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My Thoughts on Bitcoin as Bessent Threatens More Bond Buybacks
All eyes are on Nvidia earnings Wednesday and Jackson Hole on Friday, while Bessent keeps talking up more Treasury bond buybacks. My read is this is the debasement trade at work, a liquidity and fiscal dominance signal rather than actual dollar printing, and I get into why Bitcoin is my preferred hard asset here even as gold rips.
I walk through the tungsten and rare earth story with Almonty Industries, the Iran and Strait of Hormuz situation, Nvidia's Poolside stake and AI licensing deal, and Nvidia raising AI chip pricing into what should be a big earnings print. I also cover Ken Griffin's…
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