A $143 trillion bond market is looking for a new place to sit
The world's collateral base is degrading in real time. Bitcoin is the obvious replacement, and self custody is the only version of it that actually works.
Bonds
The Golden Encirclement
We are living through the final act of a monetary drama that began in 1971. As the dollar’s empire strains under its own weight, a silent war is unfolding , not with bullets, but with bullion. China’s golden pincer is tightening around the global financial system, draining Western vaults and rewiring trade in yuan and gold, while Bitcoin hovers above the fray as a neutral force in the clash of empires. The Golden Encirclement unpacks how this tectonic shift could end dollar hegemony, reshape global power, and force humanity to choose between new monetary masters , or no masters at all.
Make treasury bonds great again
Treasury bonds, once considered the gold standard for conservative investments, have struggled to maintain their appeal in an era of low yields and rising inflation. By integrating Bitcoin into treasury bonds, governments have a unique opportunity to breathe new life into their sovereign debt markets and attract a new wave of investors.
Bitcoin, The Bond Market And Resurgent Inflation
Nothing stops this train.
