Jason

Bitcoin, dismissed as imaginary money, is a network as transformative as the internet, revolutionizing decentralized finance with unparalleled security & trust.

[Jason @JasonMP78]

As of mid-November 2026, liquidity conditions remain restrictive rather than loosening: the Fed funds rate sits at 3.75–4.00% after the October hold, inflation is still elevated (CPI around 3.7%, core PCE higher), and both markets and major banks are pricing additional rate hikes (likely in December 2026 and possibly March 2027) instead of cuts.⁠

Quantitative tightening has largely run its course or is winding down, with the Fed shifting toward reserve-management purchases of T-bills to keep bank reserves ample; this stabilizes plumbing and prevents funding stress, but it is not the kind of aggressive balance-sheet expansion or rate-cutting that historically floods markets with risk-on liquidity.⁠

Most baseline forecasts (including Goldman’s) push the start of meaningful rate cuts to the second half of 2027 or later, contingent on inflation cooling toward 2%; earlier easing would require a clear growth slowdown or labor-market weakness that has not yet appeared, so the debasement trade’s next major liquidity tailwind for Bitcoin remains a 2027–2028 story under current projections.

If Bitcoin is not at a new all-time high by the end of 2028 I would consider Bitcoin a failure. I don't expect that to be the case.

[Jason @JasonMP78]

Central banks expand the money supply to manage high public debt and deficits, eroding the purchasing power of fiat currencies; with U.S. M2 already at a record ~$23.4 trillion and growing ~5.7% year-over-year as of late 2026, each new unit of currency dilutes existing holdings and creates a structural bid for assets whose supply cannot be inflated.⁠

Bitcoin is uniquely positioned in this trade because its protocol caps supply at 21 million coins with a predictable, declining issuance schedule (halvings), making it the hardest monetary asset ever created; unlike gold (which has ongoing mining) or equities (which can issue shares), BTC’s fixed scarcity means that expanding fiat liquidity tends to raise its price in dollar terms over multi-year periods, as capital seeks protection from debasement rather than yield or productive assets.

Positive price action emerges when liquidity conditions loosen or risk appetite returns, because incremental M2 growth has historically flowed into high-beta scarce assets with a lag of weeks to months; while short-term divergences can occur (as seen in 2025–26 when higher rates and competing AI/SpaceX capital pulled money away despite ongoing M2 expansion), the long-run gravitational force of continuous currency debasement favors eventual new highs in BTC as long as fiscal dominance and monetary accommodation persist.

TLDR: As long as they keep devaluing the currency by increasing the money supply the price of all assets priced in those currencies will go up, including Bitcoin over a long-term time horizon.

I don't know what the price of Bitcoin will be next month but I am 99.9% sure that the price will be much higher than the previous all-time high within 4 years from now. Time will tell who is right. Come back to this tweet 4 years from now if there is no new ATH and rub my nose in it. I will be sure to do the same when it passes $126k within 4 years from now.

[Jason @JasonMP78]

@mel_8686 @0xDeejay

[Jason @JasonMP78]

@0224Charlie B

[Jason @JasonMP78]

@AbdulElSayed Make sure to name it Trumpcare so he will sign it.

[Jason @JasonMP78]

@JoshMandell6 Do you though?

[Jason @JasonMP78]

@IndianaModerate @tara_riva Co-ops are socialism. JFC dude. Collective ownership of anything is socialism. That is the literal definition of it.

[Jason @JasonMP78]

@IndianaModerate @tara_riva Wrong. You are thinking of communism. Completely different.

[Jason @JasonMP78]

@IndianaModerate @tara_riva Co-ops are collective ownership. Aka socialism. What is your definition of socialism? When the workers own what they are producing it is socialism.

[Jason @JasonMP78]

@IndianaModerate @tara_riva What he is saying is literally the definition of socialism.

[Jason @JasonMP78]

@CriminalMacabre @tara_riva 😂

[Jason @JasonMP78]

@Hightv

[Jason @JasonMP78]

@JoshMandell6 OMG! I can't wait!

[Jason @JasonMP78]

@TWOTIMESABITCH New blood please.

[Jason @JasonMP78]

@saylor @Strategy

[Jason @JasonMP78]

@PeterSchiff Thanks for showing us a great example of a major issue that Bitcoin fixes.. You know how many of Satoshi's 1M+ Bitcoin have been "liquidated"? 0

[Jason @JasonMP78]

@KhaosodEnglish 🤮

[Jason @JasonMP78]

@ProcessedPrana @Codedscientist @grok Yeah, I saw that pretty good guess

[Jason @JasonMP78]

@OnChainMind How much longer until the euphoria phase. I’m getting tired boss.