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Dollar CRASH Incoming?! Is Bitcoin About to Erupt? | Simply Originals · Simply Bitcoin

0:00
Breaking gold's market cap officially hits a record 35
0:04
trillion and silver's market cap hits a record 6 trillion.
0:08
Gold and silver are now worth 9 times the market cap of NVIDIA.
0:12
For the first time since 1996, the value of gold held by
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central banks exceeds the value of U.S.
0:20
Treasuries they hold. This is starting to look like a
0:22
structural super cycle for hard assets like gold and silver and
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Bitcoin. Silver surged above 109 cuck
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bucks this morning and it's now up another 48% in 2026.
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And we have a likely government shutdown on the way.
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Adding fuel to the fire. Gold as of this morning hit a
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new all time high of 5100. Oh yeah, the battle for sound
0:48
money is here. Oh yeah, right.
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Bitcoin is in decline bro. Smart money is getting out,
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moving into real gold and silver, which have been soaring.
0:59
Well, the gold and silver bulls celebrating Bitcoin's
1:02
underperformance don't want to mention this.
1:05
After $10 trillion of stimulus and 9% CPI, gold didn't do
1:11
anything for four years. So a little ketchup for you is
1:15
nice. Don't break an arm jerking
1:17
yourself off. Somebody's going to need Tommy
1:20
John surgery and sorry to burst his bubble.
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Bitcoin since 2015, up 20,000%. Gold since 2015 up 300 percent.
1:30
Or how about this. This is what gold fans are
1:32
celebrating, down 99% since 2010.
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Against the hardest money. Perspective is always important.
1:40
The Fiat dollar is dead. Stop pricing assets and
1:44
worthless toilet paper. Own immutable scarcity.
1:49
And if you think Bitcoin can't catch up to the world's two most
1:53
valuable assets, you're not paying attention because the Fed
1:57
is preparing to sell U.S. dollars and buy Japanese yen for
2:03
the first time this century. And the last time the Fed
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directly intervened with the yen, it crashed the dollar by
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nearly 50%. And the last time the carry
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trade unwound, Bitcoin suffered a 29% crash followed by 100%
2:21
pump from 54 K to 108 K. So yeah, it may feel like they
2:26
massacred our boy bitcoins being held in place, but it's about to
2:31
break. And when it does, it's going to
2:33
be violent. History doesn't always repeat.
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That does rhyme. And something wicked this way
2:39
comes for the dollar. You couldn't ask for a better
2:41
setup for Bitcoin than this right here, right now.
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When the dollar slips, Bitcoin rips and they're about to print
2:48
so much money it'll make your eyes bleed.
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That's right. We're choking out the bears and
2:55
preparing for Valhalla. Make no mistake, we will have
3:00
our revenge. Welcome back.
3:02
I'm rusted and we have a massive show today.
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Yeah, it's a worrisome, you know, the Fed basically has
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become now just a giant hedge fund.
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It's lost a trillion dollars, you know, and counting.
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It's going to be a a gigantic loss.
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What it does is borrows money at 5.4% from banks and then dumps
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it into government bonds. So think what that trade does
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that causes the government to think that it's better off than
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it is. And so that encouraged and the
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government to be short when rates were zero.
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So why did the government, you know, borrow so much in T-bills?
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Well, because the Fed was buying the bonds and it made it look
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like yields were going to stay low for remember the low for
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long phrase. So we've got these multiple
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problems that are going on and it it endangers the dollar.
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So that's the basic case. Instead of the Fed having such
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large balances, wouldn't the private sector be starting
4:04
businesses and risking capital and bringing returns and adding
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to growth? Wouldn't all that money be
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better if it wasn't with the Fed?
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That's right. And we're depending on private
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equity. So as the banks get squeezed out
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because they're lending so much to the Fed, you know, it's
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literally, it's literally a floating rate loan from banks to
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the Federal Reserve so it can buy government bonds.
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So if that were freed up, that would allow the banks to to at
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least consider a small business loan and inventory loan, the
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kinds of things that help the economy grow.
