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Investment Under a Bitcoin Standard

Brian Cubellis

Brian Cubellis | Chief Strategy Officer

Nov 11, 2025

How Sound Money Reshapes Capital, Time, and Enterprise

👉 Read the full report: Investment Under a Bitcoin Standard

What happens when money itself no longer loses value? Investment Under a Bitcoin Standard explores how capital formation, interest rates, and entrepreneurship evolve in a world built on hard money.

The report traces the parallels between the Classical Gold Standard and a mature Bitcoin economy—where saving is the default, speculation fades, and capital flows toward durable, cash-generating ventures. It also outlines how investors can navigate today’s monetization phase, when Bitcoin is rapidly absorbing monetary premium from weaker assets.

Inside, you’ll learn:

  • How time preference, interest, and hurdle rates change under a hard-money regime
  • Why financialization declines and real investment thrives
  • What business models outperform as Bitcoin becomes the global reserve asset

For allocators and builders alike, this paper is a guide to investing when money itself compounds in real terms.

👉 Read the full report: Investment Under a Bitcoin Standard

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