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Bitcoin and Gold Break from Real Rates Amid Fiscal Unraveling, According To

  • Real interest rates have climbed, but gold and Bitcoin prices are surging in the opposite direction, as observed through analysis by Lyn Alden and Bloomberg data.
  • The collapse of the U.S. Social Security trust is seen as a structural issue, leading to a situation where Baby Boomers may need to liquidate U.S. Treasuries for retirement funds, accelerating government debt.
  • The current system is described as a 'Ponzi scheme' that has now ended, with warnings about the acceleration of government debt and the diminished appeal of traditional safe-haven assets like Treasuries.
  • In a comparison to the 1970s crisis, it is suggested that the current situation is even worse, but there is growing sentiment among macro analysts to consider Bitcoin as a hedge against fiat instability and fiscal collapse.

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