Simply Bitcoin Did The Great $38 Trillion Bitcoin Reset Just Begin?! | Simply Originals
Oct 23, 2025
David Marcus, former PayPal president and now CEO of LightSpark, shares insights on Bitcoin's role as a potential hedge against America's $38 trillion debt. He discusses how regulatory clarity for stablecoins could popularize the dollar globally and shape demand for treasuries. The conversation explores the repercussions of eased monetary policies on Bitcoin's valuation, and the feasibility of a U.S. strategic Bitcoin reserve. Marcus argues Bitcoin is not just an asset but a new benchmark for investors in an increasingly fiat-dominated world.
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Global Fiscal Printing Fuels Fiat Debasement
- Japan and many countries are increasing fiscal stimulus, which adds fresh currency supply and pressures fiat value.
- This coordinated global debasement creates conditions that favor scarce assets like Bitcoin.
Stablecoins As Treasury Demand Engines
- Stablecoins backed by U.S. treasuries can create artificial demand for dollar debt via crypto rails.
- Washington can harness and regulate stablecoins to convert private minting into persistent Treasury buyers.
Massive M2 Expansion Equals Debasement
- Global M2 jumped roughly 8% in six months, adding about $10 trillion of liquidity and weakening fiat purchasing power.
- That surge behaves as currency debasement, pushing investors toward finite stores of value.