Man on Bitcoin

James P. Hamilton
Bitcoin Node - Umbrel on Raspberry Pi
Bitaxe Gamma 601 SOLO Miner
Certified Bitcoin Professional
Author - They're Stealing Your Time

[Man on Bitcoin @jphtandom]

They're Stealing Your Time: How Bitcoin Helps You Fight Back Paperback – August 2, 2025
by Jamie Hamilton (Author)
They’re Stealing Your Time: How Bitcoin Helps You Fight Back
By Jamie Hamilton
You work harder than ever. But your money buys less, your savings shrink, and the goalposts keep moving.

It’s not your fault. The system is rigged—and your time is being stolen.

In this raw and uncompromising manifesto, construction worker turned Certified Bitcoin Professional Jamie Hamilton exposes the truth behind inflation, debt, and government money printing—and shows how Bitcoin offers a way out.

Written for everyday people, not financial elites, this book delivers:

✅ A clear explanation of what money really is—and how it got hijacked
✅ The dirty history of fiat currency and engineered inflation
✅ How Bitcoin restores fairness, transparency, and self-sovereignty
✅ Why the working class suffers the most under a broken system
✅ How to start protecting your time and wealth—today

Whether you're new to Bitcoin or still skeptical, They’re Stealing Your Time will flip the lights on. You’ll never look at a paycheck, a mortgage, or your retirement the same way again.
If you suspect something is deeply wrong with the system—but couldn’t quite put it into words—this is the book you've been waiting for.

https://t.co/Vft7pjpjTm

[Man on Bitcoin @jphtandom]

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[Man on Bitcoin @jphtandom]

Bitcoin’s 260-Week Moving Average and January-to-January Returns: Why Patience Makes Bitcoin a Superior Long-Term Savings Instrument vs. the S&P 500
By Jamie Hamilton June 6, 2026
Fellow HODLers, as someone who’s been stacking sats since 2020 and penned “They’re Stealing Your Time: How Bitcoin Helps You Fight Back,” this week’s data provides some of the clearest evidence yet of Bitcoin’s structural superiority as a long-term wealth preservation tool. While traditional markets like the S&P 500 offer steady but limited growth, Bitcoin rewards patience with asymmetric, cycle-driven compounding that has no real parallel in fiat-based assets.
Two powerful charts illustrate this reality perfectly. First, the Bitcoin Price vs. 260-Week (5-Year) Simple Moving Average, which smooths out short-term volatility and reveals the underlying trend. Second, the comprehensive January-to-January Cumulative Return Matrix, which shows every possible multi-year holding period since 2011. Together, they demolish the myth that Bitcoin is merely speculative gambling. Instead, they prove it is a disciplined, long-term savings instrument engineered for those who understand scarcity, time, and the relentless debasement of fiat money.
The 260-Week Moving Average: A Steady Beacon Through Volatility
As of the latest weekly close (ending ~May 31 / June 6, 2026), Bitcoin’s 260-week simple moving average sits at approximately $56,857— up a solid +28% year-over-year from ~$44,419 a year ago. Even with the current spot price hovering in the low-to-mid $60k range amid the ongoing correction, this long-term average continues its upward drift. It filters noise and confirms that higher prices from the 2024–2025 bull phase are steadily rolling into the calculation, replacing older, lower data points.

