldview. Neutral reserve assets, without counterparty or political risk, are no longer optional. They are essential.
Gold has historically played that role, but it’s no longer fit for purpose in a digital economy of 8 billion people. It relies on intermediaries, is easy to centralize, and lacks final settlement.
Bitcoin is different. It’s scarcer. More saleable. More transportable. More verifiable. And operates on a global, open, permissionless network.
It is the first digitally native bearer asset—and arguably the only true “risk-off” asset that makes sense in this new world.
Stay calm. Focus on what you can control. Because at the end of the day, all roads lead to money printing. The Fed has two choices: 1️⃣ Total collapse 2️⃣ Buy everything (money printer go brrrr )
In both scenarios, institutional credibility takes a hit, and neutral assets like Bitcoin and gold take the Treasury's safe haven bid.
Bitcoin was built for this.
