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Strategy selling some Bitcoin was a shock to a lot of people. @TimKotzman sees it as the next step: a two-way trade, an institutional mindset, adults in the room. Strategy sold some Bitcoin and the price of Bitcoin went up. $MSTR

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yaklaşık 6 saat önce

@TimKotzman Full episode: https://t.co/D7QPyM0eX6

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Trump just said inflation can pay off America's debt "very rapidly." Markets reacted immediately. Here's the actual mechanism behind that statement, no spin, just how it works. His exact words, from a TIME interview published this week: "Certain levels of inflation will also pay off that debt very rapidly. Very rapidly." He also pointed to economic growth as another path, and said Fed rate policy is hurting the US "more than inflation is hurting our country." Here's what that actually means in practice. Inflation doesn't erase debt. It erodes the real value of what gets paid back. Bondholders still receive their principal and interest in full, dollar for dollar. They just buy less with it. That's the entire mechanism. This has a name: financial repression. Keep rates artificially low relative to inflation, steer capital into government bonds, and the state effectively transfers wealth away from savers and creditors without ever raising a visible tax. The US used exactly this approach after World War II to work down a similarly massive debt load. The catch, and it's a real one: if investors anticipate this, they demand higher yields upfront to compensate. That makes new borrowing more expensive, working against the very strategy meant to ease the debt burden. Treasury yields reportedly hit a new high the same day Trump's comments were published, which is the market pricing in exactly that risk. Worth being precise here: Trump didn't name a specific inflation target or lay out concrete policy. Fed Chair Kevin Warsh has been clear that above-target inflation won't be tolerated on his watch. So this is a stated preference from the president, not an announced plan. What this does highlight, regardless of whether it becomes policy: protecting purchasing power matters more when the person managing the currency is openly discussing inflation as a debt tool. For Bitcoin specifically, this kind of rhetoric is often framed as a long-term tailwind, an asset with fixed supply benefits from currency debasement narratives. That's a real argument worth understanding. It is not, on its own, a guarantee of anything in price terms. The debt doesn't vanish either way. It just gets reallocated, from the government balance sheet onto whoever is holding the currency and the bonds when it happens.

DailyStackHQ's tweet photo. Trump just said inflation can pay off America's debt "very rapidly." Markets reacted immediately. Here's the actual mechanism behind that statement, no spin, just how it works.

His exact words, from a TIME interview published this week: "Certain levels of inflation will also pay off that debt very rapidly. Very rapidly." He also pointed to economic growth as another path, and said Fed rate policy is hurting the US "more than inflation is hurting our country."

Here's what that actually means in practice.

Inflation doesn't erase debt. It erodes the real value of what gets paid back. Bondholders still receive their principal and interest in full, dollar for dollar. They just buy less with it. That's the entire mechanism.

This has a name: financial repression. Keep rates artificially low relative to inflation, steer capital into government bonds, and the state effectively transfers wealth away from savers and creditors without ever raising a visible tax. The US used exactly this approach after World War II to work down a similarly massive debt load.

The catch, and it's a real one: if investors anticipate this, they demand higher yields upfront to compensate. That makes new borrowing more expensive, working against the very strategy meant to ease the debt burden. Treasury yields reportedly hit a new high the same day Trump's comments were published, which is the market pricing in exactly that risk.

Worth being precise here: Trump didn't name a specific inflation target or lay out concrete policy. Fed Chair Kevin Warsh has been clear that above-target inflation won't be tolerated on his watch. So this is a stated preference from the president, not an announced plan.

What this does highlight, regardless of whether it becomes policy: protecting purchasing power matters more when the person managing the currency is openly discussing inflation as a debt tool.

For Bitcoin specifically, this kind of rhetoric is often framed as a long-term tailwind, an asset with fixed supply benefits from currency debasement narratives. That's a real argument worth understanding. It is not, on its own, a guarantee of anything in price terms.

The debt doesn't vanish either way. It just gets reallocated, from the government balance sheet onto whoever is holding the currency and the bonds when it happens.

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yaklaşık 12 saat önce

@TimKotzman Taking a BTC loan? Our friends at @Ledn are offering .25% off their lowest rates with our link: https://t.co/tFIhFoLLW5

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yaklaşık 12 saat önce

Small Bitcoin treasury company looking for an edge? @TimKotzman floats a wild one: pick the fastest horse, say $ASST, and announce every week that you bought more. Same playbook as the weekly Bitcoin buys. Just having Bitcoin on the balance sheet isn't enough anymore.

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yaklaşık 12 saat önce

@TimKotzman Full episode: https://t.co/D7QPyM0eX6

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yaklaşık 12 saat önce

@vavcmovil @21RatesHQ @bringinxyz 🙏🥳

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yaklaşık 12 saat önce

@m4gnetar True. But for Bitcoin to become real money, we also have to use it. Save in Bitcoin. Spend in Bitcoin. Earn in Bitcoin.

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yaklaşık 13 saat önce

Can You Live on Bitcoin in 2026? https://t.co/MfKaoymyyA

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yaklaşık 13 saat önce

@renatoenfisema @21RatesHQ @bringinxyz IYKYK dear renato ;)

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yaklaşık 13 saat önce

@Il_Mars_ @prashanthc123 @bringinxyz

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yaklaşık 13 saat önce

@bringinxyz The Friday Stack, we are live. 🔥

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yaklaşık 13 saat önce

@JodyFlournoy @prashanthc123 @bringinxyz We are ready. Come and join us for the Friday Stack!

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yaklaşık 13 saat önce

@AviNMash Let's do it! 🙃

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yaklaşık 13 saat önce

Want liquidity without selling your Bitcoin? See Bitcoin-backed lending from Daily Stack sponsor @hodlwithledn 👇 🔗 https://t.co/ht8gaRyLNa

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yaklaşık 13 saat önce

@TimKotzman Taking a BTC loan? Our friends at @Ledn are offering .25% off their lowest rates with our link: https://t.co/tFIhFoLLW5

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yaklaşık 14 saat önce

Need $10 million for a new business? Raise 50. That's the advice @TimKotzman says Saylor once gave Jeff Walton. If the business doesn't work, you still have $40 million in Bitcoin. How many operating businesses can actually beat the Bitcoin hurdle rate?