BITCOIN WUNDERKIND⚡️

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BITCOIN WUNDERKIND⚡️

BITCOIN WUNDERKIND⚡️

@btcwunderkind

mostly bitcoin, ai, formula 1, nfl, and thoroughbreds

Katılım Ekim 2021
117 Takip Edilen86 Takipçiler
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BITCOIN WUNDERKIND⚡️
BITCOIN WUNDERKIND⚡️@btcwunderkind·
The Hidden Calculus of Tariffs, the Dollar’s Inevitable Decline, and Bitcoin’s Ascent The global monetary system is a fragile construct, held together by the inertia of the U.S. dollar’s reserve status. But beneath the surface, tectonic shifts are underway—driven by the Triffin Dilemma, political self-interest, and the unintended consequences of tariffs. The endgame? A monetary crisis that will propel Bitcoin into the stratosphere. Here’s why. The Triffin Dilemma: A Sword of Damocles The dollar’s role as the world’s reserve currency grants the U.S. unparalleled privileges: cheap borrowing, seigniorage over global trade, and a structural advantage in financial markets. But this privilege comes at a cost. To satisfy global demand for dollars, the U.S. must run perpetual trade deficits, flooding the world with currency it cannot sustainably absorb. This paradox—the Triffin Dilemma—ensures the dollar is structurally overvalued, while forcing America to sacrifice domestic industrial competitiveness. The U.S. wants to keep the benefits of reserve status (low borrowing costs) without the drawbacks (trade deficits, overvaluation). Enter tariffs. On the surface, tariffs are framed as tools to protect domestic industries or punish trade imbalances. But their true purpose is more strategic: to strong-arm the world into recalibrating the dollar’s dominance. By making imports artificially expensive, tariffs pressure trading partners to absorb the cost of dollar rebalancing. The ultimate goal? A multilateral agreement to weaken the dollar—a modern Plaza Accord—where nations agree to reduce dollar reserves and extend the duration of their U.S. Treasury holdings. But this is not a clean solution. It’s a Faustian bargain. The Yield Curve Crusade Behind the tariff theatrics lies a more immediate, self-serving agenda: Donald Trump’s obsession with suppressing the 10-year Treasury yield. Real estate—the backbone of Trump’s wealth—thrives in a world of cheap, long-term debt. When the Fed’s short-term rate cuts failed to drag down long-term yields, the stage was set for radical intervention. The Treasury Department, under Janet Yellen, exacerbated the problem by financing U.S. debt with short-term T-bills rather than long-term bonds. This “fake liquidity” strategy left the government exposed to refinancing risk as rates rose—a catastrophic miscalculation. Now, the U.S. must find a way to cap long-term yields without explicitly implementing yield curve control (YCC). How? By forcing foreign central banks and private investors to absorb longer-dated Treasuries, effectively outsourcing yield suppression. Tariffs are the stick. By threatening trade partners with economic pain, the U.S. can coerce them into buying more Treasuries—specifically longer-dated ones—to maintain access to American markets. This “YCC, not YCC” strategy would artificially depress yields, subsidizing U.S. borrowing costs. But it comes at a price: a weaker dollar. The Unintended Consequences A weaker dollar and lower yields might sound like a Fed fantasy, but the side effects will be catastrophic. Inflationary Spiral: Tariffs act as a tax on imports, raising prices for U.S. consumers. To offset the political backlash, Washington will likely pair tariffs with massive fiscal stimulus—tax cuts, infrastructure spending, or direct handouts. This combination (higher costs + loose fiscal policy) will turbocharge inflation, eroding purchasing power and savings. Currency Wars: Trading partners, squeezed by tariffs and a weaker dollar, will retaliate. Export-driven economies like China and Germany cannot tolerate a surging domestic currency; they’ll debase their own money to stay competitive. The result? A race to the bottom, where every nation prints to survive, accelerating the collapse of fiat credibility. Capital Flight: As currencies destabilize, citizens worldwide will seek refuge. In the 1970s, gold was the escape hatch. Today, we live in a digital, interconnected world. Bitcoin—scarce, borderless, and apolitical—will absorb the panic. Emerging markets, facing hyperinflation and capital controls, will see Bitcoin adoption explode. Even in the U.S., savers and institutions will flock to crypto as a hedge against dollar debasement. Bitcoin: The Network Effect of Desperation Critics dismiss Bitcoin as a speculative toy, but they fail to grasp its role in a world of failing trust. Unlike gold, Bitcoin is frictionless. It can cross borders in seconds, bypassing banks and governments. Its supply is immutable, transparent, and uncorrelated to political whims. When the U.S. weakens the dollar, it exports inflation to the world. When foreign nations debase their currencies to retaliate, they ignite domestic unrest. Citizens everywhere—whether in São Paulo, Seoul, or San Francisco—will face the same dilemma: how to preserve wealth when every central bank is racing to destroy its currency. Bitcoin is the only asset that answers this problem at scale. The U.S. government might dislike Bitcoin, but it will unintentionally fuel its adoption. Tariffs, designed to reshore industries and strong-arm allies, will fracture global trade alliances. Supply chains will Balkanize, raising costs and inefficiencies. As goods and services become more expensive, voters will demand relief. Politicians will respond with more stimulus, more money printing, and more short-term fixes—deepening the cycle of debasement. The Endgame We are witnessing the unraveling of the post-Bretton Woods monetary order. The Triffin Dilemma has no solution within the existing framework; the dollar cannot serve both American and global interests indefinitely. Tariffs are merely a symptom of this structural decay. Bitcoin, by contrast, operates outside the system. It is not a tool of statecraft. It cannot be inflated away. Its value proposition grows stronger as governments grow more desperate. When the next crisis hits—whether a Treasury market seizure, a currency devaluation spiral, or a sovereign debt crisis—the flight to Bitcoin will be violent and exponential. This isn’t speculation. It’s the logical endpoint of decades of monetary malpractice. The only question is timing. Conclusion Tariffs are not about trade. They are a desperate gambit to delay the dollar’s reckoning—a reckoning that will come anyway. When it does, the world will face a choice: double down on failing fiat systems or embrace a new paradigm. Bitcoin is the hedge against the first option and the gateway to the second. Stack accordingly.
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GhostofSwiftHitter
GhostofSwiftHitter@GhostofSwiftH·
Thank you throwing up objection Take Elliot ass down
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GhostofSwiftHitter
GhostofSwiftHitter@GhostofSwiftH·
Im done with pick 4s and pick 5s . Just done
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GhostofSwiftHitter
GhostofSwiftHitter@GhostofSwiftH·
Im not sure West Point owned more than 25 % of Flightline Hronis Sieanna Farm Summer Wind Woodford West Point
Bill Luciano@billluc53

