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BITCOIN IS ABOUT TO EXPLODE!? | Simply Originals · Simply Bitcoin

• 0:00
  A massive move is coming for Bitcoin.
• 0:02
  They have done it again. Just one week after making the
• 0:05
  biggest buyback in history, the US Treasury has bought back
• 0:09
  another $10 billion of its own debt.
• 0:13
  The bond market is in major trouble, and Bitcoin is about to
• 0:16
  go on a tear like we have never seen.
• 0:19
  Why is everyone copying micro strategy?
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  Why the explosion of Bitcoin treasuries?
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  Why the rush by BlackRock and nation states?
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  Well, maybe they discovered the one chart that tells us exactly
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  where Bitcoin is going and why the real run hasn't even
• 0:37
  started. Welcome back.
• 0:39
  I'm Rustin, and today you're about to learn why nothing stops
• 0:42
  this train and why Bitcoin is about to go vertical.
• 0:54
  If it's ramping up in terms of its success, and let's say that
• 0:59
  that's exponential, because perhaps it might be, why won't
• 1:04
  Bitcoin just suck the investment capital out of everything?
• 1:08
  It is and it will. Oh, that's why I'm here.
• 1:13
  That's that's so what's the consequences of that?
• 1:16
  Yeah, here's the big idea, right, Which is we're going
• 1:20
  through a digital transformation.
• 1:23
  That's right. I know Max said 200 trillion,
• 1:26
  but Saylor just dropped the mic at the beginning of that, and so
• 1:29
  many are incapable of seeing it or just automatically.
• 1:32
  You're so dismissive of it. And you know why?
• 1:35
  It's because they're trapped in the Fiat matrix.
• 1:38
  It's almost as if you've been plugged into the matrix.
• 1:41
  You know, you can be, you can. You can be teaching finance and
• 1:44
  still, still on the blue pill. And then one day you wake up and
• 1:48
  you realize, wait, this everything that I've been
• 1:52
  teaching, by the way, the it's important to see that the
• 1:54
  construct of finance on top of the foundations of it is
• 1:58
  incredibly intricate. So in fact, you can even be a
• 2:01
  high priest, if you will, of finance, where you're teaching
• 2:04
  acolytes of finance all the mechanics of how to manage
• 2:07
  finance and how to manage of it, but all based upon the
• 2:10
  foundation of a stable Fiat system without pausing and
• 2:16
  asking, is the Fiat system stable?
• 2:21
  And it's almost as if imagine, you know, building a foundation,
• 2:27
  a magnificent building, if you will, or edifice, if you will,
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  without asking, Well, what's the quality of the sand or the
• 2:35
  granite or what are we? What have we built it on?
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  And so again, crypto Twitter had some fun with me how the
• 2:42
  calculus finance professor, you know, be teaching this without
• 2:47
  realizing that. And maybe I'm an outlier, but
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  you know what, what's really interesting to me is how few
• 2:53
  people who are extraordinarily gifted financiers and
• 2:56
  extraordinarily gifted in finance on Wall Street and
• 2:59
  Tradfi don't pause to look at the foundation of the Fiat
• 3:04
  system. And you have, and the, by the
• 3:07
  way, and to people who have had the red pill or the orange pill,
• 3:10
  whichever color you want, but not blue, to people who've had
• 3:13
  that pill, they see it and they can't Unsee it.
• 3:17
  But if you haven't had that pill, if you haven't had
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  somebody orange pill you or red pill you, whichever metaphor you
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  want to use, we'll use orange pill you.
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  It's really hard to see. And you look at that and you
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  say, how can a piece of code be worth anything?
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  It's just a piece of code. What it, it's, it's, there's
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  nothing behind it. There's nothing that backs it.
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  This, it's just a piece of code. Why is it worth 85,000 and $70
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  or whatever it was too? I don't know.
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  I don't know what it was. It was like 85,000.
• 3:43
  Once you go orange, you never go back.
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  And thank God because this is an absolute show.
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  No one wants cookbooks anymore. Well, not anyone besides like
• 3:53
  Tether. And then there's this news.
• 3:55
  Yep, they're moving forward with the genius act and it looks like
• 3:58
  they're artificial demand has cometh for fake versions of a
• 4:02
  fake currency. Good job.
• 4:04
  And if you're paying attention, I think we can see the War
• 4:07
  Machine appears to be firing up for something major.
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  It is without question the 4th turning is accelerating.
