🚨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
6,967
20
本页面内容由第三方提供。除非另有说明,欧易不是所引用文章的作者,也不对此类材料主张任何版权。该内容仅供参考,并不代表欧易观点,不作为任何形式的认可,也不应被视为投资建议或购买或出售数字资产的招揽。在使用生成式人工智能提供摘要或其他信息的情况下,此类人工智能生成的内容可能不准确或不一致。请阅读链接文章,了解更多详情和信息。欧易不对第三方网站上的内容负责。包含稳定币、NFTs 等在内的数字资产涉及较高程度的风险,其价值可能会产生较大波动。请根据自身财务状况,仔细考虑交易或持有数字资产是否适合您。