The Great Unraveling — Why Bonds Are Dead & Bitcoin Is Rising
summary
Talk claims the 40‑year bond supercycle is breaking and that $300 trillion of fixed‑income capital has nowhere to go, while global Bitcoin liquidity sits near $12 trillion Bitcoin. It lays out the math of rising debt service, historical playbooks of financial repression and liquidation, and a move toward “Bitcoinized yield” via product engineering — convertible notes, preferreds and treasury‑slicing — citing MicroStrategy yield manufacturing and a London‑listed vehicle with Satsuma $217 million raised.
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chapters (14)
- 0:00The global bond crisis
- 1:17Introduction to the topic
- 2:08History of the bond market
- 3:49The unraveling begins
- 4:34Mathematical debt trap
- 5:57The liquidation playbook
- 7:13The demographic problem
- 8:03Pension liability mismatch
- 8:51Political reality of debt
- 9:53Bitcoin as new bedrock
- 10:32Bitcoinized yield products
- 11:38Global adoption in the UK
- 12:35The exponential flywheel
- 13:45Monetary system reset
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