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  All this while the Treasury Secretary is warning of a
• 4:17
  collapse worse than 08. This is the debt doom loop in
• 4:21
  the process of going from a massive boulder of snow to a
• 4:25
  mountain rattling avalanche. And we're getting a bit of a
• 4:28
  mixed bag here. Apparently we have a 96% chance
• 4:32
  of a rate cut in September, but also basically a 0 percent
• 4:37
  chance of a cut in June. Despite the numbers that have
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  been coming in, we've gone from traders betting on 4 cuts in
• 4:44
  April to now just one interest rate cut this year, while
• 4:47
  Bloomberg is countering and saying there are two rate cuts
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  on the horizon for this year. Hey, we're all well, asking is
• 4:55
  the Fed actively working to sabotage the economy?
• 4:59
  So we're currently at the strangle stage ever since by
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  inflation. But since Trump took office,
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  inflation has collapsed to just 1.5%, which is actually below
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  the Fed's 2% target. That means normally the Fed
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  would be nervous about deflation right about now.
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  Throw in a slowing job market and tariff uncertainty in a
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  normal Fed would be feverishly slashing rates to boost the
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  economy. Instead, the Fed sits on its
• 5:25
  hands. That was particularly odd
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  considering that the Fed has 112 year track record of bailing out
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  every policy shot from DC. So they slashed when Hoover
• 5:35
  caused the recession and FDR kept it going.
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  They slashed in the oil embargo, the 1980 recessions, the Gulf
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  warthe.com bust, the 2008 crisis, and of course the COVID
• 5:45
  lockdowns. But somehow Trump's tariffs are
• 5:48
  the exceptionary, a whisper of support from the Fed.
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  So what can Trump do about it? He's mused about replacing
• 5:54
  Jerome Powell, which it's not clear he can do.
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  But Powell's term ends anyway next May.
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  Trump's likely replacement, Kevin Walsh, is actually a hard
• 6:02
  money guy, meaning higher rates. But Walsh is also a team player,
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  so he'll probably cut, especially if the tariff war is
• 6:09
  still going on. Still, that leaves a year of
• 6:12
  strangling the economy and the consumer with high rates.
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  A year takes us to midterms. So Jerome Powell could
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  effectively deliver a Democrat Congress.
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  While high rates are a slog for the economy, a threat to Trump.
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  If we zoom out, the current rates are actually low.
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  So interest rate survey is going back 700 years, so long before
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  central banking imply the neutral rate that doesn't cause
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  boom bust is closer to 5% right now. 3 1/2 plus inflation.
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  So Trump may envy Europe's 2% rates.
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  In fact, Europe is just doing the central bank routine pumping
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  an artificial boom with cheap money S For now, Trump's stuck
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  with Powell, meaning the best he can do is keep deregulating,
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  keep pushing energy and tax cuts, maybe even cut spending
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  and let the American people build.
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  The professor is a goat, and according to Paul Tudor Jones,
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  he's expecting massive money printing as well as an Uber
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  dovish Fed chair. Check it out.
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  Give us a tip. What's the What's?
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  The one long you would hit for the next contest.
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  I would say probably, probably the yield curve.
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  It just depends on where I think it'll be higher at that point in
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  time. Mine would be very esoteric.
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  So let me think, well, it would definitely, I would definitely
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  be betting on substantially lower front end rates.
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  We'll have a, we'll have a new Fed chair within six months of
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  that point in time. And I think Trump's going to
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  pick someone who's going to be Uber dovish.
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  Well, let's talk a little bit more about the yield curve.
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  Matt and I were actually emailing at like 4:00 in the
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  morning about the yield curve because it's broken a lot of
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  hearts that steep in her bed. And the way you lay it out,
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  short end rates coming down, you have concerns about the deficit
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  potentially boosting the long end.
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  It seems like a no brainer, but it feels like it just hasn't
• 7:58
  worked. So what's different this time?
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  Well, it's, it's working. It's just, you know, it's Vol
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  adjusted. It's just a slow moving train.
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  But I, I think in the long run it has to work.
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  We are fiscally constrained and we're going to have budget
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  deficits of 6% plus as far as the eye can see.
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  So one of the major offsets if I was the president would be to
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  lower my interest rate cost by appointing a Fed chair who was
• 8:27
  as dovish as could possibly be. That's kind of the playbook when
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  you're 100% debt to GDP and you're fiscally constrained.
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  You can see it happening in Japan right now.
