The US fiscal crisis is accelerating, and this is not a small matter for crypto investors.

Let's look at the numbers—by the start of FY2026, the US government’s monthly deficit has already hit $145 billion, with December setting a record low. In other words, in just three months, $1.83 trillion has been burned, breaking records at this speed.

Even more concerning are interest payments. They have soared to $355 billion per quarter, accounting for nearly one-fifth of total government spending. This money isn’t going into investment or development; it’s all used to pay off past debts. Simply put, it’s paying the bill for history.

Why is the market starting to feel uneasy? The logic is simple—debt keeps growing, and the government must keep issuing new bonds. The bond market is flooded with supply, making it impossible to suppress interest rates. Cutting spending? Politicians don’t have the guts. Raising taxes? Voters will immediately push back. Printing money? Inflation will skyrocket. All three options are blocked, and the debt spiral continues uncontrollably.

What does this mean for crypto investors? The interest rate environment may become stagnant, and the expectation that USD assets will be under pressure will persist long-term. Experienced people understand that during such times, non-correlated assets tend to be re-evaluated.

The data is right here, and it doesn’t lie. The crisis isn’t a future scenario; it’s happening now.