Quantitative Tightening (QT) is slowing, but don’t expect a return to “turbo QE” without a crisis forcing the Fed’s hand.
The 2008 crash, COVID panic, and bank failures triggered massive liquidity injections—but absent a black swan, policymakers will tread carefully. Markets hoping for a flood of easy money may be in for a rude awakening.
So, what’s the catalyst that could force the next pivot? History suggests it won’t be gentle.
HODL #Bitcoin
Germany’s Bundesbank just posted a record €19.2 billion loss—on top of €21.6 billion last year. That’s €40 billion gone in two years, all while they insist everything is “financially sound.”
But here’s the problem: when central banks roll losses forward indefinitely, the system isn’t stable—it’s failing in slow motion. Fiat requires constant manipulation just to survive, while #Bitcoin operates on absolute scarcity and zero bailouts.
How long until people realize a financial system that can’t afford honesty isn’t one worth trusting?
The Bank of Japan is back to relentless money printing, propping up the carry trade and preventing its financial system from imploding. With Japan’s debt-to-GDP at 260%, its citizens will bear the cost through soaring inflation and devaluation.
But here’s the kicker—this isn’t just Japan’s problem. Global markets depend on cheap yen liquidity, and every central bank benefits from Japan’s silent sacrifice.
The real question: how long can this last before the entire system unravels? When the yen finally breaks, the shockwaves will be felt worldwide.
Jamie Dimon offloaded $233.7 million in JPM stock last week. At the same time, demand for physical gold is surging, the VIX just spiked above 20, and #Bitcoin is selling off after hours.
These aren’t random events; they’re signals. When the world’s top banking insiders start cashing out while safe-haven assets gain momentum, it raises one big question: What do they see coming that the public doesn’t?
Something is breaking behind the scenes—will you be prepared before it’s too late?
Memecoins have generated billions in speculative frenzy, but history shows that distractions never build lasting wealth—fundamentals do.
While gamblers chase the next hype cycle, Bitcoin adoption is accelerating among nations, institutions, and long-term thinkers. Anthony Pompliano isn’t just calling out the noise; he’s pointing to where real economic transformation is happening.
The question isn’t whether memecoins will fade—it’s who will be left holding the bag when they do? Meanwhile, #Bitcoin keeps doing what it was designed to do.
Florida collects over $20 billion annually in property taxes—yet Gov. Ron DeSantis now wants to end them entirely.
The idea is radical, but it raises a bigger question: If you truly own something, why keep paying the government for it?
Meanwhile, there’s one form of property that requires zero ongoing tax payments, can’t be seized, and is secured by math, not politicians: #Bitcoin.
As governments rethink taxation, could Bitcoin become the ultimate untaxed asset? The implications are bigger than you think.
The entire system is built on the premise that debt can be perpetually rolled over, with fiat currencies constantly devalued to make repayment easier. But Bitcoin flips that equation—its fixed supply makes it the ultimate hedge against this engineered debasement.
The more unsustainable the debt burden becomes, the more valuable #Bitcoin gets as the escape hatch. In a world drowning in liabilities, hard money becomes the lifeboat.
Social Security is running out of time. By 2034, it may be insolvent—and Elon Musk just called it “the biggest fraud in history.”
New data reveals 21 million people aged 100+ are still “alive” in the SSA database. Meanwhile, the Treasury lost track of $4.7 TRILLION in payments—2.6x the 2024 U.S. deficit—due to an “optional” tracking field.
The system isn’t broken—it was never designed to be accountable.
When trust collapses, what’s left?
HODL #Bitcoin
Gold supply increases ~1.7% each year. That means that the global supply of gold will double over the next 60 years.
#Bitcoin supply will increase by ~5.5% over the next 115 years!!
Gold is great, but doesn’t come close to competing with Bitcoin on scarcity. Bitcoin, on the other hand, has a fixed cap of 21 million, and its issuance schedule asymptotically approaches zero.
The halvings ensure that Bitcoin’s supply growth slows dramatically over time, making it the first asset in history with absolute scarcity. This is why Bitcoin isn’t just better than gold—it’s in a completely different category when it comes to scarcity and monetary properties.
In 2021, Texas faced a brutal winter storm, and the grid collapsed. The media ridiculed the state’s energy system.
Fast forward, and Bitcoin mining is actively strengthening grid resilience through load balancing and demand response. When miners voluntarily power down during peak demand, energy stays available for homes and businesses.