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  He's weighed as reluctant to raise rates more than beyond 50
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  basis points, even though they have inflation.
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  Pick a number somewhere between 2 and 3%.
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  I think they fudge the numbers down all the time.
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  You got wage growth at 3 1/2 percent there.
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  So that's, you know, historically, the way that you
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  get out of a debt trap is you run the lowest real rates
• 9:00
  possible. You lower your interest burdens,
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  and I'm sure that's what we'll see beginning when the next Fed
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  chair come. While we're at it PTJ, what do
• 9:08
  you think is the best option in this environment?
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  Some combination are probably gold Vol adjusted Bitcoin gold
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  stocks. That's probably your best
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  portfolio to fight inflation Vol adjusted because the Vol of
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  bitcoins obviously five times out of gold.
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  So you're going to, you're going to do it in in different ways.
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  You said at one point you would allocate 1 or 2% of your
• 9:35
  portfolio to Bitcoin. Is it still?
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  Yeah. I mean, I think you just
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  particularly now that the, that the road map is clear, then I, I
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  mean the, the, the again, if I'm a policy maker, I'm going to run
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  really low real rates. I'm going to have inflation
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  running hot and I'm going to tax the American consumer to get out
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  of my debt trap. And that's exactly what Japan,
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  who's the most fiscally constrained in the world doing.
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  And it works until until the population throws you out
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  because you let inflation get too hot.
• 10:14
  You're about to see the one chart that reveals not only
• 10:17
  where Bitcoin is heading, but why, and what the Bitcoin price
• 10:21
  of tomorrow looks like, according to Jeff Booth.
• 10:23
  But before we bring it home, look at our likes.
• 10:26
  Three or four times maybe. I'll pump those numbers up.
• 10:28
  Those are rookie numbers in this racket.
• 10:30
  Don't forget to like, subscribe and give us a PAMP.
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  notes to set up a free 30 minute consultation today.
• 10:57
  You know I get asked all the time.
• 10:59
  What is the best hardware wallet or Bitcoin signing device My
• 11:04
  friends, I present to you the cold card queue.
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  It's got 21 horses of pure Bitcoin self custody built in
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  and why don't we take a look under the hood of this bad boy
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  that just dropped, shall we? The cold card queue is an
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  absolute beast. You ever mentioned hardware
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  wallets to your friends or how the state is working to build a
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  digital panopticon to enslave people with CBDC's and they just
• 12:41
  ask if you caught the game last night?
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• 13:00
  meet up and who knows, the connections you make could last
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  a lifetime. Big finish time.
• 13:04
  No one is bullish enough. Well, except maybe the legend
• 13:08
  Jeff Booth. All assets in the world
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  currently equal about $900 trillion.
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  Underneath those assets is about $600 trillion of debt.
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  And if you include all of the liabilities and I'm unfunded
• 13:23
  liabilities and but is 600 trillion.
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  And so if that debt went insolvent, all of those assets
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  are worthless, right, Because everything would collapse.
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  So people are measuring their assets within a system that that
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  debt is already insolvent and they're pretending the debt is
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  solvent, that debt requires more and more manipulation of money
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  forever, exponentially more manipulation of money so that
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  the assets don't collapse and everything within that system
• 13:50
  doesn't collapse. So we're at the almost end of
• 13:54
  days. It could go on a bunch longer,
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  but that system is getting more and more centralized, more and
• 13:59
  more controlled. And because it has to, we'll go
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  into that afterwards. But every single asset.
• 14:05
  So instead of thinking 900 trillion of assets, think my
• 14:08
  house within that, this building within that, or if that debt
• 14:11
  weren't insolvent, this place would be worth nothing.
• 14:14
  Like nothing. Yeah, Right.
• 14:16
  So there would be complete chaos.
• 14:18
  And. And So what does that say to
• 14:21
  you? It says it won't go insolvent in
• 14:23
  that way because you wouldn't let it if a government allowed
• 14:27
  the debt to completely collapse and everything to collapse and
• 14:30
  it to be anarchy in that in that way every last man for himself.
• 14:35
  You would before that happened vote for more centralization and
• 14:38
  control. You wouldn't let the bank fail.
• 14:40
  So when I say it's going to collapse to 0, it won't collapse
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  to zero and instead there will be liquidation, more and more
• 14:48
  manipulation of money. So from bitcoins perspective, if
• 14:51
  you just said you have an open decentralized secure protocol
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  bounded by energy and and that's my kind of five criteria on what
• 15:00
  that on what this is. So that system bounded by
• 15:03
  energy, as long as it stays decentralized and secure.
