November 22, 2025 • 15 mins
"They literally CAN'T let a recession happen - and I'm about to show you the mathematical proof that changes everything you think you know about what's coming next. See, everyone's been waiting for the crash for two years now... defensively positioned, sitting in cash, missing out - but what if I told you the Fed is “TRAPPED” ... in a $35 trillion dollar corner where allowing a recession would collapse the entire system?
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
They literally can't let a recession happen, And I'm about
to show you the mathematical proof that changes everything you
think you know about what's coming next. You see, everybody's
been waiting for the crash for two years now, defensively positioned,
sitting in cash, missing out. But what if I told
you that the FED is trapped in a thirty seven
(00:20):
trillion dollar corner where allowing a recession would collapse the
entire system. Now, look, I've been analyzing macrocycles for two decades.
I'm a partner at a leading bitcoin venture fund. I
advise multiple public companies, and what I'm seeing in the
data is the biggest wealth transfer setup I've ever witnessed.
And by the end of this video, you'll understand exactly
(00:41):
why they must print forever and how to position yourself.
Speaker 2 (00:45):
So let's go all right, What.
Speaker 1 (00:48):
A time to be alive. We are living through a
massive evolution right now. It's something what I talk a
lot about because I talk about technology a lot, and
it's something called creative destruction, where a new way, a
new creation, creativity kills the old way.
Speaker 2 (01:03):
Now what are we talking about. We're talking about the.
Speaker 1 (01:04):
Entire global financial system, the bedrock of the system being
replaced and the new system that's being built on top
of it.
Speaker 2 (01:12):
And we're talking about, first of all.
Speaker 1 (01:14):
The death of the existing system. Now, the death of
the existing system is already happening. It's become decrepit, it's
become old. Nietzsche said that which is falling, shall ye
also push? And so the system is already fallen off
of an edge, and there's a new system being built
up on top of it.
Speaker 2 (01:31):
Now you probably are already aware of this. I talk
about it on videos all the time.
Speaker 1 (01:34):
In the United States alone, In Japan and China and
the ECB, they're all the same.
Speaker 2 (01:40):
But in the US alone, the debt continues to go up.
Speaker 1 (01:43):
At an astronomical pace. As a matter of fact, look
at these trend lines of the debt growing faster, faster, faster, faster.
Next level is going to be going straight up. We're
talking thirty seven trillion dollars of debt at a record
rate of adding a trillion dollars of debt every one
hundred days. Now, in the two thousands, it was every
couple of years to get a trillion dollars of debt.
(02:04):
In twenty ten's it was one year to get a
trillion dollars of debt, and today, as I said, it's
about a quarter. About every quarter, a new trillion dollars
of debt. Now, the reason why I want to bring
that up real quickly is because the bedrock of the
entire global financial system is US treasuries. But the problem
is that if I'm going to buy a US treasury,
(02:26):
that's debt, right, I'm going to give the government money
and they're going to pay me back three, four or
five percent interest, and then in two, five, ten, twenty
thirty years I get my capital back. But do I
want to loan somebody money who's insolvent, who has no money?
Do I want to loan somebody money for ten twenty
thirty years that they're going to pay me back, but
(02:48):
when they pay me back in thirty years, it's worth
way less than what I gave to him in the
first place.
Speaker 2 (02:53):
And that's exactly what we have going on.
Speaker 1 (02:55):
So as that government debt continues to explode, as they
continue to increase it by a trillion dollars every hundred days,
those holding the debt are losing money at a rapid rate.
Here we have the TLT, which is basically an index
that tracks the long term US treasuries, and what we
can see over the last five years that it's lost
(03:15):
forty seven percent.
Speaker 2 (03:17):
Of its value.
Speaker 1 (03:18):
So if you were a government or somebody that was
parking money, like most sixty to forty portfolios have money
in bonds, they've lost.
Speaker 2 (03:26):
Fifty percent, almost fifty percent of their money in five years.
