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Transcript

THE BIG PRINT IS HERE!! (Why Bitcoin Is MASSIVELY Underpriced) | Simply Originals · Simply Bitcoin

• 0:00
  Well, we have a massive Newsday and I don't know if it's ever
• 0:03
  been more obvious that the entire system is on life
• 0:07
  support. Yeah, the government shutdown is
• 0:09
  over. Well, temporarily, but don't
• 0:12
  think that means everything is sunshine and ponies because the
• 0:16
  orange man is out here pitching stimmies and 50 year mortgages.
• 0:20
  So you're telling me they're stimulating into a bubble?
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  Well, last time they dropped helicopter money, Bitcoin went
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  up 1000 plus percent. And while everyone once focused
• 0:30
  on free money in the lifetime mortgages, they're missing
• 0:33
  something way bigger. The world's most important
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  number just collapsed November 6th 2025 S for crash to 3.92%,
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  the lowest level in over 2 years.
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  Why does this matter? Well, this is the benchmark that
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  controls 397 trillion in global contracts from derivatives to
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  loans to mortgages. That's right, the big print is
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  here. And you know what that means?
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  Bitcoin is massively underpriced.
• 1:02
  Let's go. On this vote the yeas are 60 and
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  the nays are 43, fifths of the Senate duly chosen and sworn.
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  Having voted in the affirmative, the motion, upon
• 1:18
  reconsideration, is agreed to. Breaking news, Senators reach a
• 1:26
  deal to end the shutdown. OK, so they didn't fix anything.
• 1:30
  They just hit snooze on the debt time bomb.
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  They didn't balance a budget. They didn't cut a single
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  expense. They just kicked the can a few
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  more months down the road and added a few 100 billion in new
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  spending on top. Oh, and get this, they reversed
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  Trump's firings of federal employees and they guaranteed
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  food stamps through 2026. So we've got a $40 trillion
• 1:55
  debt, a deficit the size of Chris Christie.
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  My God, that poor scooter. And the solution is a just keep
• 2:02
  paying everyone. We're literally at the monetize
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  everything stage of empire collapse.
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  Cake is off the menu due to the snap situation.
• 2:11
  But hey, enjoy your government funded dinner roll.
• 2:15
  Trump just announced a $2000 tariff dividend.
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  And before you ask, yes that's basically a stimulus check
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  that's been rebranded. Everyone except the rich people,
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  huh? Well 85% of adults just
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  qualified. That's 220 million Americans.
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  Do the math. That's over 440 billion in fresh
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  printed cut bucks. You remember what happened last
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  time they handed out checks? That $1200 COVID stimulus check?
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  If you bought Bitcoin with it, it's now worth 18,600 bucks.
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  A humble gain of 1451%. And you think $2000 today in an
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  inflationary environment won't melt the dollar again?
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  Bitcoiners are already front running it.
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  Bitcoin surged the moment this was announced because people
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  know exactly what this is. Copter money 2.0.
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  They can call it a tariff dividend all they want, but it's
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  the same playbook that took us from 10K to 70K last time,
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  except now the debt is triple you.
• 3:17
  Know, it could the, the $2000 dividend could come in lots of
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  forms in lots of ways, George. You know, it could be just the,
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  the tax decreases that we are seeing on the president's
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  agenda. You know, no tax on tips, no tax
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  on overtime, no tax on Social Security deductibility of auto
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  loans. So, you know, those are
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  substantial deductions that you know are being financed in the
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  tax bill. Secretary, why does this guy
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  always sound like he's about to cry?
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  Maybe because he knows there's no such thing as free money.
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  The minute you start handing out checks while inflation still
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  above target, you're lighting the fuse on another blow off
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  top. They said this was going to be
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  fiscally neutral. Buddy, nothing is neutral when
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  you're 40 trillion in debt and running a $2 trillion annual
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  deficit. This is desperate.
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  They're stimulating because they know the system is seizing up.
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  Oh, and just when you thought it couldn't get any stupider, Trump
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  has a new plan to make homes affordable. 50 year mortgages.
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  You heard that right, 50 year mortgages.
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  Friedrich Hayek would call that serfdom, and rightfully so.
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  Let's do some quick math. On a $500,000 house at 7% of 30
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  year mortgage costs, you like 419 K in interest.
