Show notes
Roberto argues Japan is the monetary experiment lab for the West: thirty years of QE, QQE, and yield curve control that never created growth, with yield curve control next for the United States if a bond market crisis hits. He calls the BIS the head of the Medusa and makes the finale case that Bitcoin solves the Triffin dilemma, because a reserve asset with no host country cannot break one, unlocking $20 to $40 trillion in daily trade liquidity and forced nation-state adoption. Terence Michael opens the show as Bitcoin's hash rate returns to one zettahash, one sextillion computations per second.Loren and Terence host Bitcoin Today live on X, weekdays at 8:30 AM PT.Full video on YouTube: https://www.youtube.com/watch?v=sCqfUdMDAHc | X: @lorenhodl and @proofofmoney00:00 Show open, 1929 to the moon02:13 Hash rate back at one zettahash04:35 The October 1929 anniversary05:25 SpaceX bonds are yielding 8 percent05:51 A massive shortage of capital15:00 Boiling down an investment philosophy24:25 JPMorgan says Bitcoin performs best26:52 Natalie on the advisor business27:32 A Bitcoin Alpha inheritance talk29:17 Why The Bitcoin Standard still lands32:14 Homes should not be stores of value35:00 Which Bitcoin ETF for an allocation45:00 Off-balance sheet manipulation50:05 The morality play was never needed50:55 BIP110, Bitcoin's latest civil war1:05:01 Will they take over the mining pools1:10:00 House, credit card debt, or Bitcoin1:12:35 Hold until the thesis is invalidated1:17:33 How to actually monitor adoption1:18:31 Dan and Robert take the stage1:24:45 Japan's domestic carry trade1:33:09 Why the room follows Roberto1:35:03 Talking Japan with Roberto1:42:48 The financial repression playbook1:50:03 Can you just delete the debt2:03:25 Winding down for the weekend2:05:19 Japan is the West's experiment lab2:09:01 Bitcoin has no host country
