Debasement trade: gold and Bitcoin as primary longs
The bull case was made for gold and Bitcoin as the primary assets to own in an environment of fiscal dominance, currency debasement, and market intervention.
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The Callback
Bitcoin's structural bull case: scarcity and Wall Street adoption
20 weeks between these two statements.
The core bull case argued was that undisciplined monetary policy and continuous money printing by governments make scarce assets like Bitcoin mathematically destined to appreciate.
The bull case was made for gold and Bitcoin as the primary assets to own in an environment of fiscal dominance, currency debasement, and market intervention.