December Week 1 - 2024

BITCOIN RESET
Bitcoin Super Cycle: Are We Entering a New Era?

Could we really be standing at the edge of a Bitcoin super cycle? The kind of seismic shift in the crypto universe where "moonshots" become everyday events? It sure feels that way. Let’s break down why some experts and enthusiastic crypto fans think we’re on the brink of something extraordinary.

First, let’s consider the macroeconomic backdrop. Bitcoin’s rise isn’t just about crypto. Global monetary policies are shifting, with governments slashing interest rates and flooding economies with new liquidity. In the U.S., there's chatter about a potential Bitcoin Strategic Reserve a government acknowledgment of Bitcoin’s growing role as a financial asset. If that actually happens, it could trigger a cascade of adoption, with other countries following suit. Combine that with the end of crypto hostile regulations, and we have the makings for a perfect storm.

But wait, there’s more. This cycle is different because it's not just about institutional money dipping its toes in. Retail investors are coming back, and they’re bringing their friends. Memes, gaming tokens, and AI projects are soaking up attention, while Bitcoin continues to set the pace as the ultimate store of value.

If the super cycle narrative holds, we’re looking at unprecedented market behavior. Think Bitcoin surging well past $100,000 not as a flash in the pan, but as part of a broader wave of adoption. Altcoins, which often outperform during bull runs, could see explosive gains as well.

Of course, crypto is still volatile, and risk is the name of the game. But if this indeed is the super cycle, we may be witnessing a defining moment in financial history. 🤑

CRYPTO RESET
Cardano: The Unstoppable Dark Horse of Crypto

Cardano (ADA) has been the quiet overachiever in the crypto world, steadily pushing forward while skeptics doubted its potential. For years, it endured relentless FUD (fear, uncertainty, and doubt), misinformation, and outright dismissal, yet it continued to build methodically. Now, it’s catching even the most seasoned critics off guard, proving that slow and steady can indeed win the race.

Despite the naysayers, Cardano recently hit significant milestones, including surpassing the $1 price mark and earning an upgraded “A-” rating from Weiss Crypto, putting it in the same elite class as Bitcoin and Ethereum. This recognition isn’t just about price, it reflects Cardano’s excellence in adoption, technology, and overall market performance. It’s clear that Cardano isn’t just surviving; it’s thriving.

Interestingly, some of the loudest critics came from within the crypto community itself. Even popular YouTube influencers, known for their bullish stances on other projects, joined the Cardano bashing bandwagon, repeating misinformation without doing their homework. As Cardano’s fundamentals become harder to ignore, these “experts” are taking a hit to their credibility. It’s a lesson in the importance of research over regurgitation.

What’s changed? The elite, the institutions and investors with the resources to dive deep are uncovering the true caliber of Cardano’s technology and ecosystem. From its partnerships, like the recent integration with BitcoinOS, to founder Charles Hoskinson’s rising influence in shaping U.S. crypto policy, Cardano is proving to be a serious player.

For those who doubted Cardano, the irony is hard to miss. The very traits that made it unpopular with speculators, its methodical approach and lack of “get-rich-quick” schemes, are now what set it apart. If there’s ever been a dark horse in crypto, it’s Cardano. 😎

DOLLAR RESET
Rebasing to Bitcoin: A Wild Idea or Inevitable Future?

Ever thought about counting your money in Satoshis? Sounds crazy right?, but Samson Mow, CEO of Jan 3, argues it might be closer to reality than we think. With U.S. debt ballooning past GDP and annual interest payments nearing $1 trillion, something’s gotta give. The idea of a debt "reset" or rebasing to a harder asset like Bitcoin could be more than just economic theory, it might be our next chapter.

Here’s the skinny, fiat currencies, when they fail, are often replaced. But unlike the past, today we have Bitcoin, a decentralized, finite, and globally accepted asset that’s already proven its resilience. Mow says we could see a future where one Satoshi (the smallest Bitcoin unit) equals $1, a shift that would fundamentally reshape global finance.

Could it really happen? I mean really happen? According to Mow, a Trump led U.S. could begin the transition by accumulating Bitcoin in a national reserve. The groundwork is already being laid by states like Texas and Florida, which are exploring Bitcoin reserves. Couple that with growing institutional adoption, pension funds, ETFs, and even corporations adding Bitcoin to their treasuries and the picture begins to crystalize.

There is a big BUT here and let’s not forget the implications. Rebasing to Bitcoin would challenge the power of traditional financial institutions, from central banks to the IMF, which historically thrive on fiat debt cycles. Resistance? hell yeah there will be resistance! I mean, who willingly concedes control?

Still, the cracks are showing. Countries like Bhutan are quietly mining Bitcoin, and sovereign Bitcoin bonds are gaining traction. It’s a slow build toward what Mow calls "hyperbitcoinization" a tipping point where Bitcoin isn’t just an investment, but the backbone of global trade and economies.

I know I know it sounds super far-fetched, but in reality it may be Inevitable. Mow seems to think so. The question isn’t if, but when.

Are you ready for a Bitcoin based world? 💸

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.