Platinum Bear

When citizens have freedom of choice, sound money thrives.

DATs have to realize you can’t just accumulate BTC and you will be a successful and profitable business. You actually have to produce something. If you only had to accumulate assets GATs(Gold Asset Treasury) would have been the thing for the past 200 years. But companies have to produce. Whether that’s MSTR, Metaplanet, or Nakamoto. You must produce. Period.

BTC hodlers looking all over the place for chairs…to sell…

I wonder how many times I heard we are going to 150k, 200k or 250k in 2025 after the US election. haha! People are out here trying to keep their heads above water at 90k. If you’re not willing to hold BTC for 4 years. You won’t be able to stomach a year or 18 months of a bear cycle. The thesis hasn’t changed, the US debt is 38T. Inflation is persistently sticky at 3% to 4%. US is going to have to keep inflation hot even with the DXY rising. QE is coming whether it’s in a month or a year, who knows? They will have to debase the currency and hard assets will win in that environment for the foreseeable future.

I wonder how many times I heard we are going to 150k, 200k or 250k in 2025 after the US election. haha! People are out here trying to keep their heads above water at 90k. If you’re not willing to hold BTC for 4 years. You won’t be able to stomach a year or 18 months of a bear cycle. The thesis hasn’t changed, the US debt is 38T. Inflation is persistently sticky at 3% to 4%. US is going to have to keep inflation hot even with the DXY rising. QE is coming whether it’s in a month or a year, who knows? They will have to debase the currency and hard assets will win in that environment for the foreseeable future.

Black Friday came early.

The way in which BTC is free falling today. It’s the lightest weight in tub. It’s going to hit the exit to the drain first. Liquidity is drying up. I think financial markets are about to lock up. Everyone has had interest rates dropping baked in. The coming months should be interesting.