Do we need Bitcoin in the coming age of super abundance?

Bitcoin's scarcity thesis meets AI-driven abundance, monetary policy, and leveraged treasury strategies—actionable insights for investors navigating adoption, inflation, and volatility.

Key Takeaways

Bitcoin's fixed supply preserves scarcity and a long-term store-of-value role; it likely tracks monetary inflation (like gold), not headline CPI—consider allocation as an inflation hedge.
AI-driven deflation could make many goods abundant and change savings needs, but physical and social scarcities (location, status, access) likely preserve demand for scarce money.
The Fed's 2% consumer-price target requires ongoing credit expansion via banks and deficits, producing monetary debasement—monitor money-supply dynamics when sizing Bitcoin positions.
Treasury firms and futures markets amplify BTC exposure through leverage and contango; persistent premiums reflect demand but carry liquidation and funding-rate risk—assess structure carefully.
Practical carry approach: borrow below your assumed Bitcoin CAGR to capture the spread, or use amplification structures that avoid liquidation; stress-test CAGR assumptions (10–13%+ debated).
Adoption is gradual and volatile—expect disbelief, cyclical drawdowns, and long-term upside; prioritize conviction, risk management, and time horizon when evaluating treasury strategies.

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