This chart visually reinforces what we’ve tracked throughout the series: Bitcoin’s adoption curve — driven by spot ETFs, corporate treasuries like Strategy (holding 815k+ BTC), sovereign interest, the CLARITY Act tailwinds, and institutions such as BlackRock and Cathie Wood — remains firmly intact.
Bitcoin’s Cycle History and Your Personal DCA Results
Bitcoin operates on predictable 4-year halving cycles:
Peaks: Nov 2013 (~$368), Dec 2017 (~$19,800), Nov 2021 (~$69,000), Oct 2025 (~$126,300).
Bottoms: Jan 2015, Dec 2018, Nov 2022, and potentially the current window in late 2026.
Your own stacking journey perfectly embodies this discipline. You’ve converted a total of $39,450 USD into 1.805070640 BTC (averaging roughly $20 per day) at a cost basis of $21,855 per BTC. As of June 6, 2026, at ~$60,779, your stack is worth $109,679— delivering a solid 20.4% compound annual growth rate through all the volatility. This is exactly how the 260-week MA works in practice: consistent buying through cycles compounds powerfully.
The January-to-January Return Matrix: Time In Beats Timing
The table below takes this one step further. It shows cumulative percentage returns for every possible January-to-January holding period since 2011 (using approximate January prices). Green cells represent profits; red cells show losses. The color intensity reflects the magnitude of gains or drawdowns.
What this chart reveals is profound:
First-year performance: You were in profit in most entry years. The only losing first years were purchases made in 2014, 2018, 2021, and 2022 — classic bear market entry points right before major drawdowns.
Three-year horizon: Even those “bad” entry years turned strongly positive. 100% of all 3+ year holding periods ended in profit.
Longer horizons (especially 7+ years): Returns become overwhelmingly positive and massive. Across 7-year periods, the average annualized return sits around 71% — compared to the S&P 500’s long-term average of roughly 14% (including dividends).
This data drives home a critical truth: Anyone who lost money in Bitcoin didn’t lose because of the asset itself — they lost because they became impatient and sold during temporary drawdowns. Bitcoin is not primarily a “buy low, sell high” trading vehicle. It is a superior long-term savings and wealth-preservation instrument in a world where fiat systems are engineered to leak value at ~7% per year (as we discussed in last week’s systems engineering breakdown).
Bitcoin vs. the S&P 500: Asymmetric Upside in a Debasing World
The S&P 500 remains a solid benchmark for broad U.S. equities, historically delivering ~10-14% annualized returns over long periods with dividends. It benefits from corporate earnings growth and economic expansion. However, it operates within the same fiat system plagued by endless M2 expansion, debt spirals, bond routs, and the Fed’s impossible trap that we’ve covered in prior articles.
Bitcoin stands apart because of its engineered scarcity(fixed 21 million supply, predictable halvings) meeting exploding demand from institutions, sovereigns, and everyday stackers. The combination of the steadily rising 260-week MA and the overwhelmingly positive long-term matrix returns demonstrates why patient capital has achieved orders-of-magnitude better outcomes in Bitcoin than in traditional equities.
This isn’t speculation — it’s mathematics meeting macro reality. Global M2 continues flooding higher, r > g dynamics accelerate the debt spiral, and regulatory clarity like the CLARITY Act removes friction for broader adoption. Bitcoin fixes gold’s flaws while delivering digital-native portability, verifiability, and liquidity that equities simply cannot match.
Tying It All Together: Patience Is the Ultimate Edge
The 260-week moving average and the January-to-January return matrix together paint an unmistakable picture: Bitcoin rewards those who treat it as a long-term savings instrument rather than a short-term trade.Volatility is the feature that transfers wealth from weak hands to diamond hands. Your personal results, the cycle history, and these charts all confirm the same message we’ve hammered throughout this series — they’re stealing your time through fiat debasement, and Bitcoin is how you fight back.
If you’re new to stacking or currently heavy in traditional assets like the S&P 500, the data is clear: start small, but start consistently. Stack sats weekly, run a node, secure your own keys through self-custody, and ignore the noise. The current discount window won’t last forever, and the 260-week MA continues its steady climb.
HODL strong, friends. The fundamentals have never been clearer. As I say in my book, it’s not anti-government — it’s pro-you.
Web resources: Yahoo Finance, Macrotrends, coindesk, bloomberg, newhedge, arkhamintelligence, fred stlouisfed org, cbo gov, etc.
Stack sats. The revolution accelerates as Bitcoin captures the hard money rotation. 🚀

[Man on Bitcoin @jphtandom]

What is this chart telling us?

Regardless of which year you purchased bitcoin (Using January on this chart)

By the end of the first year, you were in profit unless you purchsed in 2014, 2018, 2021, or 2022.

If you purchased it in any of those years, after the third year ended, you would be in Profit 100% of the time.

The chart shows the profit percentages.

What is my point? If anyone lost money by purchasing bitcoin, they simply became impatient.

This also shows that, regardless of when you purchased, after 7 years, the average YOY return is 71%.

71% - That is crazy. The S&P average return is about 14%

This is a long term saving instrument more than it is a "buy low sell high" quick way to turn a profit.

[Man on Bitcoin @jphtandom]

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[Man on Bitcoin @jphtandom]

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Bitcoin's Millionaire Machine: Capturing Gold's $20T Surge and Why It's Orders of Magnitude Better

By Jamie Hamilton May 25, 2026

Fellow HODLers, as someone who’s been stacking sats since 2020 and penned “They’re Stealing Your Time: How Bitcoin Helps You Fight Back,” this week’s macro backdrop demands we zoom out to the bigger picture. Building on last week’s systems engineering breakdown—fiat’s engineered 7% annual bleed that no sane engineer would ever approve—we’ve tracked the global M2 flood, the Fed’s impossible trap, the institutional avalanche, the CLARITY Act tailwinds, and the U.S. debt-spiral zombie economy. Now let’s talk raw math and asymmetric upside: Bitcoin’s market cap sitting just over $1 trillion, the millionaires it’s already created, and what happens when it does what gold just did—slurping up $20 trillion in a couple of years. Spoiler: Bitcoin isn’t just a little better than gold. It’s orders of magnitude superior. This is the wealth transfer event of our lifetimes.

The Numbers Don’t Lie: Bitcoin’s Millionaire Factory Is Just Getting Started

Bitcoin’s current market cap hovers above $1 trillion. That alone has already minted thousands of millionaires—early adopters, disciplined stackers, and institutions who bought the dips. But compare that to gold’s recent performance: roughly $20 trillion in market value added in just two years. Gold didn’t just hold value; it exploded as the ultimate fiat escape hatch amid debasement and bond routs.

Now ask the obvious question: Why couldn’t Bitcoin capture a similar $18 trillion (or more) inflow over the next couple of years?

Fixed supply at 21 million coins (with halvings tightening the schedule).

Superior properties: portable via seed phrases, instantly verifiable on the blockchain, divisible to eight decimal places (sats), borderless, and unseizable compared to physical gold.

