Caitlin Long: Fiscal Dominance, Stablecoins & the Macro Case for Bitcoin

Chapters

1. 00:00 Fiscal Dominance and "Nothing Stops This Train": Intro to Caitlin Long
2. 01:53 Why Washington Is Pushing Tokenized Dollars and Where the Fed Stands
3. 03:28 Tether, New Treasury Demand, and the GENIUS Act Rules
4. 07:14 Community Banks vs. Megabanks: The Deposit Flight Debate
5. 13:03 SVB, AI Agents, and a Banking Model Under Pressure
6. 16:26 The Eurodollar Parallel and the Fed's Reluctance
7. 19:29 Tokenized Deposits vs. Stablecoins, and Tokenized Equities
8. 26:50 Treasury Market Stress, Fed Hikes, and the AI Debt Question
9. 30:24 Bitcoin as Digital Gold: Retail Ownership and Holding Long Term
10. 35:25 Treasury Buybacks, Lessons From Volcker, and Life After the Clarity Act

Chapters come from the timestamps in the video description.

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