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THIS IS A FREE NEWSLETTER - JUST EASIER FOR ME TO COMPOSE ON SUBSTACK...

I’ve been reflecting on this over the past 24 hours… it feels like too many things are starting to crack all at once — so it’s worth getting prepared. When even ECB President Christine Lagarde openly admits she fears France may collapse, that’s a signal worth paying attention to.

This is my short macro take that was too long and messy to post on Patreon. As always, the endgame points to hard assets — and Bitcoin is the hardest of them all. We’re not there yet, but the path is clear, and eventually, we’ll arrive.

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The Great Pivot from Debt to Hard Assets

YES A $BTC STORY: Shift from Debt/Fiat to Gold to Bitcoin

Comments

Yancy Waldow

Thanks James. Dollar will last for a few years. Too many banksters need to still buy BTC

David R

If fiat is collapsing, won't big banks follow? Where is it safe to put your fiat anymore?

Otis Vader

James, You've got me nerves! you have told us for yrs that gold was dead money . The way i read this newsletter its saying that it may be SHTF is so close you are endorsing gold. is that right?

Sebastian Franz

End of clown world can't be fast enough!

3 THC

Market gets shaky when we are about reach top and i feel this is one of em

MEM

There has been a lot of negative press on this channel about gold. BTC and MS have been darlings. Lately, there is a shift from MS /BT C into Tesla. Now I’m hearing gold is a hard asset and BTC as the digital equal. Tesla is priced in FIAT. Why would you move into Tesla, which is Fiat based instead of MS or BTC?? It’s kind of confusing.

CorgisRCool_IMO

Fiats go to 0 on a long enough time horizon. An asset, such as TSLA, even if it stays the same in real value, but Fiat loses purchasing power (e.g. supply of dollars, debasement). The price of the TSLA rises Asset/Fiat (denominator). What I found shocking, through IA, is how much value QQQ lost when compared to BTC. The denominator matters.

$at$tacker

So, what does "getting prepared" look like James??

Reuben Engwerda

Omg! I thought it was the car company for 10 seconds. I panicked being an owner. Ahahaha