Network effects accelerating: ETFs, corporate treasuries (Strategy alone at 815k+ BTC), sovereign interest, Lightning, and DeFi primitives.

Institutional tailwinds from the CLARITY Act, BlackRock, Fidelity, Cathie Wood’s “new financial world order,” and banks finally playing ball.

If even a fraction of the capital fleeing fiat’s 7% engineered leak rotates into Bitcoin the way it did gold, the math gets biblical. A $18–20T market cap addition from here would push Bitcoin toward $900k–$1M+ per coin in a multi-year bull phase. That’s not hype—it’s supply/demand meeting scarcity in a world drowning in M2. Every new trillion in fiat liquidity printed to service the debt spiral (r > g on full display) dilutes the dollar further and funnels smart money into hard assets. Bitcoin, as the engineered closed system with zero leakage, wins by design.

Why Bitcoin Is Orders of Magnitude Better Than Gold
Gold proved the thesis in real time: when fiat systems leak value, capital flees to scarcity. But Bitcoin fixes gold’s flaws at every layer:

Portability & Divisibility: Move $100M in sats with a memorized phrase. Try that with physical bars.
Verifiability: Every sat is provably scarce on a public ledger. No audits or vault trust required.

Liquidity & Velocity: Trade 24/7 globally with minimal slippage. Lightning enables instant, cheap payments.
Adoption Curve: Gold had millennia. Bitcoin achieved institutional legitimacy in 15 years. The CLARITY Act, self-custody protections, and bank custody rails are removing the last friction.

As we saw in the Expanding Fiat Flood (global M2 barreling toward $130–150T by 2030), this isn’t zero-sum. It’s a flight to sound money. Gold hit $21T+ recently; Bitcoin can—and will—do more because it’s digital-native money for the internet age. The same institutions now calling BTC “digital gold” (Larry Fink) and the foundation of the next monetary era (Cathie Wood) are voting with capital. Retail FUD gets absorbed by diamond hands and whales. The liquid float shrinks. Your self-custodied sats become increasingly precious.

This ties directly into the systems engineering reality from last week. Fiat is the airplane with the deliberate 7% cabin pressure leak—no engineer would certify it. Bitcoin is the hermetically sealed system: predictable issuance, decentralized consensus, no central authority able to dilute. It’s what happens when money is designed by incentives and cryptography instead of politicians and bankers.

Tying It All Together: The Wealth Transfer Is Accelerating
The synchronized bond rout, reaccelerating inflation, debt-spiral zombie dynamics, and institutional avalanche we’ve covered throughout this series all point the same direction: fiat’s engineered failure is Bitcoin’s engineered opportunity. Gold showed what’s possible with a $20T slurping. Bitcoin—superior in every technical and economic dimension—has the runway to do orders of magnitude more for everyday stackers.
The millionaires created so far are just the beginning. As M2 floods higher and regulatory clarity unlocks trillions more in capital, the math compounds in favor of those who DCA through the noise.

If you’re new, start small. Stack sats weekly, run a node, secure your own keys. Self-custody isn’t optional—it’s your edge in the new financial world order. The fundamentals have never been stronger, and this discount window (amid volatility that transfers wealth from weak hands to strong) won’t last forever.
As I say in my book, it’s not anti-government—it’s pro-you.

Web resources: wisdomtree, newhedge, forbes, tradingeconomics, babypips, streetstats . finance, coindesk, bloomberg, simplybitcoin, btcprague, coinbureau, arkhamintelligence, fred . stlouisfed . org, cbo . gov

Stack sats. The revolution accelerates as Bitcoin captures the hard money rotation. 📷

[Man on Bitcoin @jphtandom]

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The CLARITY Act Breakthrough: Historic Regulatory Clarity Supercharges Bitcoin Adoption

By Jamie Hamilton 17 May 2026

Fellow HODLers, as someone who’s been stacking sats since 2020 and penned “They’re Stealing Your Time: How Bitcoin Helps You Fight Back,” this week’s news from the Senate Banking Committee is a genuine game-changer. The Digital Asset Market Clarity Act—better known as the CLARITY Act—cleared committee on an 11-9 bipartisan vote, with five Democrats crossing the aisle and heavyweights like Fidelity throwing their support behind it. While fiat’s debt spiral tightens and bond yields revolt, this bill delivers the regulatory certainty Bitcoin has long needed. It’s not just another bill—it’s the framework that finally lets sound money thrive in a fiat world.

Clear Rules, Real Certainty: Bitcoin as a Digital Commodity At its core, the CLARITY Act draws a bright line between securities and digital commodities. Once a blockchain system is decentralized and mature—no single person or group in control—its native token is treated as a commodity under CFTC oversight, not a security under the SEC. Bitcoin, the original, most decentralized, and battle-tested digital commodity, fits this definition perfectly. No more regulatory gray area. No more fear that the SEC might try to shoehorn BTC into securities law. This clarity removes one of the biggest headwinds to institutional adoption, paving the way for deeper ETF flows, clearer custody rules, and broader participation from traditional finance.