Texas adapted, #Bitcoin delivered—yet the media has nothing to say. Almost like they don’t want you to know how this actually works…
Fort Knox holds 147.3 million ounces of gold—at least, that’s what they say. No full audit has been conducted since 1953.
Trump and Elon visiting the vaults? That’s the kind of spectacle that shakes markets. If the gold is there, it reaffirms trust in the system. If it’s not… well, that’s a monetary crisis on a scale we’ve never seen.
The real question: Does it even matter when #Bitcoin exists?
When debt growth outpaces productive growth, the system enters a dangerous feedback loop where new debt is needed just to service old debt. At some point, the leverage becomes unsustainable—leading to either a deflationary collapse or a rapid devaluation of the currency.
History is full of examples of this dynamic, from the Roman Empire’s debasement of the denarius to Weimar Germany’s hyperinflation. The modern financial system, fueled by central bank intervention and artificial liquidity, is playing out a similar script. The only question is how long it can be stretched before the breaking point.
#Bitcoin fixes this.
The biggest bubble isn’t what you think. When government grift fuels consumption, cutting it off isn’t just a policy shift—it’s a shockwave.
Record stock valuations, an AI frenzy, a fragile housing market, and a ticking Yen carry trade—each a domino waiting to fall. As the economy recalibrates, short-term pain is inevitable.
But the real question isn’t if things get painful—it’s who’s prepared for what comes next?
Have a great weekend!
Ethereum: Decentralized… until it’s not. The market is rallying to roll back the chain—again—to recover stolen ETH and block North Korea from funding its nuclear ambitions.
Code is law? Not when billions are at stake. This isn’t just a debate about stolen funds; it’s a test of Ethereum’s true nature.
If a blockchain can be rewritten when it’s convenient, is it really decentralized? #Bitcoin doesn’t have this problem—because it can’t.
SMCI’s survival strategy is a high-stakes of delay and negotiation.
Here’s how it spins:
Regulatory non-compliance pressures SMCI.
To buy time, they offer bondholders a “special dividend.” This keeps them from demanding full repayment.
The extra time lets SMCI seek a buyer or regain compliance. If successful, confidence restores, stabilizing operations.
But here’s the twist: If Nvidia doesn’t step in, it signals deeper trouble—jeopardizing not just SMCI, but the AI supply chain itself.
The stakes? An AI domino effect that could rattle markets.
The European Central Bank just posted its largest loss in 25 years—€7.9 billion gone.
The response? No panic, no restructuring—just the implicit promise that they can always print more. This is the game fiat plays: losses don’t matter when you control the money printer.
#Bitcoin doesn’t have that luxury. No bailouts, no do-overs—just pure, unmanipulated scarcity. Which system do you trust when the stakes are real?
Apple just surrendered a major battleground in the fight for digital privacy.
The UK government demanded a backdoor to user data, and instead of compromising globally, Apple chose to strip end-to-end encryption from iCloud backups in the UK.
This isn’t just a local issue—it sets a dangerous precedent for governments worldwide. If one country can force a rollback on privacy, how long before others follow?
https://www.yahoo.com/news/apple-removes-cloud-encryption-feature-150315095.html?
Washington D.C. real estate is unraveling—fast.
Since DOGE layoffs hit the rumor mill, median home prices have plunged $139K in just 30 days. Nearly 4,000 new listings flooded the market.
Panic selling? Coincidence? Or is something bigger breaking in the capital?
When liquidity vanishes, even the “safest” markets aren’t safe.
For years, Bitcoin felt out of reach for many—too expensive, too complex. #Bitcoin ETF has been a game-changer that shatters the unit bias and lets anyone own a piece of digital gold with ease.
This isn’t just about accessibility—it’s about unleashing a tidal wave of retail money into a market with fixed supply. But will this newfound ease of entry fuel adoption or create a Wall Street-controlled detour from true Bitcoin ownership?
The floodgates are open. The only question: who benefits most?
#Bitcoin thrives because of its open-source contributors—builders who secure, maintain, and innovate without expectation of reward.
Bitwise just put its money where its mouth is: $150,000 donated to Bitcoin developers, with 10% of ETF profits pledged annually.
This isn’t just corporate charity—it’s an investment in the most secure, decentralized monetary network ever created.
The question now is: which other institutions will step up, or will they just extract value without giving back?