29,672,578,657 Bitcoin Plays a Key Role in Fighting Inflation

The host asked how to allocate assets in this environment, and Jones gave a clear answer:

"In this environment, what kind of investment portfolio is ideal? So far, the best-performing combination may be some mix of stocks, gold, and volatility-adjusted Bitcoin. This could be your best portfolio against inflation."

He added that Bitcoin's volatility is about five times that of gold, and the allocation ratio must be discounted. Compared to the 1-2% allocation suggested in 2020, Jones believes Bitcoin's role is even more important now, given the increasingly clear policy path.

Learning from Japan's Path: Low Real Interest Rates + High Inflation

Jones predicts that the U.S. may replicate Japan's experience: keeping real interest rates low, tolerating higher inflation, and then shifting the burden to consumers through taxes. He said this strategy will remain effective until inflationary pressures drive the ruling party out of power.

Fed Personnel Also a Key Variable. Jones speculates that if current President Trump wins, he might appoint a "super dove" chair to significantly lower interest rates. This echoes Vice Presidential candidate J.D. Vance's criticism of the Federal Reserve's "monetary malpractice" on social media.