According to André Dragosch, in an X post on Aug 30, 2025, he states that when Bitcoin wins, Treasuries will fade, local currencies will fade, the Federal Reserve loses control, and the money printer runs out of toner. Source: André Dragosch on X, Aug 30, 2025. This positions a trading view that is bullish BTC and bearish on U.S. Treasuries and fiat currencies, implying relative outperformance of BTC versus duration and the U.S. dollar in a regime of declining confidence in sovereign debt and monetary policy. Source: André Dragosch on X, Aug 30, 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).