Bitcoin ETFs just bled $5.4 billion in four weeks, the worst stretch since they launched. The same week, inflation hit 4.2% and the national debt passed $39 trillion on its way to $40 trillion by September. The financial press says Bitcoin failed as an inflation hedge. I think they're grading the wrong exam.

In this episode I break down who is actually selling Bitcoin and why, what long term holders did while the funds ran for the exit, and the math that has the Fed cornered between inflation it can't fix and a debt load it can't afford to fight. Gold already showed us how this movie ends. The fear trade fades. The debasement trade is just getting started.

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Nothing in this video is financial advice. I share how I think about the macro environment and why Bitcoin makes sense within it.

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