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And this is on a global basis, it's not just the Fed, it's all
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the major central banks doing the same thing, meaning taking
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money from the economy in order to buy government bonds.
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We need to be clear on that. I heard the previous segment,
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they talk about money printing. There isn't any money printing
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on it. It's just money borrowing and
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they pay top dollar for it. the Fed pays 5.4 to banks and 5.3 to
5:06
money market funds. So to the Fidelity and Vanguard
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and so on. He thinks it's.
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Absolute insanity. A former World Bank president
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just admitted the Fed has lost over a trillion dollars and
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counting. the Fed is borrowing from banks at 5.4% then
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recycling that money into government bonds to fake
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stability. They're not managing an economy.
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Have you looked at the economy? They're running a leveraged
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hedge fund. And this isn't just the US.
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It's happening globally, especially in Japan.
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Breaking. the Fed is preparing to sell U.S. dollars and buy
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Japanese yen. This is rare, and when it
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happens, markets don't drift, they reprice.
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Japan is under extreme stress, a weak yen, multi decade, high
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bond yields and a hawkish central bank.
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Japan tried to defend its currency alone in 2022 and 2024.
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It obviously failed. History kind of shows only one
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thing works, US and Japan coordination.
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We saw it in 98. We saw it in 85 with the Plaza
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accord when the dollar fell nearly 50% and assets ripped.
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If intervention happens again, the setup is simple.
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Dollars are created and sold. yen is bought.
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The dollar weakens, global liquidity rises.
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Now look at Bitcoin. Bitcoin has a strong inverse
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relationship to the dollar and a strong positive relationship to
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the yen. There is short term risk the yen
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carry trade can force temporary selling.
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We saw that in August 2024 when Bitcoin dumped down to 49 K.
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But dollar weakness creates long term upside.
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Bitcoin is still below its 2025 peak and hasn't fully repriced
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for currency debasement. If coordinated intervention
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happens, capital will rotate into assets that are still
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undervalued. Historically, Bitcoin thrives in
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that environment. This is all shaping up to be one
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of the most important macro setups of 2026 and moving
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forward. I mean, in all honesty, none of
7:07
us. We're not bullish enough. the
7:10
Fed is signaling yen intervention, just like 1985.
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And again, last time this happened, it crashed the dollar
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by nearly 50%. Back then, the dollar was too
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strong. Exports were dying.
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Trade deficits were exploding. Congress was ready to torch
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Japan and Europe with tariffs. So the US, Japan, Germany,
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France and the UK met at the Plaza Hotel and they made a
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deal. Sell dollars, buy other
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currencies, weaken the dollar on purpose.
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It worked. Over the next three years, the
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dollar index fell almost 50%. USDJPY went from 260 to 120.
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The yen doubled. That was one of the largest
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currency resets in all of history.
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And when the governments coordinate in FX, markets don't
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fight them. They follow a weaker dollar sent
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gold higher, commodities higher, non-us markets higher, asset
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prices higher across the board. Does any of this sound familiar?
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I mean look at today. the US still runs massive trade
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deficits, currency imbalances are extreme, Japan is back at
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the center of the stress, and the yen is weak again.
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That's why Plaza Accord 2 point O is even being discussed.
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Last week, the New York Fed ran rate checks on USDJPY, the same
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signal we saw before intervention in 19, 1985.
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No action yet, but markets moved anyway because they remember if
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this starts again, every asset priced in dollars reprices
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higher. And in case you didn't know,
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American money printing is going exponential.
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So what you have here, Dan Oliver runs Mermaid Capital.
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All credit to him. This is his chart, not mine, but
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I, I read it and saw this is really, this nails it.
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So and his title is American Money Printing Goes exponential
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and the chart starts in 1960. The lighter Gray sloped line,
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that's kind of a, a growth curve, you know, pretty much
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tied to the growth of mice. Well, that's kind of 7% compound
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compound growth. And as you can see, compounds, I
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mean 7%, eventually it starts to go straight up.
