Today’s Letter Is Brought To You By A Golden Visa for the Bitcoin-Forward Investor!
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To investors,
It is easy to get lost in the weeds of the day-to-day developments in finance. You have to keep track of individual stocks, different economic reports, geopolitical news, interest rate decisions, and much more. Information comes at you fast and furious.
If you are not careful, you will get sucked into the daily gyrations of markets and miss the most important things sitting right in front of your face. I recently forced myself to go through an exercise that created immense clarity for me.
I asked myself “if you could only pick one data point or trend that matters for the next decade, what would it be and what should you do in your portfolio to benefit?”
This thought exercise had many potential answers — artificial intelligence is obviously going to be big, humanoid robots will probably be more abundant than humans globally, and the innovations happening across space, biotech, drones, or self-driving cars can’t be ignored either.
But none of these themes struck me as the single most important thing.
The only answer I kept coming back to was “they are never, ever going to stop debasing the US dollar.” It is really that simple. The national debt is exploding higher and the United States will have to systematically debase the currency, which means all assets priced in dollars are going much higher.
And we are already seeing the effects of this mess.
Adam Kobeissi highlights “This has been one of the worst years in history for the US Dollar: The US Dollar index fell -10.8% in the first half of 2025, its worst first-half performance since the end of the gold-backed Bretton Woods System in 1973.
This also marks the weakest performance for any six-month period since 2009. Furthermore, the Bloomberg Dollar Spot Index has posted its 6th consecutive monthly decline, matching its longest losing streak in 8 years.”
And as if that was not bad enough, Adam goes on to show “the US M2 money supply jumped +4.5% year-over-year in May, to a record $21.94 trillion. This marks the 19th consecutive monthly increase. It has now surpassed the previous all-time high of $21.86 trillion, posted in March 2022. Furthermore, inflation-adjusted M2 money supply rose 2.1% year-over-year last month, the largest increase since early 2022. Since 2020, the US M2 money supply has risen nearly $7 trillion, or ~45%. The US Dollar's purchasing power is in an eternal bear market.”
Take a look at this visual from Barchart:
You don’t have to be Albert Einstein to see the long-term trend. Just open your eyes. So the question becomes — what the heck do you do if the government is going to destroy the purchasing power of the US dollar?
Simple, you buy as much bitcoin as you possibly can.
Why would you do that? Based on research from Sam Callahan and Lyn Alden, Bitcoin has become the global liquidity barometer. Their report points out “Bitcoin moves in the direction of global liquidity 83% of the time in any given 12-month period, which is higher than any other major asset class, making it a strong barometer of liquidity conditions.”
So stop getting caught up in the day-to-day noise of financial markets. Zoom out for a second. Ask yourself: what is the single most important trend for the next decade and what should I do about it?
For me, it is clearly the US dollar debasement that is going to continue happening. And bitcoin is the solution to the undisciplined monetary and fiscal policy.
It may sound crazy, but the bitcoiners are right. And they have meme’d the solution into a $2 trillion asset that Wall Street is now clamoring to get their hands on. What an incredible world we live in.
Hope you all have a great day. I’ll talk to everyone after the July 4th holiday.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
The King of Crypto: CZ’s Rapid Rise
CZ is the founder of Binance, and is one of the most successful entrepreneurs of our lifetime.
In this conversation we talk about when he first bought bitcoin in 2013, his childhood with no electricity or running water, career before finding bitcoin, starting Binance, managing bear and bull cycles, regulation, his time in prison, and what the future may hold for CZ and the crypto market.
Enjoy!
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