This Week in Bitcoin

99: Empire in Denial

8 snips
Apr 8, 2026
Luke Gromen, macro strategist and founder of FFTT who warns about dollar fragility, discusses rapid decline of dollar dominance. He explores yuan-gold-oil flows and a parallel monetary system. Conversation touches on Iran, reserve shifts, and why Bitcoin looks resilient amid geopolitical and financial stress.
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INSIGHT

Dollar Decline As A Gradual Multipolar Shift

  • Lyn Alden argues the dollar's decline is gradual and multi-causal, driven by long-term multipolar reserve diversification rather than a single shock.
  • She views recent events as an accelerant on an existing trend, not an immediate collapse.
INSIGHT

Bitcoin As Neutral Asset During Geopolitical Stress

  • Bitcoin has shown relative resilience during Iran-related volatility, trading flat-to-up while stocks, bonds, and gold fell.
  • Chris Las suggests geopolitical sovereign-risk narratives are increasing Bitcoin's attractiveness as a neutral asset.
ADVICE

Watch Multiple Channels For Bitcoin Adoption

  • Expect mass adoption through multiple channels: individuals, companies, ETFs, and sovereign purchases.
  • Lyn Alden cites surveys, Morgan Stanley ETF activity, and the first central bank reserve purchase as leading indicators.
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