What is happening:
— Trump: 'Free trade is dead'
— Tariffs introduced up to 46% — de facto a new economic iron wall
— Goal: to bring production back to the country
— Powell is silent about the rate, but the market has already understood: the dollar will be dumped
Why this is important:
1. Production vs Imports:
America no longer wants to be a 'store for dollars'.
Imports → will become more expensive.
Our factories → must make a profit.
This means — the dollar needs to be weak for U.S. products to become competitive.
2. Debt and budget:
U.S. national debt > $35 trillion
Debt servicing at the current rate = a threat to the budget
Dollar devaluation + inflation = a way to cheapen the debt
And this is done deliberately.
3. What the Fed is doing:
Powell says he is 'watching the data', but the essence is simple:
— Does not lower the rate — for now
— But he will be forced to when the economy starts to collapse under tariffs
Where is the money now?
→ Real assets — factories, commodities, infrastructure
→ Crypto is a safe haven
→ Gold — the old safe haven
BTC = salvation from fiat devaluation
ETH/SOL = infrastructure of the new financial system
AVAX, LDO, RWA-projects = infrastructure of the tokenized economy
Conclusion:
America has begun to reprogram its entire economy.
The model of 'printing bucks — you produce' is broken.
Now:
— We produce ourselves
— Devaluing the dollar
— Looking for assets that are not burned by inflation
Fiat is dying. Code and industry are back.
