John E Deaton
John E Deaton|Jul 15, 2025 15:22
I don’t expect people so be 80% in like me, but, IMO, it is now significantly more riskier to have ZERO investments in digital assets than it is to have 2-10% of your investment portfolio in the asset class. Here’s a fact that NEVER changes: regardless of who’s in control of Washington, they ALL choose to print money. They can’t help it. It’s too easy. The other way is simply too painful. If you’re in significant pain and have access to OxyContin, you’re likely to take the 💊 The problem is that the 💊 only masks the underlying issue and it’s absolutely addictive. The same rationale applies to Washington and the 💴 🖨️ For politicians, the 💰 🖨️ is their OxyContin 💊 Here’s another fact: unless the U.S. economy grows at an 8% clip, the National Debt will significantly increase. The real debate is how significant will the increase be? 3T, 5T? Stablecoins will help drive demand for U.S. debt. They will also help re-secure the USD’s dominance in the world. All the above means one thing for sure: asset prices, especially Bitcoin, will increase over the next 3-5 years. 450 bitcoins are mined daily, equating to 3,150 weekly. Bitcoin spot ETFs have seen weekly inflows ranging from around 6,574 to over 23,000. At some point the folks that bought Bitcoin at incredibly low prices will stop selling and the above supply and demand will kick into full gear. But Bitcoin will NOT be the only winner - a few other digital assets, including XRP & ETH will do well, IMO. I wouldn’t be surprised to see BTC at 180-200K, XRP at 6-8 and ETH at 4500 by EOY.
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