@GhostofSwiftH That’s the high stakes game of racing at the top. A few years earlier West Point paid $1m for Flightline. Now he’s valued at least at 100x that. Have you checked out what people are paying for his first crop of colts and fillies?

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GhostofSwiftHitter
GhostofSwiftHitter@GhostofSwiftH·
This was one of Keith Asmussen best rides ever.. he continued on his path without costing the horse and race. This was silly objection
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BITCOIN WUNDERKIND⚡️
BITCOIN WUNDERKIND⚡️@btcwunderkind·
AI will automate labor, labor will therefore be replaced by capital, capital will need a store of value governments can't print, Bitcoin is the only asset with a fixed supply. Do the math.
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Morgan
Morgan@morganlinton·
I know design aesthetic is a personal thing, but I dunno - the WHOOP UX just looks sooooo much better to me. The Fitbit Air honestly looks like a UX from the early 2000s 🫠
Morgan tweet mediaMorgan tweet media
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BITCOIN WUNDERKIND⚡️ retweetledi
Chris DiLorenzo
Chris DiLorenzo@realChrisDiLo·
First Saturday of August Whitney. First Saturday of September Travers. First Saturday of October BC Preps. First Saturday of November BC. Own the day in everyone’s mind for 7 months straight.
Bobby Flay@bflay

First Saturday of May. First Saturday of June. First Saturday of July. Stop the debate. Take Action. It's Broken. Fix it. @FanDuel_Racing @ChurchillDowns @KentuckyDerby @TheNYRA @PreaknessStakes @BelmontStakes

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BITCOIN WUNDERKIND⚡️
BITCOIN WUNDERKIND⚡️@btcwunderkind·
The Derby works because casual fans understand it instantly: it’s the horse racing Super Bowl. The problem is the rest of the sport is almost impossible for a normal person to follow. “The Grade 1 Haskell Stakes” means nothing to a casual fan. Neither do maiden claimers, MSWs, allowance conditions, NX1/NX2, etc. The NFL is easy: teams, players, standings, playoffs, Super Bowl. Every game clearly means something. Racing can’t just tell the story in a 90-second package on Derby day and expect people to care. Fans need to follow the story as it’s happening. They need to know who the stars are, what races matter, and why the result changes the bigger picture. That’s how you create emotional investment before the first Saturday in May, not just during it.
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GhostofSwiftHitter
GhostofSwiftHitter@GhostofSwiftH·
Time for us retail bettors just to walk away. We cant continue to keep supporting what tracks/ horsemen have allowed. It will continue . If we just walk away the CRWS will have face each other. Then they will have to quit.
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