**Quick Facts-Only Summary:**
- Bitcoin is down 27% from its all-time high, currently priced at $79,400 with a market cap of $1.58 trillion.
- Trump’s administration is implementing tariffs to reduce the U.S. trade deficit and encourage domestic production.
- Foreign countries that earn U.S. dollars from trade often invest in U.S. stocks and treasuries instead of their local economies.
- The U.S. stock market's high valuation is partly due to foreign investments tied to global trade surpluses.
- Trump’s new policies may cause foreign capital to exit U.S. markets, leading to a stock and treasury selloff.
- The Federal Reserve is expected to respond with more quantitative easing to maintain liquidity and support markets.
- Bitcoin is positioned as a scarce, decentralized asset that benefits from fiat currency debasement and money printing.
- Stablecoins like Tether help absorb U.S. debt by enabling global users to indirectly invest in treasuries.
- The U.S. needs to roll over $10 trillion in debt in the next year, increasing pressure on the Fed to provide support.
- Strike is launching Bitcoin-backed loans with both lump-sum and monthly payment options.