$BTC Bitcoin plays a key role in anti-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 might be some mix of stocks, gold, and volatility-adjusted Bitcoin. This may be your best investment portfolio against inflation."

He added that Bitcoin's volatility is about five times that of gold, so the allocation ratio must be discounted. Compared to the 1–2% allocation suggested in 2020, Jones believes that Bitcoin's position has become even more important against the backdrop of increasingly clear policy paths.

Learning from Japan's path: low real interest rates + high inflation

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

Fed personnel is also a key variable. Jones speculates that if current President Trump wins, he may appoint a "super dove" chairperson 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.