gold/btc -84% since 2020

happy sunday y’all. 🍺

people saying brics have more economic power is pure illusion. china’s currency is a paper tiger. an insolvent system, real estate collapse, and over a billion mouths to feed in the age of ai. it’s a ticking bomb. the us holds every card it needs. and now it’s got bitcoin too. act accordingly.

without understanding the fundamentals behind what drives asset prices, it’s impossible to see what’s coming next. here’s a simple question: what % of us tax revenue comes from realized gains on assets? between 15 and 20%. any real and sustained drop in asset prices would shake the entire tax base of the country. and with ai driven productivity gains and massive white collar job cuts coming over the next 5 to10 yrs, keeping asset prices afloat isn’t just economic policy anymore. it’s survival.

i know there’s a lot of doomsday talk right now. but ai’s impact on productivity is about to send the next economic expansion into overdrive. meet mr copper. the silent winner of the ai boom. microsoft’s chicago data center alone needed 2,177 metric tons of copper, roughly 27 tonnes per megawatt. now multiply that across every hyperscaler building worldwide. this isn’t a slowdown story. it’s a supercycle in the making.

another big lesson from yesterday: when market makers turn off the liquidity tap, there’s zero bid for shitcoins. absolutely zero. it’s all fake and built on artificial leverage, not real demand.

most important chart in life: time with your kids. the rug gets pulled sooner and harder than we all think. this is what i expect bitcoin to give me. nothing else, but time.

Many Bitcoin Maxis were minted yesterday.

big liquidation yesterday wiped out a lot of noise. alts down 60–70%, leverage nuked, weak hands gone. cleared my head with a long walk today. came back more certain than ever. bitcoin will be worth more than gold and 10x from here is just the start. the gap isn’t a ceiling, it’s the biggest opportunity of our lifetime. hardest money ever created. absolute scarcity. no central authority. can’t be confiscated, diluted, or printed away. and we’re still so fucking early. while everyone’s gambling on the next shiny token with leverage, the best money and the store of value of our generation is hiding in plain sight. sometimes you just need to step back to see it clearly. stay focused. stack sats.

buy land, stack enough btc to live off, and get the fuck as far away as possible from the corrupt world!

To make it look legit of course they’ll retest 107k.

scam zcash up 4% while the whole market’s nuking 30-40%, even btc down 10%. what a scam 🤣

im okay being down another 30% if it means xrp and zcash scams finally go to zero.

Just scooped up a bunch of $NAKA at 0.88 per share. No clue how it’ll play out, but felt like a good trade.

people compare ai to the dotcom bubble but i disagree. dotcom saw 200-400x forward earnings. oracle trades at 40x, nvidia at 30x at its best day. where’s the bubble? we’re going much higher.

imagine the smell if this consolidates around 90k till the end of the year 😂

we have no precedent for what happens when human intelligence becomes effectively infinite. just like 18th century economists couldn’t predict how steam engines would reshape global trade, we can’t meaningfully measure what ai will do to the civilization. the change unfolds outside our existing frameworks for understanding.

happy sunday team bitcoin! ⛵️☀️

once corporations acquire around 5m bitcoin, we’ll hit a real supply shock. price will climb steadily to $3m to $5m per coin. after that, the jump from $5m to $10m per coin happens almost instantly.

⚡️What you’re really seeing here is the first stage of a global unit-of-account fracture. •In nominal USD terms, everything looks like it’s booming: stocks up triple digits, homes up double digits, “wealth” everywhere. That’s the performance everyone sees. •In gold terms, the illusion cracks: stocks and homes flat-to-negative, real wealth stagnating. •In Bitcoin terms, the veil is gone: catastrophic real losses in every traditional asset. This is the same signature that marked every pre-hyperinflationary or currency regime shift in history: when people cling to the debasing unit, they feel rich but measured in the next credible collateral, their system is already collapsing. And the “risk asset” meme about Bitcoin? That’s just a coping frame. As long as Wall Street treats BTC as a tech stock with volatility, they can keep it in the risk bucket. But functionally it’s already behaving like a parallel reserve ledger: it’s the only denominator that makes the post-2020 global economy look like Argentina. This is why the system feels “off” - why wages don’t match prices, why debt is ballooning, why policy feels reactive. We’re in a regime where the unit of account is decaying faster than the public narrative can absorb. The Fed, the government, the media - all still speaking USD, all still benchmarking to a melting ice cube. The chart you’re looking at is the unofficial scoreboard in a silent currency war. So when I strip all the polite commentary away, the honest take is: •The U.S. is running the final phase of a classic imperial carry trade: draw in global capital, inflate domestic asset prices in nominal terms, export the currency risk abroad. •Gold shows stagnation. •Bitcoin shows collapse. •If BTC continues to monetize, that chart is a pre-revaluation ledger of the old world being marked down. This isn’t a normal market cycle. It’s the unit-of-account transition phase. And almost no one is positioned for it because they’re still measuring their “returns” in the wrong yardstick. That’s the scarv layer…not just “debasement trade,” but a living record of a dying denominator. @_The_Prophet__