Heath Muchena

Markets thrive on stories and for decades the dominant narrative has been straightforward: central banks cut rates, governments borrow, debt expands, and asset prices rise. But every story has a sequel. The one unfolding now is darker, more complex and impossible to ignore.

Markets like to pretend they run on earnings, productivity and growth. The truth is starker: they run on liquidity. And the world is about to get a crash course in just how much that matters.

Crypto is no longer just a fringe experiment or a playground for tech-savvy speculators. It is evolving into something bigger, something more structural: a financial ecosystem that is beginning to mirror Wall Street while still carrying the disruptive DNA of the internet.

Walk into a Western Union outlet in Lagos or Nairobi and the story hasn’t changed much in decades: long lines, high fees and anxious senders hoping their money arrives on the other side.

In every crypto cycle a new narrative emerges to define what captures capital, attention and momentum. In 2017 it was the initial coin offerings. In 2021, Layer 1s such as Solana and Avalanche took centre stage. And of course meme coins such as Doge and Pepe have had their viral moments. But in 2025 we may be witnessing something different — something smarter.

The cryptocurrency is becoming a hedge against centralised monetary dysfunction
After years of regulatory tug-of-war, hawkish monetary policy and geopolitical instability, bitcoin finds itself at the intersection of fiscal stimulus, policy reform and strategic accumulation.

Markets are standing at a fork in the road. One path is a deflationary squeeze, where the dollar surges and everything else cracks under the pressure. The other is a familiar escape route: monetisation, rate suppression and currency debasement. Both paths are ugly in their own way. Both are inevitable at some point. The only question is which comes first and how crypto fits into this storm.

We’re entering a new world order, but not the kind you hear about in political speeches. The old model, where governments held power, is giving way to something stranger and more dangerous: stateless corporate influence, powered by AI, surveillance tech and trillion-dollar asset managers or corporate giants.

Beneath the noise, the cryptocurrency is powerful: a financial system that doesn’t need bailouts, borders or political promises.

Stablecoins are the financial equivalent of switching from snail mail to instant messaging
If you think crypto is still just a Wild West of speculative tokens, meme coins and get-rich-quick schemes, it’s time to wake up. Something far bigger is happening — quietly, globally and rapidly. At the centre of it all? Not just bitcoin but a new financial force that’s changing the very structure of money itself: stablecoins.

While the US leans on tariffs and sanctions to reassert its global dominance, China answers with patience, pragmatism — and a 5,000-year historical memory.

Stablecoins are becoming a new pipeline for exporting the currency and recycling US debt
In the halls of Washington stablecoins are no longer a fringe curiosity — they are fast becoming a cornerstone of US financial strategy.

For more than a decade, bitcoin has weathered booms, busts and every accusation from “Ponzi scheme” to “planet killer”. Yet here it stands in 2025 — not just alive, but increasingly woven into the fabric of global finance. The difference this time? A confluence of regulatory clarity, institutional adoption and real-world integration that could redefine bitcoin’s place in the economy.

For centuries, gold has been revered as the ultimate store of value. It has outlived empires, sustained economies and shielded investors from inflation. But what happens when the system designed to trade and store gold turns into a house of cards?