I: Bitcoin Benefits from Deployment of AI & Robotics
Jordi Visser with Anthony Pompliano
II: Gold is under Consistent Demand Exceeding Gold supply – Whose’s Buying?
Joseph Cavatoni with Kitco NEWS
III: Part I – Bitcoin completed Legislation Passed, Stable Coins as solving US Debt Problem.
Mark Moss persentation
IV: Part II – Bitcoin and Gold as the Relief Valve for Rising Inflation
Government’s intent to Prevent Inflation showing up in Energy, Food & Real Estate.
The current Administration has set policy, passed legislation and taken actions to enact its policy. Trump’s administration has 3.5 more years to enact its policy.
A baseline rule of investing is to figure out what the government wants to accomplish.
Make sure your investment policy is in harmony with the government policy.
At the very least, don’t fight Government policy.
The four videos shared today, clearly state what this administration wants to do. There will be massive change over the remaining length of this administration’s term. Three and one-half more years.
AI, Robotics, Blockchain Enactment, Money Printing, Refinancing Debt, Lowering Interest Rates, Weaking the US$ and Preventing Consumer Inflation, all figure into the videos below.
There is a Plan! It will be hard to accomplish all the goals above, but there is a Plan.
The investment themes for the coming four to five years is clear for those who want to see. We simply have no way of looking past the next five-years. Consider this shift more dramatic and faster acting than the shift from Windmills and horse and buggy to Automobiles and Electricity and Airplanes at the beginnings of the 1900s. Much wealth will be created and a great amount of wealth will be lost in the next three to five-years. We encourage everyone to consider the investment options.
I: Jordi Visser with Anthony Pompliano
AI Boom & Bitcoin Will Lead To MASSIVE Bull Market
Summary: Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss what is going on with bitcoin, artificial intelligence, economy, stock market, how so many companies are beating on earnings, and why the interest rate cuts will be so bullish.
II: Joseph Cavatoni with Kitco NEWS
“$132 Billion in Gold Bought… But Who’s Really Buying?
Summary from Kitco:. Joseph Cavatoni, Chief Market Strategist at the World Gold Council, joins Jeremy Szafron for a deep-dive into Q2’s record-breaking gold demand – and the surprising forces behind it. In this Kitco News interview, Cavatoni reveals the sharp decline in U.S. retail gold buying, the surge in Chinese bar and coin demand, and why over 90 tonnes of gold were purchased off-book by unnamed official sector entities. With ETFs flooding back in, jewelry demand collapsing, and shadow central bank buying accelerating, Cavatoni outlines a gold market that’s strong in value – but fragmented in volume
III: Part 1 Mark Moss
Don’t miss the biggest wealth transfer in Bitcoin’s history
Summary from Mark Moss: Trump just signed a $3.7 trillion stablecoin bill… and no one’s talking about the real reason behind it. This isn’t speculation — it’s math. The U.S. government needs Bitcoin to explode in value. Why? Because this bill quietly sets up a massive wealth transfer — and if you miss the connection, you might miss one of the biggest financial opportunities in history. In this video, I break it all down: the math, the policy, the escape valve… and how Bitcoin plays the most critical role.
IV: Part II Mark Moss
This Is Where Bitcoins Price Is Headed (& Why)
Summary from Mark Moss: I ran the numbers on exactly how high Bitcoin could go under Trump’s new $3.7 trillion stablecoin plan—and the results are shocking. This isn’t just another price prediction video. These projections are based on real math, historical correlations, and government policy. We dig into five distinct eras of Bitcoin-stablecoin correlation, and apply that data to current Treasury targets. Even the most conservative case puts Bitcoin at nearly $600,000 by 2030… and that might be underestimating it. With regulatory clarity accelerating and stablecoin adoption already up 32% in just seven months, we may hit $1 million+ Bitcoin before 2030.
Good fortune to us all!
Tom
LOTM Research & Consulting Service
* An account related to LOTM holds a position in this security.
Neither LOTM nor Tom Linzmeier is a Registered Investment Advisor.
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