1 00:00:00,200 --> 00:00:03,440 Speaker 1: They literally can't let a recession happen, And I'm about 2 00:00:03,480 --> 00:00:07,000 Speaker 1: to show you the mathematical proof that changes everything you 3 00:00:07,120 --> 00:00:10,600 Speaker 1: think you know about what's coming next. You see, everybody's 4 00:00:10,640 --> 00:00:14,440 Speaker 1: been waiting for the crash for two years now, defensively positioned, 5 00:00:14,640 --> 00:00:17,639 Speaker 1: sitting in cash, missing out. But what if I told 6 00:00:17,640 --> 00:00:20,680 Speaker 1: you that the FED is trapped in a thirty seven 7 00:00:20,840 --> 00:00:24,439 Speaker 1: trillion dollar corner where allowing a recession would collapse the 8 00:00:24,600 --> 00:00:28,440 Speaker 1: entire system. Now, look, I've been analyzing macrocycles for two decades. 9 00:00:28,440 --> 00:00:31,040 Speaker 1: I'm a partner at a leading bitcoin venture fund. I 10 00:00:31,080 --> 00:00:34,400 Speaker 1: advise multiple public companies, and what I'm seeing in the 11 00:00:34,520 --> 00:00:38,040 Speaker 1: data is the biggest wealth transfer setup I've ever witnessed. 12 00:00:38,280 --> 00:00:41,600 Speaker 1: And by the end of this video, you'll understand exactly 13 00:00:41,960 --> 00:00:45,360 Speaker 1: why they must print forever and how to position yourself. 14 00:00:45,920 --> 00:00:48,159 Speaker 2: So let's go all right, What. 15 00:00:48,120 --> 00:00:51,400 Speaker 1: A time to be alive. We are living through a 16 00:00:51,520 --> 00:00:53,960 Speaker 1: massive evolution right now. It's something what I talk a 17 00:00:54,000 --> 00:00:56,080 Speaker 1: lot about because I talk about technology a lot, and 18 00:00:56,120 --> 00:00:59,760 Speaker 1: it's something called creative destruction, where a new way, a 19 00:00:59,800 --> 00:01:02,840 Speaker 1: new creation, creativity kills the old way. 20 00:01:03,200 --> 00:01:04,720 Speaker 2: Now what are we talking about. We're talking about the. 21 00:01:04,840 --> 00:01:08,800 Speaker 1: Entire global financial system, the bedrock of the system being 22 00:01:08,840 --> 00:01:11,840 Speaker 1: replaced and the new system that's being built on top 23 00:01:11,880 --> 00:01:12,120 Speaker 1: of it. 24 00:01:12,520 --> 00:01:14,280 Speaker 2: And we're talking about, first of all. 25 00:01:14,240 --> 00:01:17,039 Speaker 1: The death of the existing system. Now, the death of 26 00:01:17,040 --> 00:01:21,399 Speaker 1: the existing system is already happening. It's become decrepit, it's 27 00:01:21,440 --> 00:01:25,160 Speaker 1: become old. Nietzsche said that which is falling, shall ye 28 00:01:25,440 --> 00:01:28,319 Speaker 1: also push? And so the system is already fallen off 29 00:01:28,319 --> 00:01:30,119 Speaker 1: of an edge, and there's a new system being built 30 00:01:30,200 --> 00:01:30,959 Speaker 1: up on top of it. 31 00:01:31,160 --> 00:01:33,240 Speaker 2: Now you probably are already aware of this. I talk 32 00:01:33,280 --> 00:01:34,720 Speaker 2: about it on videos all the time. 33 00:01:34,959 --> 00:01:38,560 Speaker 1: In the United States alone, In Japan and China and 34 00:01:38,600 --> 00:01:40,199 Speaker 1: the ECB, they're all the same. 35 00:01:40,240 --> 00:01:43,640 Speaker 2: But in the US alone, the debt continues to go up. 36 00:01:43,600 --> 00:01:45,679 Speaker 1: At an astronomical pace. As a matter of fact, look 37 00:01:45,680 --> 00:01:49,320 Speaker 1: at these trend lines of the debt growing faster, faster, faster, faster. 