JPMorgan says bitcoin is undervalued relative to gold.On a volatility-adjusted basis, BTC’s market cap would need to rise 42% to match private sector gold investment, implying a price of $165,000.The debasement trade is on.[Presented by @JoinHorizon_] https://t.co/HG5NAyaifk ...

RT PlanB (@100trillionUSD)Just a reminder that S&P at $7,000 correlates with bitcoin at $300,000You gotta love debasement, print baby print🚀 https://t.co/2eOiYlbqqZ ...

Asset Price Inflation - Asset prices have increased exponentially over the last 10 years, driven by money printing [1] - Gold has increased 3x (approximately 200%) from ~$1 thousand to ~$3 thousand [1] - S&P 500 has increased 3x (approximately 200%) from ~$2 thousand to ~$6 thousand [1] - Bitcoin has increased 250x (approximately 24900%) from ~$400 to ~$100 thousand [1] Monetary Policy Impact - The exponential increase in asset prices is considered a unit of account phenomena, influenced by debasement [1]

We still have so much upside available to us. I think it can do a 10x in the next 5 years. That that basket of store value assets currently today in 2025 is worth about $1,000 trillion.As the they continue printing more money, that basket gets bigger. So in in 2020, that basket was worth I think it was about 5 or 600 trillion. Today it's worth about a quadrillion. By 2030, that should be worth about 1.6% quadrillion.The US government, the CBO, Congressional Budget Office, lays out the budget for the next 30 ...

Market Debasement & Cultural Impact - The US dollar has lost 28% of its purchasing power since 2020, leading to an accelerated debasement rate [1] - This debasement is driving a "casino culture," encompassing sports betting, shitcoins, meme stocks, and rapid wealth generation [1] Meme Stock Analysis - The analysis suggests that meme stocks exist, but the definition extends beyond typical examples like GameStop [2] - Berkshire Hathaway is presented as a "boomer meme stock," implying its value is partly driven by Warren Buffett's reputation [2] - The stock is expected to fall approximately 10% upon Warren Buffett's retirement, as the "Buffett premium" diminishes [3] - Berkshire Hathaway's annual meeting is likened to "capitalism's trip to Mecca," highlighting the cult-like following of Buffett [4] - The analysis posits that every stock, to some degree, is a meme stock, driven by narratives that investors buy into and defend [4][5] Investment Strategy - Investors must recognize the power of narratives ("memes") in today's dynamic environment to effectively allocate capital [5]

Market Correlation - S&P at $7,000 correlates with Bitcoin at $300,000 [1] Monetary Policy - The industry highlights the impact of debasement and continuous money printing [1]

The FT doing its typical thing... meanwhile bitcoin is the best performing asset in all history. They don't understand debasement and don't understand crypto or cyclicality and will Cassandra themselves into irrelevancy except for angry old men who shake their fists at clouds... https://t.co/5MZOph2PWn ...

Investment Thesis - Bitcoin is presented as a hedge against government monetary policy, specifically the debasement of currency [1] - The investment strategy relies on the assumption that governments will continue to create money, leading to currency devaluation [1] Risk Assessment - The success of Bitcoin as an investment is contingent on the perceived "stupidity" of governments and their financial decisions [1] Market Outlook - Bitcoin is considered a safe investment option [1]

Bitcoin is so much more than just technology adoption.Note that the main reason why bitcoin was made is debasement, i.e. fiat money printing by central banks, resulting in (hyper)inflation and fiat money debasement. https://t.co/jncu6TRQoC ...