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<p>The Trump administration is invoking the Defense Production Act to fast-track energy and grid infrastructure, the UAE just left OPEC after six decades, and the Treasury is opening dollar swap lines to fund a massive industrial push. Meanwhile US farmers are getting squeezed by fertilizer shortages, and Bitcoin is looking harder and harder to bet against as the monetary base expands and Washington starts waking up to what it can do. </p>
<p>🔗 <a href="bitcoinproducts.com">https://bitcoinpr…; </p>
<p>In this episode: </p>
<p>Defense Production Act invoked for grid, LNG, and critical infrastructure </p>
<p>Why the US trade rep says cost efficiency is dead and national security is in </p>
<p>UAE leaves OPEC after six decades and what that means for global supply </p>
<p>Dollar swap lines as the new playbook for funding US industrial policy </p>
<p>Fertilizer and helium shortages threatening American farmland </p>
<p>Bitcoin's case amid a structurally expanding monetary base </p>
<p>Energy and compute convergence playing out in the portfolio </p>
<p>TIMESTAMPS: </p>
<p>00:00:00 - Back from Bitcoin 2026 and the Vegas recovery </p>
<p>00:01:38 - Defense Production Act enacted for energy and grid infrastructure </p>
<p>00:03:30 - Jamison Greer on paying the national security premium </p>
<p>00:05:30 - EU strategic partnership and border-adjusted price floors </p>
<p>00:06:12 - US grid decay and China's power generation boom </p>
<p>00:08:26 - How to pay for it all as debt to GDP crosses 100% </p>
<p>00:12:26 - UAE and dollar swap lines for funding industrial policy </p>
<p>00:15:16 - UAE leaves OPEC after six decades </p>
<p>00:20:30 - US energy export dominance and drill baby drill </p>
<p>00:21:28 - Fertilizer and helium shortages hitting American farmers </p>
<p>00:24:20 - Backwardation says oil disruption may be temporary </p>
<p>00:25:00 - Bitcoin's setup against a growing monetary base </p>
<p>00:26:17 - Portfolio update: energy meets compute </p>
<p>00:29:05 - Bitcoin as collateral for infrastructure credit </p>
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