The Great Reset Is Underway: Trade War, Treasury Risk, & Bitcoin's Ascent

Peruvian Bull joins Jackson Mikalic, Brian Cubellis, Michael Tanguma, and Tim Kotzman fresh off an international trip to discuss the escalating trade war and its consequences for Treasury markets and global capital flows. The crew notes that despite the tariff chaos, Bitcoin and risk assets have essentially round-tripped, with PB arguing this resilience confirms Bitcoin's maturing role as a strategic asset. The conversation covers MetaPlanet's aggressive Bitcoin accumulation in Japan, nation-state adoption spreading across Asia and Latin America, and why the macro conditions for Bitcoin's ascent — debt, debasement, and dedollarization — are accelerating simultaneously. The group agrees that the great reset is no longer a forecast but an active process playing out in real time.