Evan | Macro, Asia of the Fed

I read the Fed from a country where gold is a household savings account.
Facts first. Opinions second.
I am investing in Real Estate, Gold, BTC, ETH.

[Evan | Macro, Asia of the Fed @OddMacro]

🚨 HISTORIC MILESTONE: US NATIONAL DEBT SURPASSES $40 TRILLION!

Looking back at the US debt trajectory across presidential terms from Jimmy Carter to the present, one brutal truth emerges: Debt only increases. It never decreases!

📊 US NATIONAL DEBT BY PRESIDENTIAL TERM:

• Jimmy Carter (1977–1981): $0.70T ➔ $1.00T (+ $0.30T)
• Ronald Reagan (1981–1989): $1.00T ➔ $2.86T (+ $1.86T)
• George H.W. Bush (1989–1993): $2.86T ➔ $4.41T (+ $1.55T)
• Bill Clinton (1993–2001): $4.41T ➔ $5.81T (+ $1.40T)
• George W. Bush (2001–2009): $5.81T ➔ $11.91T (+ $6.10T) (Wars & financial crisis)
• Barack Obama (2009–2017): $11.91T ➔ $20.24T (+ $8.34T) (Post-crisis stimulus)
• Donald Trump (2017–2021): $20.24T ➔ $28.43T (+ $8.18T)
• Joe Biden (2021–2025): $28.43T ➔ $36.22T (+ $7.73T) (Pandemic spending & relief)
• Donald Trump (2025–Present): $36.22T ➔ Smashes >$40 TRILLION!

💡 THE CASE FOR HARD ASSETS:
Regardless of which party holds office, the money-printing machine never stops. As fiat currency purchasing power degrades under relentless deficit spending, scarce assets like Gold, Bitcoin, and Ethereum stand out as the ultimate hedge against monetary debasement.

With debt hitting $40T, are you holding depreciating fiat or positioning into hard assets? 👇

#USDebt #Bitcoin #BTC bitcoin:native #Gold #Crypto #Macro #Economy

[Evan | Macro, Asia of the Fed @OddMacro]

@FinanceLancelot The US doesn't like this. Let's keep pushing it up.

[Evan | Macro, Asia of the Fed @OddMacro]

@FinanceLancelot That is absolutely right.

[Evan | Macro, Asia of the Fed @OddMacro]

@beallcrypto @coinbureau The strategy seems sound, but since it takes a decade to break even, there is no telling what might happen once the Democratic Party comes to power.

[Evan | Macro, Asia of the Fed @OddMacro]

🇺🇸US ETF Flows - Aug 31🇺🇸
🟢 BTC: +$216.70 million
🟢 ETH: +$87.68 million
🟢 XRP: +$5.64 million
🟢 SOL: +$925.01 thousand
⚪️ HYPE: 0
⚪️ LINK: 0
🟢 HBAR: -$399.04 thousand
⚪️ AVAX: 0
⚪️ DOGE: 0
⚪️ DOT: 0
⚪️ LTC: 0
⚪️ BNB: 0

🟢🔴⚪️ : Cash continues to flow into ETFs following the Fed's remarks.

[Evan | Macro, Asia of the Fed @OddMacro]

🇺🇸US ETF Flows - Aug 28🇺🇸
🔴 BTC: -$201.81 million
🟢 ETH: +$102.18 million
🟢 XRP: +$26.2 million
🟢 SOL: +$18.08 million
🟢 HYPE: +$4.48 million
⚪️ LINK: 0
⚪️ HBAR: 0
⚪️ AVAX: 0
⚪️ DOGE: 0
⚪️ DOT: 0
🔴 LTC: -$239.03 thousand
⚪️ BNB: 0

ETFs continue to accumulate ETH and other altcoins.

[Evan | Macro, Asia of the Fed @OddMacro]

@MacroAlphaHQ No hikes

[Evan | Macro, Asia of the Fed @OddMacro]

@Cointelegraph I believe that with the Fed and the U.S. Treasury coordinating, interest rates will remain unchanged this September.

[X Money @XMoney]

𝕏 Money is now available to all Premium and Premium+ subscribers with U.S. accounts

Open the Money tab in your sidebar to get started

[Evan | Macro, Asia of the Fed @OddMacro]

🔥 At the end of August
bitcoin:native rose 24.95%
$ETH rose 32.53%

Capital is flowing back into risk assets.

[Evan | Macro, Asia of the Fed @OddMacro]

@JesseOlson If the US Treasury truly devalues ​​the dollar to address its debt, Altcoin season will arrive very soon.

[Evan | Macro, Asia of the Fed @OddMacro]

I expect Japan to raise interest rates by approximately 0.25 percentage points. Although a yield gap remains between the US and Japan, the market is pricing in a widening US deficit, raising the possibility that the Treasury might devalue the dollar.
So capital outflows could still occur.

[Evan | Macro, Asia of the Fed @OddMacro]

@RudyHavenstein If the Fed actually sells, there is no telling how high interest rates might go.

[Evan | Macro, Asia of the Fed @OddMacro]

@Cointelegraph Let's nickname Kevin Warsh "Mr. No-Rate-Hike" 😀

[Evan | Macro, Asia of the Fed @OddMacro]

@KobeissiLetter How long does it take for the initial $100 billion investment to translate into actual production in barrels per day?

[Evan | Macro, Asia of the Fed @OddMacro]

@coinbureau If the BOJ raises interest rates, capital will flow out of the US and back to Japan.
The yen carry trade is beginning to unwind.

[Evan | Macro, Asia of the Fed @OddMacro]

@caseyjdonaldson In my view, if the Fed does not raise interest rates while the BOJ does, capital will flow out of the US and back to Japan.
Have you considered this?

[Evan | Macro, Asia of the Fed @OddMacro]

@macropaperr I dont want this to happen. Raising interest rates would exacerbate the U.S. budget deficit.
The Treasury would have to sell more T-bills to cover the shortfall.
It is a dangerous spiral.

[Evan | Macro, Asia of the Fed @OddMacro]

🔥 US30Y Yields Surge: Markets "Challenge" the Treasury and the Fed!

The yield on the 30-year US Treasury bond (US30Y) has continued to surge, reaching 5.271% (+0.46%) and approaching the previous peak near 5.35%.

While the US Treasury can intervene in short-term liquidity, it cannot alter the market's equilibrium price as long as inflation and the budget deficit remain unresolved issues.

Do you think the US30Y yield will conquer the 5.5% mark or undergo a correction from here?

#US30Y #MacroEconomy