Crypto Macro & Geopolitics

Bitcoin and stablecoins inside the global monetary order. Sovereign adoption, sanctions evasion, CBDCs vs. private stablecoins, dollar hegemony.

4 lessons · 2 hr 15 min · intermediate

1. 1The Global Monetary Order in 2026Reserve currencies, the petrodollar, the dollar-debt cycle — context for why crypto matters at all.35 min
2. 2Stablecoins as EurodollarsUSDT, USDC, USDe, USDS/DAI, PYUSD — the dollar instruments living outside the US banking perimeter, and what MiCA and US legislation are doing to them.35 min
3. 3Sovereign Adoption: El Salvador, Bhutan, ArgentinaLegal tender, treasury accumulation, and the messy politics of nation-state Bitcoin policy from 2021 to the Strategic Bitcoin Reserve.30 min
4. 4CBDCs vs. Private Stablecoinse-CNY, eNaira, Sand Dollar, Digital Rupee, Digital Euro, Project Agora — and why the US has chosen private stablecoins over a Fed CBDC.30 min

Educational only — not financial advice.