正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

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

Donny

30,430 subscribers

41,230 次观看 • 1 年前 •via X (Twitter)

新闻政治财经科学技术

Anya Rossi• Live Now

Private livecam show

12 条评论

Donny 的头像

Donny1 年前

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…

Donny 的头像

Donny1 年前

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.

Donny 的头像

Donny1 年前

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.

Donny 的头像

Donny1 年前

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.

Donny 的头像

Donny1 年前

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.

Donny 的头像

Donny1 年前

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.

Donny 的头像

Donny1 年前

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.

Donny 的头像

Donny1 年前

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.

Donny 的头像

Donny1 年前

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/

The Crypto Digest 的头像

The Crypto Digest1 年前

🚀Get the top YouTube crypto influencers summarized and delivered straight to your inbox. No more searching—just the best insights, powered by AI. 📊 🔓 Subscribe now for exclusive weekly updates and elevate your crypto game! 🚀 👉

Rocco 的头像

Rocco1 年前

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

Donny 的头像

Donny1 年前

Anotha one

相关视频

Alpha Strats is here. You can now trade with hedge-fund-level strategies at the press of a button. And bookmark this thread, because we’re here to break it down even further. Let’s go. 🧵

Alpha Strats is here. You can now trade with hedge-fund-level strategies at the press of a button. And bookmark this thread, because we’re here to break it down even further. Let’s go. 🧵

Enclave Markets 🔺

24,965 次观看 • 1 年前

🇺🇸 The U.S. has no military solution to the one chokepoint that controls the global economy. Fmr. U.S. diplomat Alan Eyre just laid it all out. "It's quite possible, if not probable, we will never get back to the way it was February 26th. We're in a new system now. We broke the old system." The pain hasn't hit yet. But it's coming. Alan Eyre

🇺🇸 The U.S. has no military solution to the one chokepoint that controls the global economy. Fmr. U.S. diplomat Alan Eyre just laid it all out. "It's quite possible, if not probable, we will never get back to the way it was February 26th. We're in a new system now. We broke the old system." The pain hasn't hit yet. But it's coming. Alan Eyre

Mario Nawfal

38,025 次观看 • 3 个月前

Every American should listen to this at least once a year. It recharges your "Murica!" gene and helps your immune system.

Every American should listen to this at least once a year. It recharges your "Murica!" gene and helps your immune system.

Sandy Petersen 🪔

49,322 次观看 • 8 个月前

Justice Kagan: "The reason I think it's probably not appropriate, at least not now, to call it the 'shadow docket' is because we have done a better job in the recent past of where appropriate -- and it's not always appropriate -- of explaining ourselves, at least to a moderate degree."

Justice Kagan: "The reason I think it's probably not appropriate, at least not now, to call it the 'shadow docket' is because we have done a better job in the recent past of where appropriate -- and it's not always appropriate -- of explaining ourselves, at least to a moderate degree."

Aaron Rupar

144,191 次观看 • 1 个月前

$TSLA Cybercabs have now been seen in 22 States and 56 cities and growing. This means Tesla has at least 1,000 Cybercabs in operation for testing across the US currently positioning themselves for the "all at once" roll-out when it's time. At the same time, FSD is slowly becoming mainstream as more and more consumers try it. Car reviewers are even amazed and call it the best self driving system out there! We are so early that it's not even funny!

$TSLA Cybercabs have now been seen in 22 States and 56 cities and growing. This means Tesla has at least 1,000 Cybercabs in operation for testing across the US currently positioning themselves for the "all at once" roll-out when it's time. At the same time, FSD is slowly becoming mainstream as more and more consumers try it. Car reviewers are even amazed and call it the best self driving system out there! We are so early that it's not even funny!

Pejjy

26,312 次观看 • 18 天前

Just sorta looking at the leftovers. I have to live in a hotel for now....It's rough and stressful....But I'm not deterred. A lot of you guys asked me to set up a go fund me.... so I have. It's not a lot but it helps. Thank you all so much! Link in comments 🔗⬇️

Just sorta looking at the leftovers. I have to live in a hotel for now....It's rough and stressful....But I'm not deterred. A lot of you guys asked me to set up a go fund me.... so I have. It's not a lot but it helps. Thank you all so much! Link in comments 🔗⬇️

𝙍𝙀𝙔𝘾𝘼𝙇𝙇 _ 🎧🥬

444,438 次观看 • 2 年前

Israel hasn't just influenced American politics- it has hijacked it through AlPAC. They draft laws, fund politicians, and silence dissent The U.S. isn't a superpower; it's a client state, sending its kids to die and its money to fund a genocide it's not allowed to criticize

Israel hasn't just influenced American politics- it has hijacked it through AlPAC. They draft laws, fund politicians, and silence dissent The U.S. isn't a superpower; it's a client state, sending its kids to die and its money to fund a genocide it's not allowed to criticize

Ounka

42,475 次观看 • 7 个月前

“They say October 7th. No, we're right back at October 6th. Poverty, no electricity, no water, no food. At least people had a house. At least people had a house. Now it is 50 million tons of rubble and nothing. And that's not enough for the Israelis. It's not enough...”

