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The Dollar Just COLLAPSED | Is Bitcoin About to Go NUCLEAR? | Simply Originals · Simply Bitcoin

• 0:00
  Well, we told you this was coming and would you look at
• 0:02
  that? Do you see that?
• 0:04
  That's not Bitcoin, that's not a shit coin.
• 0:07
  That's not even a meme stock. That, my friends, is the US
• 0:11
  dollar collapsing for 12 months plus the US dollar has been in a
• 0:16
  decline, falling 10% in 2025 in its worst year since 2017.
• 0:23
  So when you see this or this or even this, understand it's all a
• 0:30
  lie, but not for the reasons you might think.
• 0:33
  These things aren't necessarily gaining value.
• 0:36
  The dollar is losing value. It's collapsing and the pace is
• 0:41
  accelerating. We're witnessing the death of
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  the dollar, not the growth of the economy.
• 0:46
  We also may have got the go for lift off.
• 0:48
  Ladies and gentlemen, Bitcoin is about to go nuclear in the
• 0:52
  entire world. We'll be watching, not doomsday
• 0:56
  is upon us. And that also means the
• 1:00
  opportunity in the arbitrage of the century are here as well.
• 1:05
  It doesn't matter whether this is intentional or not because
• 1:10
  the ending is the same. Bitcoin rips the tits off
• 1:14
  everything and goes nuclear. We have a massive show today so
• 1:18
  strap in and prepare for lift off.
• 1:20
  It's go time standard. Mr. President, with the current
• 1:27
  value of the dollar, do you think it's declined too much?
• 1:30
  No, I think it's great. I mean the value of the dollar,
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  look at the business we're doing.
• 1:34
  No, that was, that was doing great.
• 1:37
  You know, it's very interesting. If you look at China and Japan,
• 1:40
  I used to fight like hell with them because they always wanted
• 1:43
  to devalue their yen, you know that the yen and the Wan and
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  they'd always want to devalue it.
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  They devalue, devalue, devalue. And I said not fair that you
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  devalue because it's hard to compete when they devalue.
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  But they always fought. No, our dollar is very good.
• 2:01
  It listen, it is what it is. And and this is so bullish for
• 2:04
  Bitcoin. They're going to have to print
• 2:06
  so much money. They're going to have to Bitcoin
• 2:09
  is really priced with how much Fiat currency is sloshing around
• 2:13
  in the world. And in order for all of this to
• 2:16
  play out and work, we have to debase our currency, we have to
• 2:20
  devalue our debt, and we have to create more Fiat.
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  It's going to send Bitcoin nuclear.
• 2:27
  Let's talk about the US dollar, because what happened yesterday
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  was not an accident. The most revealing part?
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  President Trump didn't even defend the dollar.
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  He welcomed its weakness. And that matters.
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  Objectively, the US dollar just logged its worst year in eight
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  years. Trump sees the dollar as a
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  yo-yo, something he can swing up or down at will.
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  A quiet admission that this isn't out of control.
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  It's more like a controlled demolition.
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  So ask yourself, if he can strengthen the dollar whenever
• 3:00
  he wants, why didn't he? Well, because a weaker dollar
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  does the job. It means lower rates, it means
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  stronger exports. It means shrinking trade
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  deficits. It means higher nominal GDP.
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  And most importantly for us, it means higher asset prices.
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  Stocks, real estate, hard assets.
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  Big point. So no, what we saw yesterday
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  wasn't noise. It wasn't a mistake, it wasn't
• 3:28
  panic. It was a signal.
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  And once you see it, you can't Unsee it.
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  For over a year now, the US dollar has been bleeding 12 plus
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  months of steady decline again, down 10% in 2025 alone.
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  It's the worst year since 2017. Trump said the value of the
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  dollar is great. That's it.
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  And the market heard it loud and clear.
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  Immediately. The dollar dropped another 1%,
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  crashing to its lowest level since February 2022.
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  It was a signal that the White House is comfortable with a
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  weaker dollar, and it means economic stimulus without saying
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  the word QE. This is policy.
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  And if you're still sitting in cash hoping this reverses bad
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  news, the message is simple now. Own assets or get left behind.
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  Don't take it from me, just listen to Ray Dalio.
• 4:19
  When we look at the prices of things through the lens of the
• 4:24
  value of money, they go up OK, because the value, because the
• 4:29
  value of money goes down. When the value of money goes
• 4:33
  down, it goes up so very much. It's very interesting to me when
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  you see like people looking at things, think about it that the
• 4:44
  currency that you're looking through, whatever you, I'm sure
• 4:47
  there are a bunch of different currencies and countries that
• 4:50
  you're in. If you were in Switzerland and
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  you're looking at the returns of American stocks and bonds, it
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  would look very different than if you were an American looking
• 5:01
  through dollar lens and so on because of the magnitudes of
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  movements. So for example, last year,
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  American stock market, American markets significantly
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  underperformed foreign markets and people don't quite realize
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  that. And the best asset class in the
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  sense was gold because, but think of that as being the
• 5:22
  money. So in answer to your question,
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  OK, I've, I've learned that was a lesson.
