#bessent
bessent
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🔥 LIQUIDITY WITHOUT QE
Just yesterday, we wrote that the #Warsh –#Bessent setup could bring #liquidity back to markets without traditional QE.
And today, Bessent says long-term Treasury buybacks could be increased beyond the current $4 billion per operation.
📉 When the U.S. Treasury buys back more long-term government bonds, it supports bond prices and can push yields lower.
💰 Lower yields make risk-free debt less attractive and reduce the cost of capital. That gives more room for money to move into stocks, #BTC , and #altcoins .
📊 If long-term yields keep falling as buybacks increase, crypto gets a much stronger macro backdrop for another leg higher.
🔥 Do we get a repeat of the 2023–2024 setup, followed by another mini altseason — or does this one go much further?
$BTW $XAU $BTC
Just yesterday, we wrote that the #Warsh –#Bessent setup could bring #liquidity back to markets without traditional QE.
And today, Bessent says long-term Treasury buybacks could be increased beyond the current $4 billion per operation.
📉 When the U.S. Treasury buys back more long-term government bonds, it supports bond prices and can push yields lower.
💰 Lower yields make risk-free debt less attractive and reduce the cost of capital. That gives more room for money to move into stocks, #BTC , and #altcoins .
📊 If long-term yields keep falling as buybacks increase, crypto gets a much stronger macro backdrop for another leg higher.
🔥 Do we get a repeat of the 2023–2024 setup, followed by another mini altseason — or does this one go much further?
$BTW $XAU $BTC
Vérifié
40 Triillones de Deuda!!!
"Podemos Crecer para Salir de Ella": El Tesoro de EE. UU. Minimiza el Hito Histórico
Esta semana, el reloj de la deuda nacional de Estados Unidos cruzó una barrera psicológica sin precedentes: los 40 triillones de dólares, alcanzando los $40.01 billones el 19 de agosto de 2026. Sin embargo, para el Secretario del Tesoro, #ScottBessent , las alarmas aún no deberían sonar.
En una entrevista exclusiva con Squawk on the Street de CNBC, #Bessent ofreció una perspectiva desafiante y optimista sobre el estado de las finanzas del país. Aquí tienes el resumen con las claves de su declaración:
Minimizando el Hito: Bessent restó importancia al récord histórico con una frase contundente: "No hay nada mágico en la cifra de 40 trillones de dólares". Su tesis principal es que Estados Unidos no necesita recortes drásticos de inmediato, sino que la economía tiene la capacidad de crecer a un ritmo que supere y diluya el peso de esta deuda.
El "Culpable" del Repunte del Déficit: El Secretario justificó parte del reciente aumento del déficit señalando un gasto imprevisto de aproximadamente 100.000 millones de dólares. Esto fue provocado por los reembolsos temporales que el Gobierno tuvo que realizar luego de que el Tribunal Supremo tumbara los aranceles de emergencia de la administración #TRUMP
La Estrategia Arancelaria Continúa: A pesar del revés judicial con los aranceles de emergencia, el Tesoro mantiene su confianza en la recaudación. Bessent aseguró que, gracias a la aplicación de los aranceles de la Sección 301, los ingresos por esta vía en 2026 serán similares o incluso superiores a los registrados en 2025.
Luz al Final del Túnel del Déficit: En un mensaje diseñado para calmar a los mercados de bonos, Bessent pronosticó que existen "muy buenas posibilidades" de que el déficit presupuestario bajo la actual administración ya haya tocado techo
Para los mercados de criptomonedas, la acumulación de deuda nacional suele ser vista como un catalizador para la degradación del dinero fiduciario
$BTC
"Podemos Crecer para Salir de Ella": El Tesoro de EE. UU. Minimiza el Hito Histórico
Esta semana, el reloj de la deuda nacional de Estados Unidos cruzó una barrera psicológica sin precedentes: los 40 triillones de dólares, alcanzando los $40.01 billones el 19 de agosto de 2026. Sin embargo, para el Secretario del Tesoro, #ScottBessent , las alarmas aún no deberían sonar.
