Transcription
Because the last logical conclusion I come to is that Bitcoin is the sync for stable coin liquidity. So stable coin is the sync for fiat inflation liquidity and Bitcoin is the sync for stable coin liquidity. If you want stable coins to grow, Bitcoin grows. You want to debase the dollar against something, Bitcoin. Put it to you this way. The United States sends Bitcoin to $500,000 a coin. That's 5x from here. Stable coins then have to 5x in growth at least. That's five times the amount of demand for US debt. Guys, this is I'm telling you, this is it. I'm telling you, I feel it in my bones. I really do.
What if the road to a $500,000 Bitcoin isn't paved by hype, but by stable coins and debt? Behind the noise of markets and memes, there's a deeper liquidity shift happening. One that connects inflation, stable coins, and Bitcoin in a way most people haven't wrapped their heads around yet. As fiat currencies keep losing value, capital needs somewhere to go. And Jack Malers believes he's found the final stop in that chain reaction. Bitcoin. To Malers, stable coins are more than just digital dollars. They're the pressure valve for fiat inflation. But Bitcoin, that's the sink. You want stable coins to grow? Bitcoin grows. He explains, "If the US drives Bitcoin to $500,000, a 5x move from where it stands today, it doesn't just spark a Bitcoin bull run, it triggers a massive surge in stable coin growth, which then demands five times the current appetite for US debt, thanks to stable coins being backed by treasuries. But this isn't just math to him. It's instinct. I feel it in my bones," Malor says. He's not pitching a coin. He's describing a system in motion, one where Bitcoin quietly becomes the foundation for the next era of global liquidity. And if he's right, the wave is already building. Let's watch clips from Jack Mer's explosive interview to gain more insight. Don't forget to like, subscribe, and enable notifications for additional in-depth content. Thanks for joining us again. Enjoy the video.
The question is this. Has the Fed and the US government ever gotten married before? Well, the title of this show is the Fed and Treasury are getting remarried. Remarried implies that they've been married before. What happened the last time they got married? They got married to help finance around the World Wars. Guys, it's all starting to click. It's all starting to click like one big story. We're in the postworld war monetary era. This fiat era, this era is coming to an end. It's run its course. We're out of room. We're out of debt to grow. We're out of purchases of our debt. We're going back to neutral reserve currency status. We're going to Bitcoin. It's the story of humanity. You know, it's engineering a better world. That's what we did. We got our hands dirty. We built Bitcoin. And that's the start of a new chapter. Let's look at the old chapter. The US government and the Fed got married and the Fed's balance sheet grew 10 times. Look at this chart. 10 times. And it grew largely in, drum roll please, T- bills, the things that stable coins buy guys. And Bessant just said he's going to issue the debt at the front end. He's going to live at the front end. He can't get the 10-year rates down. That's why they want the Fed rates to come lower. They need they want lower interest payments on the debt. They want to be giving stable coins. They don't want to be paying stable coin issuers four and a half%. Guys, the last time the Fed and the government got married, K I S I N G. Two love birds sitting in a tree. K I S I N G. It's the Fed and the US Treasury. The Fed's balance sheet grew 10 times. 10 times. Who's the purchaser of last resort when it's all said and done? And China doesn't want your debt. American uh civilians don't want your debt. Russia doesn't want your debt. Banks don't want your debt. Hedge funds don't want your debt. Who's the buyer of last resort? The Fed. The Fed. So my thesis is this. Stable coin growth is going to come via Bitcoin growth. Bitcoin grows, stable coins grow. So therefore, the US government has an incentive to grow Bitcoin. It's really that simple, guys.
I actually wrote my thesis down. Well, first of all, we take a step back. We know that the US cannot raise rates and they cannot cut spending. We know that for a fact. Okay, that is our baseline. We tried to cut spending with Doge, with Elon. How'd that go? El, that went so bad. Elon started his own political party. I mean, there's bad and then there's how bad that went. This man literally is going to run for president out of some random political party. He start I've don't even know what it's called. like America, American, America, who knows? Um, so the point is we can't raise rates anymore. We can't cut our spending. So we are trapped. We are trapped. The next logical step is we then need to devalue the dollar. It's the only way out. And that's what I've been saying on this show over and over and over and over again. We have to print. However, the problem is on the other side of printing is inflation, right? And so, how can you print and debase without sparking obvious inflation? Stable coins. This is where modern inflation sinks. This is my idea. Or at least this is my interpretation of everything that's happening. Sometimes I'm wrong, sometimes I'm right. Historically, not to brag, I've been a little bit more right than I've been wrong. It's just my idea. Well, maybe we'll come back to this and say, "Man, what a dumb idea, you idiot." Or maybe we'll be right. Who knows? Stable coins are like tokenized US dollar liquidity, okay? They're backed by these T bills, these things that we've been referencing. They unlock $3.5 trillion of dormant reserves at the Fed. We mentioned that last episode. We'll bring it up again. That's a COVID level of liquidity, by the way. That's one COVID. I've done a little bit of math to think that there's about $10 trillion of liquidity coming from all of these special projects. You've got the supplemental leverage ratio that you've got Fanny May Freddy Mack. You've got Genius Act and stable coins. You've got $7 trillion in money market funds. So if inevitably whenever rates start to come down to wherever Trump wants them to come, you've got that capital. So you know, I think we've got, you know, three COVIDs in us over the next 12 months or so. So this whole genius act bill whatever it's called that's it's about one COVID in size one whole COVID put that into perspective okay it's three and a half trillion in dormant reserves so this is secularly inflationary unless all of this liquidity gets absorbed by a non-conumption asset is what I've been saying guys to base the dollar against what? What are you going to debase it against? I tell you what's a really bad idea. Do not debase the dollar against housing. Bad idea. Because if housing starts to rip 60% year-over-year, that's bad. A lot of people are going to be really pissed because they don't want to be homeless. Here's another one. Don't debase the dollar against eggs. Bad idea because people need to eat or else they'll be malnourished, starve, and die. So a bad idea would be debasing the dollar against eggs. Good idea, my recommendation, debase it against Bitcoin and gold.