38 00:01:49,720 --> 00:01:51,440 Speaker 1: Next level is going to be going straight up. We're 39 00:01:51,480 --> 00:01:55,400 Speaker 1: talking thirty seven trillion dollars of debt at a record 40 00:01:55,480 --> 00:01:59,640 Speaker 1: rate of adding a trillion dollars of debt every one 41 00:01:59,680 --> 00:02:02,600 Speaker 1: hundred days. Now, in the two thousands, it was every 42 00:02:02,680 --> 00:02:04,720 Speaker 1: couple of years to get a trillion dollars of debt. 43 00:02:04,840 --> 00:02:07,040 Speaker 1: In twenty ten's it was one year to get a 44 00:02:07,120 --> 00:02:09,519 Speaker 1: trillion dollars of debt, and today, as I said, it's 45 00:02:09,560 --> 00:02:13,600 Speaker 1: about a quarter. About every quarter, a new trillion dollars 46 00:02:13,639 --> 00:02:15,320 Speaker 1: of debt. Now, the reason why I want to bring 47 00:02:15,360 --> 00:02:18,680 Speaker 1: that up real quickly is because the bedrock of the 48 00:02:18,880 --> 00:02:24,040 Speaker 1: entire global financial system is US treasuries. But the problem 49 00:02:24,160 --> 00:02:26,399 Speaker 1: is that if I'm going to buy a US treasury, 50 00:02:26,560 --> 00:02:29,400 Speaker 1: that's debt, right, I'm going to give the government money 51 00:02:29,440 --> 00:02:31,560 Speaker 1: and they're going to pay me back three, four or 52 00:02:31,639 --> 00:02:35,919 Speaker 1: five percent interest, and then in two, five, ten, twenty 53 00:02:36,040 --> 00:02:39,160 Speaker 1: thirty years I get my capital back. But do I 54 00:02:39,280 --> 00:02:42,519 Speaker 1: want to loan somebody money who's insolvent, who has no money? 55 00:02:42,880 --> 00:02:45,400 Speaker 1: Do I want to loan somebody money for ten twenty 56 00:02:45,520 --> 00:02:48,040 Speaker 1: thirty years that they're going to pay me back, but 57 00:02:48,080 --> 00:02:50,800 Speaker 1: when they pay me back in thirty years, it's worth 58 00:02:50,800 --> 00:02:52,359 Speaker 1: way less than what I gave to him in the 59 00:02:52,360 --> 00:02:52,840 Speaker 1: first place. 60 00:02:53,080 --> 00:02:55,240 Speaker 2: And that's exactly what we have going on. 61 00:02:55,320 --> 00:02:58,240 Speaker 1: So as that government debt continues to explode, as they 62 00:02:58,240 --> 00:03:01,360 Speaker 1: continue to increase it by a trillion dollars every hundred days, 63 00:03:02,280 --> 00:03:05,560 Speaker 1: those holding the debt are losing money at a rapid rate. 64 00:03:05,600 --> 00:03:09,400 Speaker 1: Here we have the TLT, which is basically an index 65 00:03:09,440 --> 00:03:12,120 Speaker 1: that tracks the long term US treasuries, and what we 66 00:03:12,160 --> 00:03:15,280 Speaker 1: can see over the last five years that it's lost 67 00:03:15,520 --> 00:03:17,720 Speaker 1: forty seven percent. 68 00:03:17,440 --> 00:03:18,320 Speaker 2: Of its value. 69 00:03:18,400 --> 00:03:20,920 Speaker 1: So if you were a government or somebody that was 70 00:03:20,960 --> 00:03:24,480 Speaker 1: parking money, like most sixty to forty portfolios have money 71 00:03:24,480 --> 00:03:26,480 Speaker 1: in bonds, they've lost. 72 00:03:26,400 --> 00:03:29,720 Speaker 2: Fifty percent, almost fifty percent of their money in five years. 73 00:03:30,000 --> 00:03:34,560 Speaker 1: The bedrock of the global financial system is losing value 74 00:03:34,760 --> 00:03:37,800 Speaker 1: at a rapid rate fifty percent in five years. That 75 00:03:38,000 --> 00:03:41,960 Speaker 1: is the game that's losing, that's the game that's being destroyed. 76 00:03:41,960 --> 00:03:43,680 Speaker 1: But there's a new game in town. What am I 77 00:03:43,720 --> 00:03:46,400 Speaker 1: talking about? It's sort of like discovering fire. It's like 78 00:03:46,440 --> 00:03:49,720 Speaker 1: a zero to one moment. And what we're seeing is 79 00:03:49,720 --> 00:03:52,720 Speaker 1: that a new type of company taking a new type 80 00:03:52,760 --> 00:03:56,040 Speaker 1: of asset and making a refinery model out of it. 81 00:03:56,040 --> 00:03:58,280 Speaker 1: What am I mean by a refinery model. We're taking 82 00:03:58,320 --> 00:04:01,720 Speaker 1: a raw asset and we're creating new things from it. 83 00:04:02,160 --> 00:04:02,280 Speaker 2: Right. 