• 15:06
  The only thing that would change this is if somehow Bitcoin broke
• 15:11
  and wasn't decentralized and secure, but that system bounded
• 15:14
  by energy will reprice all $900 trillion of assets.
• 15:20
  All it's not. It's not the coin isn't within
• 15:23
  the system, It's outside the system bounded by energy.
• 15:27
  There's a really important differentiation.
• 15:29
  You know this. Many Bitcoiners know this, but
• 15:32
  many Bitcoiners know it. And at the same time, they're
• 15:35
  pricing it as an asset within the system.
• 15:38
  OK, so it's outside if you hold it in self custody, if it stays
• 15:41
  decentralized and secure, founded by energy, it will.
• 15:44
  It is repricing that entire system over time.
• 15:47
  So what does that mean? So you take that 900 trillion up
• 15:51
  today of purchasing power, not 900 trillion of paper money of
• 15:55
  purchasing power and you divide it by 21 million and or if you
• 16:00
  said that, how many lost coins? You divide it by a smaller
• 16:03
  number, but let's say that number equals 43,000,000,
• 16:06
  approximately 43 million of purchasing power in today's
• 16:10
  currency of Bitcoin. But what would happen from that
• 16:14
  system? From that system, you're living
• 16:17
  in the first global free market that has ever existed.
• 16:20
  And from that system, prices fall every year.
• 16:24
  Prices as we automate, as AI moves faster and faster, as AI
• 16:28
  merges with robotics, as the free market adds more people to
• 16:32
  the free market and those ideas compete to provide us value,
• 16:36
  prices fall forever ever relative to that 43,000,000, so
• 16:40
  that 43,000,000 gains more and more value forever.
• 16:44
  So if you had a small percentage of a Bitcoin in in time, that
• 16:49
  would be enough to live forever. And it's just all we're talking
• 16:53
  about is the timing of when that happens rather than does that
• 16:56
  happen. It looks like everyone is waking
• 16:58
  up to what is money. Those who aren't, we're all
• 17:02
  running an arbitrage on them. The only solution DC has is to
• 17:06
  try to grow the pot, inflate the economy, debase the dollar.
• 17:09
  It's the only way they can keep this little game going without
• 17:13
  collapsing under its own weight. And it really is this simple.
• 17:17
  You only need one chart. Ignore the noise.
• 17:20
  Your savings in dollars get weaker.
• 17:22
  Bitcoin gets stronger. There will only ever be 21
• 17:26
  million buy more because actually it's like 16.5 million
• 17:30
  Bitcoin today if we get into lost coins and all that.
• 17:34
  So, yeah, everything is actually more bullish than we could ever
• 17:37
  imagine. Despite clown world devolving
• 17:39
  and eating itself. We got a long way to catch up to
• 17:42
  global M2. And not to mention global M2 is
• 17:45
  going to be expanding rapidly soon enough.
• 17:48
  And you know what that means? We're just getting warmed up.
• 17:51
  You know, when I was a teacher that I always tried to, you
• 17:54
  know, take this complex idea and make it simple.
• 17:56
  How can I break it down using a, a metaphor or something to
• 18:01
  describe what is happening today to you with the bond market and
• 18:06
  Bitcoin. And I think I, I found the
• 18:09
  perfect 1 and here we go. You see that guy there, that's
• 18:13
  the bond market not being humble.
• 18:16
  And then this guy boom, that is Bitcoin goldberging the bond
• 18:21
  market. Stay humble, stack sats and pick
• 18:24
  somebody up today. Never know what someone may be
• 18:26
  going through or maybe you know, someone that's been going
• 18:29
  through it and could use a little positivity, a little
• 18:32
  hope. We could all use some of that
• 18:33
  nowadays. And that's how we spread the
• 18:36
  sound and money gospel and for the hashing enthusiasts and
• 18:39
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  forget to use code simply Bitcoin at checkout for 20% off.
• 19:02
  Hope you guys enjoyed this one. Don't forget to like subscribe
• 19:05
  and give us a pan and set those notifications.
• 19:07
  We have a lot more coming your way, so stay tuned and I'll
• 19:10
  catch you next time. Love you guys.
• 19:12
  If you. Prefer.
• 19:13
  To go down. With the ship.
• 19:15
  Thank you.