Onramp Bitcoin Media They Need an Excuse to Print — And They Just Found One
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Mar 26, 2026 They unpack an energy shock tied to geopolitical conflict and why it gives policymakers cover to restart massive money printing. They explore private credit gates, liquidity strains, and how concentrated wealth and input shocks are breaking markets. They discuss competing Bitcoin ETFs, industry pressure to solicit allocations, and why proof of reserves falls short.
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Private Credit Liquidity Is Cracking
- Private credit funds are gating redemptions and marking illiquid assets internally, signaling distress in roughly $10–13 trillion of private capital.
- Loans to software firms are rolling at higher rates while revenue durability is questioned due to AI, worsening loan rollovers.
Systemic Gaps Create Bitcoin Asymmetry
- Distress in private credit and slowing growth create asymmetric ‘air pockets’ that make Bitcoin’s counterparty-free properties attractive.
- Michael argues these gaps plus AI-driven disruption can converge into a rapid flight to Bitcoin.
Do Implement Bitcoin Inheritance Planning Today
- Build inheritance plans for Bitcoin now so family can access funds if you die; thousands of bitcoins are lost due to absent planning.
- Jackson highlights OnRamp's built-in inheritance and Lloyd's insurance to keep Bitcoin segregated and accessible.