Speaker 1 (03:30):
The bedrock of the global financial system is losing value
at a rapid rate fifty percent in five years. That
is the game that's losing, that's the game that's being destroyed.
But there's a new game in town. What am I
talking about? It's sort of like discovering fire. It's like
a zero to one moment. And what we're seeing is
that a new type of company taking a new type
(03:52):
of asset and making a refinery model out of it.
What am I mean by a refinery model. We're taking
a raw asset and we're creating new things from it.
Speaker 2 (04:02):
Right.
Speaker 1 (04:02):
We're taking one asset and we're turning that asset into
now multiple products.
Speaker 2 (04:07):
Right.
Speaker 1 (04:07):
It's sort of like financial alchemy, except where it's not alchemy.
Speaker 2 (04:11):
It's more of like a refinery. What am I talking about?
Speaker 1 (04:14):
We're talking about new companies sort of like what micro
strategies doing, I shouldn't say, sort of like they're the
ones that are pioneering this. Now there's dozens of companies
that are doing the same things that they are. And
what they've done is they've taken a new asset, a
new commodity, something new, a new piece of technology like bitcoin,
and use that as a base asset to now like
(04:35):
a refinery, create new products on top of it that
fit inside the traditional financial world. Now, specifically, they've created
four new outputs. They've taken one input of bitcoin and
created four new products, four new outputs off of that.
We're talking about convertible debt yielding instruments, bitcoin linked equities.
(04:55):
We're talking about new ways to get income streams off
of bitcoin and basically amplify the amount of bitcoin that
you could buy. What are we talking about here, Let
me show you how this is working.
Speaker 2 (05:06):
Again.
Speaker 1 (05:06):
If you don't understand this, you're gonna miss one of
the biggest shifts to the global financial system that's maybe
we'll ever see. Okay, here's what we're talking about. They've
taken something like bitcoin here, that's the input. It's like
no different than a refinery would take in oil and
then they would spit out different types of fuels. So
they take in bitcoin and then they output it as
different products that fit into different unique use cases for
(05:30):
different people. Again, like oil, we can take oil and
turn it into all different types of products. So we
have at the top, we have the micro Strategy stock,
all right, So that's just if I want common stock,
I want upside volatility on that stock.
Speaker 2 (05:46):
But what if I don't.
Speaker 1 (05:47):
What if I want what if I'm a I'm a
debt buyer, I'm a bond buyer, I want income, Well,
we have an income product here.
Speaker 2 (05:54):
Well, what if I want like really.
Speaker 1 (05:55):
High yield income, like I'm a junk bond buyer, Well
we have that product down here. What if I want
more secure income that's like a US treasury where it's
much more secure senior preferred. Okay, then I might want
to hear what if I want the debt but I
want a little bit more upside. You see, there's different
flavors for all these different buyers, and they're all right here.
(06:17):
Let me kind of give you a different breakdown of
what this looks like. So what micro Strategy has done
is they've taken Bitcoin the input, and they've output four
new products as of right now, and each one of
these products is a little bit different. So the common
stock micro strategy is leveraged bitcoin exposure, so they get
that potential upside, but there's no income from that, and
(06:39):
there's also downside.
Speaker 2 (06:40):
That comes with that.
Speaker 1 (06:41):
We have Strike, which is paying an eight percent quarterly
fixed dividend, but it can convert over into the stock,
so I get the upside potential, So it's sort of
like a dividend stock. I get the eight percent dividend
and I get upside if the stock goes up.
Speaker 2 (06:54):
Then we have another one here called Stride STRD.
Speaker 1 (06:57):
This pays a ten percent quarterly fixed, non cumulative dividend,
so I get a higher income, but it's higher up
in the stack, so what's pretty secured. And then down
here we have this new one, Stretch. I just did
a video recently on this, I called it the iPhone Moment,
where we can link it up here or in the
show notes down below, And basically stretches sort of like
a stable coin where I don't have upside or downside volatility.
Speaker 2 (07:20):
It always sits right around what I want, sort of
like a money market fund.
