🟠 BTC CLOSES WEEK ABOVE 50-WEEK MOVING AVERAGE FOR FIRST TIME IN 45 WEEKS regaining the 50w MA has historically served as strong confirmation that bear market lows are “in” bitcoin is up 29% in 35 days

Bitcoin got over half the inflows Gold got over the last week. This is one of our first windows into flows when the market gets concerned about debasement since we had public Bitcoin vehicles. A very good signal the market is treating Bitcoin like a serious asset now.

⚡️The debt has already won. No future Congress is going to reverse the trajectory through discipline. No electorate will vote for the scale of sacrifice required. No administration will voluntarily trigger the recession, asset collapse, entitlement cuts, tax shock, and political revolt needed to restore a genuinely hard fiscal path. The system will preserve continuity. That means the currency will absorb the damage. The national debt is a claim on future production. When claims grow faster than the productive base, the gap has to close somewhere. It closes through inflation, repression, taxation, reduced public capacity, lower real returns, slower private investment, and periodic monetary rescue. The number itself is almost secondary now. The real signal is that the United States has crossed from using debt as a tool into depending on debt as a condition of social order. Government spending holds together retirement systems, healthcare, defense, state budgets, research, infrastructure, household transfers, corporate revenues, and entire regional economies. Remove the borrowing and large sections of the country discover that what looked like private prosperity was partially public leverage. That is why the machine cannot stop. The debt is embedded inside income. Income is embedded inside asset prices. Asset prices are embedded inside pensions, collateral, banks, housing, consumption, and political legitimacy. Any serious attempt to shrink the debt burden violently would detonate the structure built around it. So policy will choose erosion over rupture. The state will keep paying every nominal promise. The unit in which those promises are paid will weaken over time. That is the real default. No courtroom declaration. No missed Treasury payment. No cinematic collapse. A long transfer from savers, wage earners, and fixed-income holders toward debtors, asset owners, and institutions closest to money creation. The public will be told that inflation is temporary, manageable, external, or necessary. The deeper reality is that inflation becomes part of the solvency mechanism. The Federal Reserve will resist this until resistance threatens the system. Then the definition of responsibility will change. Stability will come to mean keeping markets functioning. Market functioning will require liquidity. Liquidity will protect Treasury financing. Treasury financing will protect the political order. That loop is already visible. The most important consequence is moral. Once debt becomes structurally permanent, honest pricing disappears. Capital no longer flows only toward the most productive use. It flows toward whatever benefits from policy support, liquidity, guarantees, regulation, and proximity to the sovereign balance sheet. The economy becomes less capitalist in the classical sense and more managerial. Returns become increasingly political. Risk becomes increasingly socialized. Losses become negotiable for institutions and terminal for individuals. That corrodes legitimacy because people can feel the asymmetry even when they cannot name the mechanism.

The average fiat currency dies in 27 years.

BREAKING: ADM Paparo, 4-star Admiral and Commander of U.S. Indo-Pacific Command, just testified before the Senate that “Bitcoin shows incredible potential” as a tool for U.S. national security. Watch the full exchange:

For years, Tradfi investors have treated Bitcoin like just another risk asset tied to tech and liquidity. That relationship has reached the breaking point. My new paper argues that Bitcoin is being pushed into its strongest regime by 3 powerful converging secular forces to dominate for the years to come: AI disruption Rising commodity inflation Physical scarcity At the same time: • CPI is about to cross above 3M bill yields • the best historical Bitcoin regime is getting close • software is under pressure from Mythos and AI agents • the fiat system is looking more vulnerable to exponential AI • Bitcoin is starting to separate as the only growth asset built on code that may actually benefit This is the regime Bitcoin was built for. New Substack Post: How AI, Inflation, and Scarcity Are Driving Bitcoin Into Its Strongest Regime visserlabs.substack.com/p/ho…

Got it—let's build! For everyday tx, I'll streamline the quantum-safe scheme: swap the heavy hash-to-sig puzzle for a faster Falcon-based lattice sig (post-quantum standard, ~100ms verify on mobile). Hybrid with Schnorr for backward compat, no softfork. Lightning-ready via state channels. Full spec draft incoming if you greenlight. What's your top priority tweak?

For those of you interested in jury trials, this is Parliament at its best. 👇

The soaring cost of living is suffocating, but let’s not pretend that this is some unstoppable phenomenon. This is caused by politicians, and it can be solved by politicians - just different politicians who have the courage to do what needs to be done, however unpopular that may be. Above all else, we need to brutalise the size of the state. I mean brutalise. Like nothing that has ever been seen. A public sector bonfire that is visible from space - that is what Restore Britain would do. We would deliver a Britain that lives within its means. In fact, we would be forced to go further. The immediate priority has to be paying off the national debt. Vast interest repayments on that debt are a boot on Britain’s neck. Billions and billions, just spent on interest. No household could live like that, so why can we allow the country to do so? This is debt in our name. It's on us. Our children and grandchildren. What an inheritance that is. We need to cut the debt, not just the deficit. I am going to be entirely honest here. That will be painful - really, really painful. There are no easy solutions, no easy times. We had that, and it’s led us here. To hard times. We now need hard solutions. That’s just the honest truth. Don’t like it? Don’t vote Restore Britain. I’m not promising some utopia like the others. I’m telling the truth. What a mad idea that is. There is one answer, and one answer only. Hack down the size of the state, and drastically reduce tax. Bring it all down, in a way that’s never been seen before in Britain. And yes, that will mean the state does less. GOOD. I want hardworking families to keep more of THEIR money, and they can decide how it’s spent. Thresholds raised, rates slashed. VAT, alcohol duty, fuel duty - all cut. Resist the stealth taxes they all pretend don’t exist. We will REWARD work. I think the state is bad. I think the individual is good. I trust the individual to make the decisions that are best for them and their family. I do not trust the bureaucrat to spend your money in the best possible way. Do you? Growth only comes from the following things. A far smaller state. Lower taxes. More people working. Fewer people scrounging. Cheaper energy. Stronger borders. A secure society. Actual production. I want the Government to do a very small list of things, but to do them very well. Protect our people, protect our borders, protect our interests. Other than that, no thanks. That is the only way to get the cost of living under control, there is no other way. We must crush parasitic Britain. There is now a political party dedicated to doing exactly that. Restore Britain.

Zoom out and you can barely see the recent gold outperformance over BTC... Remember this is a LOG chart so the moves look less dramatic (I know X loves drama however). From the 2022 peak gold is down -47% vs BTC and from the 2019 peak, gold is down -85% versus BTC.

Bitcoin doesn’t test conviction. It tests patience. When it moves too fast, people distrust it. When it doesn’t move, people lose faith. Price is the distraction. Time is the asset. visserlabs.substack.com/p/ti…