#USNationalDebt $BTC $SOL $XRP
🔗 1. Linking Debt and Treasury Demand via Cryptocurrencies
Under the GENIUS Act, stablecoins must be backed by short-term bonds such as T-bills, which could increase demand and lower US borrowing costs.
Economists like BIS warn that stablecoin liquidity relies on Treasury bonds, and that pooled liquidity could affect interest rates and unsettle financial markets.
📉 2. The Weak Dollar and Bitcoin's Role as a Haven
Increasing debt and expanding money printing are weakening the dollar, prompting investors to seek alternatives such as gold and Bitcoin.
Bitcoin's price has been on a steady rise; it recently surpassed $110,000, driven by a weaker dollar and trading volume.
⚖️ 3. Bitcoin as a Financial Hedge
Analysts like RaoulPal believe that rising debt and printed banknotes are causing a "liquidity squeeze," with Bitcoin providing a rare digital haven.
An article from Cointelegraph suggests that the rise in "Big Beautiful Bill" debt could signal a shift toward Bitcoin.
📊 4. Cryptocurrency Volatility and Profit/Loss
Despite its hedging status, Bitcoin is ~97% correlated with the Nasdaq 100. If stocks decline, Bitcoin may follow suit.
A weaker dollar could boost Bitcoin's price, but market volatility is likely to be severe.
⚠️ 5. Financial Stability and Liquidity Risks
The expansion of stablecoin investments in T-bills could lead to:
Short-term yield volatility.
Liquidity accumulation in limited assets (T-bills), reducing liquidity for traders and banks.
Rapidly released stablecoins could disrupt the bond market.
🏛️ 6. Government Policies Toward Cryptocurrencies
The official creation of the Strategic Bitcoin Reserve (held by the government) reflects a direct American move toward incorporating Bitcoin into reserve assets.
There are calls to include Bitcoin in the government treasury to protect it from the "debt crisis."
✅ Conclusion of the Impact
| Side | Impact |
| Dollar | Continued weakness due to debt drives investors to Bitcoin |
| House Market | Possible safe haven support but linked to volatility |
| Stablecoins | Stimulates the purchase of T-bills, may significantly impact liquidity |
| Policies | US government seriously considering incorporating Bitcoin into its reserves |
🧭 Cryptocurrency Investor Recommendations:
Use Bitcoin as a hedge against inflation (financial deflation).
Monitor bond volatility, as it is an indicator of upcoming volatility in digital assets.
Monitor regulatory legislation for stablecoins (GENIUS/STABLE Act).
Don't ignore the risks: Market volatility and the strong correlation between Bitcoin and stocks.