Speaker 1 (07:23):
But it pays a nice healthy dividend depending on where
it's at, somewhere in the nine percent range.
Speaker 2 (07:28):
You see, this is what we're talking about. Now.
Speaker 1 (07:31):
How has this been working out so well? Well, if
you haven't been paying attention, maybe you've missed it. But
in the last five years, micro Strategy, the company that's
doing this refinery model, has been the best performing asset.
Speaker 2 (07:44):
Right.
Speaker 1 (07:45):
Bonds are down four percent over the last five years.
Real estate it's up six percent, Goal's up ten percent,
SMP's up fourteen percent, the mags seven collectively of twenty
seven percent. Bitcoin is up fifty eight percent per year.
These are per year returns. Sorry I didn't specify that.
And micros is up one hundred percent in the last
five years. What about in the last one year, because
you know, Mark, maybe you're cherry picking data. Well, in
(08:07):
the last one year, we can see the outperformance of
micro Strategy as well. And so that this is the
financial refinery model that we're seeing. Like I said, dozens
of people are copying this now, but this is way
bigger than one company like MicroStrategy. What we're witnessing is
creative destructure. What we're witnessing is the creation of fire,
the zero to one moment that now everybody will start
(08:29):
to copy, start to duplicate what am I talking about. Well, currently,
companies like the mag seven maybe your business, you should
have some savings, right, you have a treasury, but this
is making traditional treasuries obsolete. So again, a company like
your company, my business should have some savings. And some
of the biggest companies in the world have enormous savings.
(08:51):
As a matter of fact, Berkshire Hathaway, Warren Buffett's company
is sitting on over three hundred and forty eight billion
dollars three hundred forty eight billion dollars of cash and
cash equivalents, treasuries things like that. Amazon ninety eight billion,
Google ninety five billion, Microsoft ninety five billion, sitting on
(09:12):
enormous hordes of dollars.
Speaker 2 (09:14):
And these dollars are losing money.
Speaker 1 (09:17):
Unlike micro strategy, their asset base is making money.
Speaker 2 (09:22):
So what we're.
Speaker 1 (09:23):
Seeing is a shift from using my treasury as just
a way to store money that's losing value, to instead
turn my treasury in a way to turbocharge my returns.
That's what we're starting to see, and this is going
to be the big shift that we're about to see
where we start to see treasuries go from reserves to
refineries instead of just holding losing value. How do we
(09:45):
turn that into a refinery that allows different people to
get them at different products. Now, how big is a
market like this, Well, we can see that right now.
The universe for these would be US treasuries. Right, so
people buy US treasuries to store wealth and get a return.
We have about twenty eight trillion dollars sitting there. We
have mortgage backed security, so people buy into those commercial
(10:08):
real estate mortgage backed securities or residential there's about almost
ten trillion sitting there. We have bonds about five trillions
in their junk bonds higher yielding a little bit more risk,
two point six jillions in there. Dividend paying stocks, forty
eight trillion dollars in dividend pain stocks. Again, people are
buying the stock for a dividend, hoping for some potential upside.
(10:31):
So we're talking about hundreds of trillions of dollars sitting
here in demand for these types of products. And over
here we have strike, strife, stride, and stretch, the four
products that micro strategy has created.
Speaker 2 (10:41):
The refinery that are just tiny little blips. Right now,
we're talking billions of dollars that are out competing.
Speaker 1 (10:48):
They all pay higher yield at a higher collateral ratio,
so they're safer and they pay out more, which means
they're out competing, which means the new creation. It's the
digital camera to Kodaks film camera. This is what's going
on right now. And again Strategy is pioneering this. But
all of those companies I showed you have enormous treasuries
(11:11):
that they can start to turn into refineries instead of
just treasures losing money. Again, why because right now they're
parking them into the US treasuries which have lost fifty
percent in five years.
Speaker 2 (11:23):
And again, why is that real? Quick?
Speaker 1 (11:25):
It's because the amount of money being added to the
system is about ten percent per year, which means that
you need to be making at least ten percent a
year if you hope to keep up on it.