DeFi and Developer Protections: Innovation Without Fear The bill includes strong safe harbors for software developers and decentralized protocols. Compiling transactions, running nodes, or building on public blockchains won’t trigger securities registration. Decentralized governance systems—like DAOs—are explicitly not treated as a single “person” under common control, protecting the very nature of Bitcoin’s permissionless ethos. For DeFi builders and everyday users, this means innovation can flourish without constant legal overhang. Bitcoin’s Lightning Network, sidechains, and Layer-2 solutions all benefit from this breathing room.

Self-Custody Secured: The Keep Your Coins Act One of the most powerful provisions is the explicit protection of self-custody. Federal agencies cannot prohibit, restrict, or impair your right to hold your own Bitcoin in a self-hosted wallet. In a world where governments have seized assets and banks have frozen accounts, this is freedom codified. Your sats. Your keys. Your coins. This aligns perfectly with the ethos I’ve championed since my book: Bitcoin lets you fight back against the system that’s stealing your time.

Banks and Institutions Can Finally Play Ball The CLARITY Act opens the door for banks, credit unions, and financial institutions to engage with digital assets safely. Permissible activities now include custody, payments, and more—under clear rules. Combined with bankruptcy protections for digital commodities and portfolio margining across asset classes, this reduces operational risk for institutions. The result? More capital flowing into Bitcoin ETFs, more corporate treasuries adding BTC, and more mainstream infrastructure built on top of the network.

Customer Protections and Illicit Finance Safeguards—Without Overreach The bill doesn’t ignore risks. It strengthens anti-money laundering requirements for intermediaries while preserving the decentralized, non-custodial nature of Bitcoin. It creates clear educational mandates, temporary hold safe harbors for suspicious activity, and studies on emerging risks—all while protecting the core innovation that makes Bitcoin special. This is responsible regulation that actually works with the technology instead of against it.

Tying It All Together: Fiat Chaos Meets Sound-Money Clarity While the bond market screams, inflation reaccelerates, and the Fed remains trapped in the debt spiral we’ve tracked throughout this series, the CLARITY Act represents the system slowly bending toward reality. It doesn’t fix fiat’s fatal flaws—endless printing, r > g, time theft—but it removes artificial barriers so Bitcoin can continue its unstoppable march as the ultimate hedge.

This is why I’ll keep DCA’ing through every dip and every headline. Regulatory clarity like this doesn’t come often, and it accelerates everything we’ve been building toward: wider adoption, stronger network effects, and generational wealth preservation.

If you’re new, start small. Stack sats weekly, run a node, secure your own keys. The fundamentals have never been stronger. HODL strong, friends. This discount—and this clarity—won’t last forever. As I say in my book, it’s not anti-government—it’s pro-you.

web resources: wisdomtree, newhedge, forbes, tradingeconomics, babypips, https://t.co/ks5ALKlkCv, coindesk, bloomberg, simplybitcoin, btcprague, coinbureau, https://t.co/U2Njy4nrab (CLARITY Act)

Stack sats. The revolution just got official backing. 􋝙􋝚􋝞􋝟􋝛􋝜􋝝

[Man on Bitcoin @jphtandom]

The Institutional Avalanche: Big Money Is Building Bitcoin’s New Financial World Order – Cathie Wood Just Confirmed It
By Jamie Hamilton May 10, 2026

Fellow HODLers, as someone who's been stacking sats since 2020 and penned "They're Stealing Your Time: How Bitcoin Helps You Fight Back," nothing fires me up more than watching the old guard finally wake up to what we've known all along. Cathie Wood just dropped the mic: Bitcoin isn't just joining the financial system — it's helping create a new financial world order.

While the fiat theft machine keeps printing (every new dollar diluting every dollar you saved), the world's biggest hedge funds, asset managers, and banks are piling into Bitcoin like their portfolios depend on it. And they do. This isn't "adoption" hype — it's a supply-capture operation happening in broad daylight, backed by the same institutions that once called BTC "rat poison squared." Let's break it down: who's buying, how much, and why Cathie Wood says this is the foundation of the next monetary era.

The Heavy Hitters Are All In

The numbers are staggering — and they're accelerating in 2026:

• BlackRock (Larry Fink's empire): The world's largest asset manager with $14T+ AUM. Their iShares Bitcoin Trust (IBIT) is the dominant spot ETF, holding hundreds of thousands of BTC and regularly commanding 96% of net ETF volume. Fink himself now calls BTC "digital gold" and an "asset of fear" — the hedge you buy when you're scared of debasement and deficits.

• Strategy (formerly MicroStrategy): Michael Saylor's crew is the undisputed corporate Bitcoin king, holding over 815,000 BTC as of April 2026 — at times even surpassing BlackRock's IBIT. They've bought through drawdowns, funded by stock issuance, turning their balance sheet into the ultimate Bitcoin treasury.

• Fidelity, Grayscale, Bitwise, Galaxy: These asset managers control tens of billions in Bitcoin exposure through ETFs and funds. Fidelity's Wise Origin Bitcoin Fund is a top performer, and they're all distributing to clients via major platforms.

