$XAU 📉 Gold and AI Stocks Ran. Bitcoin Sat Still. Samson Mow Says That’s About to Flip.

🔄 The four-year cycle isn’t law—it’s lore. Samson Mow just dismantled the halving narrative investors have treated like gravity. His case? Bitcoin isn’t the same asset it was in 2018 or even 2020. Treasury companies like MicroStrategy aren’t speculating; they’re structurally absorbing supply every single day. That’s not cyclical buying. That’s an infinite bid.

Meanwhile, gold and silver hit new highs—on paper. Mow calls the paper metals market a mirage: manipulable, opaque, and increasingly disconnected from physical settlement. Bitcoin offers the opposite: verifiable supply, global transport, and liquidity that cuts through borders. His boldest call? It eventually replaces real estate as the world’s primary store of value.

Not because real estate is bad. Because $BTC is teleportable. And when the supply shock hits, stagnation won’t look like a cycle—it’ll look like the calm before the bid finally cleared. $CLO