b8851 - 1mo

🟣 Not only the federal government owes $37 trillion. America is drowning in debt. In 2025, they'll run a $1.9 trillion deficit (more than 6% of GDP) and pay over $1.11 trillion just to cover interest. More than the entire U.S. defense budget. By 2035, the Congressional Budget Office projects U.S. debt will hit $58 trillion, or 130% of GDP. Moody’s has already stripped the U.S. of its last AAA credit rating. Their warning? Debt is no longer a long-term issue. It’s now a strategic liability. Even worst: M2 is expanding again → Up 4.2% year-over-year as of March 2025. That’s the fastest pace since 2022. We’re watching inflationary pressure return, while real yields evaporate. #Bonds, once the gold standard of safety, are now melting ice cubes. And still, #Congress continues to shovel more fuel on the fire. The latest round of extended #Trump-era tax cuts, wrapped in the ironically named “One Big Beautiful Bill,” will gut federal tax revenue by $4.5 trillion over the next decade, while offering just 1.1% additional GDP growth. I don’t see this as #policy, but arithmetic failure. → As trust is dying, #capital is flocking to #Bitcoin. The new hedge against political incompetence. With a fixed supply of 21 million and no central issuer, Bitcoin is structurally immune. When fiat collapses, code doesn’t beg for bailouts. Look, we’re experiencing a coordinated, institutional repositioning: 👇 🟠 Over 59% of institutional investors in the U.S now allocate at least 10% of their #portfolios to BTC and digital #assets. 🟠 #BlackRock’s iShares Bitcoin Trust crossed $50 billion in AUM in less than a year. #Fidelity is right behind. Total spot ETF assets are projected to hit $80 billion by end of Q2 2025. 🟠 The latest #Coinbase / #EY-Parthenon survey is crystal clear: 83% of institutional investors plan to increase their #crypto allocations in 2025. 59% of them will go beyond 5% of AUM. 🟠 Nearly 100 publicly listed companies now hold BTC on their balance sheets. 🟠 #Treasury management firms are spinning up Bitcoin-specific advisory practices. 👉 Now, sovereigns are entering the game. 🟠 In March 2025, the U.S. #government consolidated seized BTC into a newly designated Strategic Bitcoin Reserve. I see it as an admission. #BTC is no longer a threat. It’s an asset. 🟠 European central banks are buying too. Quietly, but with intent. What was once ridiculed as “internet money” is now treated like digital gold. #Nostr, I’m not writing about a “crypto story” here but about a capital allocation story. The old model of relying on bonds is broken. Real yields: gone. Trust: gone. The “risk-free rate” now carries systemic risk. And we’re watching the global risk-free asset quietly shift from Treasury bonds to the hardest money ever. 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗶𝘀 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗮𝘀 𝘁𝗵𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗲𝘀𝗰𝗮𝗽𝗲 𝗵𝗮𝘁𝗰𝗵. The world’s largest asset managers are already on it. The next move is fully strategic. Yours could be too. https://blossom.primal.net/2edac2cb1d274e8b9e311dcc713b610fc8ea0e9b674fa06f95881c427df56811.jpg https://blossom.primal.net/9032f1a653efd96cce60cbc7eeef6ddc8570b3ad44cbb7398c79eb0f01291f27.jpg https://blossom.primal.net/80d8f51f81a6b531f48be189ce10790afa1f961041b266ab548bd88e1f6aa95e.jpg

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Why many people in Pheu-Thai party are engrossed only with “Shitcoin Wallet” & “RP reduction” but do not find the other solutions to fixed Thailand economy engines? May I ask people in Pheu-Thai party 1 question to debate with Me? Does BOT can help Thailand economy problems that are created by the super structural people with the interest rate policy (RP) reduction? IMO, even if BOT has reduced RP 25bps from 2.50% to 2.25%, it can not help Thai citizens to get more purchasing power with their pockets because Thai citizens have more fixed interest debt (like credit card, cash express card, personal loan, car & motorcycle leasing) than variable debt (like housing debt, OD, business investment debt) in the household debt issue. BOT has forced Banks & Non-Banks to reduce credit card, cash express card, & personal loan interest rate that their price’s stocks was dumped like the fallen angels when this policy was activated since the pre-pandemic era (Sep 2019). Because of the fixed minimum amount of every payments in loan mutual contract, Thai citizens will not have more purchasing power though BOT has cut the RP & Banks has cut their loan rate too. When the RP is cut & loan rates are reduced, borrowers will not paid less than the minimum amount that is written in loan mutual contract so it will deduct more loan principal and their loan mutual contract will be speedy closed, vice versa, borrowers will not pay any top-up for their payment because it has had buffer amounts in loan payments for the risen up interest rate era. Maybe, the main victims of the shocking risen up RP are Thai citizens who do not know how to clarify their loan mutual contracts & financial literacy that they had known their ability will be able to cover fully & everlastingly their loan payments. Thus, Govt. should support only the victims and do not use the one size fit all policy’s style because it will have worse effects if the RP is cut as the “To the Moon” story-line in Thailand inflation rate by THB devaluation because the premium gap between Thailand RP and FED RP is spread widely. #วันนี้เพื่อไทยโกหกอะไร #ตระบัดสัตย์ #ดอกเบี้ยเงินกู้ #ดิจิมอนออมเล็ต #Politics #Political #Policy #PheuThai #LoanRate #DigitalWallet #AnEconStudent #Econ101 #Thailand https://www.prachachat.net/politics/news-1505503

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