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$60 Trillion Incoming? | Why Gold & Bonds are Screaming "BUY BITCOIN" | Simply SatoSHE · Simply Bitcoin

• 0:00
  Gold just hit a fresh 5000 year high.
• 0:03
  Bonds across the world are imploding.
• 0:06
  It's like the 1970s all over again.
• 0:09
  And one of the world's most legendary investors, Ray Dalio,
• 0:13
  is warning of a debt induced heart attack for the global
• 0:16
  economy within three years. So what do gold and bonds have
• 0:21
  in common? They're screaming at the top of
• 0:23
  their lungs. Get the hell out of Fiat and
• 0:26
  jump into Bitcoin today. We'll breakdown global, break
• 0:30
  out the bond apocalypse, Sailor's monster, Bitcoin buy
• 0:35
  and Bill Miller's prediction that every company will one day
• 0:39
  be a Bitcoin treasury. Oh, yeah, and stick around till
• 0:42
  the end. I'm going to show you the single
• 0:44
  most bullish clip on Bitcoin retirement we've ever seen and
• 0:49
  why it means $60 trillion are coming into Bitcoin.
• 0:53
  Welcome back. I'm Sophie Strapin.
• 0:57
  It's Satoshi Time. Let's start with gold.
• 1:05
  Peter Schiff is throwing a prehistoric party because gold
• 1:08
  just smashed through $3500 an ounce, a new record high.
• 1:18
  But here's the thing. Gold didn't change.
• 1:21
  It's still atomic number 79. It's still the same shiny metal
• 1:25
  that it was in 1971, or in 1971 BC for that matter.
• 1:31
  So what changed? The dollar collapsed.
• 1:35
  In 1971, when Nixon closed the gold window, gold was only
• 1:39
  $35.00 an ounce. That's 100 X move.
• 1:43
  Not because gold got better, but because Fiat got worse.
• 1:47
  Since then, the dollar has lost 99% of its purchasing power when
• 1:51
  measured in gold. And now central banks who used
• 1:55
  to trust the US Treasuries are loading up on gold at a record
• 1:59
  pace. In fact, for the first time
• 2:01
  since 1966, foreign central banks hold more gold than
• 2:07
  Treasuries. That's a seismic shift away from
• 2:10
  the dollar system. But here's the real signal.
• 2:13
  Gold is not the finish line. Gold is the warning flare.
• 2:18
  It's telling money managers to get ready for what comes next,
• 2:21
  Bitcoin. Now let's talk about bonds,
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  because the bond market is on fire and not in a good way.
• 2:28
  EU KS 30 year just hit 5.64%, its highest since 1998.
• 2:35
  That's 15 times higher than it was just five years ago.
• 2:39
  Japan's 30 year yield broke above 3% for the first time in
• 2:44
  history and US 30 year yields are knocking on 5%.
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  This isn't a normal cycle, this is a regime break.
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  For decades governments could print, borrow and cut rates and
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  yields would obey. That reflex is broken as deficit
• 3:03
  soar. Natural buyers of bonds,
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  pensions, insurers, foreign central banks are walking away.
• 3:10
  They don't trust government promises anymore.
• 3:13
  And when the trust in the bond market dies, the Fiat system
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  itself starts to rot from the inside.
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  The bond market is saying the quiet part out loud.
• 3:23
  Your money is fake, your deficits are unpayable, and we
• 3:28
  demand more to lend to you. Speaking of you guys, ever
• 3:32
  wonder where and how inflation is even made good?
• 3:36
  Because Milton Friedman has the answer in this clip.
• 3:41
  The reason we have inflation in the United States, or for that
• 3:45
  matter anywhere in the world, is because these pieces of paper
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  and the accompanying book entry for their counterparts in other
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  nations are growing more rapidly than the quantity of goods and
• 3:56
  services produced. The truth is, inflation is made
• 4:02
  in one place and one place only here in Washington.
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  This is the only place where there are presses like this to
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  turn out these pieces of paper we call money.
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  This is a place where the power resides to determine how rapidly
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  the amount of money shall increase.
• 4:39
  What happened to all that noise? That's what would happen to
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  inflation. If we stopped.
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  Letting the amount of money grow so rapidly.
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  This is not a new idea. It's not a new cure.
