Maybe ‘Debasement’ Isn’t the Best Way to Put it https://t.co/CUajPdzwMO ...

AI & Technology - The AI sector faces a supply-demand imbalance, with demand significantly exceeding available supply [1][2] - AI models are continuously improving, indicating that the sector is not currently experiencing a bubble [2] - AI infrastructure spending is estimated at $7 trillion over a compressed 7-year period [3] - The democratization of intelligence through AI is expected to empower entrepreneurs and potentially disrupt public companies [3] - Humanoid robots are gaining traction, with potential for significant advancements and market impact, possibly comparable to the introduction of the iPhone [13][14][15] Market & Economic Conditions - The market may experience a correction before the end of the year, suggesting a need for caution among traders [4] - The bottom end of the economy is still suffering, with concerns around auto loans and student loan delinquencies [4] - There are concerns about the potential for a K-shaped economic recovery, where some sectors and individuals benefit while others lag behind [3][4] - The debasement trade, involving investments in Bitcoin and gold, is gaining acceptance as a hedge against inflation and currency devaluation [10][12] Financial Risks & Opportunities - Private credit markets are showing signs of stress, with potential risks highlighted by recent bankruptcies and investigations [8] - Factor performance is showing signs of stress, with shorted stocks outperforming quality stocks, potentially leading to increased market volatility [9] - A potential grand bargain between China and the US could positively impact the market, while failure to reach an agreement could be viewed negatively [15]

Hello everyone. Today we are blessed to have an incredible deep dive on the debasement situation and I'm telling you this one's going to be incredible. And then Jeff Park's going to join and he's going to break down why gold is an altcoin to Bitcoin. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube, but right now we only have 29,197. Hit the subscribe button and let's get into today. All ri ...

RT Matt Hougan (@Matt_Hougan)Debasement is like the dark matter of finance. You can't quite touch it, but it effects everything.Once you see it, all the strange stuff we struggle to explain -- like sky-high P/Es, soaring real estate, the struggling middle class, the massive gap between the GDP growth and the growth of househeld wealth ... instantly make sense. ...

Debasement fears seem to be everywhere—except the one place they should be most obvious: bonds https://t.co/d6q6teJ0yv ...

Market Outlook - The market is currently in a bubble, with a parabolic leg approaching, and Q4 will offer a preview of more significant activity expected next year [1] - This bubble is driven by narratives of debasement and AI, operating on fear rather than hope, pushing investors to buy gold/BTC and gain AI exposure [2] - The narratives haven't fully permeated society, but are expected to [2] - The economy is sustained by AI capital expenditure, showing resilience despite tariff headwinds, but with a two-speed dynamic where high-end and asset owners are outperforming [8] - A strong Q4 for BTC is anticipated, followed by a downturn due to the 4-year cycle debate, and then a rebound [9] Potential Catalysts - A Trump-led Fed hijacking is expected, involving rate cuts and yield curve control, potentially starting in May of next year [4] - A shift in USG debt issuance towards treasury bills is expected to lower long-dated bond yields, stimulating the economy [5] - Unlocking GSEs to increase leverage and buy mortgage bonds is expected to lower mortgage spreads and stimulate the economy [6] - Stimulus checks are expected to be airdropped to US citizens, potentially as part of a budget reconciliation bill, to boost the economy before the midterms [7] Investment Strategy - The recommendation is to remain long over the next 12 months, strategically adjusting portfolio composition between gold, BTC, and stocks [9]

What's going on, guys. Today we got a great episode with John Pompiano. In this conversation, we talk about what's going on with Bitcoin, why is it going higher, how Ken Griffin and Paul Tudtor Jones are so bullish, how you should be able to sleep through a storm and make sure that you're prepared for any sort of market downturn, but still be able to enjoy the bull market, and why I think asset prices are going higher, and how the government is never, ever, ever going to stop printing money.Here's my latest ...

Our third Arthur Hayes appearance on The Rollup this year could very well be the best one.The great debasement trade is on.A secular trend, which encompasses the debasement hedge assets like bitcoin, gold, and other scarce assets.When I first got into crypto in 2017, the thesis was that fiat currencies were going to slowly to devalue against hard assets and thus my entire investment philosophy has been centered around this since I started my career.While I’ve not lived through any sort of depression or even ...

Bitcoin is going to be a big winner in the debasement trade.The next 12 weeks are bitcoin's time to shine. https://t.co/LgNGShWk8i ...

Everything is DebasementLuke Gromen (@LukeGromen):"The Debasement Trade" since COVID:In USD: NDX up 165%, SPX up 102%, Home prices up 56%.In gold: NDX up 7%, SPX down 18%, Home prices down 37%.In BTC: NDX down 78%, SPX down 84%, Home prices down 87%. https://t.co/pgzLf2x25g ...