Anthony Pompliano

It's going to talk about deflation and inflation.

And it's also got the macro overlay of just like what's happening in the world and why so many people are probably offsides when thinking about interest rates, monetary policy, et cetera.

But walk us through this image that you have here and kind of how people should think about what you're trying to communicate.

So most people listening to this are going to believe money gets printed, which leads to inflation, which means Bitcoin goes up.

And that asset inflation was a direct result of our inability to balance a budget, to keep the national debt from exploding higher, kind of the liquidity component that you're talking about.

That is, let's just call that up until recently, been the driver of Bitcoin, et cetera.

There are going to be a lot of people who say, if you do not believe that anymore, you're just moving the goalposts because, oh, Bitcoin's not working right now.

And that means that now you're looking for a different narrative.

I'm not talking about you in particular, but just like the Bitcoin community in general.

I think it's a fair question to ask, right?

But what I think you're saying, Cathy Wood said this to me at the Bitcoin Investor Week Conference, I've had a number of other people, is that the driver of value in the world is actually now changing.

It used to be liquidity and inflation.

You're now saying that deflation could drive value to all scarce assets, not just Bitcoin, but gold or anything else.

Explain how deflation drives value into scarce assets.

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