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JUST IN: ๐บ๐ธ US regulator OCC approves
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๐จBREAKING: THE FED JUST ROLLED BACK A MAJOR ANTI-CRYPTO POLICY $POWER The Federal Reserve has withdrawn its 2023 guidance that effectively blocked uninsured banks from becoming Fed members and engaging in crypto-related activity. $ACT Why this matters: $ALCH โ That 2023 guidance was used to deny Custodia Bank a Fed master account โ It limited what state-chartered, Fed-supervised banks could do with digital assets โ It went further than rules applied by other banking regulators Now itโs gone. The Fed says itโs replacing it with a new framework aimed at allowing โresponsible innovationโ while keeping banks safe and sound. This doesnโt automatically greenlight crypto banks, but it removes a key regulatory roadblock that was used to shut them out.
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$8 TRILLION IN US DEBT WILL MATURE NEXT YEAR. $ACT And most people aren't understanding its impact.$POWER In 2026, over $8 trillion in US debt (T-bills) will mature.$ALCH Most people think that it will lead to a massive crash as the US government won't be able to pay its debt, but they are wrong. The U.S. government does not pay off its debt; it rolls it. Most of the debt maturing in 2026 was issued during the 2020-2021 pandemic, which was intentionally short-dated. Bills and 2-3 year notes were issued heavily to fund emergency spending. But calling this a time bomb shows a misunderstanding of sovereign finance. The U.S. is not a company, and U.S. treasuries are not corporate bonds. U.S. Treasuries are: โข Global collateral โข Reserve assets โข Base layer of repo and money markets โข Supported by the Fed, which can print as much as it wants This is why there's no scenario where the U.S. cannot refinance its debt. But interest rates are much higher now than in 2020-21, so don't you think it will impact negatively? When debt rolls at higher rates, what follows is: โข Higher deficits โข More issuance โข Pressure to keep real rates low โข Political demand for easier financial conditions Historically, this leads to: โข Lower real yields โข Liquidity support โข Gradual currency debasement And this is the most bullish case for risk-on assets. A large debt rollover is not a crash signal; itโs a signal that policymakers will choose growth and liquidity over austerity. And that's exactly why the Fed is already shifting tone now. You donโt start reserve injections unless youโre preparing the system for future Treasury absorption. During this environment, bonds, fixed income, and cash savers are the ones who get hurt the most. While equities, real assets, commodities, and crypto holders benefit the most due to low rates and liquidity injection. This is why I remain bullish in the 2nd half of Q2 2026, as there's no stopping of the "money printing" train.
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๐จBREAKING: In a massive development, President Trump is reportedly aiming to SURGE denaturalization of foreigners who obtained their citizenship unlawfully. $ACT LET'S GO! $POWER That should include Ilhan Omar. $ALCH The fraudsters and 3rd worlders will be sent back!
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JUST IN:US House passes bill to ban transgender surgeries for minors. $ACT 207 Democrats voted against the bill.$POWER $ALCH
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๐บ๐ธ๐ป๐ช U.S. WARPLANES THAT JAM RADAR SPOTTED NEAR VENEZUELA Two U.S. Navy EA-18G Growler aircraft were tracked operating off Venezuelaโs coast according to flight data. $ACT These jets are not routine patrol planes. $POWER Growlers are built to jam radar, disrupt communications, and collect signals intelligence, the kind of aircraft sent ahead of or alongside serious military activity.$ALCH The movement follows recent Growler deployments to Puerto Rico and a broader U.S. push in the Caribbean that already includes strikes on suspected drug-smuggling vessels and enforcement of a naval blockade targeting sanctioned Venezuelan oil shipments. Growlers are used to blind air defenses, protect strike aircraft, and map enemy radar systems. Their presence suggests preparation rather than messaging. There has been no official U.S. statement on the flights. Venezuela has already accused Washington of aggression and threatened action at the United Nations. When electronic warfare aircraft show up, it usually means someone is preparing the battlefield. The region is watching closely.
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