Hey hey sovereign wealth builders,
We are witnessing what I believe is one of the most significant macro shifts in recent history, as the traditional financial plumbing begins to buckle under the weight of its own debt. This week, the cracks in the global monetary system became impossible to ignore, with key transitions unfolding simultaneously across bond markets, currency corridors, and Bitcoin custody.
The 10-year US Treasury has pushed deeper into the danger zone, sitting at 4.67%, while the 30-year bond has reached 5.24%. In my view, we are entering a phase of fiscal dominance where the cost of refinancing sovereign debt is ballooning out of control, squeezing everyday citizens while stock markets are propped up near all-time highs. To prevent a complete debt spiral, policy makers are engaging in increasingly complex interventions. In my estimation, we are watching a highly coordinated, managed transition of the global monetary order.
In today’s livestream, we will follow the money to dissect exactly how these developments intersect with your personal financial sovereignty.
PART ONE: Japan, Bitcoin & the New Currency War | What Changed This Week? (Today’s Live Show — 9:00pm BST)
This week, the Bank of Japan’s move toward increasing interest rates sent shockwaves through the global financial architecture, putting severe stress on the historic Japan carry trade. For decades, cheap yen has provided critical liquidity to prop up Western equity markets. In what I believe is a highly unusual maneuver to protect the US Treasury market, authorities reportedly intervened by selling Euros to buy Yen—avoiding direct dollar weakness while putting selling pressure on European bondholders. At the same time, the petrodollar continues its quiet unwind, marked by Saudi Arabia’s new 43-country maritime defense coalition and Iran’s draft proposals to settle oil in Yuan or Bitcoin.
Meanwhile, Bitcoin is facing its own internal "civil war". As we head into a pivotal weekend for BIP 110 mandatory signaling, the battle lines are clearly drawn between corporate centralising forces and sovereign node operators. Following the recent security exploit unique to the Cold Card hardware wallet, I believe there is an active, coordinated push by the Financial Industrial Complex (FIC) to discourage self-custody and drive users into Wall Street’s institutional vaults.
We will break down the game theory behind tomorrow’s BIP 110 threshold, what a potential chain split means for your assets, and why running your own node remains our ultimate tool of resistance against corporate capture.
PART TWO: From the American Empire to the Technocratic Control Grid | Simon Dixon x Daniel Estulin (Pre-recorded Daniel Estulin Interview — Premiering Immediately After the Live Show)
Immediately following the live broadcast of Part One, we are transitioning to a deeply strategic pre-recorded interview I recently recorded with Daniel Estulin. In this discussion, we move completely beyond the daily political drama and examine the raw, underlying structures of global power. In my view, modern democracies have largely become a facade, with selected politicians operating as useful assets for transnational capital, directing policy to serve the lobbies that fund them.
We will explore how the post-World War II European model is being systematically restructured rather than simply failing, hollowing out sovereign wealth to feed the US stock market. We also delve into the Tech Industrial Complex's push to build a global technocratic control grid—using AI, digital IDs, and central bank digital currencies (CBDCs) to manage the population while capital is concentrated at the very top.
Important: This interview is a separate premiere scheduled on my YouTube channel. Once the live broadcast of Part One concludes, the stream will not automatically transition. You must click the link below (or the video image) to jump over to the premiere and join us for Part Two.
[CLICK HERE TO WATCH PART TWO: THE DANIEL ESTULIN INTERVIEW PREMIERE]
Weekly Updates:
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US 10-Year Treasury: 4.67% (well above the 4.5% danger zone).
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US 30-Year Treasury: 5.24% (driving mortgage and refinancing distress).
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US Dollar Index (DXY): Weakening below the 100 mark to 99.77.
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Crude Oil: WTI at $74-$75, Brent at $77-$78, reflecting escalating Middle East tensions.
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Gold: Steady at $4,375, heavily accumulated by central banks as the primary reserve asset.
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Bitcoin: Highly resilient at $64,400 despite ongoing custody exploits and protocol battles.
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S&P 500: Pushed to near all-time highs of 7,710, fueled by fiscal dominance and AI concentration.
Part One is the live broadcast, and Part Two is the Daniel Estulin interview premiere immediately following. I highly encourage you to watch both back-to-back to get the full macro-to-micro picture of how this transition is being managed.
Measure your wealth in Bitcoin, stay sovereign, and I will see you on the livestream.
Peace.
Simon Dixon🚀
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