Absolutely true, which is why I meant that Currency Debasement was always going to be the trade of 2025. The Pandemic print was always going to need to be paid for, though the debt crisis has been accelerating since 2008 really. The Tariffs do exacerbate inflation, which is why the Fed is in such a tricky spot.
I still think that Bitcoin will undergo a cyclical bear market in 2026, just as I believe that there will be volatility spikes in gold like in the 1970s. There are a lot of similarities in the Geopolitical and Macroeconomics of then and now. Likely the best trade is to just buy Commodities and Bitcoin and hold through the next decade... but I do think we're going to have some epic meltdowns along the way that are going to be generational buying opportunities. You only have to catch one to set yourself up for a healthy future.
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