And so all eyes are on oil, all eyes are on geopolitics.

This I think is what wartime Bitcoin really means,

and that the wartime Bitcoin may be the path in which we lead to higher highs.

And that's actually what we're seeing unfold.

Bitcoin is perhaps also the straight of her moves for what free money can mean.

I think it's very good for Bitcoin.

Because once private credit implodes the bad private credit, everything we've always known will come to light. What's going on, guys? In this conversation with Jeff Park, we hit on a number of things that you're probably thinking about at home. The first is what's going on with wartime Bitcoin, Iran, Venezuela, Cuba, China, Russia, and much, much more. Then we also get into what's going on with all of the private credit cracks in the financial

system.

How's that going to spill over into Bitcoin? Is it good or is it bad? And how is it going to affect your portfolio? And lastly, we do a roundup of all the institutional stories that are out there. Some of them are good. Some of them are bad. And some of them may surprise you. all of that and more in this conversation with Jeff Park.

All right, Jeff.

I thought a great place to start the conversation.

The United States is on this generational run. We go into Venezuela,

then we start bombing Iran. Now we're talking about Cuba. The Iran thing looks like that is going to be

the really big thing everyone's paying attention to. How does Bitcoin get affected by what looks

like a conflict that may or

may not anytime soon?

Yeah, you and long readers of my substack might have seen a piece I published last year

called The Birth of the Ideological Investor.

And in that article, I talk about geopolitics being one of the anchors to reimagine what

the role of Bitcoin could be in the future, basically intimating that the death of the

Washington consensus will lead to a lot of disinformation and military campaigns that

re-underwrite what the risk-free rate actually means and what the role of Bitcoin could be

...