If you're an investor you need to understand:
The Trump admin made lowering the 10 year yield their primary goal.
They were going to use a combination of tariffs for revenue and DOGE for spending cuts to show the bond market they were serious about cutting the deficit.
They failed.
And now the deficit is set to increase.
This is beyond politics. If you're still cheering on a team or blaming this on "the other side" you're missing the point.
This is math. And it's just history repeating.
If we skip to the end, this ends with massive currency devaluations, a global reordering, and investors rushing into assets that cannot be printed.
There's still ~$7 Trillion sitting in money market funds.
All of that will eventually rush into something that can't be printed.
And as the only credibly finite store of value asset which has consistently out-performed... Bitcoin will ultimately be the biggest winner.
Here's where it gets crazy: Everyone knows they need to print.
Which means people are rushing to take on even more debt because it's "free money" that they can use to lever up for the inevitable.
We're seeing it with Bitcoin treasury companies and individuals.
I don't know how it ends, but they've already shown they won't allow a debt collapse.
And with AI a looming threat to a vast swath of white collar jobs...
The debt-laden professional class threatening to default due to loss of income could end up being the domino that tips into the fiat house of cards.
The amount of currency they will need to print to effectively reset the debt system is going to be mind-melting.
And the use case for finite BTC that can't be printed will be blindingly obvious.