TL;DR: Luke Gromen argues we’ve moved from seeing “debasement” as a one-off trade to embracing it as the new financial regime. He unpacks why stocks and bonds look juicy in dollar terms but are flat or sinking when measured in gold or Bitcoin, and why central banks are quietly shoveling reserves back into bullion. A U.S. gold repricing to $10–20K could be the shock therapy needed to reset balance sheets, while “paper gold” risks and Bitcoin’s delayed catch-up hint at an East-meets-gold, West-backs-BTC world.
On top of that, Gromen sees AI turbocharging this shift and lays out a no-BS portfolio framework to ride out what he dubs a 100-year reset. Whether you’re a gold bug, a Bitcoin believer, or just a chart geek, he’s got the playbook for navigating the next decade’s wild monetary moves.
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