Speaker 2 (11:38):
And again, where are you going to put that money
to do that?
Speaker 1 (11:40):
So if I'm one of these companies, if I'm a
business owner and I have money in my treasury.
Speaker 2 (11:45):
Where do I put it?
Speaker 1 (11:46):
Well, I know that I need to make at least
ten percent a year. Here's a list of all the
assets that we have from twenty fifteen to twenty twenty four,
so for the last ten years, this is the performance
of all the major asset classes. Now, what we can
see is that bitcoin has done an average an annual
compound and annual growth rate of eighty percent. The Nasdaq
(12:07):
has done seventeen percent, so that's well above the ten
percent that we're losing.
Speaker 2 (12:11):
Pretty good.
Speaker 1 (12:12):
The S and P five hundred has done thirteen point
nine call it fourteen percent, so a little bit better
than the ten percent that we're losing. But everything else
we've lost money in gold nine percent, rates nine point
four percent. We can keep going down to commodities zero
point six percent, bonds two point three percent, high yield
credit six point four percent, but all.
Speaker 2 (12:34):
Losing money to the ten percent.
Speaker 1 (12:36):
So all of these companies from Berkshire Hathaway to Apple
to Google to Test Letter, sitting on one hundreds of
billions of dollars of cash sin in assets like this
that are all losing money to what the monetary supply
is doing.
Speaker 2 (12:49):
They're all going to be looking for a new model.
Speaker 1 (12:51):
That's how big this is all right, Now, this all
sits within the quantum wealth window.
Speaker 2 (12:57):
That I talk about regularly.
Speaker 1 (12:58):
There's a fifty year site that we see technology develop
and it's happened. Now we're on our six times this
has happened in the last three hundred years. The reason
why I like to bring that up over and over
is because the more times a cycle repeats, the more
dependable the cycle is. And we know that there's four
distinct phases that each one of these happen within the
(13:19):
first phase is where the new technology is first created.
Speaker 2 (13:22):
We call that the eruption phase.
Speaker 1 (13:24):
The second phase, which we're in right now by this
green arrow, is the frenzy phase. Now, it's important to
understand that each one of these gives us a different blueprint,
a different model to be invested through. And in the
eruption phase is the retail phase. This is when bitcoin
came onto the scene. It's when we had the rise
of cryptocurrencies and retail investors came into the space. But
in the frenzy phase, this is where the institutional investors
(13:46):
come in. This is where the sovereign governments come in,
and that's exactly what we're seeing right here. And when
we overlay what's called an S curve on top of that,
which is how we measure new technology adoption. We can
see that in this part of the cycle is where
we have the fastest growth, which means not only the
fastest adoption, but also the most amount of money coming in.
(14:08):
And so for a lot of people who think this
opportunity is a fad or they think that it's too late,
you can see that when you look at it through
that lens, it is just getting started. Okay, so what
are you gonna do with all this? It's great now
as you've got it right, some information, some knowledge, what
are you going to do with it?
Speaker 2 (14:26):
Well, a couple of things.
Speaker 1 (14:26):
Number One, you can buy bitcoin directly. That would be
the foundation if I was going to build a pyramid.
I don't want to buy some bitcoin directly, because as
these companies start using their treasury more like a refinery
and start changing the base layer of the financial system, it's.
Speaker 2 (14:41):
Going to push bitcoin up.
Speaker 1 (14:42):
Number Two, you can buy equity in some of these
bitcoin treasury companies, like micro Strategy, like Metaplanet, like dozens
of others that have come out since then that are
going up five hundred percent, some are going up five
thousand percent in months.
Speaker 2 (14:56):
They're going really fastly.
Speaker 1 (14:57):
And then Three, you can use the same strategy for
your own business. Again, you have, hopefully you have a business,
maybe it has some money. What do you do with
the treasury? Where does it sit? Is it sitting in
cash losing money? Are you putting to do as treasuries?
Or do you want to use your own treasury more.
Speaker 2 (15:13):
Like a refinery model like these are doing. Now.
