Global Macro Update: Bitcoin Rebounds as Gold Screams Monetary Reset

In this Global Macro Update, Nik highlights bitcoin’s breakout above a key descending trendline and a textbook bullish divergence on the RSI—two technical signals suggesting the recent downtrend may be losing steam. But the bigger story is gold, which is exploding higher in what looks like the early stages of a full-scale monetary reset. With the dollar breaking multi-year support and massive gold inflows hitting the U.S., Nik explores the possibility of a global repricing, driven by collapsing commercial shorts and currency pressure abroad. He connects the dots between price action, trade war policy, capital charge relief, and the escalating financial war reshaping global asset markets.

 

Link to Tom Luongo Caitlin Long episode: https://tomluongo.me/2025/04/19/podcast-episode-213-caitlin-long-and-the-financial-crisis-that-wasnt/

 

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📊 The Bitcoin Layer is a bitcoin and global macroeconomic research firm.

 

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Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc

Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball

Researcher Demian Schatt's Twitter: https://x.com/demianschatt

 

Chapters:

00:00:00 Analyzing Bitcoin's Bullish Divergence

00:03:37 Bitcoin's Path to New Highs

00:07:09 Gold Market Analysis and Breakout Predictions

00:10:43 Gold Revaluation and the Global Monetary Reset

00:14:17 The Impact of a Weakening Dollar on Gold Prices

00:19:00 The Impact of Gold Delivery on Commercial Shorts

00:21:32 The Reality Behind a Strong Dollar Policy

00:24:46 Presidential Economic Mandate and Currency Manipulation  

00:28:08 Origins and Impact of the Euro Dollar System

00:31:39 Understanding the Concept of Time

The Bitcoin Layer and its guests do not provide investment advice.