The End of Globalisation & The Rise of Bitcoin w/ Mark Moss

— Mark Moss outlines a 250-year political revolution cycle showing the world swinging from centralization to decentralization, with the American Revolution, Protestant Reformation, and current Trump administration as key inflection points.

— Three converging cycles—political (250-year), financial (80-year), and technological (50-year)—are driving massive systemic change simultaneously, creating the conditions for a "decentralized revolution."

— Bitcoin's role as programmable money for AI agents is accelerating; AI agents already conduct micro-transactions via Bitcoin Lightning without KYC/AML, representing the first real medium-of-exchange use case.

— Tariffs are a multi-layered tool for reshoring strategic manufacturing (rare earth elements, chips, weapons), national security, and restructuring global trade rather than simply raising consumer prices.

— DeepSeek's open-source AI model disrupted the monopoly valuation assumptions of companies like OpenAI, Google, and NVIDIA, exposing fragility in stock market valuations based on flawed forecasts.

— Stock market P/E ratios are disconnected from intrinsic value; capital will migrate to simpler assets like Bitcoin where supply is fixed and only demand needs to be forecasted.

— Build conviction in Bitcoin early and over a multi-year timeframe; dollar-cost average through cycles and avoid panic selling during crashes, as conviction compounds through multiple boom-bust cycles.

— Reassess your portfolio allocation: move away from complex, high-P/E equities toward simpler assets like Bitcoin where supply is fixed—the repricing of tech stocks may accelerate as tariff impacts unfold over 3–5 years.

— Position for reshoring themes: manufacturing, construction, automation, and rare earth element production will boom as the U.S. reshores strategic industries; this creates high-quality job opportunities over the medium term, though tariff transitions are rough in the near term.