En una entrevista exclusiva con Squawk on the Street de CNBC, #Bessent ofreció una perspectiva desafiante y optimista sobre el estado de las finanzas del país. Aquí tienes el resumen con las claves de su declaración:
Minimizando el Hito: Bessent restó importancia al récord histórico con una frase contundente: "No hay nada mágico en la cifra de 40 trillones de dólares". Su tesis principal es que Estados Unidos no necesita recortes drásticos de inmediato, sino que la economía tiene la capacidad de crecer a un ritmo que supere y diluya el peso de esta deuda.
El "Culpable" del Repunte del Déficit: El Secretario justificó parte del reciente aumento del déficit señalando un gasto imprevisto de aproximadamente 100.000 millones de dólares. Esto fue provocado por los reembolsos temporales que el Gobierno tuvo que realizar luego de que el Tribunal Supremo tumbara los aranceles de emergencia de la administración #TRUMP
La Estrategia Arancelaria Continúa: A pesar del revés judicial con los aranceles de emergencia, el Tesoro mantiene su confianza en la recaudación. Bessent aseguró que, gracias a la aplicación de los aranceles de la Sección 301, los ingresos por esta vía en 2026 serán similares o incluso superiores a los registrados en 2025.
Luz al Final del Túnel del Déficit: En un mensaje diseñado para calmar a los mercados de bonos, Bessent pronosticó que existen "muy buenas posibilidades" de que el déficit presupuestario bajo la actual administración ya haya tocado techo
Para los mercados de criptomonedas, la acumulación de deuda nacional suele ser vista como un catalizador para la degradación del dinero fiduciario
$BTC
Feed-Creator-82e2635ce:
puede ser una de tantas han liquidado las posiciones bajistas antes las alcistas digo porque quien dinero fácil y se apalancan como loco y no dejan directamente que el mercado fluctúa por si mismo causaría menos daños y más seguridad a los inversores
The US will target organizations that help Iran launder money or circumvent sanctions. Bessent announced sanctions against a financial institution.
US Treasury Secretary Scott Bessent is threatening to exclude groups that help Iran launder money from the US financial system, which is the foundation of the global economy, UNN reports with reference to CNN.
"Let me be clear: any organization that facilitates money laundering on behalf of Iran will be excluded from the US dollar system. The clock has just begun to tick," Bessent said in his prepared remarks on Monday.
"If they facilitate transactions and are part of the ecosystem that turns Iranian oil into money, into repression, they will be targeted," Bessent said in response to a question about the sanctions.
In a press release, the Treasury Department used somewhat softer language, saying that any organization that facilitates money laundering or sanctions evasion “risks being cut off from the U.S. financial system.”
Asked whether Chinese banks could face secondary sanctions for their alleged role in helping Iran, Bessent said the best approach was “quiet diplomacy,” but added that “nobody is above U.S. sanctions.”
“We’re setting a level playing field with all countries to communicate our expectations,” he said. “We know who they are. They know who they are. So when they get hit by the U.S. Treasury’s actions, they have only themselves to blame.”
Bessent said a major announcement on sanctions against the unnamed financial institution should be expected later this week.
#sanctions #Bessent #USA #China #Iran
US Treasury Secretary Scott Bessent is threatening to exclude groups that help Iran launder money from the US financial system, which is the foundation of the global economy, UNN reports with reference to CNN.
"Let me be clear: any organization that facilitates money laundering on behalf of Iran will be excluded from the US dollar system. The clock has just begun to tick," Bessent said in his prepared remarks on Monday.
"If they facilitate transactions and are part of the ecosystem that turns Iranian oil into money, into repression, they will be targeted," Bessent said in response to a question about the sanctions.
In a press release, the Treasury Department used somewhat softer language, saying that any organization that facilitates money laundering or sanctions evasion “risks being cut off from the U.S. financial system.”
Asked whether Chinese banks could face secondary sanctions for their alleged role in helping Iran, Bessent said the best approach was “quiet diplomacy,” but added that “nobody is above U.S. sanctions.”
“We’re setting a level playing field with all countries to communicate our expectations,” he said. “We know who they are. They know who they are. So when they get hit by the U.S. Treasury’s actions, they have only themselves to blame.”
Bessent said a major announcement on sanctions against the unnamed financial institution should be expected later this week.
