USD Devaluation Is Coming, Gold Repricing, Negative Rates, Monetary Reset & Deep Seek - Luke Gromen
USD Devaluation Is Coming, Gold Repricing, Negative Rates, Monetary Reset & Deep Seek - Luke Gromen
TFTC: 2-1-2025
Luke Gromen breaks down why the U.S. dollar faces massive devaluation and why negative rates are inevitable. He explains the mechanics of Treasury gold repricing from $42/oz, potential Bitcoin integration into Treasury markets, and how China's Deep Seek AI development changes global power dynamics.
The conversation covers impending financial system changes, from gold's role as a neutral reserve asset to the necessity of negative real interest rates for 2-3 years.
Gromen details how private markets are already adapting through Bitcoin-collateralized instruments and stablecoin Treasury requirements.
0:00 - Intro
0:59 - Tariffs
4:53 - DeepSeek
12:32 - Bessent's reset
17:19 - Fold & Bitkey
19:14 - Liquidity crisis and the big print
26:05 - Speculating on a deal with China
30:19 - Unchained
31:20 - Europe is losing
38:47 - Gold price and SBR
45:45 - History of gold's official price
50:26 - Is the bandaid coming off soon?
55:26 - Bitcoin-backed lending
1:02:04 - There's hope for cooler heads
1:13:29 - SAB 121 repeal
