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The U.S. has a plan — it's starting to unfold right now. Pumping crypto helps them fund themselves, extending the old system — not fully exiting it (at least not yet), and hedge against it all at once. A thread 🧵 1/9

41,230 görüntüleme • 1 yıl önce •via X (Twitter)

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2/ Pump crypto → attract global capital. Capital floods into BTC, ETH, and alts — all USD-denominated. That demand drives stablecoin growth. And that’s where it gets interesting…

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3/ Stablecoins like USDT and USDC are backed by U.S. Treasuries. So more stablecoin demand = more demand for short-term U.S. debt. A very effective indirect bid. Global users holding dollars via stables = foreigners funding U.S. deficits.

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4/ Now pair that with U.S. (and RoW) persistent monetary inflation: They print. Debt gets funded via stablecoin rails. Yields stay capped. This is how they keep the current system alive without direct bond demand.

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5/ Meanwhile, they hedge the system they’re inflating: Buy Bitcoin. Push the ETF. Back BlackRock and TradFi on-ramps. They’re buying the hedge and marketing it to the whole world. Retail is still skeptical.

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6/ The playbook is quite clear: > Pump risk > Drive global USD demand through crypto rails > Fund debt indirectly > Hedge it all with the very asset that benefits from it It’s strategic deconstruction — dismantling the old to scale the new.

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7/ They are not trying to save the old system. Looks like they're trying to pivot away from it and repay it in diluted dollars. Crypto was never a threat, it was their back pocket play.

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8/ AI + Crypto synergy (U.S growth acceleration) > AI-generated data, compute marketplaces, and automation tools will increasingly rely on crypto rails for payments, verification, and smart contract execution. > This drives real stablecoin use cases, which means more stablecoin issuance backed by U.S. debt. > Flywheel: AI grows → crypto demand rises → more U.S. debt gets soaked up via stablecoins.

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9/ Markets are obsessing over Trump headlines (tariffs, etc.) — but they’re missing the big picture. The original plan was fiscal restraint and deficit reduction (the detox period). That’s now out the window. They’ve now pivoted hard: a large deficit, and the goal is growth that outpaces debt — which demands massive stimulus. Bessent has been signalling to us clearly: Forget the Fed — we have the tools (they're also telling us what the tools are) to inject liquidity and drive expansion, starting this summer with SLR exemptions. If the Trump team is serious about delivering this booming, pro-growth, pro-market economy — they’ll smooth out all of this policy noise. Tariffs are getting headlines, but they’re not the plan. The goal is clear: stimulate growth, push markets higher. And time is short. They need to get this rolling well before the 2026 midterms (Nov 3rd). Once the noise is cleared watch for them to get aggressive with the growth delivery.

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Bitcoin is not just a speculative trade anymore. It’s part of the next U.S. financial weapon. And stablecoins increase dollar dominance — because every stablecoin user worldwide is now holding a digital proxy for U.S. Treasuries. They extend the lifecycle of the fiat system. END/

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Keep up with the threads, bro. True knowledge is for those who seek it. It stimulate and grows the mind 🤝

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Anotha one

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