One of History’s Greatest Investors Thinks Bitcoin Will Die

One of History’s Greatest Investors Thinks Bitcoin Will Die

Jeremy Grantham correctly called the Japanese bubble, the dot-com crash, and the 2008 housing collapse. So why does one of history’s greatest investors still believe Bitcoin is worthless?I break down Grantham’s CNBC interview, explain the hidden assumption behind his Bitcoin critique, and show why the very investing framework that made him successful may be the same thing preventing him from understanding Bitcoin.🟠 Stack smarter with the Sat Stacker app (first month free): https://satstacker.app/satstacker📊 Strike referral — fees waived on your next $500 in trades:https://invite.strike.me/7N03AP🔐 Secure your Bitcoin with BitBox — Bitcoin-only, open source, Swiss-made.👉 http://bitbox.swiss/satstacker | Code: SATSTACKERValue 4 Value: If you enjoyed this content feel free to zap me some sats via the lightning network: thesatstacker@coinos.io or https://coinos.io/thesatstackerFollow:https://x.com/thesatstackprimal.net/thesatstackerhttps://www.tiktok.com/@thesatstackhttps://open.spotify.com/show/4b58uoQo9Xl7RsbsbbAqAhhttps://podcasts.apple.com/us/podcast/my-favorite-thing-about-bitcoin/id1788973938http://fountain.fm/show/YqXJoHuG6qYRBmDW1k37Chapters00:00 Legendary investor Jeremy Grantham vs. Bitcoin00:22 CNBC interview: “It will die with a whimper”01:21 Why do legendary investors keep getting Bitcoin wrong?02:09 The hidden assumption behind every Bitcoin critique02:50 Why traditional investors all sound the same03:49 The investing framework that breaks down with Bitcoin04:43 Bitcoin doesn’t produce cash flow… neither does gold06:00 The volatility argument falls apart08:00 Grantham’s biggest mistake08:52 “Worth a bucket of warm spit”09:28 Is all money based on faith?10:42 Gold explains Bitcoin11:31 Bitcoin as a new monetary technology12:14 Which monetary system deserves your trust?13:13 Why brilliant investors still miss Bitcoin14:37 Bitcoin is a paradigm shift

The Biggest Money Printing Wave Is Still Ahead

Here's why the AI story may ultimately end the same way no matter what happens: more money printing, more liquidity, and a world where owning scarce assets matters more than ever.🟠 Stack smarter with the Sat Stacker app (first month free): https://satstacker.app/satstacker📊 Strike referral — fees waived on your next $500 in trades:https://invite.strike.me/7N03AP🔐 Secure your Bitcoin with BitBox — Bitcoin-only, open source, Swiss-made.👉 http://bitbox.swiss/satstacker | Code: SATSTACKERValue 4 Value: If you enjoyed this content feel free to zap me some sats via the lightning network: thesatstacker@coinos.io or https://coinos.io/thesatstackerFollow:https://x.com/thesatstackprimal.net/thesatstackerhttps://www.tiktok.com/@thesatstackhttps://open.spotify.com/show/4b58uoQo9Xl7RsbsbbAqAhhttps://podcasts.apple.com/us/podcast/my-favorite-thing-about-bitcoin/id1788973938http://fountain.fm/show/YqXJoHuG6qYRBmDW1k37Chapters00:00 The Biggest Money Printing Wave Is Coming00:30 Elon Musk Changed My Mind01:29 All Roads Lead To Printopia02:18 Boom Or Bust… They Print03:36 A Better Way To Stack 04:37 Stimmy Checks Won’t Make You Rich05:42 Falling Prices Should Be The Answer06:22 The Fed Hates Deflation07:21 Why The Abundance Gets Printed Away08:10 Who Actually Benefits From Money Printing?08:49 Why Bitcoin Wins In Printopia09:11 Bitcoin And Global Liquidity09:49 AI Is Already Too Big To Fail10:13 If AI Replaces Jobs, They Print10:31 The Alternative They Won’t Allow10:49 The Irony Of Elon’s Position11:04 All Aboard The Train To Printopia11:34 Quit Slacking And Start Stacking

