My Bitcoin story is pure luck. First, I luckily worked my ass off for 4 years, saving sats while supporting a husband and three kids. Then I luckily spent all my free time learning about the history of money and distributed systems, instead of watching another episode of "Paw Patrol" with the kids. Then I wasn't buying the latest Disney toys but intentionally bought Bitcoin. Five years ago, I was luckily in debt, so I had to get out of that before starting to stack. Then luckily, I convinced everyone around me to keep buying Bitcoin and live with less excess, so we could stack sats instead of LEGOs. Then I luckily didn't buy designer baby clothes or a luxury playhouse, just bought more Bitcoin. Then luckily, everyone laughed at me/told me how wrong I was, just like my kids when I tried to explain Bitcoin. Then I luckily sold our minivan for more Bitcoin. Then I luckily suffered through multiple 40-80% drawdowns, which felt like the same drama as when we missed a school play. Then I luckily doubled down at the bottoms, which is about the same level of commitment as dealing with diapers – no one tells you how long you'll be wiping bottoms when you have 3 kids— so far 7 years and counting! Pure luck all of it. Thank god I'm lucky. If I wasn’t, I’d be totally fucked. True story.

JUST IN: 80-YEAR-OLD INVESTING LEGEND PETER BRANDT JUST SAID #BITCOIN IS GOING TO $600,000 THIS CYCLE "BY THE HALVING, BTC WILL BE OVER $300,000" "WE HAVE A GOOD CHANCE OF HITTING $500,000" "WE WILL SEE A BULL MARKET THAT WILL EXTEND OUT UNTIL LATE 2029" INSANELY BULLISH 🚀 Source: @CoinTelegraph

Buy Bitcoin.

If only we could ask Alan Greenspan about how to deal with this debt problem. Oh wait, Greenspan warned about this 20 years ago & 10 years ago, concluding, "Unfortunately, I don't see how we're going to get out of this before we have a crisis." PS: Jamie Dimon agreed with him👇

How do Bessent and Warsh sleep at night

The challenge the US Treasury currently faces is a collapse of investors willing to accept current yields in the face of both structural debasement of the underlying dollar and the expected supply that the Treasury itself will continue to dump on the market. The problem is, the higher yields go, the more bonds the Treasury will need to sell. If they step in to buy the bonds themselves, this creates further debasement, only exacerbating the self-reinforcing loop. Welcome to MMT hell.

The current state of the US government: $40 trillion of public debt + over $100 trillion of unfunded liabilities being serviced by approximately $5 trillion of tax revenue annually while running $2 trillion deficits. This is like a person who has $2.8 million of debt, take home pay of $100K and personal expenses of $140K, adding $40K+ to that debt very year.

They need a defensible reason to print a ton of money.

Sounds like preparation for The Big Print. @LawrenceLepard

We’ve lost 30% of our purchasing power in the last 6 years and somehow, everyone just accepted it. We literally were made 30% poorer so the government can spend trillions.

The Road to the Big Print (and an ode to @LawrenceLepard) There once was a Fed in a bind, with forty-odd trillion behind. They hiked and they swore, till the bond market roared — then printed, as Larry divined. Sitting on my bookshelf, is the book Larry wrote on how this ends. This roadmap is my attempt at translating his thesis, expressed as a checklist. The milestones won't land in exact order and the timeline will surely bend, but I find it useful to track a general guideline, so nothing comes as a surprise. Thought to share it here in case others find it useful, and I’ll post updates as things progress. Of course this could all be wrong and we teleport to $500K BTC. Already happened: ☑ First Fed hike in 3 years — 25bp to 3.75–4.00%, with 16 of 18 officials projecting more ☑ 10-year at 5%, highest since 2007 — driven by debt supply, not inflation expectations ☑ Treasury buybacks deployed to manage the long end ☑ Gold ran to a $5,600 ATH on the fiscal math, corrected 23% when the Fed turned hawkish — central banks buying the entire dip ☑ Bitcoin's correction bottomed at $57.5K, down 55% from the $126.5K high. The September retest held $75K on the most hawkish Fed outcome available — a higher low, made on bad news, and it rallied off the announcement Phase 1 — The Squeeze (now → December): ☐ BTC relief rally through $83K resistance ☐ BTC reaches the $84–92K zone (the levels: 83.9K, 86.7K, 92K), marking the first higher high since bear market ☐ Fed hikes a second time (October or December — the dots demand it) ☐ 10-year breaks above 5.25% ☐ BTC corrects to the $70–76K region on the second hike. Buyable. ☐ Consumer credit keeps deteriorating: card delinquencies and auto defaults pushing toward GFC-era levels Between the phases: expect a 72–88K range lasting one to three months that convinces everyone bitcoin lost to gold. Rallies fade below the prior high, volume dries up, the feed is filled with "dead money." That boredom is the setup. Phase 2 — The Strain (Q1–Q2 2027): ☐ A Treasury auction tails badly; bond volatility (MOVE) spikes ☐ 30-year through 5.5% (possibly to 6.0%) — the "invoice," as Druckenmiller calls it, arrives ☐ Equities enter a proper bear; something in credit breaks publicly ☐ QT formally ends; first "temporary market-functioning" facility launched ☐ The hiking cycle is abandoned ☐ BTC's last great dip: violent, into $65–75K, with the deep tail at the $62K base that held all summer. Gold turns up first Phase 3 — The Big Print (H2 2027): ☐ First rate cut, framed as victory over inflation ☐ The Fed's balance sheet expands again under any name but QE ☐ Yield-curve control in function if not in name ☐ Gold reclaims $5,600 ☐ BTC breaks its all-time high ($126.5K) ☐ BTC $150–180K — the first leg of the print Phase 4 — The Repricing (beyond this roadmap, into 2028): Once monetization is standing policy rather than emergency response, bitcoin stops trading as a risk asset and reprices as a reserve asset — against a gold market the same policy is inflating toward $7–8K. Fifteen percent of that gold market is $300–550K per coin. The gauge that arbitrates everything is the BTC/gold ratio. A government rolling $40 trillion of debt at 5% has two options: default or debase. Position for the choice they always make. They'll hike, and they'll posture, and squint — then do what they do: the Big Print. bitcoin:native $MSTR

Hike today, cut tomorrow. Hold today, hike tomorrow. It doesn't matter. One way or another, we're headed for more debasement. It's just a matter of math and time.

Yes. CPI has risen steadily for decades, eroding dollar purchasing power. With US debt over $40T and structural deficits near $2T yearly, the compounding interest and spending math points to further debasement over time—rate hikes, cuts, or holds only delay it.

Follow the money.

Silver lining is we don’t have to talk about the Clarity Act anymore and can default to buying Bitcoin to opt out of government entirely.

They’re just broke. Fix the money 💰

The only clarity you need is Bitcoin.

This is fun :)

They really want to send Bitcoin to the moon. 🚀

Because no one can afford to go out. They printed too much money.

Rebalancing into Bitcoin.