(Kitco News) - The financial world may be standing on the brink of a paradigm shift. Bitcoin, once viewed as a speculative asset, is now emerging as a potential cornerstone of global trade, according to macro investor and author Mark Moss. Speaking to Kitco News at the Vancouver Resource Investment Conference, Moss highlighted a 300-year cycle of technological revolutions driving economic transformation—and Bitcoin, he argues, is the latest chapter in this history.
“Every 50 years, we see a major technological revolution that changes the way economies function,” Moss said. “From steam engines to electricity to the internet, these cycles are predictable. Bitcoin and blockchain technology are at the center of this next wave.”
Watch the full interview above to hear Mark Moss break down his predictions, insights, and the data behind this monumental shift.
Moss tied his analysis to Kondratiev wave theory, which identifies long-term cycles of innovation. Past revolutions, he noted, include the Industrial Revolution (steam engines), the Age of Electricity (heavy machinery and telecommunication), and the Digital Revolution (computers and the internet).
“What’s happening with Bitcoin isn’t random,” Moss said. “We’re in the second phase of a technological cycle—institutions and sovereign nations are starting to engage with Bitcoin. This mirrors what we saw with the internet in the 1990s.”
Moss also emphasized that Bitcoin adoption follows a predictable trajectory. “The time it takes to go from 0 to 10% adoption is the same as it takes to go from 10 to 90%,” he explained. “We’re on the cusp of that explosive growth phase.”
Trump’s Executive Order: A game-changer for digital assets
President Donald Trump’s recent executive order, “Strengthening American Leadership in Digital Financial Technology,” has added urgency to the cryptocurrency debate. The order establishes a presidential task force to review cryptocurrency policies and develop a regulatory framework within six months. Notably, the task force will assess the feasibility of a national digital asset reserve, potentially composed of cryptocurrencies seized by federal law enforcement.
While Bitcoin wasn’t directly mentioned in the order, Moss believes the implications are profound. “The groundwork is being laid for Bitcoin to play a strategic role in sovereign reserves,” he said. “Other nations are paying attention. Once the U.S. moves, we could see a domino effect of countries adopting Bitcoin.”
The executive order also includes a ban on central bank digital currencies (CBDCs), a move Moss supports. “CBDCs are a threat to economic liberty and privacy,” Moss stated. “Bitcoin, in contrast, aligns with financial freedom and can coexist with the U.S. dollar without undermining its sovereignty.”
Trump’s order also promotes the development of lawful, dollar-backed stablecoins, signaling a broader strategy to protect the dollar’s dominance in global finance. Moss sees this as part of a larger geopolitical battle. “This is about maintaining the U.S. dollar as the global reserve currency while integrating Bitcoin as a complementary asset,” he explained.
The global rush for commodities and bitcoin
Beyond Bitcoin, Moss highlighted a growing trend among nations to secure tangible resources. “Countries are buying up gold, lithium, and even tungsten,” he noted. “Treasuries are no longer the go-to store of value. Bitcoin is becoming part of that conversation—it’s not just a speculative asset anymore. It’s a strategic one.”
Moss believes this global competition for resources and digital assets will accelerate. “Once a country like the U.S. begins stockpiling Bitcoin, others will follow. It’s a race, and no one wants to be left behind,” he said.
Looking to the future, Moss predicted a dramatic shift in global trade dynamics. “By 2050, I believe global trade will be settled in Bitcoin,” he said. “The writing is on the wall for fiat currencies. As debt and inflation rise, trust in traditional money will continue to erode.”
Don’t miss the full interview with Mark Moss embedded above for an in-depth discussion of his bold predictions and their implications for the future of money and trade.
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