#sanctions #Bessent #USA #China #Iran
🇮🇷🇺🇸 Bessent:
“Those who stand with the U.S. will reap the rewards of our partnership.”
Clear carrot-and-stick approach.
Align with Washington and benefit. Stay tied to Tehran and face isolation.
The economic pressure campaign is being pitched out in public.
$AMP | $PROM | $PORTAL
#BREAKING #news #US #Bessent #iran
“Those who stand with the U.S. will reap the rewards of our partnership.”
Clear carrot-and-stick approach.
Align with Washington and benefit. Stay tied to Tehran and face isolation.
The economic pressure campaign is being pitched out in public.
$AMP | $PROM | $PORTAL
#BREAKING #news #US #Bessent #iran
Biquet Écorné:
Oui, devenez pirates comme nous😂
🇺🇸🇮🇷 Bessent is putting Iran’s remaining cash channels on the chopping block.
Starting today, the Treasury is targeting every revenue stream keeping the IRGC and regime afloat, promising “zero leakage.”
After 6 months of military strikes, the focus is shifting to starving Tehran of cash.
The real test is China. If Washington avoids the Chinese buyers and banks moving most Iranian oil revenue, the net won’t be airtight.
Iran has already shown it can absorb pressure through discounts, shadow fleets and parallel finance.
A true zero-leakage campaign has to close those gaps. Let's see.
$AMP | $PROM | $PORTAL
#BREAKING #news #US #Bessent #iran
Starting today, the Treasury is targeting every revenue stream keeping the IRGC and regime afloat, promising “zero leakage.”
After 6 months of military strikes, the focus is shifting to starving Tehran of cash.
The real test is China. If Washington avoids the Chinese buyers and banks moving most Iranian oil revenue, the net won’t be airtight.
Iran has already shown it can absorb pressure through discounts, shadow fleets and parallel finance.
A true zero-leakage campaign has to close those gaps. Let's see.
$AMP | $PROM | $PORTAL
#BREAKING #news #US #Bessent #iran
🚨 JUST IN: Bessent insists the Treasury's bond buyback expansion has nothing to do with interest rates, even as it's already reshaping the bond market and rattling the Fed.
Speaking Thursday, Treasury Secretary Scott Bessent said the decision to double buybacks of longer-dated debt "had nothing to do with" interest rates, framing it instead as a signal that current yields don't reflect underlying economic fundamentals. He even floated going bigger, buybacks could grow beyond $4 billion per operation.
He also confirmed the coordination piece: Treasury and the Fed would work together if the central bank changes its own balance sheet, and buybacks would adjust accordingly if the Fed alters its bond runoff pace.
Not everyone is buying the "nothing to do with rates" framing.
Wednesday's announcement, doubling buybacks of 10-to-30-year debt to $4 billion per operation, sent yields sliding immediately. By Thursday morning, rates had already climbed back up, exactly the kind of short-lived relief critics warned about.
The mechanics are the real controversy. Treasury doesn't print money like the Fed, it has to fund these buybacks by issuing more short-term bills. That effectively swaps long-term debt for short-term debt, manipulating the yield curve rather than truly easing conditions. One fixed-income portfolio manager called it exactly that.
RSM's chief economist went further, calling Bessent "a political actor" whose "interest is purely short term" rather than genuinely aimed at price stability, especially with new Fed Chair Kevin Warsh publicly favoring markets, not Treasury intervention, in setting rates.
Bessent also downplayed the $40 trillion debt milestone and said the US may have already seen peak deficit.
Whether this is smart debt management or the Treasury quietly doing the Fed's job for it, the market reaction already answered part of the question.
#Bessent #Treasury #Bonds #Fed #Economy
Speaking Thursday, Treasury Secretary Scott Bessent said the decision to double buybacks of longer-dated debt "had nothing to do with" interest rates, framing it instead as a signal that current yields don't reflect underlying economic fundamentals. He even floated going bigger, buybacks could grow beyond $4 billion per operation.
He also confirmed the coordination piece: Treasury and the Fed would work together if the central bank changes its own balance sheet, and buybacks would adjust accordingly if the Fed alters its bond runoff pace.
Not everyone is buying the "nothing to do with rates" framing.
