In 2025, they'll run a $1.9 trillion deficit (more than 6% of GDP) and pay over $1.11 trillion just to cover interest. More than the entire U.S. defense budget.
By 2035, the Congressional Budget Office projects U.S. debt will hit $58 trillion, or 130% of GDP.
Moodyโs has already stripped the U.S. of its last AAA credit rating.
Their warning? Debt is no longer a long-term issue. Itโs now a strategic liability.
Even worst: M2 is expanding again โ Up 4.2% year-over-year as of March 2025.
Thatโs the fastest pace since 2022. Weโre watching inflationary pressure return, while real yields evaporate.
#Bonds, once the gold standard of safety, are now melting ice cubes.
And still, #Congress continues to shovel more fuel on the fire.
The latest round of extended #Trump-era tax cuts, wrapped in the ironically named โOne Big Beautiful Bill,โ will gut federal tax revenue by $4.5 trillion over the next decade, while offering just 1.1% additional GDP growth.
I donโt see this as #policy, but arithmetic failure.
โ As trust is dying, #capital is flocking to #Bitcoin.
The new hedge against political incompetence.
With a fixed supply of 21 million and no central issuer, Bitcoin is structurally immune.
When fiat collapses, code doesnโt beg for bailouts.
Look, weโre experiencing a coordinated, institutional repositioning: ๐
๐ Over 59% of institutional investors in the U.S now allocate at least 10% of their #portfolios to BTC and digital #assets.
๐ #BlackRockโs iShares Bitcoin Trust crossed $50 billion in AUM in less than a year. #Fidelity is right behind. Total spot ETF assets are projected to hit $80 billion by end of Q2 2025.
๐ The latest #Coinbase / #EY-Parthenon survey is crystal clear: 83% of institutional investors plan to increase their #crypto allocations in 2025. 59% of them will go beyond 5% of AUM.
๐ Nearly 100 publicly listed companies now hold BTC on their balance sheets.
๐ #Treasury management firms are spinning up Bitcoin-specific advisory practices.
๐ Now, sovereigns are entering the game.
๐ In March 2025, the U.S. #government consolidated seized BTC into a newly designated Strategic Bitcoin Reserve.
I see it as an admission. #BTC is no longer a threat. Itโs an asset.
๐ European central banks are buying too. Quietly, but with intent.
What was once ridiculed as โinternet moneyโ is now treated like digital gold.
#Nostr, Iโm not writing about a โcrypto storyโ here but about a capital allocation story.
The old model of relying on bonds is broken.
Real yields: gone.
Trust: gone.
The โrisk-free rateโ now carries systemic risk.
And weโre watching the global risk-free asset quietly shift from Treasury bonds to the hardest money ever.
๐๐ถ๐๐ฐ๐ผ๐ถ๐ป ๐ถ๐ ๐ฝ๐ผ๐๐ถ๐๐ถ๐ผ๐ป๐ถ๐ป๐ด ๐ฎ๐ ๐๐ต๐ฒ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฒ๐๐ฐ๐ฎ๐ฝ๐ฒ ๐ต๐ฎ๐๐ฐ๐ต.
The worldโs largest asset managers are already on it.
The next move is fully strategic.
Yours could be too.
