Analyst who nailed Tesla’s crash issues stark warning originally appeared on TheStreet .
Veteran crypto investor Tuur Demeester, known for his insightful macro analysis and prescient investment calls, has issued another warning regarding profound structural changes unfolding within the global financial system.
Tuur Demeester called the decline in TSLA stock well in advance in 2022 , telling investors to swap the TSLA stock for BTC, five months later and TSLA lost 53% of its value against BTC, so he was right to go contrarian.
In a detailed post published on X on June 11, Demeester speculated that we are witnessing a seismic shift away from the dilution and debasement characteristic of fiat-based capital, toward forms of scarce, work-based value, such as Bitcoin .
To support his thesis, Demeester included a chart juxtaposing Bitcoin's price against a leading bond market index. This metric continues to trend upward, reflecting the rising opportunity costs associated with holding currencies disconnected from hard work and scarcity.
Demeester's warning parallels the decline of the dollar. At the time of writing, on June 11, the U.S. Dollar Index (DXY) hit multi-month lows of 98.6, with investor faith in the fiat money supply waning amid ongoing inflation and escalating debt levels.
Demeester’s framing is that assets such as Bitcoin, scarce, decentralized and unencumbered by political risks of debasement, continue to rise up in the face of traditional debt-based financial instruments.
This devaluation, compounded by structural tax-policy changes that disproportionately benefit the wealthiest Americans, especially as coined by Australian economist Justin Wolfers , is reminding people that fiat currencies are increasingly a question mark.
Interestingly, US Treasury Scott Bessent proposed today that stablecoins can lock the dollar dominance as a counter to dollar devaluation.
Analyst who nailed Tesla’s crash issues stark warning first appeared on TheStreet on Jun 11, 2025
This story was originally reported by TheStreet on Jun 11, 2025, where it first appeared.