March Week 3 - 2025

BITCOIN RESET
Bitcoin, The Money Supply, and the Road to $250,000

Bitcoin isn’t just riding the waves of hype, it’s riding the money supply. Historically, Bitcoin has followed the expansion of global M2 (the broad measure of money in circulation) with an 82% correlation, typically lagging by about 8-12 weeks. And guess what? M2 just hit an all-time high.

The U.S. money supply has been growing for 11 consecutive months, up 3.9% year over year and the fastest pace in 30 months. Globally, we’ve seen a $2 trillion surge in the last two months alone. If history holds, Bitcoin should soon reflect this liquidity boost, with analysts predicting a move toward $100,000 by May.

But let’s not oversimplify. Crypto specific events like the FTX collapse or Bitcoin ETFs launching can momentarily break the correlation. But, as liquidity floods the system, the overarching trend remains….. more money supply, higher the Bitcoin price.

When we zoom out, the bigger picture shows the perfect storm brewing. The U.S. is ramping up stimulus, China is injecting billions into banks, and Europe is eyeing massive spending. Even Japan, who historically is slow to act, is reconsidering its monetary policy. As Arthur Hayes puts it, this setup mirrors the conditions that led to Bitcoin’s 2021 bull run.

And while Bitcoin is leading the charge, altcoin investors are on the hunt for hidden gems. Platforms like GeckoTerminal (now integrating social sentiment tracking) are becoming key tools for spotting potential 100x opportunities.

So where does this all lead to? Well If the liquidity expansion continues, $250K Bitcoin by the end of the year, is not out of the question.

Now if you’re betting on a random Altcoin rocket alongside Bitcoin, just make sure you choose wisely, because that is a real skill and you can loose all your investment or change your life! 💰😎👍

AI RESET
AI Is About to Overtake Humans in Coding….. For Good

The race to automate software development is accelerating, and according to OpenAI’s Chief Product Officer, Kevin Wheel, 2025 is the year AI permanently surpasses human programmers. If that sounds dramatic, consider this: OpenAI’s coding models have already leaped from ranking in the top million programmers globally to the top 175. The next iteration? Aiming for the number one spot.

The key driver behind this shift is reasoning. AI isn’t just memorizing patterns, it’s learning to break down problems, form hypotheses, and validate solutions, much like human engineers. Reinforcement learning and large-scale computing power are fueling this rapid evolution, and multiple AI heavyweights, including Anthropic, Google, and Microsoft, are pouring resources into the race.

But does this mean human programmers are obsolete? Not exactly. While AI will soon handle much of the grunt work automating repetitive coding tasks and streamlining development, there’s still a need for human oversight, creativity, and problem-solving in more complex scenarios. The real shift will be who gets to build software. With AI-powered agents, anyone could potentially create fully functional applications without deep coding expertise, making software development more accessible than ever.

And this is just the beginning. AI agents like Manus and Claude Code are already integrating real-world vision and self-directed execution, moving beyond simple co-pilots into fully autonomous problem solvers. As AI continues to refine its coding abilities, the implications stretch beyond software, it’s about automation at scale, from game development to complex engineering.

The big question isn’t if AI will dominate programming, but how soon. Some say by 2027. OpenAI and its competitors say much much sooner. Either way, this industry is changing and about to change forever.

MONEY RESET
Gold Brakes Through 3k, Are We on The Cusp of a Global Reset?

Gold has shattered the $3,000 mark, sparking intense debate about what’s behind the surge. Is it inflation? Central bank demand? Geopolitical tensions? The truth is, it’s all of the above, and then some.

The biggest driver right now is the massive physical gold buying by central banks. Over the last few years, they’ve quietly added over 1,000 tons annually to their reserves, signaling that they’re preparing for major shifts in the global financial system. When central banks load up on gold, it usually means they see trouble ahead.

Geopolitical uncertainty is another key factor. Gold historically thrives when there is "a smell of war in the air," as some analysts put it. Ongoing conflicts in Ukraine and the Middle East, tensions with China, and political instability in the U.S. have created an environment where investors see gold as the ultimate safe haven.

Then there is the slow but steady move away from the U.S. dollar. Countries around the world are actively de-dollarizing, using alternative currencies for trade, and stockpiling gold as a hedge against the declining dominance of the dollar. As this shift accelerates, gold’s role as a global reserve asset becomes even more critical.

The breakdown of the paper gold market is another under-the-radar trend. For years, the price of gold has been suppressed by excessive paper contracts, but now, physical demand is starting to overwhelm the system. Some believe this could lead to a full-scale reset of how gold is valued.

Gold’s historic rally is not just about inflation or speculation. It is a sign that global financial power structures are shifting. Whether this is the beginning of a much larger revaluation remains to be seen, but one thing is clear.

Gold is back at the center of the financial conversation. ⭐️

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.