Dollar Auction Show
Dollar Auction Show
Iran, Venezuela, and Global Freedom
In this episode of The Dollar Auction Show, Shimon and Alex talk through why Bitcoin is lagging despite risk assets ripping, and then pivot hard into geopolitics: Iran’s internal unrest, Venezuela’s Maduro capture, and what these events signal about deterrence, U.S. power projection, and the media ecosystem.
They explore a “power law” framing for Bitcoin’s long-term adoption, argue mainstream media has become incentive-driven content creation, and debate realpolitik vs “procedure-first” foreign policy. The conversation ties together oil flows, Russia/Ukraine funding pressure, China/Taiwan deterrence, and why unconventional leverage (like blockades and tariffs) can move outcomes faster than traditional diplomacy.
0:07 Intro + markets check
0:27 Bitcoin lagging stocks/gold/silver
2:17 Power law optimism for Bitcoin adoption
5:37 Pivot: politics, social strife, “post-truth” era
6:47 Iran background + why the uprising matters
11:57 Media incentives: news as “content for the base”
15:07 U.S. foreign policy split: status quo vs pressure
16:37 Venezuela: “surgical” action + results vs process
23:07 Rules of war + proportionality logic
24:07 Escalation dominance + Iran air defense narrative
27:07 X/Twitter, Grok, and Wikipedia bias claims
33:07 Trump as consequential actor (even if abrasive)
34:07 Oil + geopolitics ripple effects (Russia/China)
42:27 Tariffs as leverage, not just economics
44:07 Critique of economists/models; “common sense” lens
47:47 Outlook: 2026 optimism, volatility caveats
Apple Podcast: https://tinyurl.com/36u8fmbr
Spotify Podcast: https://tinyurl.com/4zv6syfc
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