BITCOIN REALITY CHECK: The Debasement Trade Isn’t a Moonshot (Yet)
Bitcoin’s “debasement trade” was one of the loudest narratives of 2025 — but don’t expect fireworks overnight. According to Bloomberg analyst Eric Balchunas, this thesis is a slow-burn macro play, not a get-rich-quick pump.
The idea is simple but misunderstood: Bitcoin isn’t reacting to inflation headlines in real time. It’s positioning itself as a long-term hedge against currency debasement, similar to how gold behaves — with patience required. Big capital doesn’t rush in all at once; it builds exposure quietly, over years, not weeks.
For investors expecting instant upside, that’s the hard truth. For those thinking in cycles and decades, this message is bullish in disguise. The debasement trade isn’t broken — it’s just early.
Are you trading the noise… or holding for the thesis to mature? 👀$BTC