Wednesday's announcement, doubling buybacks of 10-to-30-year debt to $4 billion per operation, sent yields sliding immediately. By Thursday morning, rates had already climbed back up, exactly the kind of short-lived relief critics warned about.
The mechanics are the real controversy. Treasury doesn't print money like the Fed, it has to fund these buybacks by issuing more short-term bills. That effectively swaps long-term debt for short-term debt, manipulating the yield curve rather than truly easing conditions. One fixed-income portfolio manager called it exactly that.
RSM's chief economist went further, calling Bessent "a political actor" whose "interest is purely short term" rather than genuinely aimed at price stability, especially with new Fed Chair Kevin Warsh publicly favoring markets, not Treasury intervention, in setting rates.
Bessent also downplayed the $40 trillion debt milestone and said the US may have already seen peak deficit.
Whether this is smart debt management or the Treasury quietly doing the Fed's job for it, the market reaction already answered part of the question.
#Bessent #Treasury #Bonds #Fed #Economy
El control del tramo largo de la curva de rendimiento de los Bonos 10-20-30 años no parece ser solo una inundación instantánea de liquidez ocurriendo antes de las elecciones de medio término.
Esto es todo el andamiaje siendo preparado para el juego mucho más grande. El Gran Juego de tener que buscar la financiación de la población envejecida junto con la financiación de la nueva demografía que se asentará laboralmente a causa de la IA y de los robots.
Ambos juegos son demasiado grandes y demasiado importantes para ser detenidos. La financiación de la construcción de inteligencia es el juego más importante de todos los tiempos. Es demasiado grande para permitirse el lujo de fallar.
#Bessent
#YieldStrategies
Esto es todo el andamiaje siendo preparado para el juego mucho más grande. El Gran Juego de tener que buscar la financiación de la población envejecida junto con la financiación de la nueva demografía que se asentará laboralmente a causa de la IA y de los robots.
Ambos juegos son demasiado grandes y demasiado importantes para ser detenidos. La financiación de la construcción de inteligencia es el juego más importante de todos los tiempos. Es demasiado grande para permitirse el lujo de fallar.
#Bessent
#YieldStrategies
🇺🇸🇮🇷 NEW: Bessent just promised the US will hit Iran with pressure "never seen before in the history of economic isolation."
Treasury Secretary Scott Bessent dropped the line on August 13, telling reporters to watch for major announcements next week. He didn't specify what's coming, but he didn't need to. The target is obvious.
China buys roughly 90% of Iran's oil exports. That relationship has kept Tehran's economy breathing through years of sanctions, largely through Chinese banks and refiners operating just outside direct US reach.
This isn't Bessent's first shot. Back in April, he launched "Operation Economic Fury," warning banks holding Iranian money they'd face secondary sanctions, cutting them off from the US financial system and the dollar entirely. Two Chinese banks already received warning letters.
It's working, at least on paper. Iran's largest bank collapsed in December. Inflation is sitting near 88%. The currency is losing value by the day.
But critics aren't convinced "unprecedented" means much when Iran is already under a naval blockade and thousands of existing sanctions. The real question is whether Washington is finally willing to go after the Chinese financial networks it's mostly avoided hitting directly, since doing so risks real blowback on US-China relations.
As formal channels get squeezed, sanctioned economies have historically leaned harder on digital assets and alternative payment rails to keep money moving, a pattern already visible elsewhere under similar pressure.
Next week is when we find out how far Washington is actually willing to go.
#Iran #Bessent #Sanctions #China #Geopolitics $CL $BZ
Treasury Secretary Scott Bessent dropped the line on August 13, telling reporters to watch for major announcements next week. He didn't specify what's coming, but he didn't need to. The target is obvious.
China buys roughly 90% of Iran's oil exports. That relationship has kept Tehran's economy breathing through years of sanctions, largely through Chinese banks and refiners operating just outside direct US reach.
This isn't Bessent's first shot. Back in April, he launched "Operation Economic Fury," warning banks holding Iranian money they'd face secondary sanctions, cutting them off from the US financial system and the dollar entirely. Two Chinese banks already received warning letters.
It's working, at least on paper. Iran's largest bank collapsed in December. Inflation is sitting near 88%. The currency is losing value by the day.
