Bilo Selhi

Governments will keep spending money they don’t have, central banks will keep creating money that didn’t exist, politicians will absolutely not develop fiscal discipline, and human beings will continue being human beings. Anyway, incredibly risky thesis for Bitcoin, right?

🔥 THEY ARE GOING TO PRINT FIAT MONEY FOREVER - ESCAPE THE DEBT PLANTATION AND BUY BITCOIN 🔥 America has $40 TRILLION in federal debt. The national balance sheet looks like a CVS receipt printed by Satan. And somehow YOU are expected to fix this by skipping guacamole. You wake up at 6:12 AM, microwave eggs in a plastic bowl, sit in traffic behind a Nissan Altima with three different-colored doors, and spend nine hours answering emails titled “CIRCLE BACK - QUICK SYNC.” Government takes its cut before the money reaches your checking account. Then the county assesses your house. The state visits the gas pump. Sales tax waits at Target. Insurance wants tribute. Your grocery cart now costs what a used Honda Civic did during the Bush administration. At the end of this financial Bataan Death March, some personal-finance podcaster with veneers tells you the problem is your $6 coffee. Washington owes $40,000,000,000,000. You bought a latte. CLEARLY we found the suspect. This whole system is a gigantic extraction machine. Your finite human life gets converted into dollars. Those dollars enter an economy where a room full of people with economics degrees can decide the solution to excessive debt involves issuing additional debt. That sentence should cause livestock to stampede. Imagine discovering your septic tank is overflowing and solving the crisis by financing a second septic tank. That is sovereign debt management. Except CNBC calls it “Treasury market functionality.” Every fiscal emergency somehow ends exactly the same way. There is a gigantic number, emergency podium, concerned eyebrows, then fresh liquidity. The government spends money it lacks. Eventually the entire planet owns an IOU backed by the future tax receipts of some bearded woman manning a Burger King drive-thru. You are LIVESTOCK with direct deposit. But you like it because the barn has Wi-Fi. Your feed trough accepts Apple Pay. HR gave you a mindfulness webinar. And the farmer just refinanced the farm again. Even saving requires a second occupation. Grandpa put dollars in the bank and went fishing. You need equities, duration exposure, real estate, commodities, tax-loss harvesting, geopolitical hedges, a Roth IRA, three podcasts about Federal Reserve policy, and an autistic fascination with the 10-year yield merely to preserve the purchasing power of work you already fucking completed. Every dental hygienist in America must become Stanley Druckenmiller. Then Bitcoin arrives. 21 million coins. That number possesses a quality Washington finds deeply offensive. Congress cannot shut down for three days, reopen at midnight, and discover the protocol now contains 28 million coins plus a refundable tax credit for first-time miners. The White House cannot appoint a blue-ribbon Bitcoin Supply Commission chaired by seven defense contractors and the CEO of Deloitte. Human beings finally created money that responds to political bullshit with the emotional warmth of a parking meter. This is why Bitcoin maximalism becomes increasingly difficult to unsee. One side has a hard cap enforced by mathematics. The other side has $40 trillion of debt, an aging population, permanent deficits, trillion-dollar interest expense territory, endless entitlement promises, military commitments across the globe, and approximately 900 elected officials whose reelection strategy depends on giving people things. Take a wild guess which monetary unit gets diluted. Your labor is scarce. Your time is scarce. Your life is TERRIFYINGLY scarce. Trading those things forever for monetary units manufactured according to political necessity is financial taxidermy. Turn the surplus into something they cannot reproduce. Stack sats. Self-custody. Raise your family. Build useful things. Grill a steak. Watch Washington add another comma to the debt clock while a 74-year-old senator who has owned municipal bonds since Watergate explains fiscal responsibility on television. ESCAPE THE DEBT PLANTATION. BUY THE MONEY THE MONEY PRINTER CAN’T PRINT.

🚨 EVERYTHING TRENDS TO ZERO IN BITCOIN 🚨 Price the S&P 500 and gold in Bitcoin, then calculate their rolling 4-year moving averages to crush the cycle noise. Since July 2020: S&P 500 (SPY): −87.95% Gold: −89.03% Compounded annual decay: SPY: −29.72% per year Gold: −30.81% per year The market celebrated nominal all-time highs while the four-year average BTC value of stocks and gold was quietly butchered by nearly 90%. This isn’t a cherry-picked spot comparison. It is six years of the old financial world being continuously repriced against harder money. Think you're watching Bitcoin appreciate? You were watching everything else approach zero.