Mark Moss argues the Trump administration is deliberately funneling newly printed money into Bitcoin to combat inflation. He explains the Cantillon Effect and predicts Bitcoin could surge tenfold while traditional assets like real estate see only 10-15% gains, absorbing excess liquidity without triggering runaway price increases across the economy.
Chapters
I think that the Trump administration wants Bitcoin and gold to go up way higher and faster than most people can even fathom. The reason why is something called the Cantillon Effect. And basically what happens is, as we print more money, the US has to keep printing more money. We're the reserve currency of the world. We want to send money out to the world. We also want to get GDP to grow. The problem is that creates inflation. The citizens, they don't like that. How do we get the money to the system to grow but without causing massive inflation, without pricing out the millennials out of the homes? They can't buy stocks. Everyone's mad at the boomers and all these types of things. Well, remember I said Bitcoin is the most sensitive to liquidity. So if Bitcoin becomes a liquidity sponge and soaks up the majority of that liquidity, we could see Bitcoin go up by 10x and real estate only go up by 10 or 15, or the S&P 500 go up by 10 or 15, and it could hold prices down.