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]

@puckrin They have only one option left: devaluing the US dollar.

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

@macropaperr If the BOJ intervenes in the yen exchange rate, it will only cause the currency to depreciate further.

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

@hajiyev_rashad China is buying gold in large quantities this month.
Only retail investors are selling.

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

@cryptoquant_com @gaah_im BTC's new cycle will begin in October of this year.

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

@cryptorover Gold can be mined again, but Bitcoin cannot.

BTC is the best asset.

Got BTC?

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

@HenrikZeberg Consols yielded real gold back then. In a fiat system, buying bond panics often trades price appreciation for currency debasement.

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

@FroehlichThors1 Banks underwrite lower LTVs here precisely because mark to market is absent.

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

@FinanceLancelot Japan faces two choices:
1) Buy bonds without limit, causing its balance sheet to balloon and triggering inflation.

2) Abandon the peg, leading to higher interest rates and an increased public debt burden.

Japan will not defend the yield curve. They will choose 2.

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

@JoshDotOverholt @FinanceLancelot @nikitabier 500 and 500k.

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

@donaldjdean I would be very happy if ETH could reach this price level. However, I’m not sure if I would actually hold any ETH at that price.

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

🇺🇸US ETF Flows - Sep 01🇺🇸
🔴 BTC: -236.46$. million
🟢 ETH: +$10.95 million
🟢 XRP: +$14.38 million
🟢 SOL: +$10.19 million
🟢 HYPE: +$1.76 million
⚪️ LINK: 0
⚪️ HBAR: 0
⚪️ AVAX: 0
⚪️ DOGE: 0
⚪️ DOT: 0
⚪️ LTC: 0
⚪️ BNB: 0

🟢🔴⚪️ : Why are people selling BTC?

[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]

@cryptorover It always happens and will repeat time and time again.

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

@MBAeconomics1 You don’t own enough #BTC and #ETH!

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

@GoldSilverHQ Debts piled up, and eventually, it became impossible to repay them.

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

@Barchart When the Fed raises interest rates this September, 10-year and 30-year rates will climb even higher, causing the public debt to swell further. The Fed will soon print money to purchase T-bills.

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

@kurtsaltrichter As long as the budget deficit remains unreduced, the U.S. will continue to issue T-bills to cover the shortfall.
It is a death spiral until the system collapses.

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

Treasury debt has a simple escape route: Let inflation reduce its real value.

The U.S. faces a ~$1.9T deficit, ~$32T of debt held by the public, and roughly $1T in annual net interest costs.

Cutting spending and raising taxes would fix the problem more directly, but politically, that's extremely difficult.

The easier path is financial repression: keep nominal rates below inflation for long enough to erode the debt in real terms.

That shifts the cost to savers.

If the government chooses to inflate away part of its debt, nominal wealth can rise while real purchasing power falls.

That's a very different kind of Bull Market.”

Got $Gold or bitcoin:native or $ETH ?

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

@PeterSchiff If any other course of action would be detrimental, interest rates should be cut to give the market some breathing room.

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

@johnternus Hello New CEO Apple