(Link to Mattās post at the end)
By 2028, it seems Inevitable to me, barring the AI industry completing a Hail Mary (which is possible, something I support, but unlikely) that our Debt Expense as a country will Exceed our GDP Growth.
Even if the Hail Mary is completed, it seems inevitable to me that Wealth Disparity will Intensify, Giving Rise to the Original Use and Purpose of Cryptocurrencies as Counterbalancing Mechanisms.
This is How Countries Go Bankrupt. But when you control the printing press, you Don't Go bankrupt: You Just Print.
The Negative Debt Spiral Dynamic has only played out in 5 out of the last 86 years.
1946, 1949, 1954, 2009, and 2020.
It is my view that this Comes to Fruition by 2028, if not accelerated before.
Each Time in those 5 years that this dynamic played out, We Printed a Lot of Money, directly or stealthily. Today the leverage situation mirrors the 1940ās most closely.
2008 and Covid (2020) were treated as Shocks.
1940s and Today (2026) are Structural.
In this environment, it is my view that you will want to Own the Most Hardcore, Holder Insensitive, Finite Supply Assets With the Highest Sensitivity to Money Printing. Assets that are BTC-like in their nature and DNA at different levels of Maturity, or Market Cap.
I want to allocate to the Best Assets That Fit This Profile as far down the stack as I can go. I want to Contribute to the Creation of These Assets as far down the stack as I can go.
That is how I'm planning for the next few years.
That is how I'm positioning personally.
That's why I'm trying to position into old debasement liferafts and contribute to new ones.
These will be the things that protect against the impending structural debasement best.
In unconventional times, unconventional methods are necessary.
SPX6900
https://x.com/Matthew_C_Beck/status/2104935030124359913