🚨 The Fed is blowing the biggest bubble
Rate cuts, rising balance and deficit will inflate USD 20%
The only way to preserve your wealth is Bitcoin or Gold
Here’s full breakdown and what it means for crypto👇🧵
The Fed is inflating the bubble again and capital is flowing into Bitcoin and gold
Ray Dalio sees this as the beginning of a new cycle of debt monetization
QT ends, QE returns - officially a technical measure, right?
But in reality, it's a soft policy during a market overheating
Let me explain
Signs of this cycle are classic for the final stage of the debt spiral:
- Trillions in government debt growth
- Shortening of borrowing maturities
- Expansion of the Fed’s balance sheet
- Ignoring inflation for the sake of stability
What does this mean for crypto?
The liquidity window is reopening again
Powell says directly: “reserves should gradually increase”
In other words, the Fed is quietly pumping money into the system
And this is happening when the economy is not yet in recession, you see?
This is classic late-phase policy - stimulus during a bubble
The economy looks stable:
- Unemployment ~4%
- Indexes near all-time highs
- Inflation above target
This is not “QE for rescue” - this is QE to support an overheated market
For crypto - it means risk assets are back in focus
The Fed is no longer fighting inflation - it’s fighting the lack of debt buyers
Foreigners are out, banks are overloaded, the private sector has no savings
The only way out is to print and buy its own bonds
When the Fed becomes the main buyer, liquidity flows into the market
Remember how previous QE episodes looked:
1933 - The Great Depression
2008 - Financial crisis
2020 - COVID shock
Now it's 2025 - no crisis, but a tech bubble
This QE is stimulating not the labor market, but speculation
Capital flows where there is scarcity and rapid growth
Gold, Bitcoin, infrastructure tokens - everything that can’t be printed or mined easily
In such cycles they become the main beneficiaries
When real rates fall - the market comes alive
Liquidity rises, capital seeks profit in risky assets
QE lifts prices and compresses the risk-safety spread
Especially into supply-capped assets like $BTC and $ETH
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