Investing
Gold didn’t stop being gold. Art didn’t stop being art. But all of them started to generate income while retaining their role as a store of value.
Bitcoin is not an exception to this rule. It’s just next in line.
Bitcoin is not an exception to this rule. It’s just next in line.
BTCFi on Sui: Turning Bitcoin Into Programmable, Productive Capital
Art followed a similar path.
For centuries, it was a passion asset, a canvas-bound vault for the wealthy. Then Sotheby’s launched a financial services division.
Art-backed loans took off. And in 2024, they packaged $700 million worth of art-secured debt into investment-grade bonds.
A Rembrandt may still hang on a wall, but it now funds interest paym... See more
For centuries, it was a passion asset, a canvas-bound vault for the wealthy. Then Sotheby’s launched a financial services division.
Art-backed loans took off. And in 2024, they packaged $700 million worth of art-secured debt into investment-grade bonds.
A Rembrandt may still hang on a wall, but it now funds interest paym... See more
BTCFi on Sui: Turning Bitcoin Into Programmable, Productive Capital
Yet history keeps proving that permanence eventually invites productivity.
BTCFi on Sui: Turning Bitcoin Into Programmable, Productive Capital
Once there’s trust, infrastructure, and liquidity, the market always finds a way to extract productive value, even from assets originally meant just to preserve it.
The moment a store of value is secure enough to be trusted, it becomes too valuable to remain idle. It becomes a productive asset. It starts generating yield.
The moment a store of value is secure enough to be trusted, it becomes too valuable to remain idle. It becomes a productive asset. It starts generating yield.
BTCFi on Sui: Turning Bitcoin Into Programmable, Productive Capital
This multidimensional researcher-investor-builder perspective proved invaluable, enabling our collective Hivemind to compound insight toward a single mission: to help crypto happen sooner and better than it would without us.
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The US is likely heading toward:
Investment Implications
- Lower rates (circa 3%) despite near-term inflation
- More liquidity injections (US$1.5 trillion in 2026)
- Continued unconventional policy tools (Treasury QE, stable coin-driven demand)
Investment Implications
- Risk-On: favor Bitcoin, equities, and growth assets
- Watch for Fed rate cuts and monitor US Treasury bill issuanc
Crescendo
Investors must prioritize tracking liquidity flows over traditional cycles, as innovative policies blur monetary/fiscal lines and reshape credit creation, with the coming of stable coins potentially shifting power toward government intermediation and liquidity growth.
Crescendo
Looking ahead, the US is likely to see lower policy rates (circa 3%) and increased liquidity stimulus despite near-term inflation risks, as supply-side shocks from higher tariffs (taxes) slow growth and eventually curb price pressures. The Fed and Treasury are employing unconventional tools – including ‘Not-QE, QE’ (backdoor liquidity injections), ... See more
Crescendo
Put another way, the liquidity of the private sector is determined by the size of its asset holdings divided by their average duration . Thus, any change in average duration must result in a change in ‘liquidity’. These actions are not limited to the US Federal Reserve, because the US Treasury is also a major debt issuer. If the Treasury changes th... See more