84 00:04:02,520 --> 00:04:05,800 Speaker 1: We're taking one asset and we're turning that asset into 85 00:04:05,840 --> 00:04:07,360 Speaker 1: now multiple products. 86 00:04:07,640 --> 00:04:07,800 Speaker 2: Right. 87 00:04:07,840 --> 00:04:11,280 Speaker 1: It's sort of like financial alchemy, except where it's not alchemy. 88 00:04:11,560 --> 00:04:14,000 Speaker 2: It's more of like a refinery. What am I talking about? 89 00:04:14,240 --> 00:04:17,359 Speaker 1: We're talking about new companies sort of like what micro 90 00:04:17,400 --> 00:04:20,000 Speaker 1: strategies doing, I shouldn't say, sort of like they're the 91 00:04:20,000 --> 00:04:23,200 Speaker 1: ones that are pioneering this. Now there's dozens of companies 92 00:04:23,200 --> 00:04:25,359 Speaker 1: that are doing the same things that they are. And 93 00:04:25,440 --> 00:04:27,880 Speaker 1: what they've done is they've taken a new asset, a 94 00:04:27,880 --> 00:04:31,360 Speaker 1: new commodity, something new, a new piece of technology like bitcoin, 95 00:04:32,160 --> 00:04:35,640 Speaker 1: and use that as a base asset to now like 96 00:04:35,680 --> 00:04:39,000 Speaker 1: a refinery, create new products on top of it that 97 00:04:39,080 --> 00:04:44,000 Speaker 1: fit inside the traditional financial world. Now, specifically, they've created 98 00:04:44,279 --> 00:04:47,840 Speaker 1: four new outputs. They've taken one input of bitcoin and 99 00:04:47,920 --> 00:04:51,000 Speaker 1: created four new products, four new outputs off of that. 100 00:04:51,279 --> 00:04:55,680 Speaker 1: We're talking about convertible debt yielding instruments, bitcoin linked equities. 101 00:04:55,839 --> 00:04:58,080 Speaker 1: We're talking about new ways to get income streams off 102 00:04:58,120 --> 00:05:02,080 Speaker 1: of bitcoin and basically amplify the amount of bitcoin that 103 00:05:02,120 --> 00:05:05,080 Speaker 1: you could buy. What are we talking about here, Let 104 00:05:05,080 --> 00:05:06,279 Speaker 1: me show you how this is working. 105 00:05:06,520 --> 00:05:06,760 Speaker 2: Again. 106 00:05:06,800 --> 00:05:09,240 Speaker 1: If you don't understand this, you're gonna miss one of 107 00:05:09,279 --> 00:05:12,360 Speaker 1: the biggest shifts to the global financial system that's maybe 108 00:05:12,400 --> 00:05:14,520 Speaker 1: we'll ever see. Okay, here's what we're talking about. They've 109 00:05:14,520 --> 00:05:17,919 Speaker 1: taken something like bitcoin here, that's the input. It's like 110 00:05:17,960 --> 00:05:20,000 Speaker 1: no different than a refinery would take in oil and 111 00:05:20,000 --> 00:05:22,440 Speaker 1: then they would spit out different types of fuels. So 112 00:05:22,480 --> 00:05:26,240 Speaker 1: they take in bitcoin and then they output it as 113 00:05:26,360 --> 00:05:30,640 Speaker 1: different products that fit into different unique use cases for 114 00:05:30,800 --> 00:05:34,120 Speaker 1: different people. Again, like oil, we can take oil and 115 00:05:34,160 --> 00:05:37,400 Speaker 1: turn it into all different types of products. So we 116 00:05:37,440 --> 00:05:40,560 Speaker 1: have at the top, we have the micro Strategy stock, 117 00:05:40,640 --> 00:05:42,599 Speaker 1: all right, So that's just if I want common stock, 118 00:05:42,839 --> 00:05:46,200 Speaker 1: I want upside volatility on that stock. 119 00:05:46,240 --> 00:05:47,360 Speaker 2: But what if I don't. 120 00:05:47,640 --> 00:05:49,840 Speaker 1: What if I want what if I'm a I'm a 121 00:05:49,880 --> 00:05:52,600 Speaker 1: debt buyer, I'm a bond buyer, I want income, Well, 122 00:05:52,640 --> 00:05:54,000 Speaker 1: we have an income product here. 123 00:05:54,080 --> 00:05:55,960 Speaker 2: Well, what if I want like really. 