Bitcoin and gold should benefit because money printing is now unavoidable. Since COVID, the US is past the point of no return, and any plan other than printing risks total collapse and civil or global war. x.com
Andy Heilman
Principal Owner of MH & Associates
Government will never stop printing money, which should make bitcoin, gold and land do well for two decades. 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
Bitcoin may need sustained demand above all to outweigh selling pressure, since even favorable catalysts have coincided with declines. BTC fell despite rate cuts, a pro-crypto president, institutional adoption and rising liquidity; it now faces rate hikes, war in Iran, inflation, AI-bubble fears, quantum risks and AI-driven crypto hacks. x.com
Bitcoin is easy to predict over the long term even if short-term moves are not, partly because the government will keep printing money, and it should be worth far more in dollars five years from now. That is why long-term investing beats day trading. 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
The US-Iran war, inflation fears and rising bond yields make Bitcoin's run to $100,000 much harder. A target that once seemed achievable now looks impossible in 2026. x.com x.com
Bitcoin matters far more than AI because it solves money printing, the most important economic problem there is. The Fed created $3 trillion of new dollars in 13 weeks, and without sound money there is no reliable power or any of its downstream benefits. 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'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