Bondpocalypse: The Collapse of Debt Markets and Rise of Bitcoin

👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: http://www.investanswers.io 🧠 FREE INVESTOR PROFILER QUIZ: https://investor-profiler.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler 🌐 TradingView Referral: https://www.tradingview.com/?aff_id=27663 DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 – Kalshi & Polymarket BTC Forecasts 2025 Insight into prediction markets: Kalshi & Polymarket's outlooks for Bitcoin's 2025 expected value. Real-money sentiment vs models. 01:00 – Logarithmic Supercycle: $267K in 2025, $1.6M by 2030 A deep dive into Bitcoin’s supercycle theory using logarithmic regression. Price projections and rationale. 02:00 – $25 Trillion BTC Marketcap? Supply Math Unpacked If only 16M BTC remain, and each hits $1.6M → $25T market cap. Comparison to gold’s $22T. 03:00 – Carrot’s Cycle Model: $164K BTC, $625 MSTR Target Another cycle estimate. MSTR price tied to BTC upside. More models, more targets. 04:00 – Ray Dalio’s Warning: The Bond Market is Broken Dalio explains why the current bond environment is unsustainable. Supply/demand mismatch. 05:00 – No Demand for Long Bonds: Fed’s Dilemma The Fed’s paradox: Raise rates and crash the economy, or print and re-inflate. 06:00 – Japan’s 40-Year Yield Collapse Japan's long-end bond yields signal global bond malaise. A warning from the future? 07:00 – US 30-Year Above 5%: “Nobody Buying That Poop” Yields spike as buyers vanish. Loss of trust in long-dated debt instruments. 08:00 – Doubling Wealth with Bonds? Not Quite. The myth of low-risk yield: why bonds lag over time vs equities and Bitcoin. 09:00 – Stocks, Bonds, and T-Bills vs Inflation Stocks double faster than bonds or cash—but real returns get crushed by inflation. 10:00 – 324 Years to Double with Cash (in real terms!) The shocking real-world takeaway: T-bills take lifetimes to grow real wealth. 11:00 – Inflation: The Invisible Tax Inflation silently eats returns. Even CPI-adjusted returns are misleading. 12:00 – Investing’s Biggest Lie: The Real Trade-off Why the "safe" options aren’t safe. Michael Saylor's take: "Fiat makes you poor." 13:00 – Americans Are Broke & Pessimistic Consumer sentiment hits 50-year lows. Income expectations are near-zero. 14:00 – UMich Survey: Worse than 2008 & 1970s Americans now more pessimistic than during the last major crises. Economic pain is real. 15:00 – BTC Surges Amid $250M in Liquidations Bitcoin thrives in chaos. Massive short liquidations drive price spikes. 16:00 – Strategy Up $24 Billion on BTC Position MicroStrategy's Bitcoin bet turns into an astonishing windfall. 17:00 – $2.1B in New BTC Buys by Strategy & Saylor Another round of major Bitcoin accumulation from corporate America. 18:00 – IBIT Options Taking Off New frontier: institutional demand spills into the options market. 19:00 – Bitcoin Futures Rolling, Meme of the Day Market structure updates, sentiment shifts—and a cheeky meme to end. 20:00 – Final Thoughts: Bonds Are Trash, Bitcoin is Hope Wrap-up message: Be an owner, not a lender. Bitcoin is the modern-day safe haven.