The Bitcoin Layer RISE of the American Empire with Brent Johnson
13 snips
Mar 25, 2026 
Brent Johnson, founder and CIO of Santiago Capital and macro commentator, discusses the dollar’s crisis behavior and why it can shock markets. He explores deglobalization and fractured supply chains. He outlines his Rise of the American Empire framework, tech and mineral security, and the strategic race over chips, rare earths, and stablecoins.
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Rise Of The American Empire Thesis
- Johnson frames current US politics as a fourth turning where the republic's norms erode and an imperial, America‑first state rises.
- He parallels Rome's Republic-to-Empire shift and warns power, not just economics, will determine outcomes.
Make GDP Serve National Security
- Do prioritize supply chain control and near‑shoring so GDP serves national security, not just global efficiency.
- Johnson says policy must favor domestic production for critical inputs and industrial resilience.
Power Requires Control Of Energy Technology And Supply
- To stay dominant the U.S. must secure supply chains, energy, and technological architecture while balancing moral and political tradeoffs.
- Johnson stresses tech control and energy self-sufficiency as strategic levers.
