The Jack Mallers Show The Fiscal Engine Is Failing And Bitcoin Is The Spark
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Aug 5, 2025 Tune in to discover the alarming state of U.S. debt and its impact on the financial landscape. The conversation dives into how Bitcoin could be a game-changer amid fiscal uncertainties. Learn about the broader societal effects of economic policies and the urgent need for revitalizing manufacturing. The discussion also highlights the evolving dynamics of the U.S. treasury market and how Bitcoin and stablecoins are carving out their space in finance. Plus, find out how Strike is innovating financial management and making cryptocurrency more accessible.
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US Treasury Market Fragility
- The US government is delaying $450 billion of debt issuance due to lack of demand and high interest rates.
- Rising yields and falling bond prices signal fragile demand for US debt and fiscal distress.
Strong Dollar & Yield Impact
- Despite reduced debt issuance, US Treasury yields rose, showing demand for debt is shrinking.
- A strong US dollar exacerbates supply-side issues by harming domestic manufacturing and economic self-sufficiency.
Bitcoin and Stablecoins as Liquidity
- The US government needs Federal Reserve rate cuts or stablecoins to boost demand for its debt.
- Bitcoin and stablecoins are viewed as new liquidity sources critical to sustaining US fiscal operations.