According to @balajis’ Aug 29, 2025 X post, he outlines a seven-part thesis that if Bitcoin wins, it “ends the Fed” (0:00) and shifts global money toward a non-sovereign standard, framing a hard-money narrative for BTC positioning. According to @balajis’ post, he claims “payments become packets” (02:10), signaling an internet-native payments future that traders may map to BTC adoption narratives on L1 and L2 rails. According to @balajis’ post, he asserts “Keynesianism falls like Communism” (3:30), implying a regime change away from fiat-driven macro policy that historically anchors risk assets, positioning BTC as the macro hedge within this thesis. According to @balajis’ post, he argues “real estate falls in real terms” (4:20) and “fiat billionaires get flipped” (5:40), pointing to potential relative outperformance of BTC versus fiat-linked and rate-sensitive wealth in his scenario. According to @balajis’ post, he adds “money printer runs out of toner” (6:20) and “the battle begins… and it’s time to build” (7:50–10:00), presenting a call-to-action narrative for builders and investors; no price targets or timelines are provided in the post, according to @balajis.

According to Justin Sun, he has not converted his cryptocurrency holdings into fiat currencies for the past 12 years due to a lack of trust in fiat. He believes in the inevitable rise of crypto against fiat and enjoys the process rather than the end price.