Niko Jilch is a renowned finance journalist, podcaster, and fierce advocate for Bitcoin and sound money principles.
› https://x.com/NikoJilch
› https://www.youtube.com/@WasBitcoinbringt
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🕑 TIMESTAMPS
00:00 - Europe Under Pressure: Gold vs. Bitcoin
05:07 - The Euro Explained: Gold Backing and Structure
07:24 - 13,000 Tonnes of Gold on European Balance Sheets
09:44 - Euro Credibility: Draghi, Lagarde, and Central Banking
12:22 - Europe Reacts to Trump: De-Dollarization Dynamics
16:42 - Trump as a Gorbachev Moment
20:04 - How the Dollar Timeline Was Extended
23:22 - Why Gold Is Outperforming Bitcoin (For Now)
28:31 - The Welfare State Is Bankrupt: Printing as Policy
31:00 - Gold as the Alarm, Bitcoin as the Confirmation
32:12 - Self-Custody as an Individual Survival Strategy
36:12 - The 2010 Crisis: Panic, Gold, and Hard Lessons
38:13 - Accepting Fiat Failure and Protecting Yourself
46:19 - Stablecoins, Eurodollars, and Treasury Demand
56:04 - CBDCs vs. Neutral Money: Why Bitcoin Matters
01:00:00 - If the US Embraces Bitcoin, Can Others Ignore It?
ℹ️ EPISODE SUMMARY
Bram Kanstein and Niko Jilch discuss why gold is ripping while Bitcoin looks stuck. Europe’s euro project, CBDCs, and political centralization get put under a harsh light. Niko reveals the euro’s hidden gold backing, 13,000 tonnes, and why that matters for monetary geopolitics. They confront stablecoins as a stealth extension of dollar power, and Europe’s fear of them. The thread that holds it together is sovereignty, self-custody, and conviction in a fiat system that keeps printing.
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