The Wolf Of All Streets $125,000 Bitcoin & $4,000 Gold! The Beginning Of The Great Debasement?
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Oct 6, 2025 Bitcoin's stunning rise to $125,000 is catching Wall Street's attention, with JPMorgan suggesting it's undervalued. As exchange balances hit a six-year low, fears of currency debasement are driving a shift towards hard assets like gold. The discussion delves into how multiple asset classes can rise together amid economic uncertainties and the implications of a government shutdown on market expectations. With emerging crypto banking models and Grayscale's staking innovations, the future of investment is looking bright yet complex.
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Everything Rising From A Debased Denominator
- The episode frames Bitcoin, gold, and silver surging as a coordinated debasement trade driven by fiat weakening.
- Market moves persist despite a government data blackout, highlighting macro narrative over fresh data.
Shutdown Fuels Fed Cut Narrative
- The government shutdown raises expectations the Fed will cut rates as an insurance move, pushing market positioning.
- That dynamic explains why yields can rise while cuts are priced, because investors fear inflation and debasement.
Trim Profits When Gold Gets Dear
- Manage risk and consider taking some profits after large gold gains near $4,000 per ounce.
- Don't ignore realized gains; trim positions if your portfolio risk profile demands it.