Investors, we have new inputs from the macroeconomics front.
The Trump team presented its growth strategy: the ”three-legged chair" of the US economy.

What is included in this construction?

1. Tax cuts — the extension of benefits in 2017, the abolition of taxes on tips and social benefits for retirees, even a deduction for car loans for "real American cars."

2. Import tariffs — Trump has declared an economic emergency and is going to close the borders from cheap imports.

3. Deregulation — businesses are promised a free hand to the maximum.

It sounds like aggressive growth. But…

$154 billion has already been spent on top of last year's budget.

$514 billion of loans per quarter is not an "investment in the future", it is a hole in the balance sheet.

Even if all this brings short-term growth, debt and liquidity remain key factors.

What does this mean for you and me?

Budget discipline? Forget it. We are on the verge of a new round of debt.

To finance the “chair”, you will have to print a new M2.

And this is fuel. Right under Bitcoin and the crypt.

BTC is an anti—system. Against the weight of debt, against devaluation.

What's going on?
The new US macro policy does not negate the main thing: money is losing value.

And you either hold assets that benefit from it,
or you sit on a three—legged chair and hope it doesn't collapse.