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  I learned that if there's a depreciation in the value of
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  money, it makes everything look like it's going up and so on,
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  and there's also a stimulation that comes from that.
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  And here's billionaire investor Ron Baron explaining the silent
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  math that's destroying your wealth.
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  What happened if the value for money falls and falls 4 or 5% a
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  year, that's inflation, both 4 or 5% a year in the economic
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  growth has been about 2% a year. So it's about 7% a year growth.
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  And that means everything double s in 10 years.
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  The value for money falls in half every 15 years.
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  So you got to make twice what you're making today in 15 years
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  to stay even. And so stock market, you know,
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  so bitcoins been amazing, obviously.
• 6:13
  Here's the breakdown. Fiat confidence eroding, Not
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  just the dollar. The fundamental issue isn't that
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  the US currency is being replaced.
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  It's that trust in all heavy indebted Fiat systems is
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  evaporating. Central banks are buying gold
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  fast. Reserve managers around the
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  world are shifting away from developed market bonds,
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  including US, European and Japanese debt, and loading up on
• 6:38
  gold. That's because gold doesn't owe
• 6:40
  anything to anyone and can't be diluted by monetary policy.
• 6:43
  Sound familiar? There's a better version.
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  It's called Bitcoin. But this is not Fiat swap de
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  dollarization because, well, if there was a real shift into a
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  competing currency, euro, yen, yuan, we'd see data showing
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  that. But dollar reserve share remains
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  dominant and stable. Once you strip out valuation
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  effects, no other Fiat is coming close.
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  In a stable full of ugly pigs, it's the only one wearing
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  lipstick. The dollar still rules global
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  finance. It's still used in roughly 90%
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  of forex transactions and around half of the SWIFT payments
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  globally, far more than any alternative currency.
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  So what's really going on? The world is punishing debt and
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  Fiat promise, not the US dollar. Specific governments want cheap
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  financing, persistent deficits, and inflation friendly policy,
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  but the confidence cost of that is rising.
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  The system isn't moving from dollar hegemony to yuan
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  hegemony, it's moving toward gold and hard money as the
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  ultimate reserve asset. No government actually wants a
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  strong currency because it puts them at a disadvantage.
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  Strong currency limits their ability to inflate and spend,
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  which those two things together basically like heroin for our
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  government. And they got the itch.
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  Now how much demand does all this create for Bitcoin?
• 8:06
  Well, the end of Keynesian paper promises looks to be fuel for
• 8:09
  what this ETF issuer just said on Bloomberg. 97 trillion of
• 8:14
  potential demand and $1,000,000 Bitcoin within the decade
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  rolling. If you look at, if you look at
• 8:20
  the Wall Street in terms of $100 trillion, about $3 trillion has
• 8:25
  come into the crypto space. So essentially you have, you
• 8:28
  have 97 million, $97 trillion that are still sitting there.
• 8:33
  And there's a good chunk of that money that's going to continue
• 8:36
  to migrate into, into the crypto space.
• 8:39
  So I think they, they're the Bitcoin hesitant and, and
• 8:43
  actually the third wave, I, I see the first two waves as, as
• 8:47
  being the unregulated wave, the regulated wave.
• 8:49
  And now that third wave is the, the Bitcoin hesitant, which I
• 8:52
  think a majority of those happen to be financial advisors who
• 8:56
  take a little bit longer to warm up to a new asset class, but
• 8:59
  they're gatekeepers of 30 trillion in assets.
• 9:01
  So I think from a fiduciary risk standpoint and helping clients
• 9:05
  get in for the long run, we, we believe Bitcoin's headed to
• 9:09
  $1,000,000 over the next decade. So that's the long term play we
• 9:13
  want. We want our shareholders to be
• 9:15
  able to take part in that. And we think giving them the the
• 9:18
  S&P base is the smart play to do that.
• 9:23
  That's still bearish if you ask me.
• 9:24
  But now another question here. With this all being done with
• 9:28
  intent, what is the end game? Could we be looking at a New
• 9:31
  Britain Woods Amar, a Lago Accords, if you will?
• 9:35
  Well, let's see what Larry Leopard has to say about it.
• 9:38
  But before we do, look at our likes 3 or 4.
• 9:41
  Times maybe? I pump those numbers up.
• 9:43
  Those are rookie numbers in this racket.
• 9:45
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  slash simply. And I've talked about this on
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  other pods is that Trump and, or beset, you know, do do something
• 11:02
  really, really bold, which is to try and do a monetary reset.
• 11:07
  And I, you know, I don't know if they have the political space.
