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

Coin Stories with Natalie Brunell

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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VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS

#money #Bitcoin #investing

More description

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

----

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

----

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

----

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

----

Natalie's Bitcoin Product and Event Links:

----

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

----

VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS

#money #Bitcoin #investing

2025-09-16 71 min
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