[Re-sent] Central banks are preparing for a monetary regime change, are you?

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Friends and associates,

At Sound Money Capital we theorise that the world is in the process of a monetary regime change. We expect that bitcoin and the crypto ecosystem could have a role to play in a future monetary system, which creates a compelling argument to allocate to the asset class. Central banks cannot admit it, because they are the custodians of the existing regime, but their actions reveal agreement with our thesis after they amassed record gold purchases in 2022.

TLDR: Central banks are preparing for a monetary regime change, are you?

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CONCLUSIONS

• Record central bank gold purchases directly contradicts their hyper monetary inflationary policies

• There is an essential truth contained in this simple but egregious contradiction between central bank policies

• Monetary regime change risks are a reality

• Monetary alternatives and store of value assets are misunderstood

• Bitcoin is a superior technology to gold

• Bitcoin-gold correlation has strengthened, while bitcoin-equity correlation has weakened, confirming a cyclical shift towards bull-market

• ETH is poised for outperformance vs. BTC in these conditionsRead more here

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On the personal front, we recently returned from a 2-month trip to South Africa. It was wonderful to travel, work and socialise in a somewhat relaxed fashion, not rushed by the usual pressures of shorter trips. People can understandably get down about the power outages in South Africa but Cape Town remains the most beautiful place in the world and Johannesburg contains the friendliest people on earth. I feel revitalised after engaging with family, friends and my broader network. I am happy to be home and look forward to bringing this energy back to Los Angeles, taking the rest of 2023 by the horns.

Wishing you everything of the best,

Rob Price, CFA

The information contained or attached herein is not intended to provide, and should not be relied upon for, accounting, legal or tax advice or investment recommendations. This presentation may contain forward-looking statements that are within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These forward-looking statements are based on management’s beliefs, as well as assumptions made by, and information currently available to, management. Although management believes that the expectations reflected in these forward-looking statements are reasonable, it can give no assurance that these expectations will prove to be correct. This email is for informational purposes only and does not constitute an offer to sell, or the solicitation of an offer to buy, any security, product, service of Sound Money LLC as well as Sound Money Capital LP and Sound Money Capital (BVI), whether an existing or contemplated fund, for which an offer can be made only by such fund’s Confidential Private Placement Memorandum and in compliance with applicable law. Past performance is not indicative nor a guarantee of future returns. Please consult your own independent advisors. All information is intended only for the named recipient(s) above and is covered by the Electronic Communications Privacy Act 18 U.S.C. Section 2510-2521. This email is confidential and may contain information that is privileged or exempt from disclosure under applicable law. If you have received this message in error please immediately notify the sender by return email and delete this email message from your computer.

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