What happens to reserve assets when you’re not allowed to sell them? Doomberg argues that U.S. pressure on allies to hold their Treasuries changes the math for central banks, and that in a crisis “you sell what you can sell, not what you want to sell.” That explains gold’s short-term weakness since February 28th, but in the long run he sees it as wildly bullish for gold and Bitcoin as neutral reserve assets. He also shares why younger, hyper-online generations are more likely to choose Bitcoin.

Chapters:00:00 Doomberg on the Fed, Kevin Warsh and the Midterm Elections01:21 Will Trump Restart the War in Iran After the Midterms?03:11 Houthi Refinery Strikes, $110 Brent and Prices at the Pump05:03 What a Renewed U.S.–Iran Conflict Would Mean for Global Markets09:21 Doomberg’s Bull Case: Peace Deals and a Post-Midterm Boom11:00 How a Diesel Shortage Turns Into a Glut13:27 Europe’s Energy Crisis, French Bonds and U.S. Treasuries16:38 Will Germany Bail Out France? The Future of the EU19:02 Gold vs. Bitcoin as Reserve Assets24:54 Christine Lagarde’s Early Exit and ECB Politics

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

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