The Weaker the Dollar, the Louder Bitcoin Roars

The Triffin Trap

The way the financial system used to work, and the dollar system was designed, is simple but devastating. When you are the world reserve currency, you operate inside what is called the Triffin dilemma. You can print the currency that everyone else must use to store value, settle trade, and price goods and services. But the price of that privilege is that you, the issuing state, must run deficits. And so the United States has run what is called the twin deficit—its greatest export is not technology or industry, but the currency itself. Year after year, dollars flow out, debt piles up, and the backbone of the economy—the middle class—shrinks. The wealth gap has never been larger.

Empire of Paper Promises

The solution is not to be the world’s reserve currency. That path has led to an empire of paper promises, bottomless debt, and weaponised inflation. The empire is now imploding under its own contradictions. What was once unthinkable is now admitted openly by those in power. The old playbook is dead. The world has entered a new battlefield.

Forced Tribute

In a shocking Fox News interview, Treasury Secretary Scott Bessent confessed that US allies like Japan, Korea, and Europe would be directed to recycle their trade surpluses back into America’s factories—to subsidise and finance America’s ability to produce. This is not cooperation; it is forced tribute. A 21st-century colonial plunder carried out in plain sight.

Strategic Suicide

And the admissions don’t stop there. The White House itself has begun saying what was once only whispered in think tanks: America can no longer afford to be dependent on the very rivals it claims to be preparing against. When Republicans and Democrats alike suddenly agree that the US must reshore production, rebuild factories, and stop outsourcing critical industries, it is not some rediscovered patriotism—it is because the benefits of the dollar system have run dry. What once sustained the empire has turned strategically suicidal. The United States cannot wage a prolonged conflict with a near-peer rival like China while still relying on Chinese rare earth minerals to build its missiles, tanks, and fighter jets. The contradiction is existential.

Hollowed Out

Other countries have an easier time because their labour is not priced in the world’s reserve currency—they can produce competitively without carrying the burden of being the issuer. America, by contrast, exported its industry in exchange for decades of cheap imports, but now finds itself hollowed out, with factories gone and a middle class that can no longer afford to buy what it once made.

The Intel Signal

That is why headlines about the White House allegedly considering taking a direct stake in Intel are not random market rumours but flashing red signals. The state is preparing to nationalise strategic industry through the back door. It is the clearest evidence yet that the old game of dollar hegemony is collapsing. The paper empire has reached the stage where it must cannibalise itself in order to survive.

The Case for Bitcoin

To reshore, America will print. Inflation at home and forced surplus recycling abroad are not separate policies — they are the same subsidy. The middle class pays with higher prices, and US allies in Europe and Asia pay with their savings. Together they bankroll an empire that can no longer fund itself honestly.

And so, the confessions pile up. What was long denied is now said openly: the system doesn’t work anymore. The Triffin dilemma is not an abstract textbook theory—it is a live detonation at the heart of the fiat order. Each step the US takes to “onshore” its economy only confirms the failure of the model. Every such admission makes the case for Bitcoin louder, sharper, more inevitable.

The End of the Fiat Empire

The scaffolding is coming down. The fiat empire is out of time. The post-1971 dollar is dead. The bull is awake.