2026-01-18 15:21:10

#Strategy加仓BTC Trump's economic policies stir up new waves, with tax cuts, tariff increases, and Fed pressure all happening simultaneously, yet they have accumulated a deficit gap of up to $4 trillion over ten years. How will this $400 billion annual shortfall be filled? Large-scale monetary easing has become inevitable, and this shift is reshaping the global cryptocurrency market landscape.

The most notable change is the 180-degree turn in policy attitude. Decision-makers who once doubted cryptocurrencies are now considering them as part of the national strategic reserves. Some analyses suggest that the US is envisioning a mechanism linking stablecoins to government bonds, which means global crypto users could be indirectly involved in the US debt system.

Rating agency Moody's has downgraded the US credit rating, and the trend of de-dollarization is accelerating. Against this backdrop, Bitcoin, as a safe-haven asset with the lowest correlation to traditional assets, is becoming increasingly prominent. If the US dollar's credit foundation wavers, $BTC could become a new outlet for capital flows.

From a micro-market perspective, Trump's economic team is exploring how to use crypto assets to alleviate fiscal pressure. Spot BTC ETFs may evolve into a disguised channel for US Treasury bonds. Meanwhile, popular concept coins are becoming targets for short-term speculative capital.

A sharp question looms: if this $4 trillion gamble ultimately fails, what kind of impact will it have on the global fiat currency system? Will Bitcoin gain more strategic value amid the restructuring of the dollar order? Market participants are closely watching—whether Trump's money-printing cycle is laying the groundwork for $BTC 's historic upward cycle.

Market opinions are divided on this. Optimists believe that during the decline of US dollar hegemony, it is the moment for $BTC to break new highs; cautious observers warn that the crypto market could become the final recipient of US deficits, and investors should remain rational.

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BlockchainDecoder

· 01-20 19:32

From a technical perspective, there is a hidden risk in this logical chain—stabilizing the currency peg to government bonds might actually strengthen the US dollar system. How does that become de-dollarization? Data shows that an annual shortfall of 400 billion can’t be plugged solely by printing money, but that doesn’t mean BTC can just step in; these two logics can’t be directly equated. Research indicates that the correlation of safe-haven assets can quickly reverse during extreme market conditions. Don’t idolize BTC as an eternal safe haven. The key issue is—if the US truly incorporates crypto assets into its strategic reserves, what are the coins held by retail investors worth? That’s the most poignant point. Lol, that last line about “rational judgment” is quite ironic. Half an hour ago, people were calling for a new high, and now they’re changing their tune.

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MEVHunter

· 01-20 08:57

A hole of 4 trillion... I’m familiar with this trick; basically, it means printing money, no other way. The real arbitrage opportunity lies in how to price the dollar credit expectation gap.

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MoonlightGamer

· 01-20 03:41

4 trillion hole, in plain terms, means printing money. BTC this wave is stable. Always talking about the dollar being weak, but still using stablecoins to back government bonds? Isn't this just another way to cut the leeks? Warning to the bagholders, this time it might not be profitable. Moody's can't stand it anymore, indicating the situation is indeed a bit precarious. Let's wait and see if Trump's move can save America; the key is how long they can keep printing.

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InscriptionGriller

· 01-18 15:51

Listen to this explanation, stablecoins pegged to government bonds? What’s going on, are they planning to directly turn retail investors into a harvest for U.S. debt?

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ContractTester

· 01-18 15:51

40 trillion gap, once you think of printing presses, you just can't stop. Wait, is the US planning to include BTC into the national debt system? Are they trying to trap us all? Increase your holdings aggressively, betting on Trump's printing cycle. Decoupling from the dollar is already a trend, so why wouldn't BTC rise? Speaking of which, are we really sure this isn't the last wave of bagholders? Once the dollar's credit loosens, capital will have to pass through Bitcoin wherever it goes. Moody's can't stand it anymore; this time it's unusual. I just want to know, if the deficit can't be filled, how big of a mess will the crypto market face?

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DegenMcsleepless

· 01-18 15:38

4 trillion hole haha, how much money do they need to print? --- Stablecoins tied to government bonds? The US is dragging us all in. --- Wait, does this mean BTC is about to take off? I need to increase my position. --- Sounds nice, but isn't it just the US harvesting the leeks? Let's not be the last to act. --- Moody's even said the US credit is in trouble. Why isn't BTC surging now? --- Will dollar hegemony really collapse? I find it hard to believe. --- The bailout party, huh? I need to think carefully before making a move. --- The de-dollarization trend is so obvious. Not holding some BTC would be embarrassing to say you understand the market. --- A 400 billion hole in a year, Trump's team really dares to do it. --- That pile of trash concept coins is probably about to be cut again.

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rugpull_survivor

· 01-18 15:34

Another 4 trillion trap, is it our turn to fill it this time? So stablecoins are really going to be tied to government bonds? Isn't that just a rebranded US debt? The printing cycle is coming, should BTC take off... but why do I always feel that in the end retail investors will still be the ones to take the fall? When the dollar's credit collapses, Bitcoin is the real hard currency; this logic makes sense. To put it simply, this wave of market movement will either make big profits or become a stepping stone for America's deficit, a 50-50 game. Moody's is already starting to turn its back, who else can save the dollar's credit? Before increasing your BTC holdings, think about it—what if you fail...

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MevSandwich

· 01-18 15:33

The 40 trillion yuan gap can't be truly filled; in the end, we still have to rely on printing money to rescue the market. Once the cycle of printing money begins, the crypto circle starts to stir again. I know this routine too well. If the US really includes BTC into its reserves, then us retail investors will make a huge profit. Stablecoins linked to government bonds? Isn't this just a disguised way to harvest retail investors? When the time comes, you'll be trapped tightly. No matter how you phrase it nicely, it still has that same flavor. In the end, it's still small retail investors like us who end up holding the bag. We've been shouting about de-dollarization for so long, but when it really comes to a critical moment, isn't it the same old story? Moody's downgrade was predicted long ago; the days of the dollar are not as easy as before. Has BTC really become a safe-haven asset? First, let's see if it crashes along with the stock market. If this wave involves taking on US debt, I wouldn't dare go all-in; better to keep some cash on hand. Short-term traders speculating on concept coins should be careful; a gust of wind could wipe out a lot of people. Printing money to rescue the market is such an old trick; how come some people still fall for it? Instead of waiting for Trump's miracle, it's better to identify the risk points yourself.

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