Despite these idiotic tariffs, and the inflation they will bring across the board because they weren’t targeted tariffs, I remain price bullish on Bitcoin in 2025.
The regulatory environment and adoption among corporations, banks and nation states will increase.
Even if Fed holds longer to attempt deal with inflation, bitcoin remains on bull path.
But could this other things offset the regulatory gains? Time will tell.
For me, the bottom line is that gov’t costs for servicing their debts is way too high.
Something will eventually give, be it unemployment, levered debt on AI/mag7, or levered debt on USTs by small/mid banks and people suddenly needing their cash due to inflation/job loss/rising health/RE costs.
Really feels like the global economy is walking in the edge of a knife.
A deflationary impulse, left unchecked, will destroy all centralized power. There is only one alternative. Nothing stops this train.
