Ever sit under Caribbean sun, sip your coffee, spike it with MCT oil, and feel your brain light up like a circuit board? That’s where this story begins.
I just got off the phone with George Gammon today. We began by talking about my St. Barts summer camp. Where strangers arrive as guests and leave as members of the tribe. This isn’t vacation. It’s an odyssey. Ideas are currency here. And lately, one idea has haunted my mind.
The 30-year US Treasury yield. Sitting at 5 percent. Whispering the death of money.
Victor Niederhoffer had a rule: when 10-year yields crossed 5 percent, you short stocks. Bonds simply become too attractive. But here's the thing. In 25 years, that threshold barely gets crossed. The financial system just can't handle it. There’s too much debt. Too much leverage. The Fed recently at 5.25 to 5.5 percent was imitating Volcker at 20 percent back in 1982, different numbers, same pressure. The Niederhoffer rule of five has become a reliable indicator to lean into fixed income, not short stocks.
The death of Money.
Even in my house. My St. Barts trade. Bought the land for 3 million. Built for 4 million. Today? It whispers 35 million. But this macro trade may have run its course. The coil feels unwound, spent. The release calling me elsewhere. And lately, the signal that keeps flashing, registers just one word: Bitcoin.
I don’t need gold’s 1,000 years of data. The bitcoin chart is already writing its final chapter. Digital gold. Gold worth 20 trillion. Bitcoin 2 trillion. The coil set. One final violent clip. I swear. One nudge and it rises tenfold. A million dollars a coin. You don't need oodles of money to make it happen. Just a mission and a vision because when it starts to run, it’s gonna shut everyone up instantly.
You think you’ll have time to react? You won’t. You have to move before the move. That’s why i’m banging the drum now. The coil never gives second chances. Never.
Meanwhile, I watch the charts for a sense of the collective psyche. Pattern recognition. The 10,000 hours. The repetition. This is how the coil speaks to me, always. Where others speak of charts, I see tension, the Bitcoin Coil.
But here’s the bigger signal. The one no one wants to admit. The breeze.
As a money manager, I’ve learned to hunt for wind. Not random gusts. I look for policy wind. The kind that comes from government. You catch that wind, you ride it. Elon caught it with green energy subsidies. The Democrats handed him the breeze that built his empire.
And now I see it again. This time blowing toward Bitcoin.
