Trump’s Bitcoin Bonanza: Is the Halving Theory Ready for a Hilarious Tumble? đŸ€”đŸ’°

by

On a particularly raucous Monday, the Trump Media & Technology Group (TMTG)—the proud parent of Truth Social and a veritable emblem of MAGA-flavored tech imagination—reveled in spilling the beans about a rather hefty Bitcoin acquisition. They’ve decided to toss a staggering $2 billion into the BTC cauldron, and they’re as coy as a cat in a room full of rocking chairs, suggesting there’s more where that windfall came from! đŸ€‘

This cheeky maneuver comes barging in like an uninvited party guest, smashing the white-gloved hand of conventional wisdom that suggests Bitcoin dances to a tidy little four-year halving jig. Ah, the delightful waltz: rewards get halved, prices pirouette upwards, peaks appear like dapper gents at a soirĂ©e 12–18 months later, and then—ladoosh!—we plunge into bear market blues until the next round. Such a charming little tale served analysts, traders, and meme creators fabulously, with bullhorns blaring in 2013, 2017, and 2021. đŸŽ©

Don’t Fight the President

You’ve heard the old trope: “Don’t fight the Fed.” Well, hold onto your hats, because a new one’s emerging for the crypto curious in 2025: “Don’t fight the President.”

Trump isn’t simply dipping his toes in the crypto pool; he’s doing cannonballs, aligning U.S. policy, media stirrings, and tech shenanigans to prop up Bitcoin as if it were the last serving of crĂšme brĂ»lĂ©e at a dinner party. His administration is unrolling the red carpet for pro-crypto legislation (cue the GENIUS Stablecoin Act), hacking through red tape as if it were made of old spaghetti, and now his media enterprise is locking arms with the most resilient digital asset known to mankind! 🍰

As the once-anonymous macro analyst EndGame Macro hilariously pointed out, “No one spends $2 billion on an ultra-volatile asset unless they’re betting on a shift in the entire liquidity regime.” And isn’t that a jolly thought? 🎊

Trump’s merry crew appears to be wagering that forthcoming rate cuts are as sure as Sunday coming after Saturday, while the dollar gets cozy with dilution, and Bitcoin will emerge as the phoenix rising from the economic ashes when the liquidity firehose is joyously turned back on. đŸ”„

Betting Against Powell, Doubling Down on Bitcoin

Trump has never beaten around the bush about his contempt for the economic puppet master, Jerome Powell, a chap he appointed only to roast periodically like a Thanksgiving turkey. The former and possibly future President has vociferously ranted against Powell’s steadfast refusal to lower interest rates, blaming him for the gnawing drain on household wealth and the gall to stifle growth. đŸŽ€

Now, with TMTG’s Bitcoin buy, Trump has decided to convert that agitated energy into a financial strategy worthy of a Broadway show. This $2 billion Bitcoin escapade isn’t merely a bullish gesture; it’s a clever tactical jab at Powell, the Fed’s high-rate theatrics, and a dollar Trump believes is gearing up for a trip to Debasement Land! đŸïž

If the Fed keeps pushing the hawkish narrative, then yes, TMTG may find itself in a bit of a pickle. However, the bet, dear friends, is that Powell won’t—or simply can’t—hold back the tide. Political pressure, withering growth, and the cooling whispers of inflation will nudge the Fed to take action. 📉

Goldman Sachs: Cuts Coming in September

And wouldn’t you know it, that very notion is gathering steam! Goldman Sachs, fresh out of their crystal ball, expects the Fed to start cutting rates in September—yes, those meetings on Sept. 17, Oct. 29, and Dec. 10 are the hot tickets in town! 🍿

This gentle shift towards dovishness could reignite the risk-on revelry, particularly for assets that do the tango with liquidity, like Bitcoin, tech stocks, and real estate. Provided inflation ticks along like a punctual clock, the path of least resistance is clear: lower rates lead to a weaker dollar, which equals higher asset prices. It’s a rerun of the delightful script that whisked BTC from $5K to a dizzying $69K during the COVID stimulus fiesta! 🎉

So, what’s the difference this time around? It’s not just a simple crypto caper; Trump is throwing his name and his media empire behind Bitcoin, making a grand statement! His BTC buy is a wild and bold gamble that we’re perched on the brink of a macro inflection point. Forget halving cycles or hash rates, it’s all about liquidity, rates, and regime change, my dear Watson! đŸ•”ïž

The halving cycle may have been scripture when crypto was just a rebellious half-baked idea. Yet here we are, with nation-state players, trillion-dollar asset managers, and presidents throwing their top hats into the macro betting ring. Position yourself wisely, because—believe you me—you definitely don’t have enough Bitcoin! đŸȘ™

Read More

2025-07-23 05:28