Speaker 1 (15:15):
If you want to know a little bit more about
these companies and why I made a video calling this
the iPhone moment, you might want to watch this video
right here and I'll see you over there.
They literally can't let a recession happen, And I'm about
to show you the mathematical proof that changes everything you
think you know about what's coming next. You see, everybody's
been waiting for the crash for two years now, defensively positioned,
sitting in cash, missing out. But what if I told
you that the FED is trapped in a thirty seven
(00:20):
trillion dollar corner where allowing a recession would collapse the
entire system. Now, look, I've been analyzing macrocycles for two decades.
I'm a partner at a leading bitcoin venture fund. I
advise multiple public companies, and what I'm seeing in the
data is the biggest wealth transfer setup I've ever witnessed.
And by the end of this video, you'll understand exactly
(00:41):
why they must print forever and how to position yourself.
Speaker 2 (00:45):
So let's go all right, What.
Speaker 1 (00:48):
A time to be alive. We are living through a
massive evolution right now. It's something what I talk a
lot about because I talk about technology a lot, and
it's something called creative destruction, where a new way, a
new creation, creativity kills the old way.
Speaker 2 (01:03):
Now what are we talking about. We're talking about the.
Speaker 1 (01:04):
Entire global financial system, the bedrock of the system being
replaced and the new system that's being built on top
of it.
Speaker 2 (01:12):
And we're talking about, first of all.
Speaker 1 (01:14):
The death of the existing system. Now, the death of
the existing system is already happening. It's become decrepit, it's
become old. Nietzsche said that which is falling, shall ye
also push? And so the system is already fallen off
of an edge, and there's a new system being built
up on top of it.
Speaker 2 (01:31):
Now you probably are already aware of this. I talk
about it on videos all the time.
Speaker 1 (01:34):
In the United States alone, In Japan and China and
the ECB, they're all the same.
Speaker 2 (01:40):
But in the US alone, the debt continues to go up.
Speaker 1 (01:43):
At an astronomical pace. As a matter of fact, look
at these trend lines of the debt growing faster, faster, faster, faster.
Next level is going to be going straight up. We're
talking thirty seven trillion dollars of debt at a record
rate of adding a trillion dollars of debt every one
hundred days. Now, in the two thousands, it was every
couple of years to get a trillion dollars of debt.
(02:04):
In twenty ten's it was one year to get a
trillion dollars of debt, and today, as I said, it's
about a quarter. About every quarter, a new trillion dollars
of debt. Now, the reason why I want to bring
that up real quickly is because the bedrock of the
entire global financial system is US treasuries. But the problem
is that if I'm going to buy a US treasury,
(02:26):
that's debt, right, I'm going to give the government money
and they're going to pay me back three, four or
five percent interest, and then in two, five, ten, twenty
thirty years I get my capital back. But do I
want to loan somebody money who's insolvent, who has no money?
Do I want to loan somebody money for ten twenty
thirty years that they're going to pay me back, but
(02:48):
when they pay me back in thirty years, it's worth
way less than what I gave to him in the
first place.
Speaker 2 (02:53):
And that's exactly what we have going on.
Speaker 1 (02:55):
So as that government debt continues to explode, as they
continue to increase it by a trillion dollars every hundred days,
those holding the debt are losing money at a rapid rate.
Here we have the TLT, which is basically an index
that tracks the long term US treasuries, and what we
can see over the last five years that it's lost
(03:15):
forty seven percent.
Speaker 2 (03:17):
Of its value.
Speaker 1 (03:18):
So if you were a government or somebody that was
parking money, like most sixty to forty portfolios have money
in bonds, they've lost.
Speaker 2 (03:26):
Fifty percent, almost fifty percent of their money in five years.
Speaker 1 (03:30):
The bedrock of the global financial system is losing value
at a rapid rate fifty percent in five years. That
is the game that's losing, that's the game that's being destroyed.
But there's a new game in town. What am I
talking about? It's sort of like discovering fire. It's like
a zero to one moment. And what we're seeing is
that a new type of company taking a new type
(03:52):
of asset and making a refinery model out of it.
