720: Bond Market Collapsing – Bitcoin to Skyrocket – US Recession on Horizon
05-25-2025
PropertyInvesting.net
We have been waiting 20 years for the bond market bubble to pop – and it’s just starting. Ever since 1990, interest rates have been on a downward trend until after Covid when they essentially reached zero. We had the ridiculous spectacle of global economies shutting down, whilst giant money printing started and interest rates were held at zero percent. This stimulated a housing boom and inflation that they promised would only be transitory – but of course everyone knew it was a lie and inflation was here to stay.
Bond markets were behaving themselves until a few months ago – when Trump’s tariff caused global economic instability. The dollar declined sharply, but rather than bond yields dropping – pointing to an economic slowdown – they actually rose sharply to well over 5% on the 30 year Treasury. This is of course the law of unintended consequences – the US Treasury thought that bullying the world with tariffs would lead to people flocking to US Treasuries as a safe haven. But instead on Monday 18 May 2025, there was a failed US Treasury auction – no-one wanted them – the Fed quietly swooped in to print the US dollar to buy it’s own debt. Yes – we are serious. Of course who can blame China, the UK, Japan, the EU and other big bond buyers after they had been so badly mistreated with the tariff threats and actions.
You might thinks – what’s this got to do with me? How does this affect me? Well – it’s a pivotal moment in the global economic history. It starts in earnest the end of the US economic exceptionalism and dollar dominance. They can no longer borrow with impunity and a very strong currency. Instead, interest rates for borrowers – people with mortgages will start going higher. Global investors have started to lose confidence and trust in the US government from an economic standpoint. This is clearly seen in the bond markets. The acid test. It’s rather like a Trump “Liz Truss moment”. He’s enacted a draft of different new policies that the market is saying they don’t like one bit – they need a higher rate because of the higher risk.
But if everyone else things this is okay – it isn’t because all bond yields are rising sharply – Germany, Japan, the UK – almost all developed countries.
As people lose confident in Treasuries or the bond markets all around the world – and see money printing just about to take off and a further very bad bout of inflation because of this, there will be flight to anything that preserves value in this inflationary world – namely:
Gold
Bitcoin
Possibly Stocks & Shares - of companies who an put up their prices easily
Because interest rates will be heading higher eventually – the house prices and commercial property prices will come under severe pressure. The baby boomer property boom is coming to and end. Generation X and younger people cant afford the sky high property prices in most area of the UK and USA – the multiples to earnings have gone through the roof. This was drive by easy lending at low rates from banks, booming economies from borrowing and money printing, and wealthy baby boomers using property as an investment tool – as a hedge against inflation and tying excess disposable incomes into holiday lets and rental property.
But the party is ending because of:
1. Lowering immigration of well educated – wealthy people able to afford high rents
2. Generation X and younger are less interested in owning property and prefer to be free to roam the world without the hassles of owning property
3. Younger people are saddled with student debts, can barely get through the week without going overdrawn and most have no hope of ever being able to afford properties with such sky-high prices.
4. The demographics are stacked against house prices rising – too many baby boomers own houses and there are not enough wealthy younger people to buy them
These two themes - of a property prices stagnation or decline and the bond markets collapsing - leads us onto the only way out of the scam fiat inflationary money printing world we live in
BITCOIN
It’s simple. Stay focussed. Concentrate. Yes – what we are saying is that the money from global real estate and bond markets is just starting to collapse into Bitcoin. Just look at how meagre the Bitcoin prices is compared to other asset classes:
Bitcoin $2 Trillion.
Bond market $141 Trillion
Gold market $20 Trillion
Real Estate $400 Trillion
Stock market $128 Trillion
The bond holder will say the themselves – it’s far safer to buy Bitcoin that goes up in dollar prices by 50% a year. Why hold US Treasuries with a meagre 5% return when we all know the dollar is in terminal decline because of the US’s gigantic debts, no change for them ever to pay this off, and the levels of fiat money printing taking place and projected to take place. Who in their right mind would by US Treasuries? Unless you treat it like a charity or favoured nation status.
People all around the world are realising that Bitcoin cannot be inflated, cannot be changed or tampered with by governments, is immutable, secure, global and a replacement for the scam fiat world we live in. For too many decades, unscrupulous governments have taken the easy road and printed every time a problem has cropped up – leading to the poor getting poorer and the rich getting richer.
President Trump is at least trying to do something to help get manufacturing jobs back to the USA – but everyone knows the money printer is being switched on again and another nasty bout of inflation will start to decimate the middle classes and make the poor even poorer. It's a sad outcome – the fiat currencies fuelling military incursions and leading to malinvestments all around the globe.
Bitcoin leads to a better way. Less war. More peace. No inflation. Sound money. Freedom. Digital gold – that can be transported safely around the world without middlemen taking a cut – the rent extractors – all living off the fat of the land. Fiat debasement and money printing is like feeding a drug addict his next shot – the bankers and financier all are desperate for another shot to drive up their asset prices. Yes, they will get it again – but this time these flows of printed fiat will collapse directly into Bitcoin and drive the prices to stratospheric levels.
The Bitcoin price is currently $108,000 a coin. Our mid case is a prices if $150,000 by end August and $266,000 peak by end October 2025. It’s also possible prices continue to drive higher into 2026 depending on the level of money printing, and institution and company adoption.
Our view is about the best way to invest in Bitcoin is to buy Strategy (MSTR) shares. Not financial advice, only for information, no your own research. Michael Sayler is Executive Chairman with his stated goal to drive the share prices higher – and he does this by selling shares and borrow fiat at ultra-low interest rates to buy more Bitcoin. They now own a staggering 576,000 Bitcoin – that’s 5% of the supply assuming only 15 million coins now exist. More than any other entity. They may because the biggest company in the world one day – if there is a massive collapse of bond, stock and real estate value into Bitcoin. Which frankly seems most likely.
If you don't trust politicians and bankers, have seen enough of inflation and want to protect yourself and your family - it's simply Bitcoin - that is the only way.
So for the next six months – it’s very simple, buy as much Bitcoin and Strategy (MSTR) as possible!
We hope this Special Report has given you some valuable insights into this indebted fiat world we live in – and how the collapse into Bitcoin has just started.