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Bitcoin: A Better Store of Value Than Real Estate
The last 15 months of quantitative tightening from the Fed has been somewhat just offset by the Treasury general account draining to zero. And now we're at a point where they can't really kick that can, and so if when the debt limit gets passed it's just all political theater. But I think the real thing, the real value prop for Bitcoin is that we're going to see probably we have to borrow from the Luke Gromanthesis, there's going to be negative real rates.