TFTC: A Bitcoin Podcast
TFTC: A Bitcoin Podcast

#799: The Economic Revolution Is Already Here with Susan Kokinda

October 7, 2026

AI Summary

5 min read

The Economic Revolution Is Already Here with Susan Kokinda

The Trump administration's reindustrialization policy is producing measurable results—manufacturing employment has been steadily growing since December 2025, poverty levels are dropping, and childhood and Hispanic poverty have reached all-time lows. But most Americans don't feel it yet. Susan Kokinda argues that the administration's opponents are deliberately engineering short-term economic pain—particularly at the gas pump—to obscure what she calls "the opening phases of an actual economic revolution."

The 125-Year Framework

Kokinda frames the current moment not as ordinary politics but as the dismantling of an imperial architecture that has dominated the United States since 1901. She dates the problem to McKinley's assassination, after which, in her reading, British imperial policy shifted from trying to defeat the United States to capturing it—making America "our dumb giant enforcing our imperial policies." The mechanisms included central banking, free trade ideology, and institutions like Chatham House that rewrote American economic history out of the curriculum.

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What you'll learn

  • 1 (00:06) **Opening Thesis: Bitcoin Wins as Central Banks Debase** - The episode opens with the core argument that in a world of fiat currency devaluation, Bitcoin is the victor.
  • 2 (01:31) **Evidence of the Economic Revolution** - Kokinda presents data showing the "fundamental restructuring" of the US economy is beginning to show in manufacturing jobs and poverty reduction.
  • 3 (03:45) **The "Pain Factor" Obscuring Progress** - Kokinda argues that short-term economic pain, especially high gas and diesel prices, is being used to distract from the long-term structural gains.
  • 4 (07:57) **The 125-Year Framework: Overthrowing British Imperial Policy** - Kokinda provides the historical framework for understanding Trump's agenda as a break from 125 years of British imperial control over US policy.
  • 5 (14:36) **Reframing the US-China Relationship** - Kokinda challenges the mainstream narrative of an existential, permanent rivalry with China, suggesting Trump is pursuing a nationalist-to-nationalist relationship.
  • 6 (20:50) **The Iran Strategy: Economic Strangulation** - Kokinda explains the three-phase strategy against Iran, which has moved from kinetic conflict to blockade to the current "economic strangulation" phase.
  • 7 (28:11) **Desperation in Europe and Canada** - Kokinda describes the European and Canadian elites as "very desperate" as their imperial economic models collapse, leading them to take reckless actions.

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Guests on this episode

Show Notes

Susan Kokinda of Promethean Action returns to check in on the Trump economic agenda ten months after her last visit. She breaks down manufacturing job growth, tariffs, and reindustrialization heading into the midterms, plus the Iran blockade and Treasury's economic pressure campaign, the US-China relationship, and growing desperation in Europe and Canada. She also covers Judy Shelton's Treasury appointment, sound money and gold standard debates, stablecoin rulemaking, and what national banking looks like in the 21st century.

Susan on X: https://x.com/sjkokinda

Susan’s Substack: https://substack.com/@susankokinda1

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