Tariffs & Trump’s Endgame: Bitcoin to $200k?

Donald Trump’s newly announced 25% tariffs on Canada and Mexico (and 10% on China) have rattled global markets and sparked fresh uncertainty around the U.S. dollar. According to Bitwise’s Jeff Park—whose article “Tariffs, Triffin, and Trump: How the End Game Sends Bitcoin Vertical” has gone viral—this policy shift is fueling one of the biggest crypto-macro convergences since COVID. In this episode, we explore how these cascading forces could radically suppress Treasury yields, devalue the dollar, and propel Bitcoin into unprecedented territory.

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TIMESTAMPS

0:00 Intro
0:56 Trump Tariffs & Bitcoin Connection
2:31 Fiscal Deficit Benefits
9:46 Plaza Accord 1.0 & 2.0
12:34 Tariffs Now vs. 8 Years Ago
15:17 What Happens Next?
17:58 Lowering 10-Year Rate
20:32 Fiscal Dominance Policy Control
21:51 The Triffin Dilemma
25:34 Bitcoin’s Impact
28:50 Trump Advocation of Bitcoin
31:43 Crypto & Real Estate
33:39 Eric Trump’s ETH Tweet
35:55 10-Year Yield Rate Lowering Invetitabilty
38:41 Bitcoin & Other Crypto Risk Assets
43:51 Bitwise’s Dogecoin ETF
46:38 Closing & Disclaimers

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RESOURCES

Jeff Park
https://x.com/dgt10011

Jeff Park’s Thread
https://x.com/dgt10011/status/1886125163642552606

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Not financial or tax advice. See our investment disclosures here:
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