Goldman Sachs CEO David Solomon on Thursday expressed concerns that mounting US government debt will pose more of a problem if the economy does not grow faster.“If we continue on the current course, and we don’t take the growth level up… there will be a reckoning,” Solomon told the Economic Club of Washington.The US national debt recently hit $38 trillion. “I do think over time, this is an issue,” Goldman Sachs CEO David Solomon said Thursday. REUTERS“We should be concerned about this, not sounding an alarm ...

RT Geiger Capital (@Geiger_Capital)A million seconds ago was October 11thA billion seconds ago was 1993A trillion seconds ago was 30,000 B.C.The US national debt is now rising by $1 Trillion every ~180 days.https://t.co/MXl0LsH3NK ...

Core Viewpoint - Arthur Hayes predicts that a second term for Donald Trump could lead to significant changes in US monetary policy, which he believes would favor Bitcoin as a result of these shifts [1][6]. Group 1: Federal Reserve Control - Hayes argues that a new administration would seek to exert direct control over the Federal Reserve to re-industrialize the economy and manage national debt by influencing its leadership [2]. - He suggests that this control could be achieved by early 2026 through strategic appointments and potential resignations, creating a dominant voting bloc on the Federal Open Market Committee (FOMC) [3]. Group 2: Economic Policy and Yield Curve Control - The ultimate goal of this strategy is to implement Yield Curve Control, which would involve capping interest rates to finance economic initiatives, similar to strategies used during World War II [4]. - This policy would focus on incentivizing lending to small and medium enterprises (SMEs), which represent nearly half of US employment [4]. Group 3: Credit Expansion and Bitcoin Valuation - Hayes contrasts this proposed economic strategy with post-2008 quantitative easing, labeling it "QE 4 Poor People" for its focus on benefiting "Main Street" rather than large corporations [5]. - The strategy may require a massive credit expansion, potentially exceeding $15 trillion by 2028, which could lead to significant dollar debasement and drive investors towards hard assets like Bitcoin [5]. - Based on credit growth models during the pandemic, Hayes speculates a Bitcoin price of $3.4 million by 2028, emphasizing confidence in the asset's overall direction despite the speculative nature of the figure [6].

Core Insights - Russian President Vladimir Putin's adviser, Dmitry Kobyakov, accused the US of manipulating stablecoins as part of a strategy to manage its $35 trillion national debt, suggesting that this approach would come at the expense of other nations [1][3][4] Group 1: US Debt Strategy - Kobyakov claimed that the US is attempting to "rewrite the rules of the gold and crypto markets" as alternatives to traditional currency systems, particularly in light of declining confidence in the dollar [2] - He drew historical parallels to US debt strategies from the 1930s and 1970s, arguing that the US plans to resolve its financial issues by pushing global economies into the "crypto cloud" [3] - The adviser outlined a multi-stage process where the US would transfer its currency debt into crypto instruments before implementing devaluation, effectively devaluing its national debt [3][4] Group 2: Crypto as a Strategic Tool - Kobyakov characterized the US promotion of digital assets as a strategic tool for debt management rather than a technological innovation, warning that global enthusiasm for crypto could facilitate Washington's alleged financial restructuring plans [5] - The Eastern Economic Forum serves as a platform for Russia to discuss economic cooperation in the Asia-Pacific region and alternative financial systems, highlighting the geopolitical implications of these discussions [5] Group 3: Criticism of US Monetary Policy - Kobyakov's remarks reflect ongoing Russian criticism of US monetary policy and the dominance of the dollar, aligning with narratives that challenge Western financial infrastructure following international sanctions [6] - Since 2014, Moscow has promoted alternative payment systems and criticized dollar-based settlement mechanisms, indicating a broader tension over global financial architecture [6]

Group 1 - The Federal Reserve is considering a significant interest rate cut from the current range of 4.25%-4.5% to 3%, a reduction of 125-150 basis points, due to inflation nearing targets and stagnation in private sector job growth [3][4] - Nvidia's founder announced the approval for AI chip exports to China, leading to a surge in Nvidia's stock price and a market capitalization exceeding $4.1 trillion, highlighting the interplay between finance and technology [1][3] - The internal division within the Federal Reserve is becoming apparent, with some officials advocating for rate cuts while others express concerns about potential long-term inflation due to tariffs [3][4] Group 2 - Trump's call for a drastic 300 basis point rate cut and the suggestion of firing Fed Chair Powell has led to market volatility, with predictions of Powell's dismissal rising significantly [4][6] - The 30-year U.S. Treasury yield has surpassed 5%, indicating a potential long-term high-interest rate environment, alongside a national debt of $37 trillion [8][11] - Inflation data shows a core CPI increase of 2.9% year-on-year, exceeding the Fed's 2% target, with businesses planning to pass on tariff costs to consumers, raising concerns about stagflation [8][11]

Phew.Watcher.Guru (@WatcherGuru):JUST IN: Jim Cramer says he wants to "own" Bitcoin and ETH for his kids because it's a hedge against US national debt. https://t.co/91R0qjtJM8 ...

Market Sentiment - Jim Cramer expresses interest in owning Bitcoin and ETH for his children [1] - Bitcoin and ETH are viewed as a hedge against US national debt [1]

Market Sentiment - Jim Cramer expresses a desire to "own" Bitcoin and ETH for his children [1] - Bitcoin and ETH are viewed as a hedge against US national debt [1]

Market Trends & Industry Dynamics - The relationship between US bond yields and the US national debt is expected to return to normal [1]