What am I mean by a refinery model. We're taking
a raw asset and we're creating new things from it.
Speaker 2 (04:02):
Right.
Speaker 1 (04:02):
We're taking one asset and we're turning that asset into
now multiple products.
Speaker 2 (04:07):
Right.
Speaker 1 (04:07):
It's sort of like financial alchemy, except where it's not alchemy.
Speaker 2 (04:11):
It's more of like a refinery. What am I talking about?
Speaker 1 (04:14):
We're talking about new companies sort of like what micro
strategies doing, I shouldn't say, sort of like they're the
ones that are pioneering this. Now there's dozens of companies
that are doing the same things that they are. And
what they've done is they've taken a new asset, a
new commodity, something new, a new piece of technology like bitcoin,
and use that as a base asset to now like
(04:35):
a refinery, create new products on top of it that
fit inside the traditional financial world. Now, specifically, they've created
four new outputs. They've taken one input of bitcoin and
created four new products, four new outputs off of that.
We're talking about convertible debt yielding instruments, bitcoin linked equities.
(04:55):
We're talking about new ways to get income streams off
of bitcoin and basically amplify the amount of bitcoin that
you could buy. What are we talking about here, Let
me show you how this is working.
Speaker 2 (05:06):
Again.
Speaker 1 (05:06):
If you don't understand this, you're gonna miss one of
the biggest shifts to the global financial system that's maybe
we'll ever see. Okay, here's what we're talking about. They've
taken something like bitcoin here, that's the input. It's like
no different than a refinery would take in oil and
then they would spit out different types of fuels. So
they take in bitcoin and then they output it as
different products that fit into different unique use cases for
(05:30):
different people. Again, like oil, we can take oil and
turn it into all different types of products. So we
have at the top, we have the micro Strategy stock,
all right, So that's just if I want common stock,
I want upside volatility on that stock.
Speaker 2 (05:46):
But what if I don't.
Speaker 1 (05:47):
What if I want what if I'm a I'm a
debt buyer, I'm a bond buyer, I want income, Well,
we have an income product here.
Speaker 2 (05:54):
Well, what if I want like really.
Speaker 1 (05:55):
High yield income, like I'm a junk bond buyer, Well
we have that product down here. What if I want
more secure income that's like a US treasury where it's
much more secure senior preferred. Okay, then I might want
to hear what if I want the debt but I
want a little bit more upside. You see, there's different
flavors for all these different buyers, and they're all right here.
(06:17):
Let me kind of give you a different breakdown of
what this looks like. So what micro Strategy has done
is they've taken Bitcoin the input, and they've output four
new products as of right now, and each one of
these products is a little bit different. So the common
stock micro strategy is leveraged bitcoin exposure, so they get
that potential upside, but there's no income from that, and
(06:39):
there's also downside.
Speaker 2 (06:40):
That comes with that.
Speaker 1 (06:41):
We have Strike, which is paying an eight percent quarterly
fixed dividend, but it can convert over into the stock,
so I get the upside potential, So it's sort of
like a dividend stock. I get the eight percent dividend
and I get upside if the stock goes up.
Speaker 2 (06:54):
Then we have another one here called Stride STRD.
Speaker 1 (06:57):
This pays a ten percent quarterly fixed, non cumulative dividend,
so I get a higher income, but it's higher up
in the stack, so what's pretty secured. And then down
here we have this new one, Stretch. I just did
a video recently on this, I called it the iPhone Moment,
where we can link it up here or in the
show notes down below, And basically stretches sort of like
a stable coin where I don't have upside or downside volatility.
Speaker 2 (07:20):
It always sits right around what I want, sort of
like a money market fund.
Speaker 1 (07:23):
But it pays a nice healthy dividend depending on where
it's at, somewhere in the nine percent range.
Speaker 2 (07:28):
You see, this is what we're talking about. Now.