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  But a 50 year? That's over 700K in interest.
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  You're paying 1.2 million for a $500,000 home just to own it
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  when you're 80. This is an affordability.
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  It's indentured servitude. You're not buying a house,
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  you're renting it from the bank for life.
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  Now I may be going out on a limb here, but I'm pretty sure our
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  grandfathers didn't fight in World War 2 in order to pass
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  debt slavery to their children and enslave our kids kids to
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  Wall Street. And what's worse, people are
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  celebrating it like oh wow, I can finally afford a home.
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  No you can't. You just signed up for lifetime
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  usury usury to use you to extract your value.
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  That's what it is. If you want to fix housing, why
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  not ban BlackRock from buying neighborhoods?
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  Why not ban Blackstone from turning homes into, I don't
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  know, rental portfolios? Don't hand Americans 50 year
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  death sentences. You want a home, you might want
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  to own Bitcoin, you want freedom, you're better in the
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  Fed. That this policy is a spit in
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  the face to every young American trying, just trying to build a
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  future. Now we're about to bring it home
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  today with a couple macro legends.
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  You may have heard of them, Ray Dalio, Larry Leopard, you know.
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  But before we do, look at our likes 3-4 times maybe.
• 5:58
  I pumped those numbers up. Those are rookie numbers in this
• 6:00
  racket. Let's take a quick second for
• 6:02
  our sponsors who keep this show on the air over at the Bitcoin.
• 6:06
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• 6:08
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  slash simply to learn more and get 25 basis points off your
• 6:49
  first loan. Let's go now even Ray Dalio Mr.
• 6:52
  Bridgewater is calling this what it is stimulus into a bubble.
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  In his latest note he said this is the final phase of a 75 year
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  debt cycle. Translation.
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  When you start printing into an already overheated market, well
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  you're looking at in game territory.
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  Think about it. Stocks near all time highs,
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  inflation still at 3%, credit spreads at record lows, AI
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  bubble raging and the Fed just eased policy but rest in the
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  Academy so strong. Yes so was Rome and Weimar for
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  they completely debase their currencies to shit now.
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  Dalio says QE isn't stimulus into a depression, it's stimulus
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  into a bubble is where it gets weird the different scenario?
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  They're monetizing government debt and pretending it's
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  technical adjustments. Sound familiar?
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  Well maybe because it's like 2007 talk.
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  This is exactly how Fiat systems die, slowly than all at once.
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  Dalio even pointed out the QE at this stage is a bold and
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  dangerous big bet on AI growth financed by liberal fiscal
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  policy. So there you have it.
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  They're literally printing money to fund AI bubble, that's how
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  desperate they are to keep the illusion of growth alive.
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  Now here's the big one. So for the rate that underpins
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  397 trillion in contracts, just fell off a Cliff from 4.22% on
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  October 31st to 3.92% by November 6th.
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  A 30 basis point nosedive. That's the fastest drop since
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  2023. And it is not normal when so for
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  collapses, it means the feds quietly flooding the system with
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  liquidity before something breaks.
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  This isn't a rate cut, this is a liquidity panic.
• 8:39
  Oh no, no, this isn't QE. Yeah right.
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  Then why did bank funding cost just fall 30 basis points
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  overnight? Because the repo market
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  screaming help and the Fed just turned the fire hose back on.
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  Every time SOFR drops below 4% we get a bubble. 2820, 2020, 23,
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  now 2025. Cheap money doesn't fix broken
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  systems, it just hides the cracks for a little while
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  longer. The US is exporting inflation
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  again, and the rest of the world is diversifying away from
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  Treasuries. Foreign official holdings at the
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  Fed just hit their lowest level since 2012.
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  They're dumping U.S. debt and buying gold, commodities and
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  increasingly, Bitcoin. Powell is bluffing.
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  He says we're going to get inflation back to 2%.
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  He says we haven't lost control even though he has and the
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  market believes him because the forward swaps are at 275 for
• 9:31
  five year inflation. It's bullshit, but people
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  believe him. When things start to break, he
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  will have to change his tune well before the inflation rate
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  is 2% and everyone's going to go, uh huh, that's interesting.
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  He really has lost control. He cannot get inflation down.
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  All those guys have been talking about inflation is inevitable.
