Bitcoin & The Apocalypse: Don’t Panic (Yet)

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So, you’re telling me the whole “rules-based international order” is kaput? Finished? Gone to meet the choir invisible? Well, that’s a headline. Reminds me of the time my Aunt Mildred tried to organize a Tupperware party during a blizzard. Total chaos. But hey, chaos is opportunity, right? At least, that’s what I tell my clients when their portfolios resemble a Jackson Pollock painting.

This Mark Carney fellow—a perfectly respectable chap, I’m sure—says we’re entering a new era of “transactional power politics.” Sounds… unpleasant. Like a used car salesman negotiating with Genghis Khan. But let’s put aside the geopolitical theatrics for a moment. What does this mean for your money? Specifically, what does it mean for Bitcoin (BTC +0.39%)? Because, frankly, if the world is going to burn, you want to know if your digital assets are flammable.

The Bullish Case: Neutrality, Schmneutrality!

Look, if nations start treating money like a weapon – and trust me, they will, they always do – you need assets that aren’t tied to any particular flag. It’s like trying to find a neutral referee in a brawl between a badger and a wolverine. Good luck with that! Bitcoin, in theory, is that referee. It doesn’t care about borders, trade wars, or which country is currently having a hissy fit. It just… exists. It’s stubbornly, digitally existing. And that, my friends, is a beautiful thing.

We’re already seeing hints of this. These BRICS nations – Brazil, Russia, India, China, South Africa, and now a whole gaggle of others – are toying with their own digital currencies. A digital currency club, if you will. Sounds harmless enough, right? Until you realize it’s basically them building a financial fortress, shutting out the rest of the world. It’s like a high school clique, but with trillions of dollars. And Bitcoin? Bitcoin is the kid who doesn’t want to be in the clique. It’s a rebel. A digital James Dean. And those are the assets that tend to do well when the world is falling apart.

Plus, let’s not forget the supply cap. 21 million coins. That’s it. No more. Governments can print money until the cows come home, but they can’t create more Bitcoin. It’s a fixed supply in a world of infinite demand. It’s like finding a genuine Rembrandt in a flea market. You grab it, you dust it off, and you hope nobody else realizes what you’ve got.

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The Bear Case: Panic Selling and Digital Chicken

Now, before you go mortgaging your house to buy Bitcoin, let’s be realistic. Geopolitical shocks tend to make people… skittish. They start selling everything and hiding under the bed. And Bitcoin, unfortunately, can get caught in the crossfire. It’s still a risk asset, and when fear takes over, people don’t care about long-term potential. They just want cash. It’s like a digital game of chicken, and Bitcoin is often the one swerving.

But here’s the thing: even if Bitcoin takes a hit in the short term, its fundamental value remains. It’s a decentralized, secure, and scarce asset in a world that’s increasingly centralized, insecure, and inflationary. It’s a digital life raft in a sea of financial turmoil. And while it may not be as stable as gold—gold has centuries of tradition, Bitcoin has… well, a really good marketing campaign—it has the potential to outperform it over the long run.

So, what should you do? Don’t treat Bitcoin as an emergency parachute. It’s not going to save you from the apocalypse. But treat it as a diversifier. A small, strategic allocation to an asset that’s uncorrelated with traditional markets. Think of it as a digital insurance policy. A way to protect your portfolio from the inevitable chaos that’s coming.

The end of the U.S.-led international order isn’t something to celebrate, believe me. But Bitcoin will survive it. And despite the inevitable volatility, its odds of thriving over the long run are looking increasingly… well, let’s just say I’m not selling my stash anytime soon. Now, if you’ll excuse me, I have a call with a client who thinks Dogecoin is the future. Wish me luck.

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2026-01-24 15:24