#OneBigBeautifulBill

The “One Big Beautiful Bill” lifting the U.S. debt ceiling by $5 trillion sends a strong macro signal. While it doesn’t directly address crypto, the implications ripple across markets. Higher debt raises fears of long-term inflation, weaker dollar strength, and a heavier reliance on money printing — all scenarios where Bitcoin and stablecoins shine as alternative stores of value.

From a crypto perspective, this move strengthens the long-term narrative: Bitcoin as digital gold, and stablecoins as functional alternatives in a weakening fiat environment. We may see more institutional interest in crypto as a hedge.

That said, in the short term, such moves can also create broader risk-off sentiment as markets digest what this means for rates, credit ratings, and global confidence in U.S. fiscal policy.

Position-wise, I’m leaning into quality:

-Holding BTC and ETH for long-term thesis

-Some allocation to USDC and Tether for stability

-Light exposure to altcoins, favoring projects with real utility

What about you?