But critics aren't convinced "unprecedented" means much when Iran is already under a naval blockade and thousands of existing sanctions. The real question is whether Washington is finally willing to go after the Chinese financial networks it's mostly avoided hitting directly, since doing so risks real blowback on US-China relations.
As formal channels get squeezed, sanctioned economies have historically leaned harder on digital assets and alternative payment rails to keep money moving, a pattern already visible elsewhere under similar pressure.
Next week is when we find out how far Washington is actually willing to go.
#Iran #Bessent #Sanctions #China #Geopolitics $CL $BZ
🚨#Eden again 🌡to the 🌝
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
$EDEN
$BTC
$XRP
#Trump'sIranAttackDelayed #TRUMP #ElonMusk #Bessent
#StriveAcquires382BTCFor$30.3M
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
$EDEN
$BTC
$XRP
#Trump'sIranAttackDelayed #TRUMP #ElonMusk #Bessent
#StriveAcquires382BTCFor$30.3M
🚨 JUST IN: U.S. Treasury Secretary Scott Bessent confirms they’re working to replace Fed Chair Jerome Powell in the coming weeks 🇺🇸⚖️
🗓️ A nomination could come as early as this fall, well before Powell’s term ends in May 2026.
👀 Why it matters:
🔹 A new Fed Chair could shift U.S. interest rate policy
🔹 Trump wants a more dovish (pro-growth) Fed
🔹 Market volatility likely as the transition draws near
🔥 This is a major shakeup for global markets — and potentially bullish for risk assets like crypto 📈
#CryptoNews #BinanceSquare #FED #JeromePowell #Bessent
🗓️ A nomination could come as early as this fall, well before Powell’s term ends in May 2026.
👀 Why it matters:
🔹 A new Fed Chair could shift U.S. interest rate policy
🔹 Trump wants a more dovish (pro-growth) Fed
🔹 Market volatility likely as the transition draws near
🔥 This is a major shakeup for global markets — and potentially bullish for risk assets like crypto 📈
#CryptoNews #BinanceSquare #FED #JeromePowell #Bessent
📈 贝森特与“美元堡垒”：这对市场和加密货币意味着什么？
潜在的美国财政部长候选人斯科特·贝森特（Scott Bessent）提出了一项重要倡议：向海湾地区和亚洲的关键合作伙伴扩大常设美元掉期线（Swap Lines）。🌍
目前，美联储的“精英俱乐部”仅包含 5 家中央银行（欧盟、日本、英国、加拿大和瑞士）。为什么贝森特想要改变这一现状？
1️⃣ 地缘政治盾牌： 这是对新兴替代支付系统（如金砖国家支付体系）的直接回应。贝森特希望让盟友更便捷地获取美元，从而消除他们寻找替代方案的动力。
2️⃣ 流动性胜过一切： 常设掉期线能降低危机期间的“美元荒”风险。对于市场而言，这意味着更强的稳定性和可预测性。
3️⃣ 对加密货币的信号： 当美国通过行政手段巩固法币美元的主导地位时，这反而凸显了去中心化资产的重要性。如果法币沦为“软实力”工具，市场对中立资产（如 BTC）的需求可能会进一步增长。
总结： 贝森特在布局长远，试图在多极化时代巩固美元作为全球第一储备货币的地位。
你怎么看？这能帮助美元抵御新型结算系统的冲击，还是仅仅在推迟不可避免的趋势？👇
#Bessent #Fed #宏观经济 #全球金融 #加密新闻
潜在的美国财政部长候选人斯科特·贝森特（Scott Bessent）提出了一项重要倡议：向海湾地区和亚洲的关键合作伙伴扩大常设美元掉期线（Swap Lines）。🌍
目前，美联储的“精英俱乐部”仅包含 5 家中央银行（欧盟、日本、英国、加拿大和瑞士）。为什么贝森特想要改变这一现状？
1️⃣ 地缘政治盾牌： 这是对新兴替代支付系统（如金砖国家支付体系）的直接回应。贝森特希望让盟友更便捷地获取美元，从而消除他们寻找替代方案的动力。
2️⃣ 流动性胜过一切： 常设掉期线能降低危机期间的“美元荒”风险。对于市场而言，这意味着更强的稳定性和可预测性。
3️⃣ 对加密货币的信号： 当美国通过行政手段巩固法币美元的主导地位时，这反而凸显了去中心化资产的重要性。如果法币沦为“软实力”工具，市场对中立资产（如 BTC）的需求可能会进一步增长。
总结： 贝森特在布局长远，试图在多极化时代巩固美元作为全球第一储备货币的地位。
你怎么看？这能帮助美元抵御新型结算系统的冲击，还是仅仅在推迟不可避免的趋势？👇
#Bessent #Fed #宏观经济 #全球金融 #加密新闻
Vérifié
🪙 SCOTT BESSENT CONFIRMA: TODO EL ORO DE FORT KNOX ESTÁ INTACTO
El secretario del Tesoro de EE. UU. rompió el silencio ante meses de especulación: "Todo el oro está presente y contabilizado", aseguró Bessent, disipando las dudas que Trump y Elon Musk habían sembrado en 2025 sobre una posible auditoría física del histórico depósito de Kentucky.
