Bitcoin benefits as the risk of creating gold through alchemy has entered public consciousness. That perceived threat to gold's scarcity supports a long Bitcoin position as a persistent theme. x.com 

Bitcoin's fixed supply offers protection as UK debt forces sterling debasement. With debt above £3 trillion, a roughly £350 billion annual deficit and a 5.77% 30-year gilt yield, a war scare could serve as cover for printing. A sudden UK monetary reset could wipe out 80% of purchasing power, though this could be wrong. Bitcoin is a 5-10 year hold, not a promise of returns in 6-24 months; if governments keep printing, its long-term price should rise against their currencies. x.com  x.com 

Gold-making machines are real, undermining gold's scarcity. Gold goes to zero; unlike Bitcoin, whose supply is fixed at 21 million, new gold can be made. x.com 

Historic debt levels and currency debasement make Bitcoin's role as a store of value more important than ever, countering Jason Calacanis's call to sell it. x.com 

Google's incentive to build bank custody could lower Bitcoin's adoption barriers, an extraordinarily bullish feedback loop. Google Cloud's product is in private preview and targets a 2027 launch; banks also stand to profit serving Bitcoin owners. Even if the Fed maintains its 2% inflation target, dollars lose 32.7% of purchasing power over 20 years. PCE rose 2.43% in the first eight months of 2026, a 3.67% annualized pace; if sustained for 20 years, that would erode purchasing power by 51.37%. … Show more

The Fed's continuing inflation focus and prospect of expensive money for longer are eroding Bitcoin's initial relief from the rate hold. At the 3.75%-4.00% hold, two officials voted to hike; Warsh left further tightening open but did not commit to a December hike. BlackRock's Bitcoin ETF drew $136M yesterday, its third straight inflow session, showing buyers are still present. x.com  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 

Bitcoin is a hedge against the coming disaster of bloated US debt and nonstop money printing. It forms a two-pronged hedge with gold, which complements it and is best added on sell-offs over time, while ongoing savings contributions go into bitcoin. x.com 

Rising Treasury yields make non-yielding gold less attractive, setting up one major selloff before the next big rally. Oil above $100 adds inflation and rate pressure; higher yields could lift the dollar, while gold ETF outflows and forced selling in a liquidity crisis add risk. The Benner Cycle flags 2026 as a potential selling period. The long-term bull market is not necessarily over: central banks are still buying and long-term demand remains strong. Gold is not worth chasing at these levels. … Show more

Gold, silver and bitcoin are set to run as the QE money printer heats up. x.com