US fiscal situation is spiraling:
25 straight years of deficits
2026 budget deficit: $1.99T (up $217B YoY)
3rd largest shortfall in history
Government spending: $7.4T (record)
Debt interest alone: $1.36T (record)
Total US debt: >$40T
This is the macro backdrop while the Fed pretends inflation is under control. Debt servicing costs are now eating the budget alive.
Bullish for hard assets. Bullish for $BTC.
The money printer never really stopped—it just moved to the Treasury. When bond markets crack, risk assets will either dump hard or moon as capital flees fiat.
Position accordingly. This isn't sustainable.
25 straight years of deficits
2026 budget deficit: $1.99T (up $217B YoY)
3rd largest shortfall in history
Government spending: $7.4T (record)
Debt interest alone: $1.36T (record)
Total US debt: >$40T
This is the macro backdrop while the Fed pretends inflation is under control. Debt servicing costs are now eating the budget alive.
Bullish for hard assets. Bullish for $BTC.
The money printer never really stopped—it just moved to the Treasury. When bond markets crack, risk assets will either dump hard or moon as capital flees fiat.
Position accordingly. This isn't sustainable.