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TFTC: A Bitcoin Podcast

#605: When This Trade War Will End with James Check

TFTC: A Bitcoin Podcast

Marty Bent

Technology

4.8764 Ratings

🗓️ 11 April 2025

⏱️ 69 minutes

🧾️ Download transcript

Summary

Marty sits down with James Check to discuss the game of chicken being played between the US and China.


James on Twitter: https://x.com/_Checkmatey_


Checkonchain: https://charts.checkonchain.com/


Newsletter: https://newsletter.checkonchain.com/


0:00 - Intro

0:36 - Tariff bomb

6:32 - Recession incoming

9:30 - Fold & Coinkite

11:08 - Yen/dollar devaluation game of chicken

15:33 - Gold and Bitcoin’s price floor

25:02 - Unchained Event

25:27 - Bull case is more likely

34:15 - Thesis meeting reality

43:51 - Bitcoinization of finance

46:59 - Bessent reset

54:26 - Closing monologue



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Transcript

Click on a timestamp to play from that location

0:00.0

You've had a dynamic where money has become freer than free.

0:10.0

When you talk about a Fed just gone nuts, all the central banks going nuts.

0:16.0

So it's all acting like safe haven.

0:18.0

I believe that in a world where central bankers are tripping over themselves to devalue their

0:23.5

currency, Bitcoin wins.

0:25.3

In the world of fiat currencies, Bitcoin is the victor.

0:29.2

I mean, that's part of the bold case for Bitcoin.

0:31.8

If you're not paying attention, you probably should be.

0:36.3

No countdown, James.

0:38.0

No, I got it.

0:39.6

Thank you for joining us.

0:40.4

What did you just say we're living through?

0:42.6

Matt, we're doing through, living through history.

0:44.9

How do you want to describe it?

0:46.4

Everything is happening.

0:47.2

We're living through something very, very big, right?

0:49.7

The world is changing in front of us.

0:52.3

Is it happening?

0:53.9

Is it the big one that everybody's been talking about finally happening?

0:58.2

Oh, man.

0:58.8

Well, this is the thing.

0:59.9

So something I've been certainly grappling with.

...

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