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  It's not a new problem. It's happened over and over
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  again in history. Sometimes inflation has been
• 4:55
  cured this way on purpose. Sometimes it's happened by
• 4:58
  accident. During the Civil War, The North
• 5:02
  late in the Civil War overran the place in the South where the
• 5:07
  printing presses were setting up where the pieces of paper were
• 5:10
  being turned out. Prior to that point, the South
• 5:14
  had had a very rapid inflation, if my memory serves me right,
• 5:18
  something like 4% a month. It took the Confederacy
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  something over 2 weeks to find a new place where they could set
• 5:24
  up their printing presses and start them going again.
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  During that two week period, inflation came to a halt.
• 5:33
  After the two week period, when the press has started running
• 5:35
  again, inflation started up again.
• 5:38
  It's that clear, that straightforward?
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  That's why gold is ripping. And that's why Bitcoin is next
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  naturally, because unlike bonds or Fiat, Bitcoin is the one
• 5:53
  asset that can't be printed diluted or defaulted on.
• 5:56
  And while the bond market burns, Michael Saylor is out here
• 6:00
  pouring rocket fuel on bitcoins adoption curve.
• 6:04
  MicroStrategy just bought another 4048 Bitcoin worth $444
• 6:11
  million. Oh, 444 Angel number, the girls
• 6:15
  know. Show this to your wives.
• 6:17
  That brings their stack to over 636,000 Bitcoin, nearly $47
• 6:25
  billion worth. And here's the kicker.
• 6:28
  MicroStrategy is about to be included in the S&P 500.
• 6:32
  That means trillions in passive funds, pensions, and ETFs will
• 6:37
  be forced to funnel Fiat into the world's first corporate
• 6:41
  Bitcoin treasury. That's not just bullish, that's
• 6:45
  Bitcoin becoming systemic. Legendary investor Bill Miller
• 6:50
  just dropped two bombs. First, he said that in 20 to 30
• 6:55
  years, every company will become a Bitcoin treasury company.
• 6:59
  It's my. Take that in 20 to 30 years,
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  every company might be a Bitcoin treasury company.
• 7:04
  And the reason for that is what I just mentioned, the underlying
• 7:09
  protocol for what we're representing as value is much
• 7:11
  more stable in Bitcoin than it is with with Fiat technologies.
• 7:15
  So you know, we own strategy. You look at the deal that
• 7:18
  Michael just did with STRC, many, many times oversubscribed.
• 7:23
  And what I think is likely to happen moving forward is people
• 7:26
  going to look around and the bond managers that are buying
• 7:27
  the Bitcoin related bonds are going to outperform the ones
• 7:29
  that don't. And the equity fund managers
• 7:32
  that buy Bitcoin related stuff are going to outperform the ones
• 7:34
  that don't. And people are going to keep
• 7:35
  looking around going, how do I do that?
• 7:37
  Oh, I buy stuff that's tied to Bitcoin.
• 7:38
  And so and then they're going to actually do work on it, which
• 7:41
  most people still haven't actually done.
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  Second, he reminded us that there are $60 trillion in US
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  retirement funds with 0 allocation to Bitcoin.
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  Every 1% of that slice that Bitcoin gobbles up adds $30,000
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  to the price. There are 60 trillion worth of
• 8:01
  assets globally in retirement accounts with 0 allocation right
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  now to digital assets. Every 1% allocation from that 60
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  trillion adds $30,000 to Bitcoin's price.
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  And so from my perspective, a 2% allocation would be conservative
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  when you consider that all of those assets are currently in a
• 8:18
  monetary framework whose authorities have told you they
• 8:21
  want to depreciate it by 2% a year.
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  So why wouldn't those accounts take 2% of everything
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  denominated in melting ice cube and stick it in another protocol
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  altogether? So again, that would just that
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  alone would take us to Bitcoin AT175K or up more than 50% from
• 8:33
  here. We still think we are incredibly
• 8:36
  early. We're still seeing early signs
• 8:37
  of institutional adoption. You look at Norgis, the world's
• 8:40
  largest southern wealth fund, almost 2 trillion in assets has
• 8:44
  been increasing its exposure to Bitcoin digital assets.
• 8:47
  It's still a rounding error for them.