124 00:05:55,880 --> 00:05:58,320 Speaker 1: High yield income, like I'm a junk bond buyer, Well 125 00:05:58,360 --> 00:06:00,600 Speaker 1: we have that product down here. What if I want 126 00:06:01,000 --> 00:06:05,600 Speaker 1: more secure income that's like a US treasury where it's 127 00:06:05,680 --> 00:06:08,160 Speaker 1: much more secure senior preferred. Okay, then I might want 128 00:06:08,160 --> 00:06:09,800 Speaker 1: to hear what if I want the debt but I 129 00:06:09,839 --> 00:06:13,400 Speaker 1: want a little bit more upside. You see, there's different 130 00:06:13,400 --> 00:06:16,839 Speaker 1: flavors for all these different buyers, and they're all right here. 131 00:06:17,640 --> 00:06:19,400 Speaker 1: Let me kind of give you a different breakdown of 132 00:06:19,400 --> 00:06:22,719 Speaker 1: what this looks like. So what micro Strategy has done 133 00:06:22,880 --> 00:06:27,120 Speaker 1: is they've taken Bitcoin the input, and they've output four 134 00:06:27,160 --> 00:06:29,760 Speaker 1: new products as of right now, and each one of 135 00:06:29,800 --> 00:06:32,159 Speaker 1: these products is a little bit different. So the common 136 00:06:32,200 --> 00:06:35,520 Speaker 1: stock micro strategy is leveraged bitcoin exposure, so they get 137 00:06:35,520 --> 00:06:38,960 Speaker 1: that potential upside, but there's no income from that, and 138 00:06:39,000 --> 00:06:40,520 Speaker 1: there's also downside. 139 00:06:40,040 --> 00:06:40,720 Speaker 2: That comes with that. 140 00:06:41,160 --> 00:06:44,479 Speaker 1: We have Strike, which is paying an eight percent quarterly 141 00:06:44,520 --> 00:06:47,720 Speaker 1: fixed dividend, but it can convert over into the stock, 142 00:06:47,760 --> 00:06:50,080 Speaker 1: so I get the upside potential, So it's sort of 143 00:06:50,080 --> 00:06:52,120 Speaker 1: like a dividend stock. I get the eight percent dividend 144 00:06:52,360 --> 00:06:54,400 Speaker 1: and I get upside if the stock goes up. 145 00:06:54,800 --> 00:06:57,760 Speaker 2: Then we have another one here called Stride STRD. 146 00:06:57,839 --> 00:07:01,560 Speaker 1: This pays a ten percent quarterly fixed, non cumulative dividend, 147 00:07:02,320 --> 00:07:04,880 Speaker 1: so I get a higher income, but it's higher up 148 00:07:04,880 --> 00:07:07,120 Speaker 1: in the stack, so what's pretty secured. And then down 149 00:07:07,160 --> 00:07:08,880 Speaker 1: here we have this new one, Stretch. I just did 150 00:07:08,880 --> 00:07:11,880 Speaker 1: a video recently on this, I called it the iPhone Moment, 151 00:07:11,920 --> 00:07:13,240 Speaker 1: where we can link it up here or in the 152 00:07:13,240 --> 00:07:15,960 Speaker 1: show notes down below, And basically stretches sort of like 153 00:07:15,960 --> 00:07:20,040 Speaker 1: a stable coin where I don't have upside or downside volatility. 154 00:07:20,080 --> 00:07:22,160 Speaker 2: It always sits right around what I want, sort of 155 00:07:22,200 --> 00:07:23,480 Speaker 2: like a money market fund. 156 00:07:23,680 --> 00:07:26,080 Speaker 1: But it pays a nice healthy dividend depending on where 157 00:07:26,080 --> 00:07:28,360 Speaker 1: it's at, somewhere in the nine percent range. 158 00:07:28,640 --> 00:07:30,880 Speaker 2: You see, this is what we're talking about. Now. 159 00:07:31,640 --> 00:07:33,760 Speaker 1: How has this been working out so well? Well, if 160 00:07:33,800 --> 00:07:36,680 Speaker 1: you haven't been paying attention, maybe you've missed it. But 161 00:07:36,800 --> 00:07:39,920 Speaker 1: in the last five years, micro Strategy, the company that's 162 00:07:39,960 --> 00:07:44,560 Speaker 1: doing this refinery model, has been the best performing asset. 