Top Results77 results
Bitcoin is the purest hedge on currency debasement — an important distinction, and one we’ve been harping...Monetary inflation drives currency debasement — which in turn boosts asset prices as the denominator...With the path for future fiscal deficits all but inevitable, we’re finally seeing the currency debasement...
Report
7 Min
Macro & Markets
Apr 2024
...important difference between inflation (as is commonly measured by indicators like CPI) and currency debasement...We explained that consumer price inflation and currency debasement are two sides of a similar coin, but...Those banking on the currency debasement narrative are also hurting as the dollar has only gotten stronger...
Report
6 Min
Infrastructure
Jul 2022
Our thesis was the secular trend of global currency debasement would continue — if not accelerate — and...If global currency debasement was the virus, bitcoin was the most effective antidote.
Report
12 Min
Other
Dec 2024
Consumer price inflation and currency debasement are two sides of the same coin, but their impact on...Introduction
Bitcoin is one of the purest plays on fiat currency debasement....dollar is in determining the direction of global markets, especially assets tethered to the currency debasement...
Report
8 Min
Proof-of-Work
Jan 2022
...important difference between inflation (as is commonly measured by indicators like CPI) and currency debasement...We explained that consumer price inflation and currency debasement are two sides of a similar coin, but...Those banking on the currency debasement narrative are also hurting as the dollar has only gotten stronger...
Report
9 Min
Macro & Markets
Jul 2022
...price, but it falls short of telling the bigger story at play right now — the story of global currency debasement...
Report
5 Min
Macro & Markets
Mar 2024
The currency debasement narrative is taking hold, sparking demand for assets that can fight back....We see a similar relationship if we swap in BTC — the highest beta bet on currency debasement and monetary...
Report
13 Min
Macro & Markets
Apr 2024
Fed Liquidity is essentially a tracker on US monetary growth — and monetary growth drives currency debasement...In a world where the Fed — and other central banks — are driving 5-7% annual debasement of their currencies...
Report
23 Min
Macro & Markets
Jul 2024
...in anticipation of these easing conditions, as crypto is one of the purest bets on global currency debasement...Historically, if an investor wanted to hedge against currency debasement, they only had a few choices...
Report
17 Min
Macro & Markets
Mar 2024
This is no surprise, as equities and crypto both benefit from currency debasement....We know a stronger USD is no friend of currency debasement hedges.
Report
19 Min
Macro & Markets
Oct 2023
...decent time horizon, it is hard to be bearish an asset class programmed to move higher the more that debasement...
Report
10 Min
Macro & Markets
Jul 2024
...that BTC was an inflation hedge, which is why we explained that consumer price inflation and currency debasement...
Report
7 Min
Layer 1 / L1
Jun 2022
Remember, “Bitcoin is one of the purest plays on fiat currency debasement.”...
Report
9 Min
Macro & Markets
Jun 2022
...some sense that crypto assets are not a hedge against inflation – they’re hedges against fiat currency debasement...
Report
11 Min
Global Macro Themes
Aug 2022
Bitcoin is one of the most levered plays on fiat currency debasement, so one would expect it to take...many people, but one of its core value propositions is being the most levered bet on fiat currency debasement...expansionary monetary conditions, which weighs on non-income producing assets tethered to fiat currency debasement...
Report
19 Min
Macro & Markets
Dec 2021
...mailing list has morphed into an asset colloquially known as ‘digital gold’, a hedge against global fiat debasement...
Report
14 Min
Macro & Markets
Oct 2024
...be allocated in a world with ever increasing deficit spending (and the knock-on effects of currency debasement...
Report
14 Min
Macro & Markets
Jul 2025
The reason for adoption might vary, be it diversification or hedging against the dollar debasement, but...
Report
22 Min
Infrastructure
Apr 2025
While they aren’t the biggest bet on fiat currency debasement, equities have an element of scarcity themselves...
Report
7 Min
Macro & Markets
Jan 2022
“Bitcoin is one of the purest plays on fiat currency debasement....important in determining the direction of global markets, especially assets tethered to a currency debasement...Is the Canary
The crypto market is one of the purest bets on global liquidity expansion and currency debasement...
Report
55 Min
Global Macro Themes
Dec 2022