The core scenario is a geopolitical shift in global reserve assets: China is accumulating physical gold, while the US is accumulating digital gold ($BTC), which may be tied to a strategy to manage US dollar debt and maintain global financial influence, potentially leading to a massive surge in Bitcoin's price as money shifts out of Gold.
This scenario suggests a rotation of capital: Gold's recent dump is seen as money moving into Bitcoin, implying that as Gold falls, Bitcoin will rise significantly, with the US government's large and growing $36 billion+ BTC reserves—including 127,000+ BTC recently seized and previous Silk Road holdings—indicating a long-term commitment to a much higher BTC price to address national debt.
