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X @Bitcoin Magazine
Bitcoin MagazineΒ· 2025-10-28 08:33
JUST IN: $13 trillion BlackRock CEO Larry Fink says you own crypto if you believe β€œcountries are going to continue to debase their currency.” https://t.co/n1YCN3GQaq ...
X @Decrypt
DecryptΒ· 2025-10-15 01:40
Gold hit a new high on Monday, while Bitcoin remains wounded. Will crypto still be an asset of choice for traders wanting to dodge currency debasement? https://t.co/6dUG7xCdpS ...
X @Anthony Pompliano πŸŒͺ
We chose $BRR as the ticker for our public company because we believe it represents two important and related themes.The first is Bitcoin Rate of Return. I believe this will be the defining metric of the next 20+ years in finance. Anyone can drive returns denominated in dollars when the government is printing trillions of them. That isn't difficult at all. In fact, it is very easy and not noteworthy.Bitcoin Rate of Return removes the currency debasement effect from an investor's return and focuses on how mu ...
X @Anthony Pompliano πŸŒͺ
History will look back and show that the gold bugs and the bitcoiners were right.It won’t matter that they have been mocked, ridiculed, or fought along the way.They will be celebrated for trying to warn the world about the accelerated currency debasement. ...
Bitcoiner SHOCKS TV Host On Bitcoin
Anthony PomplianoΒ· 2025-10-07 15:00
Market Trends & Investment Opportunities - Gold is up approximately 50% this year, while Bitcoin is up about 33%, but historically Bitcoin Q4 returns average 60% [1][13] - Since 2020, the S&P is up 100%, but priced in Bitcoin, it is down 90%, indicating Bitcoin's potential as a hurdle rate for investment returns [8] - Bitcoin is increasingly being held in illiquid supply, suggesting long-term holding strategies among investors [10][11] - The market is evolving towards a digital financial ecosystem where Bitcoin serves as a savings account, stablecoins as a checking account, and other assets for brokerage accounts [23] Bitcoin's Value Proposition - Bitcoin's simple narrative of being a hedge against currency debasement is attractive to investors [6][7] - Bitcoin is backed by computing power, which is considered the most valuable commodity in the world [22] - Central banks and institutions are increasingly considering holding Bitcoin as part of their treasury reserves [15] Company Strategies - Some companies are adopting Bitcoin as a treasury reserve asset and building products/services to acquire more Bitcoin [18][19] - Companies aim to build financial institutions that focus on accumulating Bitcoin rather than dollars on their balance sheets [20]
X @Anthony Pompliano πŸŒͺ
RT Anthony Pompliano πŸŒͺ (@APompliano)Every great company surrounds itself with great people.I am excited to announce Jeb Hensarling, the former Chairman of the House Financial Services Committee, has joined ProCap BTC as a Senior Advisor.Jeb led the push-back against the 2008 bank bailouts at the same time Satoshi was building bitcoin. Two people working to address the same problem in different ways.I will publish a long-form interview with Jeb later today.He really understands bitcoin, the power of decentra ...
X @Anthony Pompliano πŸŒͺ
Every great company surrounds itself with great people.I am excited to announce Jeb Hensarling, the former Chairman of the House Financial Services Committee, has joined ProCap BTC as a Senior Advisor.Jeb led the push-back against the 2008 bank bailouts at the same time Satoshi was building bitcoin. Two people working to address the same problem in different ways.I will publish a long-form interview with Jeb later today.He really understands bitcoin, the power of decentralization, and the problem with curre ...
X @Anthony Pompliano πŸŒͺ
Bitcoin crossed $125,000 over night.It is poetic because the new all-time high happened while many people were sleeping, just as many people are still sleeping on the importance of a digital, finite store of value in a world defined by currency debasement. ...
X @Anthony Pompliano πŸŒͺ
RT Anthony Pompliano πŸŒͺ (@APompliano)I believe @WarrenPies is one of the top analysts on Wall Street.He has a unique view on currency debasement and why investors should be allocating to stocks, bitcoin, gold, and real estate.I sat down with Warren this morning to discuss what investors need to know. https://t.co/Phq5hipxn0 ...
Expert Trader Says Stocks Are NOT In A Bubble
Macroeconomic Shift - The research indicates a shift from a debt deflation mindset, prevalent since the 2008-2009 Great Financial Crisis (GFC), to a currency debasement mindset marked by large procyclical fiscal deficits [1] - The debasement mindset prioritizes protecting purchasing power against asset and monetary debasement, and asset inflation [1] - The research suggests this shift is a secular change lasting over a decade, with investors gradually recognizing its implications [1] Investment Strategy - The research favors equities, gold, Bitcoin, and real estate as preferred assets in the debasement era, viewing them as inflation hedges [1] - Dips in these assets are expected to be short-lived as investors prioritize protecting purchasing power [1] - Equities are considered inflation hedges because S&P earnings have generally tracked above inflation over the past couple of decades [1] - The S&P 500 is projected to reach 7,000 by 2026, based on anticipated earnings, margins, and reasonable multiples on sales and earnings [1] Bond Market - The research suggests bonds will have a place in portfolios, offering valuable diversification [1][6] - A cyclical period of disinflation is expected, driven by factors like weaker oil prices, a softening labor market, and lower shelter inflation [1][8] - The Federal Reserve's rate cuts are anticipated to influence bond yields, with potential for a bull steepening in the yield curve [1][10] Labor Market - The research suggests the weakening labor statistics may be both cyclical and structural, influenced by technology innovation like AI [1][25] - Immigration trends impact the labor market, affecting the break-even rate for job creation needed to maintain a constant unemployment rate [1][47] - The research describes a "malignant stasis" in the labor market, where the unemployment rate may not rise significantly, but underlying conditions could be fragile [1][50] Gold and Bitcoin - The fund is overweight both gold and Bitcoin, viewing them as positive assets in the debasement world [1][55] - Gold is expected to continue its secular bull market, with violent moves higher and longer-lasting trends than anticipated [1][58] - A rotation back into Bitcoin relative to gold is anticipated towards the year-end or in the next six months [1][60]