“The dollar endgame is still in play, but it’s going to play out much differently than most people think.” Peruvian Bull, is a macro analyst and the author of Dollar Endgame. In this interview, we discuss why the collapse of the dollar is unlikely to play out the way most people expect, why the dollar remains so dominant despite America’s worsening debt problem, and why Japan may be the clearest warning signal for what comes next. We get into the eurodollar system, stablecoins, treasury demand, the yen carry trade, QE, yield curve control, zombie companies, and the ways central banks continue to create new tools to kick the can down the road. THANKS TO OUR SPONSORS: ANCHORWATCH BLOCKWARE LEDN BITKEY SWAN CAPE FOLLOW: Danny Knowles: https://x.com/\_DannyKnowles or https://primal.net/danny Peruvian Bull: https://x.com/peruvian_bull

The Dollar Endgame Is Not What You Think | Peruvian Bull

What Bitcoin Did

The U.S. is the sole issuer of currency, and the rest of the world needs that currency. And so because of that demand imbalance, the U.S. has to decide whether they want to print more money or if they want to not do that, and the global system starves for liquidity and everything starts to seize up. That's an issue of a centralized issuer and a global demand. Bitcoin is a decentralized issued currency. Bitcoin doesn't suffer from this. If any country wants to earn Bitcoin, they can do it.

And so that means that in the long run, not only is Bitcoin a better reserve currency, it's the perfect reserve currency. Again, you look at the numbers, you look at how Fed does QE, you look at the debt load, and you say, OK, they're going to print the money. There's no way out. Everything's going to get inflated away. We're going to see 5% inflation, then 10, then 20, then 50, then 100. And then, you know, within five years, the dollar will be dead. A harsh lesson that a lot of people might have to learn. Like, I think if we're moving into this sort of multipolar world, Bitcoin is the best money. Like, it just is.

All right, let's get into it. Roberto, good to see you, man. We've been talking about making this show for a very long time. So it's good to have you here. Yeah, thanks for having me. So we're going to get into the dollar endgame. The thing that's always funny about this is, like, people have been talking about this for a long time. Way before Bitcoiners, gold bugs have been talking about this forever.

The Dollar Endgame Is Not What You Think | Peruvian Bull

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Dollar Endgame Is Not What You Think | Peruvian Bull

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.