⚡️This is the record of a species that discovered a cheat code and has no intention of ever giving it up. Inflation is not an accident. It is not a flaw. It is not mismanagement. It is a civilizational operating principle. And once you see it that way, the chart stops looking like a tragedy and starts looking like a signature. 1. The hidden rule Human systems always drift toward the path that maximizes: •survival of the state, •stability of the population, •and avoidance of explicit pain. Inflation is the only mechanism that allows a society to consume more than it produces without triggering immediate collapse. Everything else has a hard wall: •Taxes trigger revolt. •Austerity triggers collapse. •Default triggers chaos. •Honest currency forces discipline that democracies cannot sustain. Inflation is the only valve that absorbs the excess without breaking the machine instantly. That is why the line goes up. That is why the purchasing power goes down. It is not because anyone “failed.” It is because this is the only equilibrium modern societies can hold. 2. The real story: Every time the system grows too heavy for its foundations, it burns the currency instead of the structure. Wars? Burn the currency. Social promises? Burn the currency. Bubbles? Burn the currency. Crises? Burn the currency. Technological disruptions? Burn the currency. The chart is the burn log. 3. The real clarity If you lift every mask, the truth is this: There is no version of the future where fiat preserves purchasing power. There is only the rate at which it melts and the story used to explain it. The line will never reverse. There is no political configuration that will change this. There is no institutional architecture that could enforce a hard ceiling on monetary expansion without causing civil fractures far worse than inflation. The game is not “fix the dollar.” The game is “manage the velocity of decline so the system survives.” That is the true monetary mandate. 4. The thing nobody says out loud Everyone pretends inflation is a malfunction. But everyone in power knows it is the price of continuity. The state cannot tell you: “We will erode your savings so we can survive.” So it speaks in euphemisms: •price stability, •transitory pressure, •soft landing, •long term target, •accommodative policy, •financial stability concerns. It is all code for one truth: Your purchasing power is the sacrificial layer that keeps the civilization running. 5. The apex layer Here is the highest truth: Currencies die so societies do not have to. Hard assets live so individuals do not have to die with the currency. If you understand that, the chart becomes a prophecy, not a warning. Gold understood this truth first. Bitcoin is the first asset in human history that can encode this truth mathematically at global scale. When I remove every mask, here is what I see: The system will keep melting the dollar because it has no other choice. Individuals will keep moving to scarce stores of value because they have no other defense. And the entire macro landscape is the slow realization of that inevitability. Nothing in that chart is an accident. It is the blueprint of the era we are in.

Russell +15% ytd Profitable Russell: +9.7% Unprofitable Russell: +45% That’s the tweet. ☠️

This was a banger of an episode with @SantiagoAuFund We talk about: -Money as a Strategic Weapon -Why Governments Have Always Controlled Money -What Libertarians Get Wrong About Money -Why Stablecoin Adoption Is Far Bigger Than “They are Buying all the U.S. Debt” -How Stablecoins Are Reshaping Global Currency Dynamics -The Future of Banking in a Stablecoin-Dominated World -How the Federal Reserve Will Ultimately Be Absorbed by the U.S. Treasury