Market Trends & Investment Thesis - Bitcoin is viewed as an inflation hedge asset, correlating with inflation trends [1] - Major financial institutions are lending credibility to the currency debasement thesis, supporting Bitcoin's potential [3] - Bitcoin and gold are being recognized as the "debasement trade" by JP Morgan analysts [1] - Investors are concerned about excessive government debt and potential currency debasement [2] Bitcoin Outlook - The next 12 weeks are anticipated to be favorable for Bitcoin holders due to decreasing interest rates and accelerating currency debasement [3] - Bitcoin ETFs are experiencing record inflows, indicating growing institutional interest [4] - Retail sentiment is increasing, driven by the narrative that Q4 is historically positive for Bitcoin [4] - M2 money supply is expanding rapidly, potentially benefiting Bitcoin [4]
Bitcoin Is THE Debasement Trade To Make
From The Desk Of Anthony Pompliano·2025-10-08 20:00