“They say October 7th. No, we're right back at October 6th. Poverty, no electricity, no water, no food. At least people had a house. At least people had a house. Now it is 50 million tons of rubble and nothing. And that's not enough for the Israelis. It's not enough...”

The Resonance

36,058 次观看 • 9 个月前

Some rock classics that everyone should listen to at least once in a lifetime. I open thread 🧵 1. Light My Fire - The Doors

Some rock classics that everyone should listen to at least once in a lifetime. I open thread 🧵 1. Light My Fire - The Doors

🎸 Rock History 🎸

800,382 次观看 • 1 年前

Hassett: "AI is creating jobs right now and the people who are using it are booming. It's not a negative employment story at all."

Hassett: "AI is creating jobs right now and the people who are using it are booming. It's not a negative employment story at all."

Aaron Rupar

54,730 次观看 • 2 个月前

Tonight Senator Jeff Merkley came to the floor to try to pass a resolution to pressure the Trump administration to fully fund SNAP “Let's all together say fund SNAP, not weeks or months from now, but right now.” Senate Republicans BLOCKED it.

Tonight Senator Jeff Merkley came to the floor to try to pass a resolution to pressure the Trump administration to fully fund SNAP “Let's all together say fund SNAP, not weeks or months from now, but right now.” Senate Republicans BLOCKED it.

Senate Democrats

70,459 次观看 • 9 个月前

Trump has once again pitched his ceasefire plan: “Stop right now at the frontline, wherever it is,” he said, claiming he told both Zelensky and Putin the same. “The war must end immediately. If not, it will get too complicated and impossible to resolve.”

Trump has once again pitched his ceasefire plan: “Stop right now at the frontline, wherever it is,” he said, claiming he told both Zelensky and Putin the same. “The war must end immediately. If not, it will get too complicated and impossible to resolve.”

NOELREPORTS 🇪🇺 🇺🇦

118,144 次观看 • 10 个月前

Zelenskyy: Russia will never again have the status it once had. The perception of Russia has changed. It is fear, not respect. Russia will never again have a good relationship with Europe, at least not in the coming years. 1/

Zelenskyy: Russia will never again have the status it once had. The perception of Russia has changed. It is fear, not respect. Russia will never again have a good relationship with Europe, at least not in the coming years. 1/

Tymofiy Mylovanov

136,130 次观看 • 5 个月前

This is at least a 3 day VFX shot but it only took me like a minute thanks to @WonderDynamics Is it perfect? Not yet… BUT I PRESSED ONE BUTTON AND SOMEHOW MADE ALL THIS. I’m so impressed! 🧵

This is at least a 3 day VFX shot but it only took me like a minute thanks to @WonderDynamics Is it perfect? Not yet… BUT I PRESSED ONE BUTTON AND SOMEHOW MADE ALL THIS. I’m so impressed! 🧵

Wren

566,662 次观看 • 3 年前

Jeongyeon walked past the dancers and showered ONCEs on the other side... not knowing that it was all part of her master plan to lure them out all at once 🤣🤣🤣

Jeongyeon walked past the dancers and showered ONCEs on the other side... not knowing that it was all part of her master plan to lure them out all at once 🤣🤣🤣

Yoobeepbeep

12,772 次观看 • 7 个月前

NOW - Trump praises Turkey, calling them "a great ally," that has helped U.S. to try and "end the war with Iran, or whatever you call it, it's not even a war, it's a military operation. It's a denuclearization."

NOW - Trump praises Turkey, calling them "a great ally," that has helped U.S. to try and "end the war with Iran, or whatever you call it, it's not even a war, it's a military operation. It's a denuclearization."

Disclose.tv

159,144 次观看 • 1 个月前

✅ Jimmy Jimmy Corsetti claim that this did not exist - and yet here it is. ✅ Jimmy said I had no footage of this. Here’s footage of it. ✅ Many of Jimmy’s followers attacked me and said “show proof or it doesn’t exist”. Here’s the proof. What those people have to say now? ✅ Jimmy said it isn’t carved on the walls at all — as if the Egyptologists themselves were lying about its very existence. But if it’s not the Egyptologist lying, then it must be the ancient Egyptians themselves lying, because Jimmy would never ever tell a lie, right? Check the thread 🧵⬇️

✅ Jimmy Jimmy Corsetti claim that this did not exist - and yet here it is. ✅ Jimmy said I had no footage of this. Here’s footage of it. ✅ Many of Jimmy’s followers attacked me and said “show proof or it doesn’t exist”. Here’s the proof. What those people have to say now? ✅ Jimmy said it isn’t carved on the walls at all — as if the Egyptologists themselves were lying about its very existence. But if it’s not the Egyptologist lying, then it must be the ancient Egyptians themselves lying, because Jimmy would never ever tell a lie, right? Check the thread 🧵⬇️

Anyextee

42,011 次观看 • 11 个月前