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S3 E8: Is Bitcoin the New T-Bond & Gold the New Dollar?
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As a tsunami of "supply" rolls towards the shores of the US Treasury market ... it’s hard to envision how US Bond yields don't rise further unless, or more realistically until, the Fed takes action, taking the 30-Year T- Bond above 5% and calling into question the underlying "credibility" of the US Bond market.
Indeed, the top-down secular fundamentals for both the US Treasury market and the value of the US currency is DECIDELY BEARISH, as it pertains to the Debt Black Hole the US has entered.
Oddly enough, Greg has noted a "tight" and intensifying positive correlation between the yield on the US 30-Year T-Bond and the price of Bitcoin.
In fact, the ONLY time BTC (spot futures) has been above $100,000 has correlated with a move in the US 30-Year T-Bond yield above 5%.
Moreover, BTC is breaking out on a long-term trend basis versus the 30-Year T-Bond (price) and has reached a NEW ALL-TIME HIGH versus the Treasury market AND the US stock market, on a Ratio Spread basis.
ONLY Gold is holding firm WITH Bitcoin...precisely as Greg has been highlighting for months.
Find out WHY Greg asks the question, Is Bitcoin the "new" T-Bond, and is Gold the new "US Dollar"?
And find out WHY Greg believes the simple "math" is MORE than the Bond market can handle and could be THE "cause" that drives the Fed into acquiescing to higher inflation, to protect growth and the Bond market.
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Chapters
1. Is Bitcoin the New T-Bond? (00:00:00)
2. America's Unsustainable Debt Crisis (00:07:41)
3. The Fed's $9 Trillion Balancing Act (00:15:28)
4. Consumer Credit Contraction Warning Signs (00:20:40)
5. Inflation Reality vs. Fed Rhetoric (00:27:06)
6. Investment Strategy for the Debt Endgame (00:30:54)
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