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  I don't know if they have the guts.
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  But you know, we could theoretically skip the, you
• 11:14
  know, let's go to super high inflation.
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  The country tears itself apart and currency fails by, you know,
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  besent waking up 1 morning and saying and Trump's and saying
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  we're going to revalue gold at $30,000.
• 11:25
  We're going to revalue Bitcoin at $1,000,000 coin.
• 11:28
  And you know, the government will now exchange your dollars
• 11:32
  for either of those two things. Bring us $1,000,000.
• 11:34
  We'll give you a Bitcoin, bring us your ounce of gold, we'll
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  give you 25,000 or you know, give us 25,000.
• 11:40
  We'll give you an ounce of gold. And we are now on a sound money
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  standard period and you know, 1971 gone, done.
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  Oh, and by the way, we're going to balance, you know, we're
• 11:48
  going to balance the budget by, you know, basically cutting
• 11:51
  expenses here and there. And, you know, the TGA would be
• 11:54
  revalued and that markup of the TGA would be used to pay down
• 11:57
  the government debt. I mean, if they did that, it
• 12:00
  would be enormously painful for bondholders.
• 12:02
  It would be enormously one time inflationary, but it would, you
• 12:06
  know, so it's like ripping off the band.
• 12:07
  It would hurt like shit, but you know, on a go forward basis we
• 12:11
  would actually have a sound money solution.
• 12:14
  Now you know, that's my 10% case because I just, I don't know
• 12:19
  that they'll have the guts to do it.
• 12:21
  And we're at that point in gold now.
• 12:23
  I'm not saying bitcoins about to shoot up.
• 12:26
  I do think 2026 is going to be a good year 'cause I think they're
• 12:28
  going to have to print the money and again, when they actually
• 12:31
  print the money is when Bitcoin goes gold always front runs the
• 12:35
  money printing Bitcoin outperforms it when they
• 12:38
  actually print it and that is made.
• 12:41
  This case is made like again with this slide and you know,
• 12:45
  these charts I got from Twitter, so shout out to their authors,
• 12:47
  but this slide titled the liquidity Cometh.
• 12:53
  What are we looking at? We're looking at the RSI at the
• 12:56
  very bottom, those green and red, OK, That is the US 10 year
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  multiplied by the Chinese 10 year.
• 13:02
  And what that is saying is this is basically indicating when
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  liquidity is tight from nation states versus when liquidity is
• 13:09
  abundant when they're printing a lot of money and it just crossed
• 13:12
  up where they're about to start printing a lot of money.
• 13:16
  What do what do I mean by that? Quantitative tightening is
• 13:18
  ending. We know QE either is about to
• 13:22
  start or has started. It depends what you count the
• 13:25
  Fed doing today, but we're about to enter a pro liquidity cycle.
• 13:29
  We know the Fed's balance sheet went from $9 trillion to $6
• 13:32
  trillion. And I think not only is it going
• 13:35
  to go up again, but it's going to go from around $6 trillion
• 13:38
  and make new all time highs and exceed 9 trillion.
• 13:40
  I think they're going to have to print an AN ungodly amount of
• 13:44
  money. We know Trump has not only not
• 13:47
  reduced the budget, but he wants to grow our defense budget by,
• 13:51
  you know, he wants to take it from a trillion to 1.5 trillion.
• 13:54
  We know the true interest expense is greater than our
• 13:56
  receipts. I mean, we have all sorts of
• 13:57
  problems, but every single time this liquidity marker starts to
• 14:03
  break up, Bitcoin goes on a tear.
• 14:05
  Why? Well, because they're actually
• 14:07
  printing money. They're not talking about
• 14:08
  printing money. They're not forecasting printing
• 14:11
  money. They're actually expanding the
• 14:13
  balance sheets. That's just happening.
• 14:16
  So to me, the combination of, OK, we've been a in a gold bear
• 14:20
  market for a little over a year, OK, they're about to start
• 14:23
  printing money. And you, you, you pair that with
• 14:27
  the fact that like globalism, according to the United States
• 14:30
  is dead, which means the current version of the US dollar and the
• 14:34
  world reserve currency is over. It's dead.
• 14:37
  So what did we learn? Well we learned this isn't the
• 14:41
  actual doomsday clock. This is and nothing stops this
• 14:45
  train. I agree with Mahler's. 2026
• 14:48
  looks to be like an explosive year for bitcoins.
• 14:51
  So which way Western man, the basement or Valhalla you choose?
• 14:57
  And the possibility of World War 3 is higher than ever.
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  for 15% off no signal no problem hope you guys enjoyed it let us
• 15:35
  know what you think below don't forget to like subscribe and
• 15:37
  give us a pamp share the sound money gospel and I'll catch you
• 15:40
  all tomorrow love you guys please if you.
• 15:44
  Prefer to go down with the ship.