U.S. Debt Hits $39.7T; Analysts Flag the Debasement Trade
Federal debt is growing roughly $7B a day, and observers say fiscal dominance will keep rates artificially low and liquidity flush, the conditions that re-ignite the bitcoin-and-gold bid.
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Federal debt is growing roughly $7B a day, and observers say fiscal dominance will keep rates artificially low and liquidity flush, the conditions that re-ignite the bitcoin-and-gold bid.
The milestone lands just months after the $39T mark, the steepest sub-trillion pace outside of crisis-era spending and a structural backdrop Bitcoin bulls frame as the macro case for hard-currency…
The pitch recycles a five-year-old store-of-value framing, but the macro setup that made the original thesis work has shifted under it.
Finance Minister Katayama's push to steer GPIF into domestic bonds hands holders negative real yields, the textbook setup that Russell Napier says drives capital into hard assets like bitcoin and…
$2.6B in spot BTC ETF outflows year-to-date look small next to $12B in combined treasury + ETF inflows, and 61% of supply has sat dormant for over a year.
The intra-Bankless debate matters because it surfaces the unresolved tension every ETH holder is pricing: Ethereum's architecture is explicitly designed to minimize value capture — which is exactly…
The BTC-gold ratio broke its trendline after $2B exited BTC ETFs in two weeks, while precious metals funds pulled $2.34B in a single week — the rotation signal the chart was already pricing.
The bullish case is no longer a chart — it's arithmetic. One-third of US debt matures within a year, the Treasury must print to roll it over, and Bitcoin's sensitivity to that liquidity implies a…
Bitmine has acquired $236 million worth of ether, one of the larger single corporate ETH purchases on record, with the…