Michael Saylor Just Revealed A Huge Bet Nobody Is Talking About

Michael Saylor says Bitcoin needs digital credit, fiat wrappers, and financial engineering to reach the next level. But what if the causal relationship is backwards? In this video, I break down Saylor’s argument, explain why I think he’s making a huge bet on what Bitcoin needs next, and ask a simple question: Does Bitcoin need digital credit? Or does digital credit need Bitcoin?🔐 Secure your Bitcoin with BitBox — Bitcoin-only, open source, Swiss-made.👉 http://bitbox.swiss/satstacker | Code: SATSTACKERValue 4 Value: If you enjoyed this content feel free to zap me some sats via the lightning network: thesatstacker@coinos.io or https://coinos.io/thesatstackerNYKNYC. Buy Bitcoin and withdraw to self custody with Bitcoin Well. Use my referral link for a chance to win free sats: https://bitcoinwell.com/referral/mftabFollow:https://x.com/thesatstackprimal.net/thesatstackerhttps://www.tiktok.com/@thesatstackhttps://open.spotify.com/show/4b58uoQo9Xl7RsbsbbAqAhhttps://podcasts.apple.com/us/podcast/my-favorite-thing-about-bitcoin/id1788973938http://fountain.fm/show/YqXJoHuG6qYRBmDW1k37Chapters00:00 Saylor’s hidden bet00:51 Saylor explains his thesis03:26 Where I think Saylor gets it backwards04:45 The leap in logic05:47 Why digital credit still depends on Bitcoin07:00 Demand comes before the wrapper07:47 If Bitcoin stagnates, everything stagnates08:10 Digital Credit needs Bitcoin

The Biggest Investing Trap In History Is Happening Again

Three times in history, investors correctly identified a world-changing technology - and still lost everything. The problem was never the technology. The problem was that being right about the tech doesn't tell you who will actually capture the value. But now, for the first time in history, you don't have to guess who wins.🟠 Stack smarter with the Sat Stacker app (first month free): https://satstacker.app/satstacker📊 Strike referral — fees waived on your next $500 in trades:https://invite.strike.me/7N03AP🔐 Secure your Bitcoin with BitBox — Bitcoin-only, open source, Swiss-made.👉 http://bitbox.swiss/satstacker | Code: SATSTACKERValue 4 Value: If you enjoyed this content feel free to zap me some sats via the lightning network: thesatstacker@coinos.io or https://coinos.io/thesatstackerFollow:https://x.com/thesatstackprimal.net/thesatstackerhttps://www.tiktok.com/@thesatstackhttps://open.spotify.com/show/4b58uoQo9Xl7RsbsbbAqAhhttps://podcasts.apple.com/us/podcast/my-favorite-thing-about-bitcoin/id1788973938http://fountain.fm/show/YqXJoHuG6qYRBmDW1k37Chapters00:00 The Trap That Keeps Repeating01:08 Three Cautionary Tales01:29 The Railroad Boom & Crash03:26 The Pattern Emerges04:06 The Dot-Com Bubble05:40 The Real Lesson (It's Not What You Think)06:05 How To Stack Smarter07:11 Why AI Could Be Next08:07 Where the Value Actually Goes09:39 The Problem With Picking AI Winners11:36 The Picks & Shovels Trade12:23 Why Bitcoin Breaks the Pattern14:07 The Biggest Investing Trap in History

Bitcoin Is About To Make Everyone Look Stupid (Again)

Bitcoin is down ~50% from its all-time high. The S&P is hitting new highs. AI stocks are ripping. And everyone is saying the same thing: "I wish I never bought Bitcoin, I should have bought Nvidia instead." In this video I'm going to explain why that instinct is one of the most expensive mistakes an investor can make, and show you the one chart that suggests the people selling Bitcoin right now might be doing it at the worst possible time...🔐 Secure your Bitcoin with BitBox — Bitcoin-only, open source, Swiss-made.👉 http://bitbox.swiss/satstacker | Code: SATSTACKERValue 4 Value: If you enjoyed this content feel free to zap me some sats via the lightning network: thesatstacker@coinos.io or https://coinos.io/thesatstackerFollow:https://x.com/thesatstackprimal.net/thesatstackerhttps://www.tiktok.com/@thesatstackhttps://open.spotify.com/show/4b58uoQo9Xl7RsbsbbAqAhhttps://podcasts.apple.com/us/podcast/my-favorite-thing-about-bitcoin/id1788973938http://fountain.fm/show/YqXJoHuG6qYRBmDW1k37CHAPTERS0:00 - Bitcoin is down and the regret is setting in1:36 - The most amazing investor in the world3:00 - The actual performance data: 2023, 2024, 20253:57 - Performance chasing5:10 - Self-custody6:00 - "Shoulda bought Intel" 6:33 - Has the thesis changed?7:43 - Patience is harder than analysis8:12 - The most important chart in Bitcoin right now9:06 - The 200-week moving average and what it means10:32 - Why right now might be the best time to buy11:30 - Why selling Bitcoin today is the worst mistake