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]

Core Insights - Bitcoin is trading near record highs, with its appeal as a store of value growing among investors due to the ongoing money printing by central banks [1][5] - The narrative of Bitcoin as a benchmark for investment returns is emerging, as traditional assets struggle to outperform it [2][3] Market Dynamics - The traditional financial market requires extensive knowledge and monitoring, which is challenging for average investors, making Bitcoin's simplicity attractive [1] - The majority of Bitcoin transactions involve existing holders selling to new buyers, creating a frictional trading environment rather than new asset creation [3][4] - An increasing percentage of Bitcoin is being held in illiquid supply, indicating that more holders are unwilling to sell, which could drive prices higher as demand increases [4][5][6] Comparative Performance - Gold has outperformed Bitcoin in the current year, with gold up 50% and Bitcoin up about 33%, but Bitcoin has historically shown higher returns, especially in Q4 [7][8] - Over the past five years, gold has increased by approximately 100%, while Bitcoin has surged by a significantly larger percentage, highlighting its volatility and growth potential [8] Investor Demographics - The investor base for gold tends to be older, including central banks and institutions, while Bitcoin is attracting a younger demographic that is gradually aging as the asset matures [9] - There is speculation about central banks potentially holding Bitcoin in their reserves, which could have significant geopolitical implications [10]

Hello everyone. It's time for Bitcoin to shine. The debasement trade that's not going to stop anytime soon. Jordy Vist is going to break down the catalyst for Bitcoin through the end of the year. And Elon Musk released a new robot video that is going to scare the heck out of you. We're live today from the desk of Anthony Pompiano. [Music] Before [Music] we get into today's show, I need your help. My goal is to get to 1 million subscribers. Right now, we only have 28,089 subscribers. Hit the button and let's ...

Core Insights - Investors allocated a record $5.95 billion to Bitcoin and other crypto investment products last week, driven by global currency debasement concerns [1][4] - Bitcoin investment products alone attracted $3.55 billion, marking the highest weekly inflow ever recorded [1][4] - The price of Bitcoin reached a new all-time high of $125,506, reflecting a 10% increase over the past week [2][4] Investment Trends - Over $3.2 billion of the inflows were directed towards U.S. Bitcoin ETFs, indicating strong domestic interest [2] - Ethereum ETFs also saw significant inflows, totaling $1.48 billion, contributing to a rebound for both Bitcoin and Ethereum funds after previous outflows [4] - Altcoin investment vehicles, including Solana and XRP, received record amounts of $706.5 million and $219.4 million, respectively [4] Market Conditions - The inflows were attributed to a delayed reaction to the Federal Open Market Committee (FOMC) interest rate cut, weak employment data, and concerns regarding U.S. government stability amid a shutdown [3][6] - The ongoing U.S. government shutdown and anticipated interest rate cuts have led to a rally in Bitcoin, gold, and other cryptocurrencies as investors seek to hedge against currency weakening [6]

Core Insights - The spot gold price has surged 1.47% as investors seek refuge from political and economic uncertainty due to a U.S. government shutdown [1][6] - Year-to-date gains in the gold market (XAU-USD) have exceeded 45%, marking one of the most significant rallies in decades [1] - Gold has outperformed Bitcoin in 2025, with gold prices increasing by 49.4% compared to Bitcoin's 32.7% [3] Market Reactions - The U.S. dollar index has decreased by 9.27% since the beginning of the year, contributing to the attractiveness of gold as a hedge [4] - Both gold and Bitcoin have seen price increases as investors look for stores of value amid the uncertainty created by the government shutdown [2] Economic Context - Concerns about inflation are rising, particularly due to tariffs on imported goods, which could exacerbate inflationary pressures [4][5] - The Bureau of Labor Statistics (BLS) reports that the headline inflation rate remains below 3%, but analysts are closely monitoring for signs of stress in the economy [5][7] - The ongoing government shutdown may delay the release of important economic data, including inflation metrics and unemployment benefits data [7]

RT Real Vision (@RealVision)Ok babe, so since the Treaty of Versailles, the world has been in a debt cycle loop. This makes governments debase their currency at ~8% a year.Now, if you add inflation, currently around ~3%, the new hurdle rate is 11%.Stocks, houses, diamonds, even my fancy Patek babe, they’re all peanuts next to the exponential gains of tech and crypto. You gotta be prepared, you have 5 years to marry me or unfuck your future…It’s all part of the Everything Code from legends @BittelJulien & @R ...

Gold has been on an absolute tear recently and many investors are wondering what has been going on. It's supposed to be a stable store of value with very little volatility on a day-to-day basis. That's why a 15% move in just a month has put all eyes on the precious metal.As a result, gold is on track for its seventh quarterly gain over the last eight quarters, which is its best streak since 2020 as well. Now, these large inflows are noteworthy, but they don't explain why so much capital is flocking to an as ...

Market Trends & Investment Opportunities - Gold has increased by 40% in 2025, marking its best year since 1979 [1] - Central banks are increasing their gold reserves, potentially due to geopolitical concerns or sanctions risks [1] - The debasement of currency is driving investors towards stores of value like gold and Bitcoin [2][3] - Gold and Bitcoin are expected to perform strongly in investment portfolios over the next decade [3] Monetary Policy Impact - M2 money supply has reached a new all-time high of $222 trillion [2] - Continued money printing is expected to support the rise of gold [2][3] - Gold's upward trend will cease when money printing stops [3]

The stock market is being driven by currency debasement and a tech boom.The combination is breaking most financial models.You have to understand this or you will keep scratching your head. https://t.co/EYYed1017g ...

Currency debasement since 2000. 📉Bitcoin fixes this. 👍 https://t.co/bnMgvYVBu1 ...