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Dave W
Liberté économique, pensée critique et geek des marchés. TOUTES les opinions sont les miennes et ne constituent pas des conseils en investissement.
Bitcoin pour l’épargne et Crypto pour les marchés.
Cette phase de "dépression" peut prendre un peu plus de temps pour se terminer, mais un retour au FOMO sur Bitcoin est inévitable…

The Wolf Of All Streets25 déc. 2025
Dave says this is a really good setup for $BTC.
Do you agree?
@daveweisberger1
732
Brillante synthèse de la stratégie "Run it Hot" pour les 3 prochaines années :
Résumé - investir dans des actifs tangibles et des entreprises avec un potentiel de croissance et un pouvoir de fixation des prix.
Ne vous laissez pas tromper par le doomerisme…

SightBringer24 déc. 2025
⚡️What you are seeing is a direct assault on the post-Volcker monetary regime.
And it is intentional.
This is a signal.
Here is the structure underneath it.
1. Trump is openly breaking the Fed’s myth of neutrality
For forty years, the Fed’s real power has not been rates.
It has been legitimacy.
The belief that:
• monetary policy is technocratic
• markets are managed by experts
• politics stops at the Fed door
Trump is tearing that membrane.
By saying “anyone who disagrees with me will never be Fed Chair,” he is doing something far more disruptive than threatening independence.
He is declaring that the Fed is already political.
He is just willing to say it out loud.
Once that happens, the spell is broken.
2. He is reframing markets as a political instrument, not a natural force
Trump’s core claim is simple.
Markets are behaviorally managed systems.
They respond to incentives.
They respond to fear.
They respond to rate expectations.
When good economic data causes markets to sell off, it reveals something rotten in the system.
That rot is rate repression logic:
• growth triggers tightening
• success gets punished
• expansion is capped preemptively
Trump is rejecting that logic entirely.
He wants markets rewarded for strength.
He wants inflation managed after growth, not before it.
He wants risk-taking restored as a national objective.
This is a return to explicit growth primacy.
3. This is a regime shift toward fiscal dominance, openly stated
The old model was:
• Fed first
• Treasury adapts
• markets price policy restraint
The new model Trump is pushing is:
• growth first
• markets absorb volatility
• Fed follows the political mandate
That is fiscal dominance without euphemism.
Rates become a tool.
Markets become a scoreboard.
GDP becomes the legitimacy engine.
This is how emerging powers behave.
Trump is attempting it inside a reserve currency system.
That is explosive.
4. The real target is time, not inflation
Trump is obsessed with one thing he never names directly.
Time.
High rates stretch time.
They delay investment.
They freeze projects.
They slow capital velocity.
Trump wants to compress time.
He wants projects funded now.
Markets moving now.
GDP compounding now.
This aligns perfectly with the broader acceleration era:
• AI compresses development cycles
• capital rotates faster
• political patience collapses
• long-term credibility matters less than short-term momentum
In that world, a central bank designed for slow decades becomes a liability.
5. This increases tail risk across every asset class
If Trump succeeds, here is what follows:
• higher inflation tolerance
• higher equity volatility
• steeper yield curves
• weaker long-end bond credibility
• stronger real assets
• capital flight into things the Fed cannot print
Gold.
Bitcoin.
Equities with pricing power.
Anything tied to growth velocity.
The Fed becomes reactive.
Markets become political.
Risk becomes explicit.
No more adult supervision theater.
The real truth:
This is Trump rejecting the idea that unelected institutions should be allowed to suppress national growth to preserve theoretical stability.
He is choosing volatility over stagnation.
Momentum over control.
Power over process.
That path creates booms.
It also creates fractures.
But once a country decides that growth is a political mandate rather than a monetary byproduct, there is no going back.
The system changes character.
And everyone holding “safe” assets needs to understand what that actually means now.
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