What Bitcoin Did Inflation, War & $475K Bitcoin w/ Jeff Ross
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Jun 24, 2025 
In this engaging discussion, Jeff Ross, a macroeconomist and CEO of Vailshire Capital Management, shares insights on the looming inflationary era reminiscent of the 1970s. He argues that global capital is shifting away from U.S. assets, potentially favoring Bitcoin and gold for remarkable gains. Jeff also explores the risks associated with corporate Bitcoin strategies and the geopolitical impacts of war on markets. He predicts Bitcoin could peak around late 2025 and discusses how emerging markets stand to benefit from these economic shifts.
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Liquidity Drives Bitcoin Cycles
- Global liquidity bottomed in late 2022 and has been rising, supporting Bitcoin's price increase despite delays from dollar spikes.
- Recent geopolitical events caused only short-term dips; liquidity growth implies Bitcoin prices will reach higher levels by mid-2023.
Bitcoin Peak Timing Extended
- Bitcoin's next major price peak may occur between late 2025 and mid-2026 due to delayed economic cycles caused by failed austerity.
- Political timelines, like midterm elections, could influence markets to ramp up by 2026.
Companies Should Hold Bitcoin
- All companies should hold Bitcoin on their balance sheets for long-term growth benefits.
- Beware of companies using debt to acquire Bitcoin as they may be forced to sell during market downturns.
