🇺🇸 🌎 What Every Investor Should Watch During the Tariff War

Hey hey Bitcoin Wealth Builders!

After releasing a longer video breaking down the state of the world, I wanted to record a quick but vital follow-up. With Trump now posting about tariff exemptions for big tech and EV companies, it’s clear that what’s happening isn't random noise—it’s a deliberate signal. And if you're just watching stock market headlines, you're missing the real story entirely.

In this short session, I want to arm you with the right lens for what's unfolding, because the reality is we're living through a controlled demolition of the U.S. economy—engineered not to save America, but to reposition global capital into the BRICS nations, emerging markets, and the global South.

It's Not About Stocks—It's About Bond Yields, Currencies, and Commodities

Everybody gets fixated on the wrong signals. Most people think the stock market tells you where things are heading. It doesn’t.
The real markets you should be watching right now are the bond markets, currency markets, and commodity markets.

The 10-year and 30-year U.S. bond yields are critical. Rising yields mean the bond prices are crashing—and that tells you there’s massive selling pressure on U.S. debt. When yields are going up alongside a weakening U.S. dollar, especially against the Swiss franc and Japanese yen, it’s flashing a giant red warning sign: capital is flowing out of the United States.

This isn’t just volatility. It’s a clear sign that the mission of the tariff wars is working: to engineer a controlled capital outflow from the U.S. into strategically chosen regions around the world.

How BRICS, Rare Earths, and the Belt & Road Are Winning

While America tries to carve out exemptions for AI and big tech companies, it’s still 5 to 10 years behind China, who already controls the rare earths supply chain.
China, through the Belt and Road Initiative, spent the last decade investing in Africa, Latin America, and the global South—while the IMF was busy destroying economies with debt traps and regime change.

This is not a traditional trade war. It’s the deconstruction of American global dominance, replaced by multiple regional blocs where capital will be spread—and profited from—by the same global financial elites.

Gold, Bitcoin, and the Capital Exodus

If you really want to see the shift, watch gold and Bitcoin.
Central banks have been hoarding gold aggressively. BlackRock and the major financial institutions quietly funneled their clients into Bitcoin ETFs.
Now, gold is outperforming Bitcoin, but Bitcoin remains strategically positioned in this shift towards decentralised, neutral assets.

When you see gold and Bitcoin rising at the same time that U.S. stock valuations start contracting, it’s not just a coincidence. It’s the playbook unfolding right in front of you: capital is moving into real assets while the traditional U.S. financial system unwinds.

Oil Prices, Inflation, and America's Double Bind

Oil is another key signal.
While Trump campaigned on "drill, baby, drill," any crash in oil prices could destroy the smaller American energy sector’s profitability. America simply cannot produce oil as cheaply as the Middle East and OPEC+, and that reality is now playing out in real time.

A weakening dollar, rising bond yields, capital flight, and a collapsing energy sector create a dangerous cocktail.
Trump’s team faces a double bind: trying to offset inflation at home while navigating the deflationary pressures of a looming global recession. The system was always a debt-based Ponzi scheme, but now the mask is slipping faster than ever.

The End of Global Stability—and the Rise of Regional Dominance

Global capital no longer sees America as the "safe place" it once was.
Instead, investors are redeploying their money into BRICS countries, Middle Eastern regions, and emerging markets tied into the Belt and Road.

Wars end not for humanitarian reasons—but when profits end.
Global finance has decided that World War III is less profitable than building multiple regional investment hubs. That’s the real reason behind the strategic de-escalations you're starting to see, despite the mainstream media’s endless fearmongering.

The post-World War II, Bretton Woods global order is over.
The new world has already been set in motion—and you need to position yourself for it.

Final Thoughts for Bitcoin Wealth Builders

Don’t get distracted by headlines about stock market rallies or political theatre.
Follow the money, not the media.
Watch the 10-year and 30-year bond yields.
Watch the performance of gold and Bitcoin against U.S. stocks.
Watch the strength of the dollar against the Swiss franc and Japanese yen.
Watch any collapse in oil prices and the devastation in the American energy sector.

Those are the real indicators of the future being built right now—whether you’re prepared or not.

I'll continue to bring you these updates because when the world moves this fast, those who understand capital flows will be the ones who survive and thrive.
See you in the next one.

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Disclaimer

This blog was generated with the assistance of AI based on my real-time commentary during my live video "What Every Investor Should Watch During the Tariff War," recorded in April 2025. In this session, I outlined how rising bond yields, a weakening dollar, and strategic capital outflows are reshaping the future of global finance beyond U.S. borders.

This is not financial, legal, investment, or political advice. Always do your own research and consult qualified professionals. The speed of change in global finance today demands vigilance, independent thinking, and personal responsibility.