• The Banks Are Finally Here: Bank of America, Wells Fargo, Vanguard, Morgan Stanley, Goldman Sachs, Citi, and JPMorgan have all flipped. They're now offering Bitcoin ETFs to clients, launching custody services, trading desks, and even their own spot Bitcoin products. Bank of America opened 1–4% allocations for advisors. Vanguard did a complete U-turn. Goldman and Morgan Stanley are filing for their own ETFs and structured notes.

Hedge funds like Renaissance, Citadel, and Point72 have been trading crypto derivatives for years, and dedicated crypto hedge funds now manage tens of billions. Public companies collectively hold over 1.1 million BTC, while sovereign players (U.S. government ~328k BTC, Texas, Arizona, New Hampshire passing state Bitcoin reserve laws) are joining the race.

This is no longer a fringe bet — it's mainstream capital allocation.

Cathie Wood's Bold Vision: A New Financial World Order

Cathie Wood, ARK Invest CEO and long-time Bitcoin champion, just laid it out crystal clear. In recent interviews she explained that deregulation, tax cuts, and a business-friendly environment are creating a "new financial world order" — and Bitcoin is at the center of it.

She sees BTC as:

• A new internet-native currency
• The foundation of a global monetary system
• A brand-new asset class with extremely low correlation to traditional markets

Wood says Bitcoin is already in a different phase of maturation — the era of repeated crashes is over because institutions are now the dominant buyers. She's predicting massive outperformance versus gold and is even talking $1 million BTC by 2030 in some of her bolder outlooks. Her point? The old financial system is being rebuilt on Bitcoin's rails, and the big money knows it.

Why This Matters for Every HODLer

This institutional wave is the direct result of fiat's slow-motion theft. As global M2 keeps flooding toward $100T+ and beyond, smart capital is fleeing debasement into the one asset with a hard 21 million cap. Every halving (next one in 2028) tightens supply further while these giants keep accumulating.

The game has changed: Retail panic sells get absorbed by patient whales. The liquid float shrinks. Self-custody becomes your strategic edge — pulling your sats out of the institutionally controlled pool and into your own cold storage.

As Cathie Wood and the rest of the big dogs are proving, Bitcoin isn't just surviving the old system — it's building the new one.
Start small, but start. Stack sats, self-custody your coins, match their decade-long time horizon. Ignore the noise. Fiat steals your time with every printed dollar. Bitcoin gives it back.

As I say in my book, it's not anti-government — it's pro-you. HODL strong, friends. The new financial world order is already under construction, and we're on the right side of it.

Web resources: ARK Invest, BlackRock, Strategy filings, Bloomberg, CoinDesk, BeInCrypto, DL News.

[Man on Bitcoin @jphtandom]

@CryptoWendyO Bitcoin doesn't care.

[Man on Bitcoin @jphtandom]

Bitcoin’s Global Breakthrough: Nation-State Tolls, Wall Street Records, and Legislative Firepower

By Jamie Hamilton 11 April 2026

Fellow HODLers, as someone who’s been stacking sats since 2020 and penned They’re Stealing Your Time: How Bitcoin Helps You Fight Back, this week delivered three seismic signals that Bitcoin is moving from fringe to foundation.

A sanctioned nation just started charging Bitcoin to let tanker ships through the most important shipping lane in the world.

The most prestigious investment bank on Wall Street launched a Bitcoin product and called it the best-performing launch in their entire history.

The Treasury Secretary of the United States and a sitting senator just joined forces to demand Congress pass Bitcoin legislation.

These aren’t random headlines. They’re proof that the fiat system is cracking and Bitcoin is becoming the neutral, unstoppable settlement layer the world actually needs.

Iran Charges Bitcoin Tolls Through the Strait of Hormuz
Iran has begun demanding payment in Bitcoin for tanker ships passing through the Strait of Hormuz—the chokepoint carrying roughly 20% of global oil and 25% of LNG. Reports indicate roughly $1 per barrel equivalent in BTC.

This is a sanctioned state using Bitcoin’s censorship-resistant nature to bypass the very fiat rails meant to isolate it. No SWIFT, no frozen accounts, no middlemen—just sats for safe passage. It perfectly illustrates what Jack Mallers called “moral code before computer code” in his BTC Prague keynote: Bitcoin doesn’t take sides, doesn’t print, and can’t be debased or blocked.

As global M2 continues its relentless climb toward $130–150 trillion by 2030, nations facing fiat weaponization are turning to the one money that actually works in a multipolar world.

Morgan Stanley’s Record-Breaking Bitcoin Product Launch. Morgan Stanley just launched its spot Bitcoin Trust (ticker MSBT) and publicly declared it the best-performing launch in the bank’s entire history—the strongest debut of any bank-branded Bitcoin offering to date.

This is old-guard Wall Street putting its brand and balance sheet behind Bitcoin and watching capital pour in at record speed. It echoes the Davos 2026 panels where bankers admitted the shift while quietly positioning for it. Bitcoin is no longer “speculative”; it’s becoming core infrastructure.

Treasury Secretary Scott Bessent and Senator Demand Bitcoin Legislation
U.S. Treasury Secretary Scott Bessent has teamed up with a sitting senator to publicly urge Congress to pass comprehensive Bitcoin and crypto legislation, with momentum building around the CLARITY Act for clear digital asset rules.

