Once again. Let me reiterate before it becomes consensus - which it will.
Once it does everyone will make it sound as if they saw it coming.
Looking at the macro into 2026:
Re-acceleration into running it hot - not bear market into recession for 2026.
Lower CPI (lower shelter leading) and Fed expanding the balance sheet during AI buildout boom.
When an administration official leaves for the private sector, it's usually because he knows what's coming in terms of policy impact and he wants to be optimally positioned for it. Has happened many times in previous administrations.
🚨 BREAKING: The Fed just published a report exploring the use of gold revaluation gains to fund a strategic #Bitcoin reserve - citing legislation from Sen. Lummis.
$BTC is officially on the Fed’s radar.