Kitco News, Released on 12/26/23
For Part 1 of this interview, CLICK HERE
Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews Matthew Piepenburg, Partner at Matterhorn Asset Management, who warns of an already broken U.S. regime. Piepenburg says it all starts with a debt crisis, then a currency crisis, followed by social division, weaponization of financial instruments, and centralization of everything. Piepenburg explores the top geopolitical risks of 2024 and weighs in on Bitcoin as a safe-haven hedge. He says Bitcoin is based on the same narrative as gold and can’t be ignored. Watch Part 1 here: https://www.youtube.com/watch?v=ipmIu…
00:00 – Intro & Bitcoin’s Performance
02:10 – Bitcoin’s Future & ETF Developments
09:47 – Bitcoin Portfolio Allocation
14:30 – Geopolitical Risks & Market Implications
19:04 – The Cost of War and Its Economic Implications
23:59 – Weaponization of the Dollar & Its Impact
26:00 – The Future of Democracy & Centralization Concern
Matthew Piepenburg began his finance career as a transactional attorney before launching his first hedge fund during the NASDAQ bubble of 1999-2001. Thereafter, he began investing his own and other HNW family funds into alternative investment vehicles while operating as a General Counsel, CIO and later Managing Director of a single and multi-family office. Matthew worked closely as well with Morgan Stanley’s hedge fund platform in building a multi-strat/multi-manager fund to better manage risk in a market backdrop of extreme central bank intervention/support. The conviction that precious metals provides the best protection against potential systemic risk led Matt to join Matterhorn Asset Management.
Debt & Currency Crisis with Centralized Control: A Sign of a Broken U.S. Regime – Matthew Piepenburg (Part 2/2) added by Herman James on
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Understand BTC well? Except when one does not account for the power grid going down, your internet account being hacked, the future necessity of bio-digital tracking to even access the net, a global cyber attack, DEWs, etc …. I mean, BTC cannot be discussed without the caveat. (And in these times, trust in the system is a form of mental illness.)
And now ETFs.
And let’s not forget the DARPA connection.
BTC is a technology, plain and simple. It is like the invention of the wheel — great idea but you have to do something with it.
Hackers and cyber attacks -That’s why there are cold storage wallets. If the world goes back to the stone age and electricity is no longer available, well cyptos not functioning will be the least of our problems.
So in that scenario with your cold storage wallet, what good is your BTC? People will seek something they can have rock-solid confidence in, as the sustainable (life’s necessities) marketplace must carry on. Having nothing to exchange IS going to be the biggest, not the least, of your problems.