So then my next few slides are to support this idea. For one, the president and his family just bought $2 billion worth of Bitcoin. This is the Trump media company. Just bought $2 billion worth of Bitcoin. Next huge news. Trump opens US retirement market to crypto investments. Guys, if I were to execute this plan, the one thing I would need for it to work is for everyone to own as much gold and Bitcoin as possible. I really hope I'm articulating this well enough. If the goal is to debase the dollar, which grows nonomal GDP, which devalues the debt to GDP, that's the whole point. We cannot have debt to GDP at 130%. That number's got to come down. It comes down by printing money, by debasing the dollar. You can debase the dollar against gold, against Bitcoin. How do you get gold and Bitcoin to everybody? Well, one way is to open up everyone's retirement account and put Bitcoin and gold in it. It's the quiet part is being said out loud. We're going to use stable coins to absorb liquidity and inflation. Stable coins funnel to Bitcoin. Stable coins are going to grow because we're going to grow Bitcoin. We're going to grow Bitcoin by taking dead capital, three and a half trillion at the Fed, US retirement accounts. We're going to make sure that people get long this thing. I tell you this guys, do you want to know the community of humans that aren't mad when the dollar gets debased? us, me. I've said on this show, debase the dollar all you want, print all you want. I don't care because I own Bitcoin. That's the point.
The Fed and Treasury are quietly rekindling their old flame. And this time, the stakes are even higher. With trillions in dormant liquidity and no appetite for rate hikes or spending cuts, the only way out is to debase the dollar. But not against food or housing. That sparks chaos. The smart move? funnel it into Bitcoin and gold. Stable coins absorb the shock. Bitcoin anchors the system. And just like that, a new monetary era is underway. One that rewards those paying attention. Wanted to base the dollar and still win an election. Easy. Put Bitcoin and gold in everyone's retirement account. That's the quiet part being shouted now. With 9 trillion in 401k about to be opened to crypto, the playbook is clear. dump bonds, short the dollar, and go long Bitcoin. This isn't theory. It's policy in motion. From executive orders to billion dollar buys, the monetary regime is shifting fast. And those paying attention aren't scared. They're stacking. Let's watch more clips from the interview. How do you debase the dollar and get reelected? Put Bitcoin and gold in everyone's retirement account and send that And by sending that I don't mean Bitcoin to a million. I mean the dollar to zero. Bitcoin is going to go where it needs to go. Bitcoin doesn't need your help. They're need they need to drive the dollar down.
