Let's take a look at the facts.
The graph shows a comparison of US government spending in the first 80 days after the inauguration of Trump in 2025 and Biden in 2023-2024. The result? +154 billion dollars from above compared to last year.
This is more than the entire GDP of Ukraine. They just injected it into the economy.
And now the news on borrowing:
• The U.S. Treasury expected to borrow $123 billion in the second quarter.
• In fact: $514 billion.
• That is, $391 billion more than planned.
It's not just "a little more." This is a blow-up.
What does it mean?
1. Liquidity has increased again. And not somewhere in M2, but directly from the state.
2. Markets react in advance — and we can already see how BTC and stablecoins are firing.
3. It is naive to believe that tariffs or even Elon Musk will be able to close such a hole. It's not about management — it's about the disintegration of control.
When they spend more than they earn, they devalue the currency.
When the national debt becomes cosmic, the safe haven assets fly away.
What's going on?
Classics: printing press, liquidity, asset growth.
Bitcoin, as always, is running ahead — because it is a macro indicator, and not just “digital gold".
