What Bitcoin Did Why Everyone Is Wrong About Inflation | Ansel Lindner
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Apr 15, 2026 
Ansel Lindner, macro economist and Bitcoin commentator known for deep analysis, discusses deglobalization and a new multipolar financial order. He explores Bitcoin as an international settlement asset and geopolitical hedge. Topics include deflationary pressures tied to oil and credit, the prospect of Bitcoin-backed currencies, and rapid repricing risks in a maturing market.
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Bitcoin Suits A Low Trust Multipolar System
- Bitcoin fits a low-trust multipolar world as portable, easily assayed high-powered money.
- Ansel cites Iran accepting Bitcoin for Strait of Hormuz shipping and countries building strategic Bitcoin reserves and mining interest in Gulf states.
Bitcoin As A Geopolitical Hedge Like Gold
- Bitcoin behaves like a geopolitical hedge similar to gold via long‑term uncorrelated returns.
- Ansel references studies showing gold and Bitcoin have similar uncorrelated profiles and recent conflict performance reinforced that view.
Deglobalization Drives Credit Deflation
- Deflation is a shrinking money supply, not just falling prices.
- Ansel says money today is credit; deglobalization shrinks global credit carrying capacity and drives a deflationary bust.