Global Macro Update: Bitcoin Rebounds as Gold Screams Monetary Reset
In this Global Macro Update, Nik highlights bitcoin’s breakout above a key descending trendline and a textbook bullish divergence on the RSI—two technical signals suggesting the recent downtrend may be losing steam. But the bigger story is gold, which is exploding higher in what looks like the early stages of a full-scale monetary reset. With the dollar breaking multi-year support and massive gold inflows hitting the U.S., Nik explores the possibility of a global repricing, driven by collapsing commercial shorts and currency pressure abroad. He connects the dots between price action, trade war policy, capital charge relief, and the escalating financial war reshaping global asset markets.
Link to Tom Luongo Caitlin Long episode: https://tomluongo.me/2025/04/19/podcast-episode-213-caitlin-long-and-the-financial-crisis-that-wasnt/
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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
Chapters:
00:00:00 Analyzing Bitcoin's Bullish Divergence
00:03:37 Bitcoin's Path to New Highs
00:07:09 Gold Market Analysis and Breakout Predictions
00:10:43 Gold Revaluation and the Global Monetary Reset
00:14:17 The Impact of a Weakening Dollar on Gold Prices
00:19:00 The Impact of Gold Delivery on Commercial Shorts
00:21:32 The Reality Behind a Strong Dollar Policy
00:24:46 Presidential Economic Mandate and Currency Manipulation
00:28:08 Origins and Impact of the Euro Dollar System
00:31:39 Understanding the Concept of Time
The Bitcoin Layer and its guests do not provide investment advice.