🚨Trump vs. JPMorgan: money power
Trump want to control Fed and centralize BTC
I analyzed selloffs, insider flow, and Fed politics
Here’s what it means and what's coming next👇🧵

❶
What we are seeing today is not like a normal cycle
Politics, markets and media are simultaneously changing their behavior
This is not volatility and not another partisan clash
It is a conflict between two monetary regimes for control of the dollar
Trump, once cancelled through J.P. Morgan, is now taking revenge on them

❷
Trump is directly going against the old monetary structure of the Fed and JPMorgan
He is promoting a model where the Treasury and $BTC gain more influence
These two orders cannot exist in parallel without conflict
The strengthening of one automatically destroys the power of the other

❸
JPM has been in conflict with Trump for years after attempts to refuse him service
The bank pressured his businesses and distanced itself for political reasons
Therefore, mentioning JPM in the context of the Epstein network was a deliberate strike
And now for Trump this is no longer only politics or business, but also personal

❹
After political escalation the conflict is shifting into the financial sphere
JPM is beginning to act where it has the most leverage - through market mechanisms
It is during this period that they increase pressure on $MSTR and block critical flows
And this is not chaos but a targeted attempt to strike Bitcoin’s infrastructure

❺
The administration meanwhile is shifting the center of power to the Treasury
The focus is programmable dollars, integrated stablecoins and Bitcoin reserves
This is not an upgrade of the current model but its replacement with another
And the Fed and the banks lose their monopoly on issuance and credit

❼
Bitcoin has become not a target but a battlefield between two systems
The administration needs to quietly accumulate $BTC before official actions
An early announcement will trigger uncontrollable growth and break the strategy
The old regime knows this and is recreating the mechanics of gold suppression
❽
All this is happening on a system that has already lost stability
Decades of leverage, low rates and financialization have eroded the foundations
Correlations are breaking down because the model itself is ceasing to function
The smallest mistake can trigger a cascading structural failure
❾
And here MicroStrategy enters the game - an underestimated node of the system
This is not just Saylor’s company with $BTC on its balance sheet
Its structure converts cash, Treasuries and credit into long Bitcoin exposure
It is a bridge that allows institutions to enter $BTC without direct spot

❿
Therefore JPM’s attacks on $MSTR are a strategic maneuver
The strike is aimed not at Saylor but at the conversion bridge into the new system
There is even a scenario where the state enters $MSTR’s capital in exchange for Treasuries
This would confirm that the US is protecting a critical node of the new monetary model

⓫
The final duel is the Fed
Trump needs control of the Board of Governors before Powell’s term ends
He is missing a few votes and the political window is narrowing quickly
These appointments will determine which system will govern the dollar after 2025
⓬
If the Treasury wins the dollar will become a new type of digital asset
Bitcoin will become long term collateral and the base of the reserve architecture
If it loses the old regime will get another generation of power over the system
And Bitcoin will remain a battlefield rather than an instrument of the new model
9,18 k
22
Le contenu de cette page est fourni par des tiers. Sauf indication contraire, OKX n’est pas l’auteur du ou des articles cités et ne revendique aucun droit d’auteur sur le contenu. Le contenu est fourni à titre d’information uniquement et ne représente pas les opinions d’OKX. Il ne s’agit pas d’une approbation de quelque nature que ce soit et ne doit pas être considéré comme un conseil en investissement ou une sollicitation d’achat ou de vente d’actifs numériques. Dans la mesure où l’IA générative est utilisée pour fournir des résumés ou d’autres informations, ce contenu généré par IA peut être inexact ou incohérent. Veuillez lire l’article associé pour obtenir davantage de détails et d’informations. OKX n’est pas responsable du contenu hébergé sur des sites tiers. La détention d’actifs numériques, y compris les stablecoins et les NFT, implique un niveau de risque élevé et leur valeur peut considérablement fluctuer. Examinez soigneusement votre situation financière pour déterminer si le trading ou la détention d’actifs numériques vous convient.