163 00:07:44,880 --> 00:07:45,120 Speaker 2: Right. 164 00:07:45,280 --> 00:07:47,240 Speaker 1: Bonds are down four percent over the last five years. 165 00:07:47,280 --> 00:07:49,200 Speaker 1: Real estate it's up six percent, Goal's up ten percent, 166 00:07:49,360 --> 00:07:52,560 Speaker 1: SMP's up fourteen percent, the mags seven collectively of twenty 167 00:07:52,600 --> 00:07:56,640 Speaker 1: seven percent. Bitcoin is up fifty eight percent per year. 168 00:07:56,680 --> 00:07:59,320 Speaker 1: These are per year returns. Sorry I didn't specify that. 169 00:07:59,440 --> 00:08:02,560 Speaker 1: And micros is up one hundred percent in the last 170 00:08:02,560 --> 00:08:04,680 Speaker 1: five years. What about in the last one year, because 171 00:08:04,760 --> 00:08:06,960 Speaker 1: you know, Mark, maybe you're cherry picking data. Well, in 172 00:08:07,000 --> 00:08:09,400 Speaker 1: the last one year, we can see the outperformance of 173 00:08:09,440 --> 00:08:12,360 Speaker 1: micro Strategy as well. And so that this is the 174 00:08:12,800 --> 00:08:15,920 Speaker 1: financial refinery model that we're seeing. Like I said, dozens 175 00:08:15,960 --> 00:08:18,480 Speaker 1: of people are copying this now, but this is way 176 00:08:18,520 --> 00:08:22,720 Speaker 1: bigger than one company like MicroStrategy. What we're witnessing is 177 00:08:22,840 --> 00:08:26,720 Speaker 1: creative destructure. What we're witnessing is the creation of fire, 178 00:08:26,800 --> 00:08:29,800 Speaker 1: the zero to one moment that now everybody will start 179 00:08:29,840 --> 00:08:33,200 Speaker 1: to copy, start to duplicate what am I talking about. Well, currently, 180 00:08:33,640 --> 00:08:37,280 Speaker 1: companies like the mag seven maybe your business, you should 181 00:08:37,320 --> 00:08:39,960 Speaker 1: have some savings, right, you have a treasury, but this 182 00:08:40,040 --> 00:08:44,840 Speaker 1: is making traditional treasuries obsolete. So again, a company like 183 00:08:44,880 --> 00:08:47,920 Speaker 1: your company, my business should have some savings. And some 184 00:08:48,000 --> 00:08:51,640 Speaker 1: of the biggest companies in the world have enormous savings. 185 00:08:51,679 --> 00:08:55,880 Speaker 1: As a matter of fact, Berkshire Hathaway, Warren Buffett's company 186 00:08:56,000 --> 00:08:59,000 Speaker 1: is sitting on over three hundred and forty eight billion 187 00:08:59,080 --> 00:09:02,920 Speaker 1: dollars three hundred forty eight billion dollars of cash and 188 00:09:02,920 --> 00:09:06,800 Speaker 1: cash equivalents, treasuries things like that. Amazon ninety eight billion, 189 00:09:07,120 --> 00:09:12,120 Speaker 1: Google ninety five billion, Microsoft ninety five billion, sitting on 190 00:09:12,480 --> 00:09:14,839 Speaker 1: enormous hordes of dollars. 191 00:09:14,559 --> 00:09:16,920 Speaker 2: And these dollars are losing money. 192 00:09:17,080 --> 00:09:22,280 Speaker 1: Unlike micro strategy, their asset base is making money. 193 00:09:22,480 --> 00:09:23,120 Speaker 2: So what we're. 194 00:09:23,000 --> 00:09:26,880 Speaker 1: Seeing is a shift from using my treasury as just 195 00:09:26,920 --> 00:09:30,120 Speaker 1: a way to store money that's losing value, to instead 196 00:09:30,240 --> 00:09:34,079 Speaker 1: turn my treasury in a way to turbocharge my returns. 197 00:09:34,240 --> 00:09:36,200 Speaker 1: That's what we're starting to see, and this is going 198 00:09:36,240 --> 00:09:37,960 Speaker 1: to be the big shift that we're about to see 199 00:09:38,080 --> 00:09:41,880 Speaker 1: where we start to see treasuries go from reserves to 200 00:09:42,040 --> 00:09:45,400 Speaker 1: refineries instead of just holding losing value. How do we 201 00:09:45,480 --> 00:09:49,120 Speaker 1: turn that into a refinery that allows different people to 202 00:09:49,200 --> 00:09:51,520 Speaker 1: get them at different products. Now, how big is a 203 00:09:51,559 --> 00:09:55,000 Speaker 1: market like this, Well, we can see that right now. 204 00:09:55,080 --> 00:09:58,040 Speaker 1: The universe for these would be US treasuries. Right, so 205 00:09:58,120 --> 00:10:01,360 Speaker 1: people buy US treasuries to store wealth and get a return. 