Here's a snippet from the article. Donald Trump is preparing to open the 9 trillion. I mean, we're just throwing around these trillion dollar numbers. Like, what the hell? Oh, three and a half trillion there, 7 trillion there. Oh, whoa. What's that? Is it a bird? It's a plane. No, it's $9 trillion of US retirement money. Jesus. Donald Trump is preparing to open the $9 trillion US retirement market to cryptocurrency investments, gold, and private equity in a move that would spur a radical shift in the way American savings are managed. Trump is expected to sign an executive order as soon as this week that would open up 401k plans to alternative investments beyond traditional stocks and bonds. According to three people, guys, what have we said on the show? Stocks are going to go up in dollar terms, but everything goes up in dollar terms. If you've measured stocks in gold terms, you've already lived through a great depression. Stocks are going to go up in dollar terms, but you're still not going to be able to pay rent. You're still going to be getting less groceries. You're still not going to be able to fill up your gas tank. They're going to go down in Bitcoin terms. They're going to get murdered in Bitcoin terms. And the United States is literally shorting stocks and bonds and longing Bitcoin and gold. It's in a Financial Times article. Wow. Sorry. Got a lot of energy today. It's just really getting me going. The quiet part could not be more loud. These investments would run a broad spectrum of asset classes from digital assets to metals and funds focused on corporate takeovers, private loans, and infrastructure deals. They're finding liquidity to do what? buy neutral reserve assets, Bitcoin and gold, fund America, reshoring all their So, these private equity deals are probably going to be building all the factories and all the rare earths and all the things we've been talking about to reshore America. So, how what did I say? They're going to have to print the money and find the liquidity to reshore. The dollar's got to go down. Bitcoin's got to go to the moon and we've got to start making our own stuff again. They're literally taking everyone's retirement account and just reordering capital flows. short stocks, short bonds, long Bitcoin, long gold. The executive order would instruct Washington regulatory agencies to investigate the remaining hurdles needed to follow for such an alternative investments to be included professionally managed funds used by 401k savers. This is the biggest part. Direct quote, President Trump is committed to restoring prosperity for everyday Americans and safeguarding their economic future. safeguarding their economic future is dumping stocks, dumping bonds, buying gold, and buying Bitcoin. We made it. It's that Drake song. We made it. Crazy. The president is saying, "Yo, I need to protect your financial future. Let me get you some Bitcoin." And there's bearish people out there that think this thing has no intrinsic value and it's not gonna be part of our future. Do you guys read anything on the internet or watch CNBC or do like literally do you read mainstream media? Do you watch the television? Do you do you wake up and see the sun? It's everywhere. No decision should be deemed official. However, unless they come from President Trump onwards, then the next day after that FT article, President Trump tweets out the greatest Bitcoin explanation of all time. I'm not going to play the video. I've played too many videos. We're running up on time here, but you guys should watch it. So, the Trump family buys $2 billion worth of Bitcoin. Then Trump says,"I got to make sure everyone's economically protected for their future and they're ready for this new monetary era so that I can get reelected. So I'm going to dump their stocks, dump their bonds, and buy a bunch of Bitcoin." Then he goes out and tweets that Bitcoin is amazing. A 6 and a half minute video on the greatest Bitcoin explainer of all time. I mean, listen, I'm not everyone's flavor of tea. Sometimes people understand what I'm trying to say. Some times people don't. I hope you guys are hearing picking up what I'm putting down. Okay, I don't know how much more clear I can make this. The whole genius act thing, stable coins are the new way to finance the government, but they grow as Bitcoin grows. One way to grow stable coins is to grow Bitcoin. One way to debase the dollar is to grow Bitcoin. One way to get out of the postworld war monetary regime change is to grow Bitcoin. One way to solve the Fed and the Treasury's problem of getting remarried is to grow Bitcoin. It could not be more obvious. And this goes back to Bitcoin doesn't need you. You need Bitcoin.
What do I think about the United States interest in Bitcoin? Does it make me ashamed to be a Bitcoiner? Bitcoin doesn't give a about the United States. It doesn't even know who the United States is. I know that for a fact and you could too. You can go on github.com and look at the code. Nowhere in the code does it say the United States. Not one time. But the United States needs Bitcoin. Russian oil companies have used Tether, Bitcoin, and Ether. Russia is using cryptocurrencies in its oil trade with China and India to skirt Western sanctions according to four sources direct direct knowledge of the matter. While Russia has publicly encouraged the use of crypto and last summer passed a law to allow digital currency payments in international trade, its use in the country's oil trade has not previously been reported. Again, monetary regime change, neutral reserve assets, Bitcoin, Bitcoin, Bitcoin, Bitcoin. We're hearing it in Congress. We're hearing it from the president. We're hearing it from the Treasury. We're hearing it from the future of the Federal Reserve, Russia. You'd think, man, if we're doing a new monetary regime, then surely countries are dumping treasuries, dumping US debt, and using things like gold and Bitcoin. Uh, yeah, here, let me know if you want me to link you to this article. It was just reported on Reuters. The crypto market is pulsing with renewed life as Bitcoin, Ethereum, and other digital assets find their footing after a turbulent week. Bitcoin has surged to $119,157, maintaining a lead even as altcoins like Ethereum and Salana show sharp swings. Under the surface, market data signals something brewing. Large Bitcoin transactions have dipped, but daily active addresses are climbing and high value transfers, those over $100,000, are increasing. Meanwhile, exchanges have seen net flows plunge by over 90%, suggesting a shift toward long-term holding and a tightening supply. Behind these price charts, something bigger is stirring. Glass node data shows that as Bitcoin leapt from $110,000 to $117,000, it carved out what analysts call an onchain air gap, a zone that often marks the end of corrections and the beginning of new rallies. Analysts are watching closely. Volatility signals are tightening and the next big move may only need a decisive push above $119,700. It's a market on the edge, bracing for its next chapter. But this moment is about more than just numbers. As Jack Malers has passionately argued, Bitcoin is no longer just a speculative play. It's becoming a foundational piece in a changing financial order. With the US eyeing major policy shifts from retirement accounts opening to crypto to the dollar's quiet debasement, this rally isn't just about profit. It's about positioning for a future where Bitcoin, not fiat, could anchor wealth and policy. For those paying attention, the stakes have never been higher. As we wrap up, do you think stable coins and Bitcoin really are the solution to America's growing debt crisis? Why or why not? Let us know your thoughts in the comments below. Share this video and hit the like button. Thanks for watching and don't forget to subscribe.