Bitcoin to $1M+: The Technical Path to Insane Money Printing
summary
Argues a path where control of the Fed Board of Governors and the FOMC enables yield curve control by lowering IOER and discount rates, creating a discount-window arbitrage, and forcing large purchases into the SOMA account. Claims about $15.3 trillion of new Treasury issuance to 2028 with the Fed buying ~40–45% (~$7.5T) plus ~15.2T of bank credit lead to a back-of-envelope $3.4M Bitcoin scenario and a realistic target above $1M, with FOMC control aimed for 2026.
AI-written summary · about
chapters (7)
- 0:00Intro and the path to money printing
- 1:32Market breakdown: How we get to "alt season" and Bitcoin at $1 million
- 5:52Mechanics of yield curve control and the Fed's "third mandate"
- 8:24Central bank vs. commercial bank credit generation
- 12:12Bureaucratic politics: Taking control of the Fed boards
- 17:30Timeline for FOMC control in 2026
- 20:57Bull market math: Projecting Bitcoin to 2028
related talks
24m$850K In Play - It's Time to UNF**K The Money
17mThe Total Addressable Market for Bitcoin Treasury Companies
23m"Bitcoin is a Cheat Code"
29mRegime Change, Macro for 2H23
16mWhat Happens When Bitcoin Wins
30mThe New Monetary Order and the Fall of Fiat
47mBitcoin Strategic Reserves and Nation-State Power Dynamics
19mBitcoin Treasury, Tether & Japan’s Role in the New Monetary Order