IMO: Gold was repriced to $5000 by the US and markets caught up. This supports my thesis that they will reprice hard assets to collateralize the soverign debt. This includes Bitcoin which will be accumulated, all unknown bad actors, overleveraged traders and OG sellers flushed out, and then repriced along with Gold. IMO: The goal is to collatoralize the debt with ~$20 trillion implying Gold $15000 and Bitcoin $1m. This strategy depends on Market Structure passing so the Bitcoin market can be regulated to eliminate the artificial volatility we see today, same as in the early days of the Gold market. The timeline will potentially take until 2030. My strategy remains, accumulate at the lows and HODL. Watch for Gold to consolidate and remain stable at $5000 for a rotation back into Bitcoin. The US dollar will be globalized digitally via Stable Coin and all assets will be tokenized. The network stake of dominant public blockchains servicing Stable Coin and Token volumes will be revalued so as to secure the networks. My strategy remains, accumulate the network stake at the lows. IMO: This is all a soverign strategy. The narratives are to scare and confuse. Price makes narrative. The debt cannot be paid, the dollar must be debased through hard assets and debt monetized via the digital dollar which will create a exponential market for US Treasury debt. The investment time horizon is 2030-2032. Not Financial Advice. My own theory. Probably wrong. Possibly right.
