brock on Nostr: Totally agree…both the Bessent and Lutnick interviews are great. Their reads on ...

Totally agree…both the Bessent and Lutnick interviews are great. Their reads on interest rates, geopolitical risk, and capital flows are as informed as it gets within the fiat system. Lutnick especially is a great storyteller.

It also stands out how consistently these conversations orbit the real issue without naming it: the structural failure of fiat.

There’s a point in both interviews where the logic starts to unravel. Not because they aren’t smart but because the foundational assumptions (central bank credibility, bond market resilience, etc.) no longer hold in a world where Bitcoin exists. They’re still searching for answers within a system that, to many of us, has already lost the plot.

Bitcoin changes the frame entirely. It’s not an inflation hedge. It’s not a risk asset. It’s the exit. Very bullish that Lutnick understands this and has huge skin in the game. Really hopeful that Bessent does, too.

And the fact that some of the most seasoned and powerful macro thinkers in the world still can’t quite (or aren’t allowed to) say that out loud… well, that tells me we’re still early and have a lot of upside ahead of us.