Onramp Bitcoin Media The Sound Money Supercycle: Gold & Bitcoin vs. the Dollar
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Sep 6, 2025 In this engaging conversation, Jesse Kobernick, a corporate lawyer and Bitcoiner, dives into the intriguing dynamics of Bitcoin treasury companies and their variable market performance compared to Bitcoin itself. He sheds light on the historical comparison of gold and Bitcoin against the backdrop of a weakening dollar. The discussion also explores the challenges of self-custody and highlights multi-institutional custody solutions. As they predict a 'supercycle' for Bitcoin, they emphasize evolving risks and strategies in this ever-changing financial landscape.
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Save First, Invest Later
- Preserve savings in hard money before trying to 'invest' to chase returns.
- Separate saving (store of value) from investing (risk capital) to avoid needless leverage and losses.
Central Banks Are Rebuilding Gold Reserves
- China's and other central banks' growing gold hoards reflect a geopolitical shift away from USD reserve dominance.
- That shift creates room for Bitcoin as an additional outside-money reserve over time.
Make Custody A Multi‑Decade Plan
- Treat self-custody as an ongoing responsibility, not a one‑time setup; plan for inheritance and physical threats.
- Use custody solutions (multi-institutional, time‑locks, verifications) to minimize human and social engineering risk.