Bitcoin: The Macro Bet on Global Financial Dynamics

Investing in Bitcoin is understanding how the world works.

It is making a macroeconomic bet.

It is betting that the devaluation of fiat currencies is going to accelerate.

It is betting that the liquidity of central banks is moving the majority of financial assets.

It is trusting that Bitcoin, with its programmatic scarcity, decentralized nature, and potential for global adoption, will benefit the most from this situation.

This does not mean that Bitcoin is always aligned with other macro assets.

But at this very moment, there is no doubt that it is.

Not investing in Bitcoin is this:

It is investing in the American debt.

Do you remember the great financial crisis of 2008 that was going to change the financial model forever because “there were some lessons to be learned so that they would never be repeated”?

Do you remember the “we are in a pandemic, we have to do whatever it takes”?

Well, look at how we are since the pandemic ended. That is unstoppable.

Economists try to create simplified models of reality to understand how it works. It makes assumptions such as: in an economy with only two products, what happens if demand for the first increases? Even knowing that any simplification of reality is just a trap for our eyes, do the theoretical exercise. Imagine that we simplify the world between USD and BTC. Can you see it?