You need to understand the size of the problem Washington D.C. is trying to solve.
But when you see the maths everything else clicks.
The government has a problem and is getting worse every single day, and there are only really 3 ways in dealing with it.
You can:
- Cut spending
- Raise taxes
- Or you can do what governments what have done for centuries you can inflate it away
and that 3rd option is exactly what's happening it away.
The new FED Chair is just smudging it away so you don't notice.
Move number 1 in the government playbooks is this - You say the right words.
- The brand new Fed Chair (Kevin Warsh), just made his first international appearance in the European Central Bank in Portugal.
Every Analyst was watching and here's what he said.
"The Federal Reserve would not be happy with inflation above 2%.
- Said he would deliver price stability
And the Market kind of loved him, but here's what I need you to see because this is where the magic trick happens.
The Feds own forecast said it will be 3.6% this year.
The Word say one thing but the action and reality says something else.
But why would they do this?
It's because of the $39 Trillion.
If Inflation is at 4% and interest rates stay where they are right now at 3.5%
- Then in real terms in cost of serving that debt is slightly negative.
But every year when Inflation>Interest rates - The government debts gets a little bit more smaller.
Same thing happened with the World War 2, WWII. Government had massive above the debt.
They let the inflation do its thing. 106% inflation to 23% in about 20 years.
Basically a silent tax.
They keep the markets calm and let inflation do its thing.
ACT Number 2 The Genius Act - Its actually genius
In July of last year, the president signed a law called the Genius act.
its stands for Guidance and establishing national innovation for U.S Stable Coins
- Stable Coin is a digital dollar. Basically same value as the US dollar.
The part that matter is this.
- The Genius act says this every single regulated stable coin issues in America has to back it with something real.
- US Debt.
So they made a legal requirement for Massive companies to buy US Debt.
And They didn't do this by accident, that's the design.
The Scale is probably where your draw will drop, but here is where it gets wild.
The Stable Coin market today is about $320 Billion USD.
Here is where it wild, You know Tether? The biggest Stable Coin in the world.
- Tether Holds about $141 Billion in US Government debt.
That makes Tether the 17th largest Us Government Debt Owner on the plant, literally bigger than most countries. and its going to grow.
Projection is $2 Trillion by 2028.
Remember - More Demand for Government it lowers Interest rates.
On June 30th 2026, 140 Companies announced a new stable coin. It's called Open Standard.
Token Name: Open USD or OUSD.
Visa, Mastercard, America Express, Google, Coinbase, IBM, Black Rock, Stripe, Samsung, Shopify, Wester Union, SOFI.
Without exaggeration this is there largest co-operate alliance in the history of financial services.
But why would they do this? But here is where this part may make you sit up.
You and retail customer get 0% interest.
But the Issuer takes your dollars, parks them in government debts and takes interest on it and keeps it.
0% Risk income.
This all leads to letting the dollar shrink. meaning higher gold prices.
- Invest in your gold. I don't mean setting long positions. - Physical Gold.
Being unbiaaed this week.
Mondays have actually had the most pips of any weekday many weeks over the past months - so ill be attentive to the open, Asia early, Asia late, London/NY crossover.
Thinking we will be seeing heightened volatility this month due to many factors, so bring it on!
