Once you get into Bitcoin, there’s no turning back 🟠

"Bitcoin has no top because the dollar has no bottom." Pompliano said it on live TV. AI prints cheap intelligence. The Fed prints cheap dollars. Only one asset can't be printed at all. Dante lays out the case. Watch it. 👇

Three of the most powerful men in AI just asked Washington for permission to stop competing with each other. Trump shut it down in one line: "Whoever wins AI wins." What happens next decides who controls the most powerful technology on earth. Hurley breaks it down. Watch before this gets buried.

One phone call used to be able to move hundreds of billions in US debt overnight. Tether's CEO says stablecoins just made that impossible. 650M wallets now hold pieces of the same debt a handful of central banks used to control. Dante explains why that's the real story inside the Clarity Act. 👇

Justin Henry says Bitcoin is the “backbone” of financial freedom: “When I think of Bitcoin... this is a way you can actually control your own economy. When it comes to the current financial systems, there's rules, there's guidelines, there's things that can block people.” “Bitcoin keeps everything on an even playing field... Transactions are very clear, very concise, and it gives everyone an opportunity to be able to create their own financial ecosystem.”

@Farida Nabourema explains how Africa is leading the world in Bitcoin adoption: "Currencies have depreciated by even more than 200%... People end up losing their savings because the value of their currency keeps going down. So they use Bitcoin as an alternative to protect their money from the continuous depreciation of their national currency." "More than $17 billion are lost in remittance fees in Africa every year... In Africa, it can go as high as 16%. So Bitcoin allows people to keep more value for their money when they are trading across countries because our banking systems are built on a colonial model, and it's a very opaque model and a very costly one."

BREAKING: 🚨 G20 finance leaders are calling digital assets a potential driver of economic growth: "We recognize the transformative role that digital financial innovation, including digital assets, can play in supporting broad-based economic growth and the key role of the private sector in driving this innovation."

Dante flags the part of this bull market nobody wants to think about. In 1933 the government ordered Americans to hand over their gold. Executive Order 6102. The more money that flows into Bitcoin ETFs and yield products inside the regulated system, the easier it gets to justify a digital version of that same order.

Strive CEO Matt Cole says, "the four-year cycle is broken." "My view is that this is a potential for a super cycle, a bull run, a return scenario that is something like Bitcoin's never experienced in its history." "The reality to me is that the dollar and fiat currencies generally are worthless or being debased at increasing speeds... and so I don't think that that will mean that Bitcoin's returns will slow down, actually, because they're gaining versus a fiat currency that's quickly and more frequently being seen as something that is losing value by more and more people."

Bitcoin's worst cycle ever still returned 714% off the low. Run that from this summer's 58,000 bottom and you land at 475,000. Bernstein's own bull case tops out at 500,000 by 2029. Wall Street's best case is roughly equal to Bitcoin's worst cycle in history, and that's the number Hurley wants stuck in your head. 👇

Rustin pulls a number most people missed this quarter. Wages and salaries are down to about 43 percent of US gross domestic income. That's the lowest share since the government started tracking it in 1929. GDP can rise, stocks can rise, the national debt can rise. The guy buying groceries can still feel like he's being mugged at checkout.

Strive CEO Matt Cole describes what he believes could be a grand slam setup for Bitcoin: "I think we're set up for a structural decline in the dollar, more similar to the 80s or the early 2000s, which would be something that's never happened in Bitcoin's history." "This last week, Bitcoin broke out pretty definitively, in my view, versus the dollar... but also versus gold, which to me says it's reclaiming its role as the fastest horse that it should be." "I think this could really be a bull market for the ages for us."

Dante pulls the stat that puts this year in perspective. Bill Miller, whose father was one of the earliest investors in Amazon, on the math: this year's US budget deficit alone is bigger than Bitcoin's entire market cap. Not the debt. Not a decade of deficits. Just this year's shortfall out-values every Bitcoin that exists. 👀

Hurley connects a law nobody's watching to a tweet nobody flagged. The Treasury Secretary can revalue America's gold with a signature. It's still on the books at $42 an ounce from 1971. Real price is over $4,500. Every $4,000 gold moves is another trillion dollars Bessent can create without new taxes or new debt. Late August, on his own account, he wrote that Treasury is exploring budget neutral ways to buy more Bitcoin. That's not a coincidence.

We’re so back

Dante pulls the number that stopped him mid-scroll. Jordi Visser on the past few days in Bitcoin: "This is a seven sigma week. There's only been three in the last decade greater than five." And the Clarity Act hasn't even had its vote yet. 👇

Vitamin ₿ #Bitcoin

No one can stop what is coming. Bitcoin 🐂

Nolan Bauerle breaks down the Yen carry trade unwind and what it could mean for Bitcoin: "The Bank of Japan is going to have to adapt its balance sheet... They're going to have to have hard collateral on that balance sheet because the Yen won't work anymore... Their government debt won't work, and then buying American government debt won't work." "Everything here in this story is actually pulling Japan towards Bitcoin in the long term."

There are plenty of fish in the sea, but not a lot of bitcoin.