Cameron Otsuka

Podcasts

GENIUS Act Deadlines, Kimi K3, and the China Competition

videoMine Print Hash 2026-29

SCOTUS on the Fed, Open USD, and Brady Bonds: Precursors of Dollar Stablecoin Headlines to Come

videoMine Print Hash 2026-27

SpaceX, FHLB Lending, and the Dollar Liquidity Scramble

videoMine Print Hash 2026-26

AI Export Controls and the Warsh Era: Fed Regime Change Amidst AI Sovereignty Challenges

videoMine Print Hash 2026-25

Tokenized Assets: The Market Plumbing Contest

videoMine Print Hash 2026-24

Hawkish Weakness: ECB Hikes, Dollar Flows, and Kalshi/Polymarket as Stablecoin Demand Markets

videoMine Print Hash 2026-23

The Yen Battlefront: Europe's Weak Hand and the Dollar Stablecoin Hierarchy

videoMine Print Hash 2026-22

Treasury Supremacy: Stablecoins, Bitcoin, and the Building New Dollar Rails

videoMine Print Hash 2026-21

The Funding Squeeze: Sovereigns, Money Markets, and AI Compute

videoMine Print Hash 2026-20

The Trans Adriatic Pipeline: Eurasian Energy Corridor Chess Game

videoMine Print Hash 2026-19

Sphere of Influence Skirmishes: Fed Politics, Central Bank Stress, and Resource Competition

videoMine Print Hash 2026-18

Gold & Iron ⇢ Bitcoin & Silica: The Bismarckian Playbook Behind Pax Silica and US-Asia Relations

videoMine Print Hash 2026-17

Ceasefire and Contagion: Factions Against Iran Peace & FX, Sovereign Debt, and Commodity Spillovers

videoMine Print Hash 2026-16

The Return of Productive American Growth: Artemis, Oil Flippening, and Credit Expansion

videoMine Print Hash 2026-15

Iran Hyperinflation Signals the Next Step: Who Owns Iran's Oil, Infrastructure, and Financial Future

videoMine Print Hash 2026-14

Money Madness: The Central Bank Competition Heats Up

videoMine Print Hash 2026-13

Consumption Market Reset: The Fight for Trade Flows, Resource Supply Chains, and Dollar Dominance

videoMine Print Hash 2026-12

Final Nail in the Coffin for 20th Century Global Trade?

videoMine Print Hash 2026-11

Will a New Iran Deal be the Key Domino That Reshapes the Global Economic Order?

videoMine Print Hash 2026-10

Bretton Woods: China Edition - China's Reserve Currency Play, H.R. 3390, and the AI Deflationary Wave Explained

videoMine Print Hash 2026-8

Liquidity Setup Week: Global Liquidity Unwinds As the Reindustrialization Trade Booms

videoMine Print Hash 2026-7

The Bermuda Triangle: Japanese Life Insurers, US Private Credit & Indonesia's Money Center

videoMine Print Hash 2026-6

Davos 2026: Sovereigntists vs. Globalists and Geopolitical Power Shifts

videoMine Print Hash 2026-5

Iran Goes Weimar, DOJ vs. Powell & Arctic Standoff: The Monetary War Escalates

videoMine Print Hash 2026-4

Venezuela, Dow Theory, and Western Hemisphere Integration

videoMine Print Hash 2026-3

Bitcoin and the Innovator's Dilemma

videoBuild Weekly Roundup 2025-52

Global Sovereign Debt Survey

videoBuild Weekly Roundup 2025-51

Trade Route Control

videoBuild Weekly Roundup 2025-50

ECB Urges Gold Rethink

videoBuild Weekly Roundup 2025-49

eSLR Tilts the Scale

videoBuild Weekly Roundup 2025-48

Reigning In the Offshore Dollar

videoBuild Weekly Roundup 2025-47

Likely Suffer a Complete Loss

videoBuild Weekly Roundup 2025-46

NYC Says Cuo"no"

videoBuild Weekly Roundup 2025-45

Caribbean Chaos

videoBuild Weekly Roundup 2025-44

Control the World

videoBuild Weekly Roundup 2025-43

Debasement Awakening

videoBuild Weekly Roundup 2025-42

Equity Financing Bubble?

videoBuild Weekly Roundup 2025-41

Window of Heightened Risk

videoBuild Weekly Roundup 2025-40

Government Shutdown

videoBuild Weekly Roundup 2025-39

Dot Slop

videoBuild Weekly Roundup 2025-38

Climbing the Escalatory Ladder

videoBuild Weekly Roundup 2025-37

Money, Credit and Asset Prices

videoBuild Weekly Roundup 2025-36

PPI Blowout

videoBuild Weekly Roundup 2025-33

Rate Shortcut Contractors, Inc.

videoBuild Weekly Roundup 2025-30

Monetary Policy Disarray

videoBuild Weekly Roundup 2025-29

Rebalance of Power

videoBuild Weekly Roundup 2025-26

Battle of Fordow

videoBuild Weekly Roundup 2025-25

Last Chance to Hit the Exit?

videoBuild Weekly Roundup 2025-24

JPM Bends the Knee to Bitcoin

videoBuild Weekly Roundup 2025-23

A Pivotal Week

videoBuild Weekly Roundup 2025-21

Not Your Father's Recession

videoBuild Weekly Roundup 2025-20

Hong Kong Dollar Squeeze

videoBuild Weekly Roundup 2025-19

The Art of the (Ukraine) Deal

videoBuild Weekly Roundup 2025-18

Retail rushes for gold

videoBuild Weekly Roundup 2025-17

Tariffs pack a wallop

videoBuild Weekly Roundup 2025-15

Liberation Day in America

videoBuild Weekly Roundup 2025-14

Post-FOMC Landscape and the EU Savings & Investments Union

videoBuild Weekly Roundup 2025-12

Fork in the road for Treasury yields

videoBuild Weekly Roundup 2025-11

Talking DOGE cuts 🐶

videoBuild Weekly Roundup 2025-8

🚨 the penny peg has broken, new 6-week t-bills, ukraine peace talks, and more

videoBuild Weekly Roundup 2025-7

Listen in as we break down Treasury yields, bond liquidity, potential regulatory changes, Bitcoin's mempools, and alternative investments 👇

videoBuild Weekly Roundup 2025-6

Yield curve updates, looking forward to Yen meeting, more DeepSeek analysis

videoBuild Weekly Roundup 2025-5

we're ripping off-the-cuff about dollar rallying, rates, stargate, and deepseek. listen in 👇

videoBuild Weekly Roundup 2025-4