Name: Luke Gromen: China is Accelerating the US Debt Spiral By Restricting This Critical Metal. Time is Up
Uploaded: 2025-10-28T17:01:59+00:00
Duration: 1 h 7 min 48 s
Description: Luke Gromen returns to break down China's rare earth leverage over US defense systems and why gold has overtaken Treasury bonds as the primary global reserve asset. The conversation covers the Shangha

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Luke Gromen returns to break down China's rare earth leverage over US defense systems and why gold has overtaken Treasury bonds as the primary global reserve asset. The conversation covers the Shanghai Gold Exchange's parallel settlement network, America's hollowed-out industrial base, and the urgent need to reshor manufacturing. Luke explains the stablecoin gambit as a strategy to finance deficits in near-cash markets, draws parallels to 1931 Germany, and discusses why the dollar must debase for America to compete with China. They explore military vulnerabilities, the time constraints facing reshoring efforts, and how currency debasement since 1971 has eroded working-class purchasing power. The episode concludes with why Bitcoin and gold adoption by individuals and businesses offers a market-driven path forward.

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0:00 - Intro
0:59 - Tariffs and rare earth weaponry
9:50 - China wants recognition
13:02 - Alternative settlement in gold
18:48 - Bitkey & SLNT
20:36 - Stablecoins, reshoring
27:02 - Weimar parallels
30:10 - Obscura, Crowdhealth & Unchained
32:18 - War is not an option
39:45 - Western industry weakness
49:16 - Fixing the currency
1:00:23 - Bitcoin is fixing this