One big and and beautiful bill will be passed tomorrow
It instantly expands the U.S. debt limit by $5 TRILLIONS
Most think it’s bearish, but it will trigger rate cuts in July
Here’s what it means for $BTC and how to trade it👇🧵
1/
The House is set to vote on Trump’s $5T “Great American Bill” between July 3-4
If passed, it would unlock the largest fiscal expansion in US history
The money printer would restart right after
And crypto has never had a setup like this
2/
The bill cuts corporate taxes and boosts incentives for middle-class business owners
It’s designed to fuel investment and trigger 80s-style economic growth
Debt grows - but so does GDP, equity valuations, and liquidity
Even critics agree: it will cause a massive boom before it breaks
3/
Forget the doomsday takes
This bill + falling rates = the biggest macro catalyst since March 2020
We’re looking at synchronized fiscal and monetary easing
And this time - crypto is fully institutionalized
4/
Labor data confirms the Fed is trapped
ADP payrolls: -33K vs +100K expected
But JOLTS shows +400K job openings
Economy is growing - but AI is killing demand for human workers
5/
This disconnect lets the Fed cut rates without a formal recession
GDP can rise while unemployment creeps up
That’s how you get rate cuts and fiscal stimulus at the same time
In crypto terms - that’s what a melt-up looks like
6/
Market odds for a July cut: 76% and climbing
Now add a $5T Trump package, and you get full risk-on conditions
Bitcoin, Solana, altcoins - they all thrive when fiat trust declines
This is not a “warning” - this is an invitation
7/
The last time we had this setup?
March 2020 - the beginning of the greatest bull market ever
This time, there’s no virus
Only a political incentive to make markets go vertical before the election
8/
Yes, the debt risk is real
Yes, the dollar will eventually suffer
But traders don’t care when the collapse comes
They care about front-running the liquidity wave that comes before it
9/
Your July macro checklist:
• July 2–4: House vote on the $5T bill
• July 3: Jobless data + unemployment
• July 15: June CPI print
• July 30: FOMC rate decision
10/
The printer is coming online
The Fed is ready to blink
Trump is handing out fuel
And crypto will be the first to catch fire
Prepare your positions now - the breakout window is open
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