The Milk Road Show

Government Shutdown, Unstoppable U.S. Debt Spiral & Long-Term Crypto Outlook w/ Trajan King

8 snips
Oct 1, 2025
Guest
Trajan King
Trajan King, a macro expert and former Wall Street CFO, discusses critical economic shifts. With the U.S. government in shutdown and rising debt, he examines why Bitcoin lags behind gold and stocks. Trajan links gold's rally to increasing money supply and foreign treasury sales while forecasting Bitcoin's rebound in Q4. He emphasizes the need for patience among investors and outlines his long-term investment thesis, focusing on Bitcoin, Solana, and AI/robotics as key growth areas by 2030.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

Shutdowns Are Often Market-Neutral Or Positive

  • The US government shutdown pauses non-essential services and averaged eight days historically.
  • Markets often rally after shutdowns and the S&P gained an average 13% the year after past shutdowns.
INSIGHT

Both Fiscal Paths Could Boost Bitcoin

  • Either cutting spending or growing via stimulus leads to monetary expansion.
  • Trajan argues both paths are positive for Bitcoin due to increased money printing or improved economy.
INSIGHT

Distrust In Data Fuels Gold Demand

  • Investors increasingly distrust government economic data, reducing its market signaling value.
  • Reduced foreign demand for Treasuries and rising money supply are pushing investors into gold.
Get the Snipd Podcast app to discover more snips from this episode
Get the app