In this episode of Coin Stories, Natalie interviews Mark Moss about the current state of the market, focusing on Bitcoin and gold as debasement trades. They discuss the potential for an "inflationary crash," where the cost of living increases while asset values rise, leaving many behind. Moss shares his perspective on the four-year Bitcoin cycle, the influence of annual cycles, and JP Morgan's view of Bitcoin as undervalued. They delve into the concept of a "reverse market crash," where prices run away from consumers, and the conversation shifts to geopolitical monetary shifts, including BRICS moving to gold and the U.S. strategy with stablecoins. Moss explains the Trump administration's Genius Act and its implications for the dollar's global trade share. The discussion also covers the radicalization rooted in economic resentment and the role of Bitcoin in empowering individuals. Moss shares his insights on corporate treasuries, highlighting the duration mismatch and the potential for outperformance with intelligent leverage.
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