for all the mailbag monday listeners: good morning from Thumper’s tailgate 🐻⬇️

This might sound sound crazy to some, but I have not been this bullish in a very long time. The Fed is fucked. The reverse repo is drained. We officially have a liquidity crisis brewing. QT is finished and QE is around the corner. Despite all of the above issues in the garbage traditional financial system, Bitcoin is still above $100k while absorbing record selling. I never said HODLing was gonna be easy, I said it was gonna be worth it. Going live in 10 minutes 🫡

The Great Repricing: From Fiat to Bitcoin you can’t print productivity, so the US has resulted to printing bullshit narratives. we’ll break down the latest in the trade wars, the “surplus” we are running (we’re not), bitcoin entering the battle for collateral with JP Morgan & IBM, how broken money is truly devastating society, some awesome on Strike and XXI, and more. live at the top of the hour (6pm ET). come hang out! see yall soon https://www.youtube.com/live/bZvpTAE7NYI?si=w-F6aUZGk7dVYVjU

Bitcoin is better money than gold. The simplest ye most overlooked reason: scarcity. Gold’s supply is elastic. As price rises, so does supply. A bet on gold is a bet against human ingenuity. A bet against our ability to engineer more gold. I don’t want to bet against Elon to store my hard work. Bitcoin fixes this. It's finite. A bet on humanity, not a bet against it.

The trade war intensifies. The U.S. is now rushing industrial policy. Does it all come down to China vs the internet? We are witnessing the end of fiat as we know it. Bitcoin was built for this. Going live now: