Bitcoin: The Chaotic Path to Ultimate Victory

Well, well, well—here we are again. Another day, another gut-wrenching rollercoaster in the world of Bitcoin. If you’re an investor in this space, you already know the drill. First, you’re a genius, then you’re an idiot, and finally, you’re a messiah. The cycle never changes, but neither do the weak hands that panic at every dip.

Arthur Hayes, the ever-entertaining, slightly unfiltered oracle of Bitcoin, has laid out The Plan for all of us hodlers who refuse to let TradFi (traditional finance, for the uninitiated) tell us what’s what. And honestly? The man makes a good point.

The Great Bitcoin Flush-Out

Bitcoin has pulled one of its classic moves—moonshot to $110K, then a polite "let's scare everyone and shake out the weak hands" dip to $70K. A 36% correction? Please, that’s just a Tuesday in the world of crypto. This is the stuff of legends, folks. Traditional investors quiver at the thought of a 10% dip, while Bitcoiners smirk and place another limit order.

The Stonk Collapse: The Next Domino

According to Hayes, we still need "stonks" ($SPX and $NDX) to enter free fall, and at least one major TradFi clown to go under. Sound dramatic? Not really. If history has taught us anything, it’s that legacy finance institutions will always manage to ruin themselves in some hilarious way—probably while calling Bitcoin a "Ponzi scheme" at the same time. Classic.

Once the stonks are down bad and Wall Street is in absolute chaos, that’s when things get interesting. The Fed, the ECB, the PBOC, and the BOJ will magically discover that, oops, maybe we do need to print more money after all! And guess where all that freshly printed liquidity is going? That’s right—straight into scarce assets, like Bitcoin.

The Ultimate Play: Load Up the Truck

Now, here’s the part that separates the Bitcoin Maxis from the TradFi tourists. You could try to time the exact bottom, but why stress yourself out? If you’re risk-averse (i.e., weak), wait for central banks to officially throw in the towel and start easing again. That’s your signal. Deploy capital. Stack sats. Buy like you mean it.

Because, let’s be honest—Bitcoin is not just going to recover; it’s going to lead the next leg of the bull market. The same institutions laughing at BTC now will be tripping over themselves to buy it at $150K later.

Final Thoughts: Bitcoin Maxis Always Win

If you’ve made it this far, congrats. You get it. The cycles repeat, the media panics, normies get shaken out, and then—when nobody expects it—Bitcoin rises like a phoenix. Not because it’s magic, but because it’s the hardest asset in existence. It’s the only asset that doesn’t care about central bank policies, quarterly earnings, or what some clueless CNBC anchor thinks.

So sit back, ignore the noise, and enjoy the show. In the end, Bitcoin wins. It always does.