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That's a problem Bitcoin has, but not necessarily other cryptocurrencies. Scarcity of Bitcoin doesn't explicitly mean we need fiat. It just means we need better designed currencies in general, be it fiat or crypto or whatever other proxy we can come up with.

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"I, for one, prefer a world of central banks and fiat money where the supply of money can grow in line with the demand for it."

So, you're saying that FED is doing just that?

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If you look at the balance sheet of the Fed it looks like money is growing faster than demand for it. But that is a flawed argument, because the actual money in circulation and the velocity of money which determines inflation is falling and has been falling for decades. That is one of the key reason why QE does not lead to inflation and it is one of the things inflation hawks have consistently got wrong for over a decade.

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Nov 1, 2021Liked by Joachim Klement

"QE does not lead to inflation" What do you think is happening in the U.S. right now?

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Well, the current increase in inflation is driven by higher energy prices, not QE. If you wait until Wednesday I will show some charts in how QE pushed inflation pressures up but was more than overwhelmed by other factors that are still around today and won’t go away in the next decade. So, in a sense, yes, QE could lead to inflation but - strange and scary as this may sound - it simply isn’t big enough to overcome these other factors.

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