According to @balajis, fiat loses value through three vectors—inflation, freezes, and seizures—while hard money avoids these risks, underscoring custody and policy risk for capital allocators (Source: @balajis on X, Sep 2, 2025). For traders, this reinforces a hard-money risk framework and may tilt positioning toward assets and rails perceived to have lower dilution and counterparty exposure during macro stress or capital controls episodes (Source: @balajis on X, Sep 2, 2025).

According to @Andre_Dragosch, BTC is the needle that will pop the fiat bubble, indicating a view that Bitcoin is favored over fiat assets in a monetary debasement regime (source: @Andre_Dragosch on X). According to @Andre_Dragosch, this stance implies a structural long-BTC, anti-fiat allocation bias for traders prioritizing a hard-money asset narrative (source: @Andre_Dragosch on X). According to @Andre_Dragosch, the thesis positions BTC as a macro hedge rather than a speculative bubble, which directly informs positioning and risk management in crypto portfolios (source: @Andre_Dragosch on X).

According to Nic Carter, a shared chart illustrates that Bitcoin's (BTC) monetary inflation rate has fallen to approximately 0.85% following the fourth halving event. The data presented shows this new issuance rate is now significantly lower than that of gold, which has a historical inflation rate of about 1.5%. For traders, this reinforces Bitcoin's core value proposition as a scarce, 'hard' asset. The systematic reduction in new supply with each halving event, as shown in the chart, is a fundamental factor supporting a long-term bullish outlook on BTC's price by tightening its supply dynamics relative to traditional stores of value.

According to Michaël van de Poppe, despite the current Bitcoin price crash, the fundamental thesis of Bitcoin as a store of value and hard money remains unchanged. He highlights that many traders are inclined to sell due to market volatility, yet he advises against holding U.S. Dollars due to inflation concerns. This perspective suggests a long-term trading strategy focusing on Bitcoin's inherent value propositions. [Source: Michaël van de Poppe on Twitter]