Speaker 1 (07:31):
How has this been working out so well? Well, if
you haven't been paying attention, maybe you've missed it. But
in the last five years, micro Strategy, the company that's
doing this refinery model, has been the best performing asset.
Speaker 2 (07:44):
Right.
Speaker 1 (07:45):
Bonds are down four percent over the last five years.
Real estate it's up six percent, Goal's up ten percent,
SMP's up fourteen percent, the mags seven collectively of twenty
seven percent. Bitcoin is up fifty eight percent per year.
These are per year returns. Sorry I didn't specify that.
And micros is up one hundred percent in the last
five years. What about in the last one year, because
you know, Mark, maybe you're cherry picking data. Well, in
(08:07):
the last one year, we can see the outperformance of
micro Strategy as well. And so that this is the
financial refinery model that we're seeing. Like I said, dozens
of people are copying this now, but this is way
bigger than one company like MicroStrategy. What we're witnessing is
creative destructure. What we're witnessing is the creation of fire,
the zero to one moment that now everybody will start
(08:29):
to copy, start to duplicate what am I talking about. Well, currently,
companies like the mag seven maybe your business, you should
have some savings, right, you have a treasury, but this
is making traditional treasuries obsolete. So again, a company like
your company, my business should have some savings. And some
of the biggest companies in the world have enormous savings.
(08:51):
As a matter of fact, Berkshire Hathaway, Warren Buffett's company
is sitting on over three hundred and forty eight billion
dollars three hundred forty eight billion dollars of cash and
cash equivalents, treasuries things like that. Amazon ninety eight billion,
Google ninety five billion, Microsoft ninety five billion, sitting on
(09:12):
enormous hordes of dollars.
Speaker 2 (09:14):
And these dollars are losing money.
Speaker 1 (09:17):
Unlike micro strategy, their asset base is making money.
Speaker 2 (09:22):
So what we're.
Speaker 1 (09:23):
Seeing is a shift from using my treasury as just
a way to store money that's losing value, to instead
turn my treasury in a way to turbocharge my returns.
That's what we're starting to see, and this is going
to be the big shift that we're about to see
where we start to see treasuries go from reserves to
refineries instead of just holding losing value. How do we
(09:45):
turn that into a refinery that allows different people to
get them at different products. Now, how big is a
market like this, Well, we can see that right now.
The universe for these would be US treasuries. Right, so
people buy US treasuries to store wealth and get a return.
We have about twenty eight trillion dollars sitting there. We
have mortgage backed security, so people buy into those commercial
(10:08):
real estate mortgage backed securities or residential there's about almost
ten trillion sitting there. We have bonds about five trillions
in their junk bonds higher yielding a little bit more risk,
two point six jillions in there. Dividend paying stocks, forty
eight trillion dollars in dividend pain stocks. Again, people are
buying the stock for a dividend, hoping for some potential upside.
(10:31):
So we're talking about hundreds of trillions of dollars sitting
here in demand for these types of products. And over
here we have strike, strife, stride, and stretch, the four
products that micro strategy has created.
Speaker 2 (10:41):
The refinery that are just tiny little blips. Right now,
we're talking billions of dollars that are out competing.
Speaker 1 (10:48):
They all pay higher yield at a higher collateral ratio,
so they're safer and they pay out more, which means
they're out competing, which means the new creation. It's the
digital camera to Kodaks film camera. This is what's going
on right now. And again Strategy is pioneering this. But
all of those companies I showed you have enormous treasuries
(11:11):
that they can start to turn into refineries instead of
just treasures losing money. Again, why because right now they're
parking them into the US treasuries which have lost fifty
percent in five years.
Speaker 2 (11:23):
And again, why is that real? Quick?
Speaker 1 (11:25):
It's because the amount of money being added to the
system is about ten percent per year, which means that
you need to be making at least ten percent a
year if you hope to keep up on it.
Speaker 2 (11:38):
And again, where are you going to put that money
to do that?
Speaker 1 (11:40):
So if I'm one of these companies, if I'm a
business owner and I have money in my treasury.
