Rising US national debt remains the biggest bull case for bitcoin, with Kalshi forecasting the debt to reach $48 trillion under Trump. x.com 

Washington's debt makes energy stocks, silver and Bitcoin worth owning as things it cannot print. Debt is $40.4 trillion after a $2.4 trillion annual increase; interest is $1.05 trillion. Energy firms keep paying dividends despite pension-fund selling. Silver requires patience; Bitcoin's supply is capped at 21 million. Oil stocks fall when oil crashes, silver can stagnate for a decade and Bitcoin can halve. A $10 million-$20 million Bitcoin price in 2046 is a working hypothesis, not a promise. … Show more

Bitcoin's pre-FOMC pump looks vulnerable because such moves usually retrace afterward and sweep below prior lows. That pattern now points to roughly $78K. Earlier, liquidations into FOMC and Bitcoin's strong hold near $80K despite another $79K test had suggested the correction might be over and that it could be a bad time to be bearish. x.com  x.com 

Bitcoin's near-term macro backdrop is not yet favorable because the Fed balance sheet is stuck at $6.75 trillion, so patience is warranted. The Fed will eventually have to step in for debt markets. ETF inflows leave time for October to turn positive, while Bitwise raised its 2036 target to $1.6 million and says institutions may allocate 1% to 5% as adoption and debasement-hedge demand rise. A U.S. Strategic Bitcoin Reserve may start buying very soon once crypto rules are settled. x.com  x.com  … Show more

Gold and bitcoin remain long-term buys, and a single shared chart is the key one for long-term buyers of both to focus on. x.com 

Bitcoin is likely to be hit hard in the scenario expected next year, with the dollar index now seemingly certain to reach 108-110. @AtlasShrug1 warns that a dollar index at those levels would make it tough for bitcoin and could bring a retest of the lows. x.com  x.com 

Bitcoin's halving and the next major US election occurring in the same year could recreate 2024's rally. The bullish Bitcoin view is for 2027-28, not 2026; a single monthly close does not settle its 1.5- to 2-year outlook. x.com  x.com  x.com 

Gold and bitcoin would go parabolic on the insane debasement implied by new government handouts. President Trump said every US adult will get a $5,000 dividend payment if Republicans win the House and Senate, which would add another $1.35 trillion of debt. x.com  x.com  x.com  x.com 

Bitcoin's rebound faces constrained upside from dealer hedging and weak US spot demand. Seventy percent of dealer gamma sits at $75,000-$82,000 ahead of Friday's $11B options expiry; the Coinbase premium had no positive days in October and an $83,000 fakeout keeps traders defensive. The Fed hold spurred relief, ETFs added $110.34M and $176M, and record US debt drives long-term accumulation. A hot PCE print would raise December hike odds and pressure Bitcoin through higher yields. x.com  x.com 

Gold and bitcoin should benefit from debasement as the US government, now the least credible it has ever been, faces higher borrowing costs that make its growing debt harder to finance, leading to money printing and more inflation. Bonds' risk-free status is eroding as the 10-year signals rising inflation and Fed hikes fail to slow a hot economy or fix an energy supply shock. x.com