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The Compound's Post-Election Special with Callie, Ben, Michael and Josh

The Compound and Friends

ANECDOTE

Trump and Bitcoin

  • Trump's potential economic policies include tariffs on China and other trading partners, seen as inflationary and demand-destructive.
  • The bond market reacted strongly to the election results, with a significant jump in yields, raising questions about a potential reversal.
  • Bitcoin's role in the next administration is discussed, with speculation about its potential use in paying off national debt, driven by the belief that it could become a reserve asset.
  • The administration might increase US Bitcoin holdings from 200,000 to 1 million, possibly confiscating from Satoshi Nakamoto’s reserves.
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