206 00:10:02,360 --> 00:10:04,960 Speaker 1: We have about twenty eight trillion dollars sitting there. We 207 00:10:05,000 --> 00:10:08,319 Speaker 1: have mortgage backed security, so people buy into those commercial 208 00:10:08,320 --> 00:10:12,040 Speaker 1: real estate mortgage backed securities or residential there's about almost 209 00:10:12,080 --> 00:10:16,440 Speaker 1: ten trillion sitting there. We have bonds about five trillions 210 00:10:16,520 --> 00:10:19,360 Speaker 1: in their junk bonds higher yielding a little bit more risk, 211 00:10:19,520 --> 00:10:23,400 Speaker 1: two point six jillions in there. Dividend paying stocks, forty 212 00:10:23,440 --> 00:10:26,280 Speaker 1: eight trillion dollars in dividend pain stocks. Again, people are 213 00:10:26,480 --> 00:10:30,400 Speaker 1: buying the stock for a dividend, hoping for some potential upside. 214 00:10:31,240 --> 00:10:33,720 Speaker 1: So we're talking about hundreds of trillions of dollars sitting 215 00:10:33,760 --> 00:10:37,160 Speaker 1: here in demand for these types of products. And over 216 00:10:37,200 --> 00:10:39,719 Speaker 1: here we have strike, strife, stride, and stretch, the four 217 00:10:39,760 --> 00:10:41,440 Speaker 1: products that micro strategy has created. 218 00:10:41,720 --> 00:10:45,760 Speaker 2: The refinery that are just tiny little blips. Right now, 219 00:10:45,960 --> 00:10:48,520 Speaker 2: we're talking billions of dollars that are out competing. 220 00:10:48,559 --> 00:10:52,240 Speaker 1: They all pay higher yield at a higher collateral ratio, 221 00:10:52,280 --> 00:10:56,040 Speaker 1: so they're safer and they pay out more, which means 222 00:10:56,040 --> 00:10:58,960 Speaker 1: they're out competing, which means the new creation. It's the 223 00:10:59,000 --> 00:11:03,440 Speaker 1: digital camera to Kodaks film camera. This is what's going 224 00:11:03,480 --> 00:11:07,560 Speaker 1: on right now. And again Strategy is pioneering this. But 225 00:11:07,800 --> 00:11:10,880 Speaker 1: all of those companies I showed you have enormous treasuries 226 00:11:11,640 --> 00:11:15,120 Speaker 1: that they can start to turn into refineries instead of 227 00:11:15,160 --> 00:11:17,760 Speaker 1: just treasures losing money. Again, why because right now they're 228 00:11:17,760 --> 00:11:21,480 Speaker 1: parking them into the US treasuries which have lost fifty 229 00:11:21,520 --> 00:11:22,920 Speaker 1: percent in five years. 230 00:11:23,040 --> 00:11:24,880 Speaker 2: And again, why is that real? Quick? 231 00:11:25,080 --> 00:11:28,400 Speaker 1: It's because the amount of money being added to the 232 00:11:28,480 --> 00:11:32,920 Speaker 1: system is about ten percent per year, which means that 233 00:11:33,040 --> 00:11:35,760 Speaker 1: you need to be making at least ten percent a 234 00:11:35,840 --> 00:11:38,120 Speaker 1: year if you hope to keep up on it. 235 00:11:38,240 --> 00:11:40,160 Speaker 2: And again, where are you going to put that money 236 00:11:40,200 --> 00:11:40,600 Speaker 2: to do that? 237 00:11:40,679 --> 00:11:42,960 Speaker 1: So if I'm one of these companies, if I'm a 238 00:11:42,960 --> 00:11:45,439 Speaker 1: business owner and I have money in my treasury. 