Hey Hey Wealth Builders,

Last Friday, we went live for Bitcoin Hard Talk Episode 67 after an extended break, and wow—what a time to return! If you missed the livestream, let’s break it all down because Trump is back, and with him comes a wave of executive orders that could have massive implications for Bitcoin, crypto, AI, the macro economy, and geopolitics.

But before we dive in, I want to take a moment to acknowledge something personal. Over the past month, I had to step away due to the passing of my mother. It’s been a challenging time, and I want to thank everyone who sent their kind words and support. Your messages meant the world to me. Life reminds us of what truly matters, and for me, that’s my family and our shared mission to build and protect our Bitcoin wealth.

As I always say, Bitcoin doesn’t care—it will keep proving its worth through proof of work, no matter what politicians do. But governments care about Bitcoin, and that’s why we need to stay ahead of the game.

Bitcoin: The Impact of Trump’s Executive Orders

Trump wasted no time in making America the “crypto capital” of the world. And when I say crypto, I don’t just mean Bitcoin—I mean shitcoins, scamcoins, NFTs, stablecoins, and lobby-driven projects like XRP and Solana. He’s got a strategic play here, but the real question is: Will this be good for Bitcoin?

Ross Ulbricht’s Pardon: A Win for Bitcoin Freedom

One of the biggest victories for the Bitcoin community was Trump’s pardon of Ross Ulbricht, the founder of Silk Road. Ross spent ten years in prison for building a peer-to-peer market that used Bitcoin, while the FBI stole his Bitcoin and the government auctioned it off. With Ross now free, the real question is: Will the government now turn seized Bitcoin into a strategic reserve?

America’s Crypto Strategy: The Good, The Bad & The Ugly

Trump’s administration is setting up a crypto-focused task force, led by figures like David Sacks and Hester Peirce—people who have pushed back against the SEC’s anti-crypto stance under Gary Gensler (who is now out!).

What’s happening?

• Banks can now officially engage in crypto (reversal of Operation ChokePoint 2.0)
• The SEC will regulate stablecoins and crypto markets (but will it be pro-Bitcoin or pro-bankster tokens?)
• A new presidential order was issued to explore banning CBDCs (which means the Fed loses a tool)
• A working group was formed to study mining, self-custody protections, and strategic crypto reserves, but no legal rules were imposed yet.

But let’s not be naive—America isn’t embracing Bitcoin first. The crypto industry in the US is being driven by lobbyists, shitcoins, stablecoins, and tokenized finance. While El Salvador is making Bitcoin the center of its economy, America is making itself the center of “crypto”—a broad, Wall Street-friendly term that includes NFTs, meme coins, and financialized blockchain products.

So while America races to financialize Bitcoin, El Salvador remains focused on making Bitcoin work as money.

Macro: Inflation, Tariffs & Economic Shifts

The Federal Reserve vs. The Treasury: A Showdown Coming?

One of the most important shifts we’re seeing is the brewing conflict between the US Treasury and the Federal Reserve.

Trump is pushing for lower interest rates, but as we know—lower rates mean higher inflation. So how does this work?

• Lower rates = more government debt = inflation
• Trump wants to cut oil prices to slow inflation—but is also implementing tariffs, which could drive prices up.
• His “Drill Baby Drill” policy aims to make America energy independent, pushing nuclear power and AI-driven energy grids.

Translation: A chaotic mix of inflation, economic growth, and a battle for monetary control.

Trump’s focus on AI and energy is also a major battle. AI-driven economies require massive amounts of energy, and the U.S. is competing with China for dominance in AI development. Expect new energy policies to emerge that will shape the future of AI, Bitcoin mining, and global trade.

Geopolitics: Global Power Struggles & Bitcoin’s Role

This is where things get really interesting. Trump’s return to power is triggering global realignments & nationalism, and Bitcoin is at the center of a much larger economic war.

The AI War: China vs. The U.S.

Artificial intelligence is now at the heart of global competition. China is leading in AI-powered surveillance, automation, and digital control, and the U.S. is rushing to catch up.

• China’s AI dominance: China is integrating AI into its military, economy, and global expansion strategies.
• AI replaces jobs: The AI-driven automation revolution will wipe out millions of jobs, leading to the need to replace your income.
• Bitcoin vs. AI: Bitcoin represents decentralized financial sovereignty, while AI is being weaponized for centralized financial control.
• U.S. energy & AI strategy: Trump is pushing nuclear power and cheap gas to fuel America’s AI industry.

Middle East Tensions: Syria, Iran & the Energy War

Syria has become a key battleground in the geopolitical struggle between the U.S., Russia, and Iran.

• Syria’s role in the energy war: Syria sits at the crossroads of global oil and gas trade, making it a target for U.S. sanctions and military interventions.
• Russia’s military presence: Russia has used Syria as a strategic foothold in the Middle East, supporting the Assad government to maintain access to Mediterranean trade routes.
• Iran’s influence: Iran and Syria shared a deep strategic alliance, with Iran using Syria as a gateway to support Hezbollah and expand its regional power.
• U.S. policy shifts: Trump’s previous administration had pushed for Syria’s isolation, but under his return, expect new policies aimed at reshaping the balance of power in the region now Assad is gone.
• Israel’s involvement: With Trump lifting restrictions on Israeli military actions, expect further escalations in Syria.

Let me know what you think! Are Trump’s executive orders good or bad for Bitcoin?

Stay Connected & Build Your Bitcoin Wealth

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Timestamps

00:00 - Introduction

06:05 - Bitcoin Segment

1:09:41 - Macro Segment

1:42:50 - Geopolitics Segment

Disclaimer

This blog is for informational purposes only and does not constitute financial, investment, or legal advice. The views expressed are my own and are based on current geopolitical and macroeconomic developments. Cryptocurrency investments involve risk, including market volatility, regulatory changes, and loss of funds. Always conduct your own research and consult with a financial professional before making any investment decisions. Neither I, Simon Dixon, nor any affiliated entities can be held liable for any financial losses resulting from decisions made based on this content. Stay informed, stay prepared, and always prioritize self-custody for your Bitcoin holdings.