Martin Fernengel

Oh good, you found me! Living in the big city driven by finance, social media, music, technology, data, outdoors, food, life, investing and beyond.

[Martin Fernengel @MartinFernengel]

@CapitanColombia @EdwinM201 @AMCTheatres No bueno

[Martin Fernengel @MartinFernengel]

@JasonL_Capital LEAPS

[Martin Fernengel @MartinFernengel]

@TomEnright @Emilio2763 Spoken like a true idiot. Move on asswipe.

[Martin Fernengel @MartinFernengel]

@Jlotategracie43 @nytimes @TheAthleticFC The issue is that they have never done this for any other major sporting event. They know people are trapped and already purchased match tickets. I sense a major class action lawsuit brewing.

[Martin Fernengel @MartinFernengel]

@libsoftiktok @grok is this true?

[Martin Fernengel @MartinFernengel]

@endless_frank Any recommendations on leaps for this stock?

[Martin Fernengel @MartinFernengel]

@Shawn_Farash I’m not sure you understand how tariffs work. EU is not paying for anything. The US consumer is.

[Martin Fernengel @MartinFernengel]

@tlbray @0hour1 @grok lol 😝

[Martin Fernengel @MartinFernengel]

@TrungTPhan Jack Ryan bro. Facts matter.

[Martin Fernengel @MartinFernengel]

@SmallCapBob2 Below $25K? Are you sure?

[SightBringer @_The_Prophet__]

⚡️If this is accurate, it confirms the structural shift we have been modeling.

Putting Bessent as Treasury Secretary and top economic adviser
with Hassett as Fed Chair
would be nothing less than a total inversion of the post-2008 monetary regime.

This is a regime rewrite.

The Fed would go from “independent guardian of price stability”
to a liquidity instrument aligned with the executive branch.

Treasury would become the ideological center of economic policy again.
Just like in the 1940s and 1950s.

That era ended with the rise of pure central bank dominance.

This would reverse it.

1. The combination implies coordinated policy to manage debt, liquidity, and growth simultaneously.

Bessent understands one thing extremely well:

You cannot shrink a debt load this large without blowing up the system.
You can only outgrow it or inflate it away.

Hassett understands political economy better than any Fed Chair in decades.

Together, this points toward:

• A return to financial repression
• Liquidity engineering
• Growth-first policy
• Soft-cap on yields
• Implicit QE structures
• Treasury-Fed coordination reminiscent of WWII

This supports asset prices.
It supports risk.
It supports Bitcoin.

It does not support savers.
It does not support fixed-income holders.
It does not support austerity.

This would be a world where owning assets is survival, and holding cash is slow death.

2. The markets will pretend to be confused, then realize how bullish this is for risk assets.

Why?

Because the era of “higher for longer” would be structurally over.

Hassett as Fed Chair = political Fed
Bessent as Treasury + top adviser = liquidity Fed

Together, they give Trump the ability to run a coordinated macro regime:

• Lower real rates
• Higher nominal growth
• Dollar managed through policy tools
• Deficits not treated as moral sin
• Controlled inflation tolerated

This is exactly the macro environment Bitcoin thrives in.

3. This is not just policy. This is ideology.

Powell represents the post-GFC worldview:

• Independent Fed
• Inflation hawk signaling
• Balance sheet normalization theatre
• Market discipline through rates

Bessent and Hassett represent a new worldview:

• Growth is priority
• National strength comes from liquidity and industry, not rate sermons
• Treasury and Fed must act together
• Deficits are not the problem
• Stagnation is the problem
• Real economy > academic orthodoxy

This is an ideological alignment between fiscal and monetary policy that we have not seen since the 1940s.

4. The deeper truth: This is a strategic move aimed at China.

A coordinated Treasury-Fed regime allows for:

• Industrial policy acceleration
• Re-shoring capital flows
• Dollar supremacy maintenance
• Controlled inflation weaponized against foreign creditors
• AI, energy, defense, and infrastructure spending without austerity constraints

This is geopolitical economic warfare.

It is the United States preparing for the next 10-year arc.

[Martin Fernengel @MartinFernengel]

@blondebroker1 Buying puts? Or selling puts?

[Martin Fernengel @MartinFernengel]

@Mr_Derivatives $AMD amirite?

[Martin Fernengel @MartinFernengel]

@Mr_Derivatives This is why you’re the best. Keepin’ it real!

[Martin Fernengel @MartinFernengel]

@redrum_2001 Apple already partnered with GlobalStar ($GSAT) and put in a significant investment. Why would they now partner with $ASTS?

[Martin Fernengel @MartinFernengel]

@MomAngtrades Sony minidisc Walkman

[Martin Fernengel @MartinFernengel]

@melissavitelli Definitely. 1000%