# UAE QUITS OPEC: The Offshore Dollar Era Is Changing with Matt Dines

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Text version: https://stenobird.com/podcast/the-bitcoin-layer-7070444/uae-quits-opec-the-offshore-dollar-era-is-changing-with-matt-dines.md
Podcast: [The Bitcoin Layer](https://stenobird.com/podcast/the-bitcoin-layer-7070444)
Published: 2026-05-05T22:11:20+00:00
Episode link: https://mysoundwise.com/soundcasts/1665708396190s
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Duration seconds: 3446

## Resource

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.

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## Transcript

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