<p>Term 2.0 is trending imperial as the US flexes financial and military muscle across the globe, from the Strait of Hormuz to the Panama Canal. While ceasefire headlines whipsaw market sentiment, Bitcoin is quietly decoupling from tech stocks and showing resilience against a backdrop of great power competition with China.</p> <p>🔗 <a href="https://bitcoinproducts.com">https://bitcoinproducts.com</a></p> <p>In this episode:</p> <ul> <li>Empire vs Republic: Are we entering the decline of the republic or the rise of the empire?</li> <li>Middle East ceasefire chaos and why oil prices aren't reflecting the full strategic picture</li> <li>US-China leverage game: Who blinks first on gas prices and supply chain disruption</li> <li>Rare earth industrial policy: The Sierra Verde acquisition and Indonesia partnership</li> <li>Bitcoin diverging from software stocks after months of tight correlation</li> <li>Strategy's STRK preferred stock and the risks building in DeFi derivatives</li> <li>Institutional pressure for quantum resistance by 2029 echoing the 2016 block size wars</li> </ul> <p>TIMESTAMPS: </p> <p>00:00:00 - Empire Strikes Back: Term 2.0 going imperial </p> <p>00:01:06 - Oil prices and ceasefire volatility </p> <p>00:02:11 - Bitcoin decoupling from software stocks </p> <p>00:04:18 - Market positioning and the taco trade </p> <p>00:07:26 - US vs China leverage thresholds </p> <p>00:11:06 - Mark Carney and Canada relations </p> <p>00:12:57 - Rare earths and Sierra Verde deal </p> <p>00:13:58 - De-dollarization narrative reality check </p> <p>00:17:13 - Indonesia and Brazil geopolitical moves </p> <p>00:19:31 - Panama Canal strategic importance </p> <p>00:20:47 - Strategy STRK preferred stock mechanics </p> <p>00:22:17 - DeFi hacks and derivative risks </p> <p>00:25:15 - Quantum computing institutional panel </p> <p>00:27:20 - NIST criticism and 2016 parallels</p> <p>SUBSCRIBE </p> <p>› Newsletter (free): <a href="https://tftc.io/bitcoin-brief/">https://tftc.io/bitcoin-brief/</a> </p> <p>› YouTube: <a href="https://youtube.com/@TFTC?sub_confirmation=1">https://youtube.com/@TFTC?sub_confirmation=1</a></p> <p>FOLLOW US </p> <p>› X: <a href="https://x.com/tftc21">https://x.com/tftc21</a> </p> <p>› Nostr: <a href="https://primal.net/tftc">https://primal.net/tftc</a></p> <p>FOLLOW MARTY </p> <p>› X: <a href="https://x.com/MartyBent">https://x.com/MartyBent</a></p> <p>› Timestamp: <a href="https://www.ten31timestamp.com/">https://www.ten31timestamp.com/</a> </p> <p>› John Arnold: <a href="https://x.com/JohnArnoldTen31">https://x.com/JohnArnoldTen31</a> </p> <p>› Ten31: <a href="https://ten31.xyz">https://ten31.xyz</a></p> <h1 id="tftcmartybentjohnarnoldbitcoinempiregeopolitics">TFTC #MartyBent #JohnArnold #Bitcoin #Empire #Geopolitics</h1>