2026-01-18 20:00:42

#美国核心物价涨幅不及市场预估 $BOT $AXS $ME How to plug the $4 trillion hole? The risky game of U.S. fiscal policy and the opportunities in the crypto market

The dual impact of tax cuts and tariffs has directly created a $4 trillion gap in the U.S. fiscal ledger. There are no free lunches in the world; the deficit must be filled, and the most straightforward way is to print more money excessively.

The problem is, this money-printing machine is now starting to malfunction:

**Unfillable bills**—The increased revenue from tariffs cannot fill the $4 trillion gap; instead, it is further weakening American consumers' purchasing power. Household expenses are tight, and consumer momentum is beginning to weaken.

**Uncontainable inflation**—The high price levels have not subsided, and policymakers still want to pressure the Federal Reserve to cut interest rates. The dollar’s credit foundation is being eroded bit by bit.

**Quiet de-dollarization**—Eastern countries continue to reduce their holdings of U.S. debt. This is not some secret operation but a clear asset reallocation.

More interestingly, cryptocurrencies, once considered a "speculative bubble," are suddenly being repositioned as strategic assets. From being labeled a "scam" to being included in national reserves, is this 180-degree turn purely about technological recognition? Or is it an attempt to dilute the risks of the old system with a new asset class?

In the current market, on one side there is hope for interest rate cuts, and on the other, the shadow of a return to hawkish policies. This macro disconnect is becoming increasingly apparent, as funds seek new safe havens. When old narratives waver, money often flows to unexpected places.

Volatility itself is a double-edged sword; it can hurt or cut. What do you think about the direction of this situation? What role will crypto assets play in this round of upheaval?

Feel free to share your thoughts below 👇

BOT42.55%

AXS7.19%

ME21.78%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

11 Likes

Reward
11
5
Repost
Share

Comment

0/400

OnchainGossiper

· 1h ago

The printing press is broken, does the US dollar still have to rely on crypto for backing? It's a bit far-fetched, but also somewhat believable. Honestly, filling this 4 trillion gap is actually more beneficial; retail investors can finally see clearly. Reducing US debt holdings, de-dollarization, strategic reserves going crypto... with this combination of moves, the old system is really about to be overhauled. It's said that funds are looking for a safe haven, but whether crypto can be a reliable refuge depends on how things play out later. Interest rate cuts are failing, and now they’re raising rates instead. What do you think the market should do?

View OriginalReply0

AlphaWhisperer

· 2h ago

Trillions of yuan in holes filled by printing money? Laughable, this is an opportunity for crypto. The gradual erosion of dollar trust has long been obvious. Money needs to flow out, or it will depreciate. Decoupling from the dollar is essentially everyone looking for a safe haven. Although crypto is volatile, at least no one can print it arbitrarily.

View OriginalReply0

NFTRegretter

· 2h ago

The printing press is broken, and then they say that crypto is the future? Ha, I've heard this line too many times, and it always has the same flavor. De-dollarization is indeed interesting, but it feels more like a slogan than actual action. Ultimately, real money still depends on how subsequent policies are implemented. The Federal Reserve's game is becoming increasingly risky, and I always feel like some unexpected situation might emerge.

View OriginalReply0

AirdropHermit

· 2h ago

The printing press has stopped working, the Federal Reserve is truly panicking this time Basically, the US's current approach is reaching its limit, and the crypto market has long seen through this game A 4 trillion dollar hole, ultimately it will still rely on inflation to dilute, and those of us holding currency are just waiting to reap the benefits The key is when they start printing again, they are still just putting on a show The devaluation of the dollar is settled, it was about time to bet on crypto Big institutions are only now realizing this, we've already made a fortune This time is different from the past, the policy contradictions are becoming more and more absurd Where the money flows to, the answer has actually been written on the chain for a long time Volatility ≈ opportunity, it depends on who can grasp the rhythm accurately

View OriginalReply0

RugPullAlertBot

· 2h ago

Printing presses breaking down and blaming crypto—are you tired of this routine? The true safe haven has been here all along. Really, some people still pretend not to see the reduction of US debt holdings, still talking about interest rate cuts—it's getting old. A 4 trillion yuan hole that can't be plugged—ultimately, we have to step in and take the hit. It's hilarious. Can BOT and AXS really rise by a tiny bit? Waiting for the dollar to completely collapse is the real opportunity. Once policies shift, crypto becomes a strategic asset. Those who previously called it a scam are now changing their tune—human nature. Where the money flows, my wallet knows better than the Federal Reserve Chair. This sense of disconnection is a signal—old systems are self-denying, and new ones are bound to rise. Basically, even the authorities are panicking, starting to scramble for the crypto territory. We've been waiting here all along. Prices can't come down, tariffs are still increasing—consumers are struggling enough, no wonder everyone is moving onto the chain. Wake up, de-dollarization isn't subtle; it's obvious. It's just pretending not to see.

View OriginalReply0