Mark Moss: "Reverse Crash" Roadmap, Retire Off Bitcoin as it Grows to $1 Million/Coin
Coin Stories
Why Corporate Treasury Companies Are Longer-Duration Bets
Natalie asks about corporate treasuries; Mark explains duration mismatch, startup-like structure, volatility, and eventual outperformance for good firms.
Mark Moss returns to Coin Stories with Natalie Brunell to explain the reverse crash, why assets rise while lifestyles lag, and how the debasement trade reframes Bitcoin as risk-off. We discuss:
- Q4 tailwinds: “Uptober,” seasonality, and November volatility
- BTC + gold as hard-money havens amid ongoing debasement
- Inflationary crash vs. classic crashes
- ETF flows and the case for lower BTC drawdowns
- Stablecoins, policy moves, and structural demand for U.S. debt
- Corporate treasuries’ longer duration; when outperformance shows up
- Mark's 5-Year plan to retire off Bitcoin
Follow Mark Moss on X https://x.com/1MarkMoss
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This podcast is for educational purposes and should not be construed as official investment advice.
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