During summer 2025 I carried a significant position in GLD (four fig contracts - calls) which I accumulated around 0.75 delta over prior a period of 6-9 months (it’s all on my timeline)… the entire position was ITM by May. I did not ‘sell’ but did ‘go away’ for the entire summer… by July the position had flipped red while gold was chopping sideways and was under water by around ~65% as gamma was getting crushed… I did not sell. By October that same position was in the green by >150% and I’m sure you don’t need me to tell you what happened to price of gold in Q4. Moral of the story - fundamentals matter in this regime. It’s the denominator that is going to shit. Whatever you assign on top as the numerator will outperform as long as it’s ‘money’ - real money. Silver has been money for millennia. Nothing has changed. Only narratives.
Just got a Bloomberg notification that says “Bitcoin drops to the lowest level since June.”
Cool.
Where was the notification when my rent doubled?
When my groceries went up 40%?
When my insurance climbed every year for no reason?
When my college tuition tripled in a decade?
Bitcoin isn’t crashing. The dollar is.
@zerohedge True.
That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history has done so, but it is impossible to fake energy.
If the dollar was backed by truth, it wouldn’t lose value every year.
If inflation wasn’t theft, we wouldn’t be falling behind while doing everything right.
If the system worked, we wouldn’t be this exhausted.
Bitcoin fixes this.
Time
Is the currency of life.
Money is not.
They trick you to think money is so they can steal your time.
Are thing is you only learn this after you’ve lost the time.
I’m here to wake you up early.
Break the cycle with bitcoin.
You worked a 9-5 for 50 years.
Then the government printed 50% of the money supply and erased 25+ years of your life savings away.
And you think Bitcoin is a scam? 🤔
Your savings are melting, man. Banks give you 0.5% interest, but inflation’s 4%. That’s $35 gone from a $1,000 account in a year. Like watching ice melt! 😳
Groceries are up 20% in 5 years. Your $100 Walmart run now costs $120. Inflation’s why your paycheck doesn’t go as far. Anyone else feeling this pinch?
Dollars ain’t backed by gold anymore, just gov promises. They can print as much as they want, and every new dollar makes yours worth less. Ever wonder why stuff keeps getting pricier?
The U.S. is $33 trillion in debt. Imagine owing $250k on credit cards with no way to pay! They print money to cover it, and your savings take the hit. Crazy how that works, right?
Inflation’s like a hole in your pocket. That $1 soda from the ‘90s? Now it’s $2.50 at the gas station. Your hard-earned cash buys less ‘cause the gov keeps printing more. Sound familiar? 💸
The Cost Of Our Inheritance: A Generation's Vision For Ethical Money
One of the most personal and important keynotes I've ever given on broken money, generational injustice, and Bitcoin as our moral imperative.
The future isn't something we wait for, it's something we build ✊