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It's kind of exponential and the, the black line is the
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Federal Reserve liabilities or the Federal Reserve balance
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sheet, which really is a, a measure of the reserves that
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they put into the system which the banks then take and lend
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out. And that lending is what creates
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growth in M2. OK, So what you can see is that
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they tracked from 60 to 80. They were together, oh, up to
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2000, little blip, but basically in 2008, you can see that, you
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know, the debt kept growing at an exponential pace.
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And one thing that's not on here, I kind of wish it was, is
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the overall level of debt in society, because it would the
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debt level in society would kind of track the exponential growth
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curve. And you know, the debt kind of
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got ahead of the balance sheet in O 8 and we had a panic and
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boom, they printed and you can see it went up quite a bit from,
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you know, I think the Fed balance sheet was 850 pre pre O
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8 and it it topped around 3 something 35, I think at the
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top. And then of course Yellen and
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and Powell tried to reduce and they did start reducing it.
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But you can see the second arrow right there.
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The repo COVID panic was 2019. You know, New York repo rates
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blew out, went up to 10% overnight.
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And that was the first Powell pivot.
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And so Powell at that point in time basically said, Hey, you
10:28
know, we, we, we can't keep tightening.
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We've got to loosen. In fact, we've got to do QE.
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And then of course, COVID hit and then all hell broke loose
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and it went straight up. And of course, that's what
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created the 9% inflation peak that we had.
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And so we immediately, you know, eventually he figured out and he
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said it was transitory is wrong. I mean, this is what happens
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when you have a lawyer as your central banker.
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I mean, you know, you can, you can blame a lawyer for not
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understanding it. I mean, the one who should have
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understood is yelling anybody. I mean, we grew when when they
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did this thing, basically they grew M2 by 40%.
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So you can't grow on 2 by 40% and think you're not going to
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have inflation. I mean, I was just, you know,
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what were they smoking? So, right.
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But then he started tightening in.
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But here notice this, you know, so they tighten and they came
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from the peak of nine. Now the balance sheet say 65.
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OK, but look at how the interesting point is every time
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the money in the system, the black line dipped below kind of
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the growth in debt line, the exponential growth in debt line,
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you know, a problem occurred. We'll look at where we are right
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now, right? So, So what do you think's going
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to happen next, right? I mean, the black line is about
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and, and the black line is turning out.
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This doesn't reflect the, the December, you know, change
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policy. So, you know, you just know
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what's going to happen next, right?
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This black line's got to go north of $10 trillion and it
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will in, in my opinion, this isn't, this isn't some, this is
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just my opinion. This is kind of a mathematical
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fact. I mean, they could not do it.
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And in which case, you know, the debt would start to default and
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everything would start to collapse.
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And we'd have a, you know, a deleveraging cascading cycle
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that would look like 1929. And, you know, that would be
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extremely unpleasant. And, you know, if they choose to
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go in that direction, so be it. I, I'm making a strong bet that
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they will not choose to go in that direction.
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And I think, I think it's a logical conclusion that they
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won't, but I suppose they could, right?
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That's that's a tail risk on to the debasement trade that we're
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all in. Like Larry said, it's just math.
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And here's some math. the US dollar accounted for 65% of
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global foreign currency reserves in 2125.
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Years later, it now only accounts for just 40% of those
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reserves. Do with that information as you
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wish, but everything happening right now is an indictment of
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Fiat Gold 5100, Silver 109. These charts aren't bullish.
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They're completely unhinged. Markets aren't pricing
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recession, they're pricing a collapse of trust.
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When gold and silver move like this together, something has
12:52
broken. Silver is up nearly 7% in a
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single session, violently trying to catch up to gold.
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People aren't buying metals because they want to.
13:01
It's a shiny rock. They're buying because they're
13:03
scared to hold anything else. And here's the part nobody wants
13:07
to talk about. The price you see on screen is
13:10
paper. Physical silver in China is $134
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plus in Japan 100 $39.00 minimum.
