The $40T DEBT SPIRAL Will FORCE Bitcoin to EXPLODE FASTER Thank You Think!!! | EP 1584

**Bitvolt** (0:02)
Bitcoin just ripped to 80k this morning, and everyone is scrambling, looking for explanations why. We saw gold add $1 trillion to its market cap in the past few hours, and every Bitcoin indicator is screaming bullish. Now, does all of this confirm that the bear market is officially over? That is the real question, and that's what everyone's really wondering. Are we out of the woods?
I will answer that question in a moment, but before, I am gonna give you kind of the, I guess the general narratives that I'm seeing right now for why the Bitcoin price is going as crazy as it is. Again, it could be as simple as the market realizing, or rather being convinced that 60k was the bottom, that what we're seeing right now, it's not gonna bark down, it's actually more of a re-accumulation scheme, and we're headed into the next phase upwards. That number is about to start ripping, okay? But as you know, I am kind of a macro nerd right now, and I think what we're seeing in the macro markets, really more in particular in the bond markets, it's explaining why we're seeing Bitcoin rip when it does. Though there is an interesting tweet here, and again, I'm not the biggest fan of CZ here, but he did make an interesting tweet yesterday, essentially saying that he, and I'm guessing some kind of insight here, considering his position, his explanation this morning, or rather last night, yesterday afternoon, is that, quote, some hot money is flowing back from AI to crypto. The money industry is not going away. You and AI will still need money. Now, I do think this is partially what's going on. I think we've seen in the last few weeks a very strong trend, or rather a very strong speculation, that we are seeing capital leave the AI kind of hype bubble and into harder assets, in particular Bitcoin. And this isn't just like watching the capital and watching the kind of AI bubble or the AI stocks slow down a little bit. The biggest thing that I saw that is a confirmation of this happening, I don't know if you guys saw this.
Did you guys see that clip of Sam Altman the other day? I think it was yesterday or the day before, where he essentially admitted that the AI hype is a bubble. And he was trying to do it in a way where like he was trying not to take accountability for being one of the persons that is pumping up the AI hype bubble. He said something on the lines of like, yeah, I do think there is a bubble in AI and people need to be cautious. I'm paraphrasing, of course, but it's like, bro, you're literally the one for the last two years. Minimum, that has been hyping up AI and now you're coming out here and doing your due diligence and essentially saying, yeah, actually, I think there might be a bubble. People should be cautious. So I think there is some credence to the idea that we are seeing, quote again, hot money. Leave the AI sector and find its way into Bitcoin. Now, of course, CZ says crypto because he's got the biggest shitcoin casino out there.
But I think there is that is a factor. I think that is part of what we're seeing. But in my opinion, the biggest thing we're seeing, like I said, is in the bond market. We saw it about a week or two ago when it started with Scott Besson doing the huge Yen buyback, also added at the very same time, we saw that Scott Besson said, yeah, we're going to buy long-term dated treasuries. And the market just realized, and basically overnight, that, oh my goodness, I cannot be storing a lot of capital in treasury bonds and T-bills. Like there's no gains to be made here. They're going to suppress the yields on bonds.
Thus, I got to move down to the risk curve, and I'm really almost positive that that is what's going on, because what we've seen since that moment is that the, quote, bond apocalypse, the uncertainty in bonds is not an isolated event in the US. It's actually now, this week, we're seeing it spread basically into every Western bond, actually not even Western, every global bond right now. There's a big problem in bonds right now. And I think that's the biggest signal about what is going on in the market. And I think this is why we're seeing Bitcoin start to rip. So yesterday, we saw this. And again, I've been doing my best to try and make it an interesting story for you guys and continue to watch what's going on in the Japanese markets. Now, I know if you are more of a macro nerd, financial nerd like myself, that you realize the importance of Japan in the global economy. Again, not to rehash the entire yen carry trade idea, but the Bank of Japan has essentially been the place where you get the cheapest money possible. Literally, it was 0% interest from Japanese bonds, or essentially 0% interest from Japanese bonds. You take that free money and you invest that in other markets. Well, now we're seeing the Bank of Japan is having a lot of trouble. The bonds in Japan are going up. That's going to cause a lot of havoc for the rest of the world. And at the same time, Japan is having a very tough time with their local currency. It's actually crashing right now against the dollar. So they have a choice.