239 00:11:45,080 --> 00:11:45,840 Speaker 2: Where do I put it? 240 00:11:46,240 --> 00:11:47,960 Speaker 1: Well, I know that I need to make at least 241 00:11:48,000 --> 00:11:50,280 Speaker 1: ten percent a year. Here's a list of all the 242 00:11:50,320 --> 00:11:54,080 Speaker 1: assets that we have from twenty fifteen to twenty twenty four, 243 00:11:54,160 --> 00:11:56,520 Speaker 1: so for the last ten years, this is the performance 244 00:11:56,559 --> 00:11:59,000 Speaker 1: of all the major asset classes. Now, what we can 245 00:11:59,040 --> 00:12:02,640 Speaker 1: see is that bitcoin has done an average an annual 246 00:12:03,520 --> 00:12:07,839 Speaker 1: compound and annual growth rate of eighty percent. The Nasdaq 247 00:12:07,920 --> 00:12:10,720 Speaker 1: has done seventeen percent, so that's well above the ten 248 00:12:10,760 --> 00:12:11,760 Speaker 1: percent that we're losing. 249 00:12:11,840 --> 00:12:12,360 Speaker 2: Pretty good. 250 00:12:12,760 --> 00:12:15,120 Speaker 1: The S and P five hundred has done thirteen point 251 00:12:15,200 --> 00:12:17,320 Speaker 1: nine call it fourteen percent, so a little bit better 252 00:12:17,360 --> 00:12:19,959 Speaker 1: than the ten percent that we're losing. But everything else 253 00:12:21,000 --> 00:12:25,840 Speaker 1: we've lost money in gold nine percent, rates nine point 254 00:12:25,920 --> 00:12:29,040 Speaker 1: four percent. We can keep going down to commodities zero 255 00:12:29,040 --> 00:12:32,080 Speaker 1: point six percent, bonds two point three percent, high yield 256 00:12:32,120 --> 00:12:34,640 Speaker 1: credit six point four percent, but all. 257 00:12:34,360 --> 00:12:36,280 Speaker 2: Losing money to the ten percent. 258 00:12:36,320 --> 00:12:39,320 Speaker 1: So all of these companies from Berkshire Hathaway to Apple 259 00:12:39,600 --> 00:12:41,679 Speaker 1: to Google to Test Letter, sitting on one hundreds of 260 00:12:41,679 --> 00:12:45,280 Speaker 1: billions of dollars of cash sin in assets like this 261 00:12:45,600 --> 00:12:48,760 Speaker 1: that are all losing money to what the monetary supply 262 00:12:48,880 --> 00:12:49,200 Speaker 1: is doing. 263 00:12:49,440 --> 00:12:51,560 Speaker 2: They're all going to be looking for a new model. 264 00:12:51,880 --> 00:12:54,480 Speaker 1: That's how big this is all right, Now, this all 265 00:12:54,520 --> 00:12:57,439 Speaker 1: sits within the quantum wealth window. 266 00:12:57,440 --> 00:12:58,480 Speaker 2: That I talk about regularly. 267 00:12:58,720 --> 00:13:02,480 Speaker 1: There's a fifty year site that we see technology develop 268 00:13:02,720 --> 00:13:05,040 Speaker 1: and it's happened. Now we're on our six times this 269 00:13:05,080 --> 00:13:07,120 Speaker 1: has happened in the last three hundred years. The reason 270 00:13:07,120 --> 00:13:08,640 Speaker 1: why I like to bring that up over and over 271 00:13:08,679 --> 00:13:12,480 Speaker 1: is because the more times a cycle repeats, the more 272 00:13:12,559 --> 00:13:16,160 Speaker 1: dependable the cycle is. And we know that there's four 273 00:13:16,200 --> 00:13:19,200 Speaker 1: distinct phases that each one of these happen within the 274 00:13:19,200 --> 00:13:22,079 Speaker 1: first phase is where the new technology is first created. 275 00:13:22,080 --> 00:13:23,600 Speaker 2: We call that the eruption phase. 276 00:13:24,040 --> 00:13:26,440 Speaker 1: The second phase, which we're in right now by this 277 00:13:26,480 --> 00:13:28,640 Speaker 1: green arrow, is the frenzy phase. Now, it's important to 278 00:13:28,679 --> 00:13:31,920 Speaker 1: understand that each one of these gives us a different blueprint, 279 00:13:31,960 --> 00:13:34,680 Speaker 1: a different model to be invested through. And in the 280 00:13:34,840 --> 00:13:37,840 Speaker 1: eruption phase is the retail phase. This is when bitcoin 281 00:13:37,880 --> 00:13:40,000 Speaker 1: came onto the scene. It's when