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Luke Gromen: Markets Diverge from Reality, BRICS Hold the Leverage (and Gold), and Why Bitcoin Lags

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Macro analyst Luke Gromen (FFTT) returns to Coin Stories with Natalie Brunell to explain why markets keep rising while Main Street struggles and why the “rules-based global order” is already over. We dig into:

  • Whether the Fed will cut rates and the market reaction
  • BRICS and the push toward gold settlement
  • Is U.S. strategy to use stablecoins/Bitcoin to pay U.S. debt? 
  • Rare-earth mineral chokepoints and China’s leverage
  • Fourth turning and political assassinations
  • What it all means for Bitcoin, gold, bonds, and stocks

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Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus. The Gemini Credit Card is issued by WebBank. See website for rates & fees. 10% back at golf courses is available until 9/30/2025 on up to $250 in spend per month. Learn more at https://www.gemini.com/natalie 

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Coin Stories is powered by Bitwise. Bitwise has over $10B in client assets, 32 investment products, and a team of 100+ employees across the U.S. and Europe, all solely focused on Bitcoin and digital assets since 2017. Learn more at https://www.bitwiseinvestments.com 

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Bitdeer Technologies Group ($BTDR) is a global leader in Bitcoin mining and high-performance computing for AI, with operations spanning four continents. Learn more at https://www.bitdeer.com

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Natalie’s Bitcoin Product and Event Links:

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This podcast is for educational purposes and should not be construed as official investment advice.

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