#美财政部回购国债并设量子工作组

美债的影响太大，资金没啥渠道避险，全球一起牵连。 ai说美债危机的临界点是50万亿，ai推算50万亿美金的时间是29.7月。 现在这次是美国政府介入，还没到美联储介入。 如果美联储开始介入就说明美债极其危险了，那时候btc黄金肯定也是暴涨。 就是政府介入相比于美联储强度不同。 一个是债务人一个是债主。 黄金有一个问题在于大陆有非常多，如果美国选择把黄金拉起来，是不是给大陆接盘了，大陆连续买了几十个月的黄金。btc的话基本上就是美国有，中国很少有了现在。 所以未来如果是美债避险需求引起的上涨大概率btc涨幅会比黄金大，资金转移也更便捷。 ai给的三个条件红线。 50万亿美债， 10年期国债利率大于5%， 利息成本超过财政收入20%。 上个世纪10年期美债利率在黄金跟美元脱钩的时候1981年到过15.8%的高利率。 据说那个年代大陆的存款利率也是10%这么夸张。但是互联网革命带来的全球经济腾飞，货币总量暴增并没有带来社会问题，反而物质和生活因互联网变革极大便利。 这一次人类站在AI革命的前夕，这次的美债危机会不会像上个世纪的布雷顿森林体系一样崩溃后，全球经济依然因为AI带来高速的变革，使全人类前所未有的物质富足和时间自由。 风险和机遇并存。 真正决定这轮美债危机会不会演化成系统性危机的时间点，不是2026年，而是大约2029年。 那时50万亿美元级别债务和AI第一轮大规模生产率数据会第一次正面碰撞。 如果AI真的能把美国长期实际生产率增速从约1.5–2%推到3–4%以上，整个美债估值模型都要重写，经济会飞速腾飞，增发的货币反而会给整个人类社会带来空前的繁荣。

the thesis is: the US Treasury and the Fed will do *WHATEVER IT TAKES* to get US borrowing costs (i.e., long-term bond yields) back under control to save confidence in the USD this means (de facto) printing a shit load of money through issuing new short-term debt, issuing swap lines to governments whose economies are being wrecked by the Iran war, buying foreign currencies so they don't sell US debt, etc. these actions are INFLATIONARY, so the assets to own are CRYPTO and GOLD and in particular, if you believe onchain tokenization of USD (backed by US treasuries/debt) will be a critical part of the strategy to create new demand for US treasuries/debt, then you want to OWN ETH specifically since Ethereum (by far) has the largest amount of stablecoins on it and has the best shot at being the credibly neutral global settlement layer for decentralized assets this doesn't mean stocks can't keep going up for a while, but it also means that perhaps they don't remain the fastest runner forever we are in a critical pivot point for many asset markets

🐋 WHALE WATCH :The US just borrowed $42B for 10 years at 4.683%. The highest yield since 2007. Three ways out: default, taxes or print. The first two are off the table politically. That leaves the Fed monetizing the debt and fiat taking the hit. The math doesnt negotiate. Stay long hard assets.

BREAKING: 🇺🇸US Treasury just bought back $2 billion of its own debt, making $8 billion overall this month. https://t.co/Y2Sas5yPYv

🚨 US TREASURY IS ACCELERATING ITS OWN QE Starting today Treasury will at least double its debt purchases to bring yields lower This is because the US 30Y bond yield reached a 19 year high and the Treasury can't afford such high rates And this is a good thing for our bags The crypto market has pumped the most when yields were lower and if that happens again be prepared for a MASSIVE rally

When shitcoins begin to die, the insiders will usually buy it back to try to fool more bagholders to buy into a pump. The US Treasury is trying this with its shitcoin today, but the bond market isn't impressed, barely moving 3 bps after 3 hours. https://t.co/Zw3MEYTx9L

The US Treasury just DOUBLED long-term bond buybacks after the 30Y yield hit a 19-year high. Anyone with a tiny bit of brains understands where this eventually leads: yield curve control and more money printing. I’ve said it a thousand times. You either print the money or let the debt-based system implode. They will ALWAYS choose the printer. OWN ASSETS

THIS IS WHY $GOLD AND $BTC ARE PUMPING TODAY. As longer term US yields surge to multi-year highs, the US treasury just announced that they are AT LEAST doubling the size of longer-dated US treasury buyback operations. This is a MAJOR fundamental change to the US bond markets. https://t.co/xIlJpzpma8

*US TOTAL PUBLIC DEBT OUTSTANDING EXCEEDS RECORD $40 TRILLION *US TREASURY SECRETARY BESSENT DOUBLES US LONG-BOND BUYBACKS IN THE FACE OF SURGING YIELDS *TRUMP: US HAS DISCUSSED PLANS TO ACCUMULATE “SIZABLE” AMOUNTS OF BITCOIN AND OTHER CRYPTOCURRENCIES August 19th 2026.

🇺🇸 JUST IN: US Treasury may tap nearly $1T in cash to support larger buybacks of long-term government debt, per CNBC. https://t.co/UO2y5AogUJ

THIS IS MASSIVE 🇺🇸 The US Treasury is considering using nearly $1 Trillion of its own funds to buy back bonds. This pumps liquidity straight into the markets, which is bullish for crypto, gold and stocks. https://t.co/vEm5lFOgeH

🇺🇸 TREASURY JUST ANNOUNCED ITS OWN QE They'll use $950 Billion in cash reserves for debt buybacks As debt buybacks will happen yields will go down And when yields go down the crypto market goes parabolic https://t.co/aKC95vL6oc