Trump just cocked the shotgun and aimed it at the U.S. economy. The dollar? Dead man walking.
Why?
1️⃣ Uncle Sam’s drowning in debt—cheaper refinancing is a must.
2️⃣ Capital needs to be dirt cheap to lure investors back to the U.S.
3️⃣ Weak dollar = export boom + foreign money flooding in.
And Trump? He’s willing to trigger a recession to make it happen.
How he’s pulling it off:
🔹 Tariffs? Short-term chaos, long-term boost for U.S. manufacturing.
🔹 DOGE? Not just memes. It's a signal: brutal spending cuts = bond yields down = job market bleeding.
🔹 Rising unemployment forces Powell’s hand → rate cuts come faster.
Markets are already reacting:
📉 Now pricing in a 75bps cut instead of 50bps for January.
📉 10-year yields plummeted from 4.8% to 4.3%.
📉 DXY crashed from 110 to 104.
📉 U.S. stock market down 5-10% from its peak.
The Risk?
Inflation.
If tariffs push up prices but inflation stays tame, the Fed can keep slashing rates. More liquidity = short-term BTC pump.
But if inflation sticks? Welcome to the 1970s—stagflation edition.
And guess what? The best-performing asset back then was gold.
Now? Bitcoin is gold 2.0.
BTC = Safe Haven?
📊 Short-term? Still trades like a high-beta tech stock.
⏳ Long-term? It’s only a matter of time before it plays its real role.