Episode
UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines
- Podcast
- The Bitcoin Layer
- Published
- May 5, 2026
- Duration seconds
- 3446
- Processing state
not_requested- Canonical source
- https://mysoundwise.com/soundcasts/1665708396190s
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Summary
Nik welcomes Matt Dines, CIO of Build Asset Management, back to The Bitcoin Layer to unpack the UAE leaving OPEC and what it signals about a broader dollar system remake. Dines ties the UAE's pivot toward direct Fed swap lines to the Bank of Japan holding rates, the un-inversion of the 3-month / 6-month T-bill curve after 130 weeks, and the disaster unfolding in UK gilts. He closes with his thesis on the ninth inning of the credit cycle, the 1913 Anglo-American merger, and the Pax Silica vision tying together semiconductors, energy, critical minerals, stablecoins, and bitcoin as the glue of an emerging American-led global order. The Bitcoin Layer and its guests do not provide investment advice.