You've had a dynamic where money has become freer than free.

If you talk about a Fed just gone nuts, all the central banks going nuts.

So it's all acting like safe haven.

I believe that in a world where central bankers are tripping over themselves to devalue their

currency, Bitcoin wins.

In the world of fiat currencies, Bitcoin is the victor.

I mean, that's part of the bold case for Bitcoin.

If you're not paying attention, you probably should be.

Mr. Groman, where do we even start?

We have a big meeting in China last week.

We have yield curves blowing out in Japan and the UK, even here in the United States,

and we have this backdrop of this re-industrialization and AI build out.

And it's kind of hard to grasp what's going on at the same time you have this supply chain disruption

because of what's going on in Iran.

And it's been harder than ever for me to figure out where the signal is because I've been playing with AI. It's incredibly

powerful, made me way more productive. We're looking at yield curves. We've got a new Fed chairman

transitioning in and you're looking at the yield curves. It's like there's so much potential here,

but it feels like the the boogeyman of sovereign debt is going to throw a wrench in the plans of, of this buildout.

Yeah, it's, um, if you ignore what's going on with sovereign debt, everything looks pretty good, which is sort of like, other than that, how was the play, Mrs. Lincoln? That really, I think, is the economic question of the moment,

which is, when are they going to start printing money into an inflation spike to cap bond deals?

They're going to. They're going to have to. I think there is zero chance that Warsh, et cetera, Trump at all are going to come in and go,

you know what, 10 year yield and the bond market, you know, they're, they're, they're, they're

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