States, Billionaires, and Trump Are Quietly Hoarding Bitcoin - Bizarro World 317

Investing in Bizarro World Episodes: https://youtube.com/playlist?list=PLIAfIjKxr02sAztzlJNy1ug5bDvTVZkME&si=w2d_EF-B5jMo1dYD

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Programming Note: Chris Curl’s Crypto Cycle portfolio continues to outperform — and he’s holding strong as we approach what he believes will be the biggest altcoin season since 2021. He’s even got Gerardo buying crypto for the first time. See what they are buying for this bull run here: https://bit.ly/4dszaLi

The free version of the 317th episode of Investing in Bizarro World is now published.

Here’s what was covered:

Macro Musings - Gold dipped sharply but held support near $3,200 after a $100 down day. S&P bounces as tariff escalation cools — temporarily. Gold miners get whipsawed. Even large caps like Newmont and Agnico took 10–15% hits. CPI softens to ~2.4%, but oil is bottoming and inflation may reaccelerate into Q3. Bond yields spike again; the 10-year surges as Trump delays tariffs during a foreign tour. No May rate cut, but one still priced in for the second half. Deficit expansion and a bloated defense budget loom.

Market Takes - Chris Curl returns to co-host while Gerardo attends his son's college graduation. Bitcoin runs from ~$75K lows to over $105K. Global M2 growth and institutional adoption cited as key drivers. Crypto-friendly states, meme coins, Michael Saylor, and governments turning to Bitcoin as fiat collapses. Chris sees full altcoin season coming by Q3 2025. Bitcoin’s relative stability setting up massive runs in quality alts. Foot Locker acquired at a 100% premium after Nick speculated on a buyout — Hodge Family Office readers are in below the offer price. Chris convinced Gerardo to buy Bitcoin. Learn more: https://bit.ly/4dszaLi

Bizarro Banter - Wide-ranging conversation on Trump, debt, and the political absurdities of 2025. The trillion-dollar defense budget, SALT deduction games, and expanding deficits despite tariff promises. Chris criticized Trump’s meme coin launch and warned of pay-to-play politics tied to crypto. Nick pointed out the long-term cost of deindustrialization and the massive learning curve facing any real U.S. reindustrialization effort. Both agreed: the March of Tyranny continues — just with different branding depending on the party in charge.

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0:00 Introduction

0:59 Macro Musings: Gold Dips But Holds. Bond Yields Spike. Trump Runs Up Debt.

4:32 Market Takes: Six Figure Bitcoin. Crypto Smart Money. China Selling Treasuries.

35:36 Bizarro Banter: AI & Humanity. Gerardo Buys Bitcoin. NatGold Isn’t Serious.

28:41 Premium Portfolio Picks: Three Crypto Picks. Tiny Gold Driller. Major Retail Acquisition. You need to subscribe to Bizarro World Live to get this section. Click here: https://bit.ly/3Hfc2nj

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