Dear Readers, It’s Thinking Time! This week we cover the latest in the ever-changing scope of global trade between US and her allies. TBL Thinks is our way to summarize the most important paywalled, longer reads relevant to global macroeconomics, helping you cut through the noise. With that in mind, please enjoy.
The foundations of money are shifting in ways that are easy to feel but harder to name. Persistent deficits, rising debt, and central bank behavior are quietly reshaping how investors think about preservation and risk. In The Debasement Trade, James Lavish explains why currency debasement is structural, why traditional portfolio assumptions are being tested, and why gold tends to move first while bitcoin often moves further as the implications compound. The report covers:
Conscious Uncoupling Isn’t Really An Option, Right?Europe is in a pickle. The pickle being its reliance on the U.S. and how deeply rooted that reliance is. The WSJ writes that the European Union (EU), which once relied on the U.S. for security, Russia for energy, and China as a growing export market, now depends on the U.S. for all three. Calls for a decoupling from the United States in Europe have been met with an admission by others on how unrealistic such a decoupling is. The U.S. is the biggest international market for the EU’s exports, and supplies one-quarter of the EU’s natural gas. Additionally, the U.S. military base in Germany has more soldiers than the biggest German base there. Along with energy, trade, and security, Europe also relies on the U.S. for its technology and financial services. One is often reminded of how many mega-successful internet companies are of European origin — it’s one, and it’s Spotify, so at least our playlists thank them. In an effort to reduce its reliance on the U.S., the EU has been making moves... Subscribe to The Bitcoin Layer to unlock the rest.Become a paying subscriber of The Bitcoin Layer to get access to this post and other subscriber-only content. A subscription gets you:
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Thursday, January 29, 2026
TBL Thinks: The World Trade Organization Era Is Dead
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