Just back from a 3-week trip in the States, I wanna share some first-hand insights about the market from my smart money friends with y'all:
1. U.S. Short-term Recession
📊🇺🇸 Trump is set to supercharge USD hegemony, ease debts, and detox the U.S. economy by all means necessary.
⚔️📉 That includes staging a trade war + short-term recession to force a Fed rate cut to bring liquidity back—that means we will welcome a real bull market after that.
⏳📉 Prepare for a few painful months ahead.
🎯📊 Since the trade war + recession are staged, everything will be orchestrated—controlled chaos with a bullish endgame.
🔎📈 I personally don’t think $BTC will break below $70K. As I said before, fundamentals still look solid. “Buy the dip” range $73K~$78K makes sense to me.
2. Purchase BTC for the Reserve
🏦🟠 The Trump administration will buy $BTC for the strategic reserve—not with taxpayer money, but likely by swapping existing assets. (Believe it or not, let’s see👀)
🌍💰 State governments and other countries (like Czech) with excess $USD and $EUR reserves will likely follow suit—not to please Trump, but because it's simply profitable.
3. Stablecoin Bill
📜💵 The U.S. #
stablecoin# bill will very likely pass this year. (Hopefully by August per Trump’s request)
🏦🔒 Fully collateralized stables (USD or T-bills etc) will dominate over algos—again, tying back to USD hegemony.
🔗🟠 Both the #
bitcoin# reserve strategy + stablecoin bill reinforce USD dominance.
If you want me to dive deeper into any of the above, drop a comment below 👇