Bitcoin is slowly changing the world because the world simply can’t change Bitcoin.
This statement is likely more profound than most think.
Wednesday: $525 MILLION flows into Bitcoin ETFs.
Thursday: $636 MILLION flows out.
Almost a $1.2 BILLION swing in just 24 hours.
And people thought Wall Street would make Bitcoin less emotional.
France: debt at 119% of GDP, 10-year yields above 5%, default insurance above 100 basis points, and riots in the streets.
This could be the first big domino in Europe’s next debt crisis.
My bet: they’ll unleash the money printer before letting the system collapse.
Bitcoin is what happens when computer science, economics, and human stubbornness all agree on one thing.
U.S. midterms are just 9 days away.
Bitcoin has been GREEN one year after EVERY single midterm election.
4 out of 4
History is about to get VERY interesting.
Adulting is realizing all you need is a home, some bitcoin, stable income/cash flow, and a peaceful partner.
If you hold between $2,500 and $5,000 in Crypto right now you're going to be a multi millionaire in the next 6 months.
It's inevitable
Society’s financial plan is simple:
Work until 67.
Stay in debt.
Save depreciating currency.
Trust the pension system.
But buying Bitcoin is apparently the gamble.
Spend €10,000 on a watch and people congratulate you.
Put €10,000 into crypto and they call you insane.
I want an altseason as much as anyone.
But some of you don’t have an investment thesis anymore. You have a price you need to get back to before your wife finds out.
Being down 90% doesn’t make a coin undervalued.
Reclaim two-year average and I’d be a lot more comfortable talking about $100K $BTC
A lower Bitcoin price doesn't automatically make it undervalued, you still need to assess the reasons behind the move.
Noise: $800 designer sunglasses, a tungsten cube, DoorDash, $8 coffee, a $3,000 espresso machine, bottle service, a new iPhone every year, a Rolex bought on credit, a second espresso machine.
Signal: Bitcoin.
Bitcoin is extremely indecisive right now, and it’s frustrating.
One moment we pump, the next we dump. Constant manipulation.
Uncertainty is where conviction gets tested.
Japan and China, two of America’s biggest historical creditors, are moving in the opposite direction.
Together, they reduced their holdings by $63 BILLION in August alone.
Over the past year? Almost $225 BILLION.
Think about that.
The US needs to borrow trillions, while two of its most important foreign creditors keep reducing their exposure.
If this continues, financing America’s debt becomes increasingly difficult, putting even more pressure on the Fed to eventually step in with monetary support.




