Will Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)

Will Clemente joins us for an update on the imminent digital asset bull cycle. He breaks down the significance of Treasury Secretary Scott Bessent's long-bond buybacks before Jackson Hole, explaining why the move to backstop yields could force excess liquidity into the system and make Bitcoin & other digital assets an increasingly attractive hedge. He also unpacks his financial repression thesis, a potential "Treasury-Fed Accord 2.0," and why he expects Bitcoin and gold's diverging performance to reverse as capital rotates back into hard assets and away from the AI buildout trade.

Will Clemente is a solo investor and macro analyst known for his research on Bitcoin, onchain data, and the intersection of monetary policy and digital assets.

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