The debasement trade is BACK.
Bessent's bond play = stealth QE. Liquidity is flowing again.
$BTC and gold ripping while the dollar bleeds out against majors.
Market knows what's up: gov spending concerns = money printer goes brrr.
If you're not positioned in hard assets right now, you're ngmi. This is the same playbook as 2020-2021.
Debasement is the base case. Act accordingly.
Bessent's bond play = stealth QE. Liquidity is flowing again.
$BTC and gold ripping while the dollar bleeds out against majors.
Market knows what's up: gov spending concerns = money printer goes brrr.
If you're not positioned in hard assets right now, you're ngmi. This is the same playbook as 2020-2021.
Debasement is the base case. Act accordingly.