BRICS Nations Hold the Leverage (and Gold) and Why Bitcoin Price Isn’t Higher with Luke Gromen

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
- What it all means for Bitcoin, gold, bonds, and stocks

Follow Luke on X https://x.com/lukegromen

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*IN THIS COIN STORIES EPISODE*
00:00 Will the Fed Cut Rates?
1:11 Economic Divergences
5:08 Gemini Orange Bitcoin Credit Card
5:36 Bitwise
6:04 Bitdeer Technologies Group (BTDR)
6:27 Fiscal Dominance Math
13:56 Fourth Turning & Turchin
16:52 Charlie Kirk Assassination Aftermath
17:58 What is the Rules-Based Global Order?
23:45 BRICS vs U.S. Monetary Resets, GENIUS Act
31:17 Speed Wallet & Speed.app
31:51 Bitkey
32:10 The Bitcoin Way
32:31 Genius Group (GNS)
32:55 Trump Choosing Peace, Not War
42:26 China, Rare-Earths Chokepoint
50:54 Why Isn't Bitcoin Price Higher?
53:11 Bitcoin Treasury Companies vs Spot ETFs
55:27 “No Yield” FUD Answered
1:02:06 What Could Luke Gromen Be Wrong About?

*OTHER RESOURCES*
Natalie Brunell’s website https://www.talkingbitcoin.com/
Forest for the Trees https://fftt-llc.com/

*VALUE FOR VALUE — SUPPORT NATALIE BRUNELL’S SHOWS*
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https://www.linkedin.com/in/nataliebrunell

Producer: Aron Bender https://www.linkedin.com/in/aron-bender/
Editor: Silas Foley

📄 LEGAL & RISK DISCLOSURE

1. No Financial Advice: This content is for entertainment purposes only and not intended as financial, legal, or tax advice. I am not a licensed financial advisor. Always consult a professional.
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