What is the Dollar Debasement Trade? Bitcoin, Debt, and Why the Thesis Broke
The dollar debasement trade explained. Why the thesis stalled in 2026, what changed in August, and whether Bitcoin’s real catalyst is fiscal repression, not the halving.
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The dollar debasement trade explained. Why the thesis stalled in 2026, what changed in August, and whether Bitcoin’s real catalyst is fiscal repression, not the halving.
The Japanese yen carry trade explained. Why the BOJ’s 0% rates fuelled a trillion-dollar bet, why it’s unwinding, and what happens to Bitcoin when it does.
The Clarity Act explained without the jargon. What it is, why it matters, why it’s stuck, and what would actually change if the US finally passes it.
Bitcoin Ordinals and Runes explained. Inscriptions, BRC-20 tokens, Runes protocol, marketplaces (Magic Eden, Unisat), and whether they’re worth the fees.
Bitcoin Lightning Network explained. How it works, what payment channels are, capacity stats, the wallets I use (Phoenix, Wallet of Satoshi), and El Salvador.
Crypto market cycle explained. The 4-year halving cycle, accumulation/markup/distribution/markdown phases, and why each cycle has changed.
Bitcoin dominance (BTC.D) explained. What it measures, why traders track it, the alt-season pattern, and how I use it for portfolio allocation decisions.
How long it takes to mine 1 Bitcoin. The 10-minute block answer, solo mining math, pool mining reality, and how to actually get BTC exposure without a rig.
How to send Bitcoin safely. Address types, network choice, test transactions, fees, common mistakes that lose people money, and Lightning Network basics.
Bitcoin ETF explained. How spot BTC ETFs work, the approved list (IBIT, FBTC, etc), ETF vs direct BTC ownership, custody trade-offs, and which makes sense.