What Bitcoin Did Inflation, War & $475K Bitcoin w/ Jeff Ross
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Jun 24, 2025 
In this engaging discussion, Jeff Ross, a macroeconomist and CEO of Vailshire Capital Management, shares insights on the looming inflationary era reminiscent of the 1970s. He argues that global capital is shifting away from U.S. assets, potentially favoring Bitcoin and gold for remarkable gains. Jeff also explores the risks associated with corporate Bitcoin strategies and the geopolitical impacts of war on markets. He predicts Bitcoin could peak around late 2025 and discusses how emerging markets stand to benefit from these economic shifts.
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K-Shaped Economy Worsens Wealth Gap
- The rich benefit from assets like stocks, Bitcoin, and real estate while the lower half of Americans suffer from inflation and high rents.
- This creates a K-shaped economy where wealth disparity increases sharply.
Tariffs Aren't Inflationary
- Tariffs are taxes that make goods more expensive but do not cause monetary inflation.
- True inflation is caused by currency debasement due to excessive money printing by governments.
War's Complex Market Impact
- Wars initially shock markets causing asset sell-offs, but often markets adjust and shift towards gold rather than dollars.
- A major war involving the US, Iran, China, and Russia could lead to a World War III scenario.