Speaker 2 (11:45):
Where do I put it?
Speaker 1 (11:46):
Well, I know that I need to make at least
ten percent a year. Here's a list of all the
assets that we have from twenty fifteen to twenty twenty four,
so for the last ten years, this is the performance
of all the major asset classes. Now, what we can
see is that bitcoin has done an average an annual
compound and annual growth rate of eighty percent. The Nasdaq
(12:07):
has done seventeen percent, so that's well above the ten
percent that we're losing.
Speaker 2 (12:11):
Pretty good.
Speaker 1 (12:12):
The S and P five hundred has done thirteen point
nine call it fourteen percent, so a little bit better
than the ten percent that we're losing. But everything else
we've lost money in gold nine percent, rates nine point
four percent. We can keep going down to commodities zero
point six percent, bonds two point three percent, high yield
credit six point four percent, but all.
Speaker 2 (12:34):
Losing money to the ten percent.
Speaker 1 (12:36):
So all of these companies from Berkshire Hathaway to Apple
to Google to Test Letter, sitting on one hundreds of
billions of dollars of cash sin in assets like this
that are all losing money to what the monetary supply
is doing.
Speaker 2 (12:49):
They're all going to be looking for a new model.
Speaker 1 (12:51):
That's how big this is all right, Now, this all
sits within the quantum wealth window.
Speaker 2 (12:57):
That I talk about regularly.
Speaker 1 (12:58):
There's a fifty year site that we see technology develop
and it's happened. Now we're on our six times this
has happened in the last three hundred years. The reason
why I like to bring that up over and over
is because the more times a cycle repeats, the more
dependable the cycle is. And we know that there's four
distinct phases that each one of these happen within the
(13:19):
first phase is where the new technology is first created.
Speaker 2 (13:22):
We call that the eruption phase.
Speaker 1 (13:24):
The second phase, which we're in right now by this
green arrow, is the frenzy phase. Now, it's important to
understand that each one of these gives us a different blueprint,
a different model to be invested through. And in the
eruption phase is the retail phase. This is when bitcoin
came onto the scene. It's when we had the rise
of cryptocurrencies and retail investors came into the space. But
in the frenzy phase, this is where the institutional investors
(13:46):
come in. This is where the sovereign governments come in,
and that's exactly what we're seeing right here. And when
we overlay what's called an S curve on top of that,
which is how we measure new technology adoption. We can
see that in this part of the cycle is where
we have the fastest growth, which means not only the
fastest adoption, but also the most amount of money coming in.
(14:08):
And so for a lot of people who think this
opportunity is a fad or they think that it's too late,
you can see that when you look at it through
that lens, it is just getting started. Okay, so what
are you gonna do with all this? It's great now
as you've got it right, some information, some knowledge, what
are you going to do with it?
Speaker 2 (14:26):
Well, a couple of things.
Speaker 1 (14:26):
Number One, you can buy bitcoin directly. That would be
the foundation if I was going to build a pyramid.
I don't want to buy some bitcoin directly, because as
these companies start using their treasury more like a refinery
and start changing the base layer of the financial system, it's.
Speaker 2 (14:41):
Going to push bitcoin up.
Speaker 1 (14:42):
Number Two, you can buy equity in some of these
bitcoin treasury companies, like micro Strategy, like Metaplanet, like dozens
of others that have come out since then that are
going up five hundred percent, some are going up five
thousand percent in months.
Speaker 2 (14:56):
They're going really fastly.
Speaker 1 (14:57):
And then Three, you can use the same strategy for
your own business. Again, you have, hopefully you have a business,
maybe it has some money. What do you do with
the treasury? Where does it sit? Is it sitting in
cash losing money? Are you putting to do as treasuries?
Or do you want to use your own treasury more.
Speaker 2 (15:13):
Like a refinery model like these are doing. Now.
Speaker 1 (15:15):
If you want to know a little bit more about
these companies and why I made a video calling this
the iPhone moment, you might want to watch this video
right here and I'll see you over there.
Host
Mark Moss
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