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  They are right. And then you're going to see
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  just an enormous movement of capital from other things into
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  our things. There's $450 trillion of Fiat
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  shit in the world, Cash, stocks and bonds, all of Bitcoin.
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  What does it say? 350 billion, 400 billion.
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  So 450 trillion, you know, 400 billion of Bitcoin, let's call
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  it 6 or 7 trillion of sound money, Bitcoin, gold, gold,
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  stocks. OK, 450 trill of unsound money,
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  bonds, cash and stocks. When a quorum of the people come
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  to the conclusion that they can never stop printing and that it
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  is inevitable that they will have to continue to print, they
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  are going to say please protect my assets and stuff that you
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  cannot be printed. All it takes, it doesn't take
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  the whole 450 coming into Bitcoin or gold for us to go way
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  up in price. Even if only 10% of it comes in,
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  that's $45 trillion chasing 7. How much does the value of our
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  stuff have to go up? You know, it's, it's true that
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  in, in 1980 when gold was very hot and very, you know, everyone
• 11:00
  thought inflation would go on forever, right at the peak of
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  that market before Volcker tamed it, OK, in 1980, you know, gold
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  represented 20% of all financial assets, you know, at that time,
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  I mean, gold and Bitcoin today represent less than 1% of all
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  financial assets. So there's plenty of upside here
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  in the sound money stuff if one assumes that they can never stop
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  printing. And I believe that, you know,
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  with every, you know, every bone in my body, I believe that.
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  I think other people are coming to believe that.
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  But for our stuff to work, we need more people to believe
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  that. And, you know, human beings do
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  tend to, you know, want to protect themselves.
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  And so, you know, as the word spreads and as the inflation
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  continues to get bad or worse. More and more.
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  People are becoming aware, right?
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  I mean. More and more people are being
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  orange peeled. More and more people are aware
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  of inflation. More people are interested in
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  gold. I mean, you know, everyone kind
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  of gets it. I mean, this thing is broken.
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  I mean, California, let's let's send out checks to help with
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  inflation. Oh, that's a good idea.
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  Spain just announced they're doing that.
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  I mean, it's these guys can't stop.
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  We're we're. In the right place, but sadly
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  it's it's it's not going as fast as I would like because you
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  know, we all have limited time on this planet.
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  I just, it's like, let's RIP this Band-Aid on.
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  Let's get this over with you. Know.
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  Let's just solve it. That's it.
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  That is the moment we've been waiting for.
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  Sofas collapses. The signal QE into a bubble is
• 12:23
  like the confirmation and $2000 stinnies and 50 year mortgages.
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  That's the nail in the coffin. GFY Benzino.
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  They're going to print so much money in our lifetime it'll make
• 12:35
  2020 look like a test run. the Fed and Treasury are trapped.
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  They can't raise rates without detonating the debt.
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  They can't stop printing without collapsing the markets.
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  And when the world realizes that the rotation begins from debt to
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  hard assets, from the dollar into Bitcoin.
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  So yeah, let them send the stimmies, let them stretch
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  mortgages to 50 years, let them stimulate into a bubble because
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  every new dollar they print just accelerates the collapse of
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  their system and accelerates bitcoins rise to replace it.
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  Bitcoin isn't just an asset. Bitcoin is the lifeboat.
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  And right now it's sitting at the dock, massively underpriced.
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  Hold your keys, hold your conviction, and hold the line.
• 13:19
  What do you guys think is the biggest print in the history of
• 13:21
  mankind upon us? And WTF is going on with the
• 13:25
  orange man? Is he intentionally like
• 13:27
  throwing a metaphorical Molotov into the system?
• 13:30
  And if so, is he insane? Does he have bigger plans?
• 13:33
  Regardless, it's hard to be bearish when you see basically
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  billboards flashing what's happening.
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  The big print is coming. Dante said it the other day.
• 13:43
  We're living in wild times and it doesn't look to be slowing
• 13:46
  down or letting up anytime soon. And hey, I hope you guys like
• 13:49
  this one. Don't forget to subscribe, give
• 13:51
  us a PAMP and set those notifications for the best of
• 13:53
  Bitcoin news delivered to you daily.
• 13:56
  Oh, and don't forget, you should be following us on X for all the
• 13:59
  breaking news and means. Catch you all next time.
• 14:01
  Love a guess? 1st.