According to André Dragosch, periods of very weak monetary policy are the best mass orange-pilling events that accelerate Bitcoin (BTC) adoption (source: André Dragosch on X, Aug 17, 2025). Dragosch cited Argentina, Turkey, and Lebanon as examples where currency stress and policy weakness coincided with stronger grassroots crypto use (source: André Dragosch on X, Aug 17, 2025). This aligns with observed market data: Kaiko reported surges in crypto and stablecoin activity versus local currencies during episodes of lira and peso weakness, including record USDT-TRY spot volumes on major exchanges in 2023–2024 (source: Kaiko Research, 2023–2024), and Chainalysis documented elevated crypto adoption in high-inflation markets such as Turkey and Argentina amid currency controls and devaluation pressures (source: Chainalysis, 2023 Global Crypto Adoption Index and regional analyses). Dragosch added that the U.S. could soon face a similar test if monetary policy shifts toward an ‘Erdogan’-style approach under Trump, implying potential conditions for increased BTC hedging demand (source: André Dragosch on X, Aug 17, 2025). Trading takeaway: In environments of policy-induced currency stress highlighted by Dragosch, traders have historically monitored BTC-TRY, BTC-ARS, and USDT-TRY flows and liquidity as leading signals of local crypto demand, given the patterns reported by Kaiko and Chainalysis (source: Kaiko Research, 2023–2024; Chainalysis, 2023 Global Crypto Adoption Index).

According to The Kobeissi Letter, global debt increased by approximately $7 trillion in 2024, reaching a record $318 trillion. Emerging markets, particularly China, India, Saudi Arabia, and Turkey, were responsible for about 65% of this growth. Over the past 2.5 years, global debt has surged by around $30 trillion, highlighting significant financial expansion in these regions.

According to The Kobeissi Letter, Poland, Turkey, India, and Azerbaijan have surpassed China in gold purchases for the year 2024. This marks a historic trend, as central banks have consistently acquired over 1,000 tonnes of gold annually for three consecutive years, highlighting a significant shift towards gold as a strategic asset. This trend is crucial for traders to monitor as it reflects ongoing changes in global economic strategies and potential impacts on gold market valuations.

According to The Kobeissi Letter, central banks in Poland, Turkey, India, and Azerbaijan purchased more gold than China in 2024, marking a historic trend with over 1,000 tonnes in net gold purchases for three consecutive years. This unprecedented buying pattern indicates a strong shift towards gold as a safe-haven asset, impacting global gold market dynamics.

According to @XenBH, the Base Builder Network is expanding by opening positions for Base Country Leads in Brazil, Argentina, Turkey, Singapore, and the UK. This expansion is aimed at driving global growth, which could potentially increase market engagement and influence in these regions.