the bessent and lutnick all in interviews were very good, worth a listen
Discussion
links for those that are interested
Completely agree. Iām ready to send them to the first person who says itās all bs. If they follow through on what they talk about then the future for the US is very promising
Agree! It is almost as if a sort of american aristocracy is emerging via this administration. Truly different from the last Trump run which was more of an "anti-establishment" project.
Uncropped shot from the Bessent video: 
Thatās pretty funny, but you forgot to give the box a shadow. š
Lutnick gets the people going
Yeah all in podcast killed it. Makes me optimistic, US able to stave off inflation with stable coins for a few years. BTC SBR , convert to that standard. Trump is doing much better this go around.
Agreed
Chamath wonāt shut the fuck up. He doesnāt let anyone finish a sentence. Itās very tough to listen to.
By he's smarter than anyone else in the room. It doesn't matter if we're not smart enough to realize it.
Totally agreeā¦both the Bessent and Lutnick interviews are great. Their reads on interest rates, geopolitical risk, and capital flows are as informed as it gets within the fiat system. Lutnick especially is a great storyteller.
It also stands out how consistently these conversations orbit the real issue without naming it: the structural failure of fiat.
Thereās a point in both interviews where the logic starts to unravel. Not because they arenāt smart but because the foundational assumptions (central bank credibility, bond market resilience, etc.) no longer hold in a world where Bitcoin exists. Theyāre still searching for answers within a system that, to many of us, has already lost the plot.
Bitcoin changes the frame entirely. Itās not an inflation hedge. Itās not a risk asset. Itās the exit. Very bullish that Lutnick understands this and has huge skin in the game. Really hopeful that Bessent does, too.
And the fact that some of the most seasoned and powerful macro thinkers in the world still canāt quite (or arenāt allowed to) say that out loudā¦ well, that tells me weāre still early and have a lot of upside ahead of us.
I never would have listened to this because the all in guys are a bunch of gearboxes but on your recommendation I listened to Lutnick. It was definitely worth a listen.
His wife wants to renovate āhisā house. And joking about tricking his wife. Scumbag vibes. Thatās as far as I got.
Itās sad that they have to get involved with politics rather than continue doing what theyāre best at.
But dear Lord, I am so happy and incredibly excited to have them.