Spacular

On X with the popcorn. An investment in knowledge pays the best interest. 💰

[Spacular @Spacular1]

@nypost What's the point in seeing this plane and not discovering anything unusual? #deflection

[Spacular @Spacular1]

Oseguera Cervantes was suffering from chronic kidney disease, that required regular dialysis. Easy target, and now new leadership. Same old... same old. #elmencho #mexico #cartel

[Spacular @Spacular1]

@ChaosAgent_42 Yup. Take your time doing what you need to do.

[Spacular @Spacular1]

@BuzzPatterson The US turned the Middle East into a war lab with the 1953 CIA coup that crushed Iran’s democracy.

[Spacular @Spacular1]

@CalltoActivism This malignant narcissist lies and manipulates and America put him in office. So what are y’all complaining about? Why the surprise? No one is safe!

[Spacular @Spacular1]

@patriottakes America, elected a malignant narcissist, and they are surprised at what they’re getting?

[Spacular @Spacular1]

@allenanalysis The sites were used for processing, enrichment, or research. Iran does not have a nuke. Otherwise it would be on its way to the US right now.

[Spacular @Spacular1]

@EdKrassen No Iran will be striking U.S. embassies, air bases, and/or oil facilities

[Spacular @Spacular1]

@badiiadvance United States is a Patsy for Israel

[Spacular @Spacular1]

@BasiruMustafa Americans are at risk in Muslim countries and the USA

[Spacular @Spacular1]

@MikeBenzCyber Markets crash in the short term

[Spacular @Spacular1]

@StCatStandard No one likes screaming miserable babies on a flight. We lose our humanity in the same way fingernails screech across a chalkboard. We think the parents are assholes, and they are. Point proven.

[Spacular @Spacular1]

@fopminui @InternetH0F Never do this to a BMW driver. We would drive the hell over you and not give a damn if you want to test your human flesh against BMW steel.

[Spacular @Spacular1]

@AutismCapital Remote controlled helicopter heads right for a passenger plane on US soil.

[Spacular @Spacular1]

@investanswers @realDonaldTrump Don’t get gaslighted by everyone adoring him. He is being used to make the economy look good. BTC and its run up is the only way to ride this train in peace.

[Spacular @Spacular1]

@BitcoinMagazine @saylor At least he met with the right son. MSTR as a US BTC treasury is the plan.

[Spacular @Spacular1]

That’s why we Hodl BTC

[Julien Bittel, CFA @BittelJulien]

Let’s talk about gold...

Are you thinking about gold as a store of value? That’s probably about right.

Since 2009, gold has basically been flat versus the Fed’s balance sheet, meaning gold is preserving your purchasing power – but that’s about it. Gold is not gaining – it’s just holding.

But here’s where it gets interesting: there’s also a whole group of people – the gold bugs – who view gold as an investment. And that’s where I think they’re getting it wrong…

If you’re looking at gold as an investment, then at some point, you’ve got to assess its return on investment (ROI), just like you would with anything else in your portfolio.

Since the Global Financial Crisis in 2008, in what @RaoulGMI and I call the era of The Everything Code, central banks have been systematically debasing currencies to avoid a GDP doom loop caused by declining demographics and falling productivity growth.

Essentially, government debt growth is offsetting the entire demographic decline which the Fed then monetizes. Immigration factors into this equation too, but that’s a story for another time.

Once you grasp this, you understand everything about the current macro environment. And this shift has completely changed the rules of the game, setting a much higher bar for your portfolio.

The new reality?

Your hurdle rate is around 10% per year – just to preserve your purchasing power!

So if your investment portfolio isn’t making at least 10% a year, you’re actually losing money in real terms.

60/40 is dead.

And what about gold?

Gold has made you money since 2009, but it hasn’t made you any richer.

This is what I call a "nominal illusion."

In nominal terms, you’re up, but in real terms – adjusted for current debasement trends – you’re only breaking even.

Let me help put this into perspective for you:

This year has been fantastic for gold historically – it’s the best year since 2010. But here’s the punchline: even with that strong performance, gold has underperformed Bitcoin by 96% year-to-date. And mind you, Bitcoin traded sideways for eight months this year!

Zoom out even further, and gold is down a staggering 99.99% versus Bitcoin since the start of 2012…

Sure, Bitcoin is volatile – that’s a given, and you need to approach it with the right mindset and strategy.

Our rules for engagement?

No leverage
No FOMO
Top 3 to 5 assets as main bag
Self-custody (or multi-sig) with good wallet hygiene
Only trade a small degen bag <10%
HODL over a longer time horizon
Zoom out and remove the noise
Expect 35% pullbacks frequently
BTFD if you can

The big picture?

Bitcoin is accumulating purchasing power faster than any asset in human history – about 8x faster than the next fastest horse in the race, which are tech stocks.

It’s a stark reminder: outside of crypto and tech stocks, nothing else is helping you build purchasing power. Even large-cap equities like the S&P 500 are barely breaking even, while everything else is outright loss-making versus the 10% global debasement trend.

Think carefully about what that means, because it’s an incredibly important concept to your future self…

[Spacular @Spacular1]

@JustinTrudeau That’s it?!

[Spacular @Spacular1]

No sense in talking to owners and manipulators of wealth and political power. They can’t hear you, they’ll do as they please and gaslight you. Just go along for the financial ride.

[Spacular @Spacular1]

@ki_young_ju You should leave!