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That premium is unprecedented. As equities bleed, funds will be
13:22
forced to liquidate metals short term to cover losses in tech and
13:26
all the AI junk and after that higher. the Fed is officially
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trapped. Cut rates to save stocks.
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Gold goes to 6000 as inflation explodes.
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Hold rates to save the dollar, Housing and equities collapse.
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There is no good outcome for Fiat, but when it comes to
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Bitcoin, all of this is rocket fuel.
13:45
And according to Max Kaiser, it could send Bitcoin to 10 million
13:49
cut bucks. We're about to bring it home but
13:52
before we do, look at our likes 3 or 4 times maybe?
13:56
I'll pump those numbers up. Those are rookie numbers in this
13:58
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15:10
Remember, World War 2 was the. Result of the reparations
15:13
Germany had to pay after World War One, while the in America
15:16
and the UK are facing the same problem.
15:18
They're paying reparations to the banks and the private equity
15:21
groups that have stolen all the assets and replace it with debt,
15:26
right? They're off on their yacht and
15:27
St. Barks on a 300 and 400 foot
15:29
yacht. But all that money came out of
15:31
extraction from ongoing enterprises leaving debt in its
15:35
wake. And now nobody can pay for that.
15:37
So they're going to go to war or they're going to try to
15:39
confiscate. Well, Bitcoiners are looking at
15:41
this and saying we can only, our asset can only go up in value in
15:45
this scenario and it's unconfiscated.
15:47
So on one hand, I hate to see this type of conflict coming,
15:51
but on the other hand, I'm conflicted because I know that
15:53
means my bitcoins going to $10 million a coin when.
15:56
You see this, We shouldn't feel fear.
15:59
We should be watering, booming at the mouth, because this is
16:03
the arbitrage of the century, an opportunity of a lifetime.
16:08
And when the state does what? The state does well.
16:11
There's no bigger you than freedom, money and separating
16:14
money from state. The states will disintegrate
16:17
because states don't have any Bitcoin.
16:19
So they will disintegrate and they will, they'll go to war
16:22
with each other. I was speaking with a gentleman
16:25
last night from Pakistan and, you know, Pakistan and India
16:28
recently got into a bit of a kerfuffle, a jet fight in the
16:32
air. He was saying, well, you know,
16:34
the Pakistani jets cost us like 50 million and their jets cost
16:38
250 million. And we shot down their jets and
16:41
our bombs are 50 million. And I'm, I said, let me explain
16:44
to you how a Bitcoiner sees this.
16:46
A Bitcoiner looks at you two countries going into debt to buy
16:51
weapons to kill each other, which you then have to pay for
16:53
by printing more money or borrowing more money.
16:56
That means my Bitcoin goes higher.
16:58
So I mean, I could try to get you to buy Bitcoin and save you,
17:01
but I'm conflicted, you know, because the more you kill each
17:04
other, the more my Bitcoin is worth.
17:06
So you know, I'm conflicted and you want me to help you, but you
17:10
have to bottom out in the Fiat money world.
17:12
You have to bottom out on warmongering.
17:13
You have to bottom out on your religious nonsense, you know, to
17:16
accept Bitcoin. If you're not going to, I don't
17:18
care because you're just going to print money to add into ad
17:22
nauseam to Infinity and it's just means Bitcoin goes to it
17:27
keeps going higher and higher. So, you know, we'll see that the
17:30
solution is here for you. But if you don't want it, I
17:33
don't care. The trap is set, the Leviathan
17:36
is walking right into it, and Bitcoin is ready to disembowel
17:41
and desecrate Fiat on the altar of sound money.
17:45
You're not. My friends are revenge is nigh
17:50
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17:54
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18:25
No problem. Hope you guys enjoyed this one.
18:27
Let us know what you think below and don't forget to like
18:30
subscribe and give us a PAMP share the sound money gospel and
18:33
I'll catch you all next time. Love you guys.
18:36
If you prefer to go down with the ship.