Bitcoin, Gold, and Bonds: What's Actually Happening

Bitcoin, Gold, and Bonds: What's Actually Happening

Get my new Bitcoin book:
https://www.amazon.com/dp/B08RX8Q4ZQ

In this video, I discuss what’s happening with Bitcoin, gold, and bonds– particularly as interest rates spike, and central banks are forced into “yield curve control” (YCC).

Higher rates could hurt the stock market, and hence future tax receipts. Once an economy passes 130% debt/GDP levels, it is almost impossible to return. At that point, the central bank increasingly becomes the buyer of last resort of government bonds.

Something similar has been happening since March 2023. As the Fed continues to monetize government deficit spending, market participants are increasingly moving into Bitcoin (and out of gold) to maintain purchasing power. Gold is in the process of being demonetized by Bitcoin, and will eventually trade like any other industrial metal, devoid of a monetary premium.

Not investment advice! Consult a financial advisor.

US debt clock:
https://www.usdebtclock.org/

Chart of debt/GDP ratio in US:
https://fred.stlouisfed.org/series/GFDEGDQ188S

A series of bad Treasury auctions:
https://twitter.com/biancoresearch/status/1365026009347686404

https://www.zerohedge.com/markets/ugly-tailing-30y-auction-bid-cover-slides-indirects-flee

https://www.reuters.com/article/usa-bonds/treasuries-yields-retreat-20-year-bond-auction-struggles-idUSL1N2KN1U5

RBA forced into yield curve control:
https://www.bloomberg.com/news/articles/2021-02-28/australian-yields-tumble-most-in-a-year-as-global-bonds-rebound

Federal debt held by international investors:
https://fred.stlouisfed.org/series/FDHBFIN

10-Year Breakeven Inflation Rate:
https://fred.stlouisfed.org/series/T10YIE

Commercial bank Treasury holdings:
https://fred.stlouisfed.org/series/USGSEC

Gov spending is crowding out private sector:
https://www.federalreserve.gov/releases/h8/current/

M2 money supply:
https://fred.stlouisfed.org/series/M2SL

Federal Reserve keeps buying more Treasuries:
https://fred.stlouisfed.org/series/TREAST

Bitcoin hurting gold royalty stocks:
https://twitter.com/BTCRetriever/status/1365058985896853516

I sold my gold royalty stocks and moved into Bitcoin:
https://www.youtube.com/watch?v=Ubxv4G9sVR8&ab_channel=TraderUniversity

Citi says Bitcoin at a tipping point:
https://www.cnbc.com/2021/03/01/bitcoin-btc-is-at-a-tipping-point-citi-says.html

Citi target of $300,000 for Bitcoin by end of 2023:
https://www.forbes.com/sites/billybambrough/2020/11/19/leaked-citibank-report-reveals-bitcoin-could-rocket-to-300000-price-by-end-of-2021/?sh=28f15ff66eab

Kevin O’Leary now likes Bitcoin:
https://news.bitcoin.com/shark-tanks-kevin-oleary-bitcoin-cryptocurrencies-here-to-stay-invests-portfolio/

Bitcoin: US Government Preparing An Attack?
https://www.youtube.com/watch?v=U89HbuuTKWQ&ab_channel=TraderUniversity

US Government May Actually Want Much Higher Bitcoin Prices:
https://www.youtube.com/watch?v=Yfx_VPgcRpg&ab_channel=TraderUniversity

Check out my online trading courses:
https://www.trader.university/join
Use this secret coupon code to get a discount: YT99

Check out my Amazon best-seller, “A Beginner’s Guide to the Stock Market”:
https://www.amazon.com/Beginners-Guide-Stock-Market-Everything-ebook/dp/B07S31TBF5

I am not being paid or otherwise compensated by any company or cryptocurrency project that I mention in my videos.

My opinion is not for sale. Please do not contact me with any affiliate or advertising deals.

#Bitcoin
#Gold
#Bonds

Disclaimer
Neither Trader University, nor any of its directors, officers, shareholders, personnel, representatives, agents, or independent contractors (collectively, the “Operator Parties”) are licensed financial advisors, registered investment advisors, or registered broker-dealers. None of the Operator Parties are providing investment, financial, legal, or tax advice, and nothing in this video or at www.Trader.University (henceforth, “the Site”) should be construed as such by you. This video and the Site should be used as educational tools only and are not replacements for professional investment advice. There is a high risk in trading.

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