we had the rise 282 00:13:40,040 --> 00:13:42,880 Speaker 1: of cryptocurrencies and retail investors came into the space. But 283 00:13:42,920 --> 00:13:46,320 Speaker 1: in the frenzy phase, this is where the institutional investors 284 00:13:46,320 --> 00:13:48,440 Speaker 1: come in. This is where the sovereign governments come in, 285 00:13:48,800 --> 00:13:51,839 Speaker 1: and that's exactly what we're seeing right here. And when 286 00:13:51,880 --> 00:13:54,640 Speaker 1: we overlay what's called an S curve on top of that, 287 00:13:54,720 --> 00:13:58,719 Speaker 1: which is how we measure new technology adoption. We can 288 00:13:58,760 --> 00:14:01,720 Speaker 1: see that in this part of the cycle is where 289 00:14:01,760 --> 00:14:04,600 Speaker 1: we have the fastest growth, which means not only the 290 00:14:04,600 --> 00:14:08,200 Speaker 1: fastest adoption, but also the most amount of money coming in. 291 00:14:08,360 --> 00:14:09,760 Speaker 1: And so for a lot of people who think this 292 00:14:09,840 --> 00:14:14,040 Speaker 1: opportunity is a fad or they think that it's too late, 293 00:14:14,679 --> 00:14:16,640 Speaker 1: you can see that when you look at it through 294 00:14:16,679 --> 00:14:20,640 Speaker 1: that lens, it is just getting started. Okay, so what 295 00:14:20,680 --> 00:14:22,440 Speaker 1: are you gonna do with all this? It's great now 296 00:14:22,440 --> 00:14:25,360 Speaker 1: as you've got it right, some information, some knowledge, what 297 00:14:25,360 --> 00:14:26,040 Speaker 1: are you going to do with it? 298 00:14:26,080 --> 00:14:26,680 Speaker 2: Well, a couple of things. 299 00:14:26,760 --> 00:14:29,160 Speaker 1: Number One, you can buy bitcoin directly. That would be 300 00:14:29,240 --> 00:14:31,240 Speaker 1: the foundation if I was going to build a pyramid. 301 00:14:31,360 --> 00:14:33,920 Speaker 1: I don't want to buy some bitcoin directly, because as 302 00:14:34,000 --> 00:14:37,600 Speaker 1: these companies start using their treasury more like a refinery 303 00:14:37,640 --> 00:14:41,480 Speaker 1: and start changing the base layer of the financial system, it's. 304 00:14:41,360 --> 00:14:42,440 Speaker 2: Going to push bitcoin up. 305 00:14:42,640 --> 00:14:45,320 Speaker 1: Number Two, you can buy equity in some of these 306 00:14:45,320 --> 00:14:50,640 Speaker 1: bitcoin treasury companies, like micro Strategy, like Metaplanet, like dozens 307 00:14:50,680 --> 00:14:52,840 Speaker 1: of others that have come out since then that are 308 00:14:52,840 --> 00:14:55,080 Speaker 1: going up five hundred percent, some are going up five 309 00:14:55,120 --> 00:14:56,360 Speaker 1: thousand percent in months. 310 00:14:56,480 --> 00:14:57,520 Speaker 2: They're going really fastly. 311 00:14:57,720 --> 00:15:00,240 Speaker 1: And then Three, you can use the same strategy for 312 00:15:00,320 --> 00:15:03,960 Speaker 1: your own business. Again, you have, hopefully you have a business, 313 00:15:04,240 --> 00:15:06,200 Speaker 1: maybe it has some money. What do you do with 314 00:15:06,320 --> 00:15:08,240 Speaker 1: the treasury? Where does it sit? Is it sitting in 315 00:15:08,280 --> 00:15:10,760 Speaker 1: cash losing money? Are you putting to do as treasuries? 316 00:15:11,000 --> 00:15:13,200 Speaker 1: Or do you want to use your own treasury more. 317 00:15:13,080 --> 00:15:15,240 Speaker 2: Like a refinery model like these are doing. Now. 318 00:15:15,240 --> 00:15:16,520 Speaker 1: If you want to know a little bit more about 319 00:15:16,560 --> 00:15:18,880 Speaker 1: these companies and why I made a video calling this 320 00:15:19,080 --> 00:15:22,240 Speaker 1: the iPhone moment, you might want to watch this video 321 00:15:22,320 --> 00:15:23,840 Speaker 1: right here and I'll see you over there.