Simply Bitcoin The Debasement Trade! | Did JPMorgan Just Call for $500K Bitcoin? | Simply Originals
Oct 7, 2025
JP Morgan and Morgan Stanley are framing Bitcoin as a refuge from the collapsing dollar in what's called the 'debasement trade.' As inflation rises, there's a shift from fiat to Bitcoin and other assets. The podcast discusses how mainstream media is legitimizing Bitcoin as a sound money alternative, while institutional investments signal a significant shift in adoption. The conversation explores what it might take for Bitcoin to hit $500,000, emphasizing its potential role as a hedge against worsening economic conditions.
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Assets Rally From Dollar Debasement
- The rally in stocks, gold, silver, and Bitcoin is driven by a collapsing dollar and rising inflation rather than pure growth.
- This is framed as a migration from inside (fiat) money to outside (sound) money, signaling a monetary regime shift.
Gold And Bitcoin As Superior Savings
- Gold and Bitcoin are presented as 'superior savings technology' rather than speculative plays amid fiat retreat.
- Pricing assets in real money (gold/Bitcoin) reveals that much of the apparent gains in dollars are just currency depreciation.
Institutional Canonization Changes Everything
- Morgan Stanley's inclusion of Bitcoin into portfolio theory marks institutional legitimation and removes its outsider status.
- Inclusion gives wealth managers fiduciary cover and creates a feedback loop of flows, price moves, and replication.