• 8:48
  But when the world's largest sovereign wealth fund, the
• 8:50
  world's largest endowment in Harvard is now buying Bitcoin,
• 8:53
  starts to do it, that opens up the door for all the other
• 8:55
  relevant parties, other endowments, other sovereign
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  wealth funds to do this in a in a very interesting ways.
• 9:01
  That's not hopium, that's Bitcoin math.
• 9:04
  I'm just kidding. It's just a regular mouth, but
• 9:06
  it sounded better when I said Bitcoin mouth.
• 9:08
  Meanwhile, Ray Dalio, the guy who literally built the world's
• 9:13
  biggest hedge fund, is warning of a debt induced heart attack
• 9:17
  within three years. Translation Fiat is on life
• 9:23
  support. The bond market knows it.
• 9:25
  Gold knows it. Bitcoiners have known about this
• 9:28
  for over a decade. The question is an if it's when.
• 9:32
  The longer term is that we are at a point in which we are
• 9:38
  borrowing money to pay debt service.
• 9:42
  And there is a process by which when when you keep having debt
• 9:47
  growth faster than income growth, then that means that you
• 9:51
  have debt service encroaching on your spending.
• 9:55
  That's the same for the government as it is for us.
• 9:58
  And as that happens and you want to keep spending at the same
• 10:02
  level, there is the need to get more and more into debt.
• 10:05
  And the way that works, it's like a it, it, it accelerates.
• 10:09
  We are at the point of that acceleration which creates the
• 10:13
  supply demand problem and it's made worse by the other issues
• 10:17
  that we're talking about, the internal political issue, the
• 10:21
  internal social conflict issue. There is something that is
• 10:25
  affecting foreign demand for for bonds for about 40% of our debt
• 10:32
  is sold to foreigners. And so there is a concern of the
• 10:37
  American politics of, of, of, of the controlling of this debt
• 10:42
  crisis and these types of things.
• 10:44
  So we come back to the same basic question, how good, how
• 10:48
  strong are we going to be? When we talk about strong, what
• 10:51
  what I mean is also economically strong.
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  And economically strong means financially strong.
• 10:57
  That means it's just a basic thing.
• 11:00
  Financial financially strong means do you earn more than you
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  spend, Do you have a good income statement as a country, do we
• 11:08
  have a good income statement and do we have a good balance sheet,
• 11:11
  more assets than we have liabilities.
• 11:14
  The worse that gets, the more we are going to have that long term
• 11:17
  problem and it's just you can see it in the numbers.
• 11:20
  It's just a matter of numbers. We are near that inflection
• 11:23
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  on their first loan. Hey Ray, before we go, can you
• 12:52
  tell us how to know when a currency is collapsing?
• 12:57
  Indicators of when a Fiat currency is going to decline
• 13:02
  into, you know, collapse is when those who are holding its debt
• 13:09
  sell the debt and the government central bank has to print money
• 13:16
  to buy that debt in large size while that's going down.
• 13:22
  Those are the most important indicators so that you can see
• 13:26
  it. Again, I want to repeat selling
• 13:29
  the debt so that there's a big supply demand imbalance and the
• 13:35
  central bank having to come in there and buy the debt that no
• 13:39
  one else will buy in large quantity.
• 13:43
  So that what then? There's a currency devaluation.
• 13:46
  You have those three things aligned, the currency
• 13:48
  devaluation going down at the same time as those other two
• 13:52
  things are happening. And that's been a classic.
• 13:54
  It's like a bank run. You know, they come to the bank,
• 13:57
  there's not enough money in the bank and so they have to make up
• 14:01
  the difference by the printing of money.
• 14:03
  That's happening now, so connect the dots.
• 14:06
  Gold is screaming that trust in Fiat is gone.
• 14:10
  Bonds are screaming that the governments are broke, Sailor is
• 14:14
  showing corporations the Bitcoin playbook, and Bill Miller is
• 14:18
  telling us exactly where the retirement funds are heading.
• 14:21
  This is why Bitcoin isn't just another asset.
• 14:25
  It's the escape hatch from the Fiat collapse.
• 14:28
  The signal couldn't be louder. The Fiat system is in Hospice
• 14:32
  care and Bitcoin is the resurrection.
• 14:36
  That's it for today's show. Don't forget to hit the like
• 14:39
  button, subscribe and share the show with your friends.
• 14:42
  Set those notifications and until next time, stack, slay and
• 14:47
  stay bullish, baby. Bye.