This builds directly on Bessent’s earlier comments floating a strategic Bitcoin reserve using seized coins. With U.S. national debt now over $38 trillion and interest payments exceeding $1 trillion annually, even Washington insiders recognize Bitcoin as a strategic check on endless deficit spending and a hedge against the debt spiral.

Why This Matters: The Monetary Migration Is Accelerating

A sanctioned nation using Bitcoin for real-world oil transit
Legacy Wall Street calling a Bitcoin product its best launch ever
The U.S. Treasury and Congress moving toward pro-Bitcoin rules

These events converge on the same truth we’ve tracked: fiat’s unlimited supply creates endless problems—debasement, debt spirals, sanctions warfare—while Bitcoin offers fixed scarcity, neutrality, and unseizability. It fixes gold’s biggest flaws (portability, divisibility, friction) while adding verifiable, borderless settlement.

The 21 million cap, upcoming halvings, and growing adoption mean more fiat chasing fewer sats. Whether through nation-state tolls, institutional inflows, or legislative tailwinds, capital is migrating to sound money.

As I detail in my book, this isn’t anti-government—it’s pro-you. Fiat quietly steals your time and purchasing power every day. Bitcoin lets you fight back peacefully by stacking sats.

If you’re still on the sidelines, the window is narrowing. Start small, DCA consistently, run a node if you can, and tune out the noise. The fundamentals have never been stronger, and the shift is speeding up.

HODL strong, friends. The revolution isn’t coming—it’s already here.

web resources: wisdomtree, newhedge, forbes, tradingeconomics, coindesk, reuters, bloomberg, simplybitcoin, btcprague, arkhamintelligence, finbold

[Man on Bitcoin @jphtandom]

The Expanding Fiat Flood: Global M2 Growth and Bitcoin's Bullish Horizon
By Jamie Hamilton March 14, 2026

Fellow HODLers, as someone who's been stacking sats since 2020 and penned "They're Stealing Your Time: How Bitcoin Helps You Fight Back," I can't help but get fired up about the relentless debasement of fiat currencies. In my book, I laid out how the USD has hemorrhaged 97% of its purchasing power since 1913, thanks to unchecked money printing. Now, in mid-2026, we're staring down the barrel of a global money supply explosion that's set to supercharge Bitcoin's value. Let's break it down: what M2 is, where it's been, where it's heading, and why this spells massive upside for our favorite hard asset. Buckle up—this is about fundamentals, not hype.

What Is M2, and Why Does It Matter? M2 is the broad measure of money supply in an economy, including cash, checking deposits, savings accounts, and other near-money assets like money market funds. It's the fuel that powers spending, lending, and inflation. Globally, M2 represents the total liquidity sloshing around in major economies like the US, Eurozone, China, and Japan, which together account for the lion's share of world money. As of early March 2026 (latest aggregate data through January), this global M2 stands at approximately $99.86 trillion—a staggering sum that's grown exponentially over decades.

Why care? Because when central banks crank up the printing presses to fund deficits, bail out banks, or stimulate growth, M2 balloons. This dilutes every unit of currency, acting as that "hidden tax" I rant about in my book. Remember the Triffin Dilemma? The US, as the reserve currency issuer, must pump out dollars to grease global trade, but that very act erodes trust and value. Extend that to the world, and you've got a recipe for fiat fatigue. Savers get crushed, while scarce assets like Bitcoin thrive.

Historical Context: From Steady Drip to Tsunami. Let's rewind. In 2020, just before the COVID madness, global M2 (for major economies) hovered around $80 trillion. Then came the stimulus orgy: trillions in handouts, QE infinity, and zero rates. By early 2022, US M2 alone had surged 40% to $21.7 trillion. Globally, the flood added tens of trillions, peaking growth rates above 10% in some years.

Post-2022, things "normalized"—or so they say. M2 growth slowed amid rate hikes, with the US even seeing a rare contraction in 2023. But by 2025, the taps reopened. US M2 hit a record $22.44 trillion in January 2026 (up ~4.3% year-over-year from prior levels). China kept expanding steadily, while the Eurozone and Japan chugged along modestly. The net? Global M2 has ballooned from under $1 trillion in 1970 to nearly $100 trillion today, following a power-law trajectory of endless expansion.

This isn't random—it's the debt spiral in action. With debt-to-GDP ratios over 100% in many nations and interest rates often exceeding growth (r > g), governments have no choice but to print. As I explained in my book, this is fiat's fatal flaw: unlimited supply meets insatiable demand for more debt.

Where Is Global M2 Heading? Buckle Up for More. Looking ahead, the trajectory is clear: up and to the right. Projections from economic models show global M2 growing at 3-7% compound annual rates through 2030. In a base case (5% CAGR), it hits ~$134 trillion by 2030; in an inflationary scenario (7%), it balloons to $150 trillion (some broader aggregates peg even higher, toward $206-260 trillion, but the trend holds).