📊 El dato que sorprende a todos: Con el oro cotizando hoy cerca de $4,034 por onza, las reservas totales de oro de Estados Unidos ya superan el billón de dólares (US$1 trillion) en valor de mercado — muy por encima de los ~US$11.000 millones que figuran en libros contables, congelados desde 1973 a un precio estatutario de solo $42.22 la onza.
⚡ Contexto clave: 🔹 Fort Knox resguarda 147.3 millones de onzas troy (~4,583 toneladas), más de la mitad de las reservas totales del país 🔹 EE. UU. posee el mayor stock de oro soberano del mundo, con 8,133 toneladas en total 🔹 Pese a la garantía de Bessent, sigue sin realizarse una auditoría física independiente completa desde hace más de 70 años 🔹 El Congreso avanza con la Gold Reserve Transparency Act, que exigiría una verificación independiente cada 5 años
🧠 ¿Por qué le importa a cripto? El resurgimiento del oro como activo de reserva —y el debate sobre revalorizar las tenencias del Tesoro— alimenta la narrativa de "activos duros" frente a la devaluación monetaria. Muchos ven un paralelismo directo con la tesis de Bitcoin como oro digital.
💭 ¿Confían en la palabra oficial o creen que se necesita una auditoría independiente ya? Coméntenlo 👇
⚠️ Esto no es asesoría financiera. DYOR.
#bitcoin #oro #FortKnox #Bessent #BİNANCESQUARE
El secretario del Tesoro de EE. UU. rompió el silencio ante meses de especulación: "Todo el oro está presente y contabilizado", aseguró Bessent, disipando las dudas que Trump y Elon Musk habían sembrado en 2025 sobre una posible auditoría física del histórico depósito de Kentucky.
📊 El dato que sorprende a todos: Con el oro cotizando hoy cerca de $4,034 por onza, las reservas totales de oro de Estados Unidos ya superan el billón de dólares (US$1 trillion) en valor de mercado — muy por encima de los ~US$11.000 millones que figuran en libros contables, congelados desde 1973 a un precio estatutario de solo $42.22 la onza.
⚡ Contexto clave: 🔹 Fort Knox resguarda 147.3 millones de onzas troy (~4,583 toneladas), más de la mitad de las reservas totales del país 🔹 EE. UU. posee el mayor stock de oro soberano del mundo, con 8,133 toneladas en total 🔹 Pese a la garantía de Bessent, sigue sin realizarse una auditoría física independiente completa desde hace más de 70 años 🔹 El Congreso avanza con la Gold Reserve Transparency Act, que exigiría una verificación independiente cada 5 años
🧠 ¿Por qué le importa a cripto? El resurgimiento del oro como activo de reserva —y el debate sobre revalorizar las tenencias del Tesoro— alimenta la narrativa de "activos duros" frente a la devaluación monetaria. Muchos ven un paralelismo directo con la tesis de Bitcoin como oro digital.
💭 ¿Confían en la palabra oficial o creen que se necesita una auditoría independiente ya? Coméntenlo 👇
⚠️ Esto no es asesoría financiera. DYOR.
#bitcoin #oro #FortKnox #Bessent #BİNANCESQUARE
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