Uploaded April 2025 | Updated September 2026, 2 weeks ago
In this episode, Nik is joined by Tanvi Ratna, founder of Policy 4.0, to break down the Trump administration’s sweeping new strategy: a global trade, currency, and security reordering. Tanvi brings her unique expertise across geopolitics, supply chains, finance, and emerging tech to explain how the U.S. is shifting from a consumer-driven economy to an industrial powerhouse—while reimagining alliances, shipping lanes, and even the future of the dollar system. They discuss the multipolar world taking shape, the BRICS challenge, de-dollarization, and the rising roles of gold and Bitcoin in a new monetary era.
Links discussed in episode:
- Follow Tanvi Ratna on X: https://x.com/tanvi_ratna
- Link to Bessent speech: youtube.com/watch?v=SRCsjVlA0VA&t=1s
- Hudson bay paper from Miran: hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
- Steve Miran speech: whitehouse.gov/briefings-statements/2025/04/cea-chairman-steve-miran-hudson-institute-event-remarks
- Steve Miran episode: youtube.com/watch?v=h8znYA7ATlk
📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
🔓 The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.
Visit thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.
🔨 Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email
▶️ Subscribe and turn on notifications for TBL on YouTube.
📚 Subscribe to TBL’s research letter: thebitcoinlayer.com/subscribe
🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.
📱 Follow TBL on X: twitter.com/TheBitcoinLayer
📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at TheBitcoinLayer.com/merch
⛓️ ₿lock Height 893995
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: twitter.com/matthewrball
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
❗ The Bitcoin Layer and its guests do not provide investment advice.
Chapters:
00:00:00 The New World Order: Trade Reordering and Monetary System
00:07:09 Changing World Order and U.S. Influence
00:14:42 China's Challenging the Petrodollar System
00:22:23 Challenges of Bretton Woods II and US-China Economic Imbalance
00:29:58 The Role of Neoliberalism and Free Trade in Global Politics
00:37:49 China's Economic Challenges and Global Trade Imbalance
00:45:21 The US Strategy in a Multipolar World
00:52:34 The Role of China in Europe and US Diplomatic Challenges
01:00:18 Gold and Bitcoin in the Changing Financial Order
In this episode, Nik is joined by Tanvi Ratna, founder of Policy 4.0, to break down the Trump administration’s sweeping new strategy: a global trade, currency, and security reordering. Tanvi brings her unique expertise across geopolitics, supply chains, finance, and emerging tech to explain how the U.S. is shifting from a consumer-driven economy to an industrial powerhouse—while reimagining alliances, shipping lanes, and even the future of the dollar system. They discuss the multipolar world taking shape, the BRICS challenge, de-dollarization, and the rising roles of gold and Bitcoin in a new monetary era.
Links discussed in episode:
- Follow Tanvi Ratna on X: https://x.com/tanvi_ratna
- Link to Bessent speech: youtube.com/watch?v=SRCsjVlA0VA&t=1s
- Hudson bay paper from Miran: hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
- Steve Miran speech: whitehouse.gov/briefings-statements/2025/04/cea-chairman-steve-miran-hudson-institute-event-remarks
- Steve Miran episode: youtube.com/watch?v=h8znYA7ATlk
📚 Bitcoin Age is here, order yours today: https://a.co/d/5gau08H
📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
🔓 The Bitcoin Layer is proud to be sponsored by Unchained, the leader in Bitcoin financial services. Unchained empowers you to take full control of your Bitcoin with a collaborative multisig vault, where you hold two of three keys, and benefit from a Bitcoin security partner. Purchase Bitcoin directly into your cold storage vault and eliminate exchange risks with Unchained's Trading Desk. Unchained also offers the best IRA product in the industry, allowing you to easily roll over old 401(k)s or IRAs into Bitcoin while keeping control of your keys. Don’t pay more taxes than you have to. Talk to us today.
Visit thebitcoinlayer.com/unchained and use code TBL for $100 off when you create an account.
🔨 Try Stamp Seed, a DIY kit that enables you to hammer your seed words into a durable plate of titanium using professional stamping tools. Take 15% off with code TBL. Get your Stamp Seed today! stampseed.com/shop/titanium-seed-phrase-storage-kits.html?utm_source=substack&utm_medium=email
▶️ Subscribe and turn on notifications for TBL on YouTube.
📚 Subscribe to TBL’s research letter: thebitcoinlayer.com/subscribe
🎧 Subscribe to The Bitcoin Layer on your favorite podcast platform.
📱 Follow TBL on X: twitter.com/TheBitcoinLayer
📩 Join the official TBL channel on Telegram: https://t.me/thebitcoinlayerofficial
🧢 Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at TheBitcoinLayer.com/merch
⛓️ ₿lock Height 893995
⚡ Contribute to The Bitcoin Layer via Lightning Network: thebitcoinlayer@zbd.gg
Nik Bhatia's Twitter: twitter.com/timevalueofbtc
Creative Director Matthew Ball's Twitter: twitter.com/matthewrball
Researcher Demian Schatt's Twitter: https://x.com/demianschatt
❗ The Bitcoin Layer and its guests do not provide investment advice.
Chapters:
00:00:00 The New World Order: Trade Reordering and Monetary System
00:07:09 Changing World Order and U.S. Influence
00:14:42 China's Challenging the Petrodollar System
00:22:23 Challenges of Bretton Woods II and US-China Economic Imbalance
00:29:58 The Role of Neoliberalism and Free Trade in Global Politics
00:37:49 China's Economic Challenges and Global Trade Imbalance
00:45:21 The US Strategy in a Multipolar World
00:52:34 The Role of China in Europe and US Diplomatic Challenges
01:00:18 Gold and Bitcoin in the Changing Financial Order