Why the relentless rise? Persistent deficits, aging populations demanding entitlements, and geopolitical tensions fueling spending. China's stimulus keeps its M2 climbing, while the US hovers around $22.44T+ with upside if liquidity ramps. Europe and Japan, battling stagnation, will keep pumping to avoid deflation. In short, we're in a debt-fueled supercycle. Central banks target 2% inflation, but history shows they overshoot when push comes to shove. This M2 growth isn't stopping—it's accelerating as fiat systems strain under their own weight.

How This Turbocharges Bitcoin. Here's where it gets exciting for us HODLers. Bitcoin isn't just digital gold—it's gold on steroids, fixing all the yellow metal's flaws: portable, divisible, verifiable, and capped at 21 million coins. As global M2 swells, fiat devalues, driving capital into scarce assets.

Data backs this: Bitcoin's price has historically correlated with M2 growth, often leading liquidity peaks by months. When M2 expanded post-2020, BTC rocketed from $10k to $69k. Today, with M2 rebounding amid volatility, Bitcoin's hovering around $70,500–$71,000 (as of mid-March 2026), but models predict much more. In WisdomTree-style base cases with 5% M2 growth, BTC could hit $275k by 2030—a 20%+ CAGR from here. In the inflationary 7% scenario? Even higher gains.

Why? Supply and demand. Bitcoin's issuance halves every four years (next in 2028), while fiat floods in. As hard assets' share of global money rises (from ~8-10% today toward 12-15% in projections), Bitcoin's slice grows. It's math: more money chasing fixed supply equals higher prices.

This isn't speculation—it's self-preservation. As fiat erodes your time (your labor's value), Bitcoin fights back. Nations like the US, trapped in debt spirals, will keep printing, making BTC the ultimate hedge.

Tying It All Together: HODL Through the Storm. Global M2 is a tidal wave, heading toward $130-150 trillion by 2030 in conservative estimates, driven by the same forces that doomed Bretton Woods and fuel today's inflation. For Bitcoin, this is rocket fuel. We're not talking get-rich-quick; we're talking generational wealth preservation in a world of debased fiat.

If you're new to this, start small, but start. Stack sats, ignore the noise, and remember: they're stealing your time with every printed dollar. Bitcoin lets you fight back. As I say in my book, it's not anti-government—it's pro-you. HODL strong, friends. The fundamentals have never been better.

Web resources: wisdomtree, newhedge, forbes, tradingeconomics, babypips, & streetstats finance

[Man on Bitcoin @jphtandom]

@SaqibBanbh90290 30

[Man on Bitcoin @jphtandom]

The US Economy's Ticking Time Bomb: Debt Spirals, Zombie Status, and Bitcoin as Your Escape Hatch
By Jamie Hamilton 21 Feb 2026

Fellow HODLers, as someone who's been stacking sats since 2020 and penned "They're Stealing Your Time: How Bitcoin Helps You Fight Back," the state of our economy in early 2026 is flashing warning signs everywhere. Building on the fiat flaws, debt dynamics, and hard-asset flight we've explored lately, we're deep in a debt spiral that's turning America into something like a zombie company—barely servicing obligations while hollowing out the middle class and eroding our manufacturing base. Add skyrocketing wealth inequality, persistent inflation, geopolitical vulnerabilities, and yesterday's disappointing Supreme Court ruling striking down President Trump's bold tariff strategy, and the picture is one of systemic strain from endless fiat printing and unchecked deficits. This isn't hype; it's the math catching up. But Bitcoin stands apart as a long-term life raft—scarce, decentralized, and immune to the debasement fueling this mess. President Trump is the one leader actually fighting to fix it—bringing jobs home, slashing regs, and even floating a strategic Bitcoin reserve. He's got my full support, and Bitcoin fits right into that vision.

What Is a Debt Spiral, and Why Is the US Trapped? A debt spiral hits when you borrow more just to cover interest on existing debt, without enough growth to break free. It compounds viciously: Debt rises, interest costs climb, growth stalls, more borrowing ensues, and confidence erodes—potentially ending in default, brutal austerity, or inflationary money-printing. The US is squarely in this trap. As of mid-February 2026, gross national debt is around $38.7 trillion (Treasury Fiscal Data), with debt held by the public near $31 trillion. Debt-to-GDP is 101-124% (CBO sees public debt at 101% in 2026, climbing to 120% by 2036). Deficits lock in at ~$1.9 trillion for FY2026, interest payments exceed $1 trillion this year—topping defense spending—and head toward $2.1 trillion by 2036. Root cause? r > g: Treasury rates (~3.3-3.4%) outpace GDP growth (2-3% projected). Past admins loaded up on spending—wars, bailouts, entitlements—without reforms. President Trump is pushing energy dominance and deregulation to juice growth, but the global M2 flood dilutes the dollar as a hidden tax, stealing your purchasing power and time.

America as a Zombie Company: Propped Up, Draining Vitality Zombies pay interest but can't grow, invest, or repay—they're dead weight. America mirrors this: Interest devours ~17% of the budget, starving infrastructure, R&D, and education. CBO projects deficits averaging >6% of GDP through 2036, debt toward $56-64 trillion. Post-2008 QE, zero rates, and stimulus kept it shambling, but Trump's policies—like the One Big Beautiful Bill Act—aim to rebuild productively. Resources flow to debt service, not innovation. Echoing Davos 2026, Wall Street heavyweights like Citadel's Ken Griffin labeled global spending "reckless," while JPMorgan's Jamie Dimon decried the "fraud in Washington," slamming how lobbyists, pork-barrel bills, and special interests load up legislation (e.g., the CHIPS Act bloated with unions, mandates, child care, and unrelated extras). Dimon asked point-blank: "What the hell are we doing?" and noted no one believes sending another trillion to DC improves anything. As Dante Cook summarized on Simply Bitcoin, those closest to the money printer cheat and bend rules to their favor. Trump's battling that DC swamp and fraud head-on, but holdovers and weak leaders keep the zombie alive. If foreign buyers (e.g., China) pull back or rates spike, the cracks widen fast.

The Hollowing Out of the Middle Class: From Engine to Erosion The middle class powered America, but it's shrinking—Pew data shows middle-income households dropping from 61% in 1971 to ~51% now. Real median incomes stagnate while housing, education, and healthcare costs surge 200-500%. Globalization offshored jobs, automation displaced workers, fiat inflation eroded savings. Trump's tax cuts put money back in pockets, and his tariffs targeted bringing manufacturing home to rebuild opportunity. Fiat's the real thief—borrowing from future generations. A weakened middle means softer consumption, rising inequality, and family struggles—exactly what Trump fights against.

The Loss of Our Manufacturing Base: Powerhouse to Vulnerability We dominated manufacturing—19 million jobs in the '70s, now ~12-13 million, GDP share ~11%. Offshoring gutted it; goods deficits hit records. Trump's tariffs and CHIPS Act sparked construction booms and aimed to reverse the hollowing, protecting blue-collar jobs and national security (e.g., chips from Taiwan). This decline fuels vulnerabilities to trade wars and disruptions—Trump's the one leader pushing to bring it back.

SCOTUS Tariffs Ruling: A Disappointing Setback That Widens the Deficit Chasm Yesterday's 6-3 Supreme Court decision in Learning Resources v. Trump (Feb. 20, 2026) struck down Trump's sweeping tariffs imposed under IEEPA, ruling they exceed presidential authority—tariffs are congressional taxes. Those levies collected $130-160 billion+ in 2025, projected at trillions over a decade, to fund rebuilding, cut deficits, and protect American workers. Now, potential refunds could drain billions from the Treasury, forcing more borrowing or printing—money printer go brrr, accelerating dollar dilution. Trump responded fiercely, calling it a disgrace and signing a new 10% global tariff under other authority to keep fighting for fair trade. Short-term, it risks higher costs, retaliation, and manufacturing strain; geopolitically, it signals weakness. This is obstruction—Trump's strategy was protecting jobs and reversing decades of bad deals. The court tied his hands at a critical moment.

Piling On: Inequality, Inflation, and Geopolitical Exposure Wealth gaps explode—top 1% doubled their share since 1979, bottom 50% hold scraps. Persistent inflation (3-5%+) erodes wages and savings. Geopolitical risks—sanctions, energy shocks, supply chains—threaten USD dominance. Add crumbling infrastructure, gridlock, and $17+ trillion household debt—all from fiat's unlimited supply funding waste. Trump pushes back hard, but needs tools like tariffs.

Bitcoin: The Long-Term Life Raft Bitcoin thrives in fiat failure—capped at 21 million, it's the ultimate scarce hedge. As debt spirals and M2 swells, capital flees to hard assets (gold's $21 trillion surge proves the escape). Bitcoin fixes gold's flaws: Portable (seed phrases), divisible (sats), verifiable (blockchain), borderless, low-friction. In a zombie economy, it preserves value amid inflation; for hollowed middle-class families, DCA makes it accessible (start with any amount). Against manufacturing/geopolitical risks, it's neutral and global. Models project $275k-$475k by 2030 on 5-7% M2 growth (20-34% CAGR from current ~$68,000 levels, recent trades ~$67,800-$68,200). In crisis, upside explodes—like post-2020. Trump's Bitcoin reserve idea is brilliant—ethical, math-based freedom. Nations adopting accelerate it.

Tying It All Together: HODL Through the Wreckage, Support the Fight America's doom loop—debt spirals, zombie stagnation, middle-class erosion, manufacturing decay, inequality, inflation, risks—stems from fiat's flaws since 1971, amplified by the fraud and recklessness Dimon and others called out at Davos. President Trump is the one man truly fighting to fix it—tariffs for jobs, cuts for growth, Bitcoin for the future. The SCOTUS setback is disappointing, but it won't stop him. As my book argues, Bitcoin's pro-you, pro-freedom—preserving your time and labor. Start small, DCA steadily, ignore the noise. HODL strong—the fundamentals scream upside, and with leaders like Trump, the generational win is coming.

web resources: wisdomtree, newhedge, forbes, tradingeconomics, babypips, streetstatsfinance, weforumorg, cnbccom, reuterscom, cbogov, pgpforg, crfborg, fiscaldata.treasurygov, aeiorg, fredstlouisfedorg, scotusblogcom, supremecourtgov, nytimescom, cnncom, apnewscom, singjupostcom