Let me be blunt:

The U.S. government just detonated a financial nuke — and Elon Musk is one of the only people with a big enough voice to call it out.

He didn’t hold back.

Called it a “disgusting abomination.”

And he’s not wrong.

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The U.S. just passed a $1 trillion spending bill.

At first glance, this might sound like just another political drama. But it’s way bigger than that.

Because this time, it isn’t just about spending. It’s about the complete removal of the U.S. debt ceiling.

No more limits. No more caps. No more accountability.

America has officially gone full send on infinite spending — and smart investors are already preparing for what comes next.

Unlimited Spending. Unlimited Risk.

If you thought $36 trillion in national debt was bad, buckle up. The U.S. is now on track to hit $55 trillion by 2034. There are no brakes. No limits. No ceiling.

This new bill doesn’t just spend another trillion — it deletes the ceiling altogether. That means spending can grow automatically, without Congress ever having to vote again.

And the consequences are brutal:

• The U.S. deficit could hit $1.9 trillion this year.
• Interest on the debt is already outpacing defense spending.
• A viral chart on X shows debt interest eating up 25% of all government revenue — and we’re not even in a recession yet.

This is what Bitcoin was built for.

The Math No One Wants to Do.

Even if we somehow avoid a recession, this bill alone adds $3 trillion in debt over the next decade. But if you factor in rising interest costs, the real number could easily top $5 trillion.

In 2025, the U.S. is expected to spend $952 billion — 13.6% of the federal budget — just to service existing debt.

More than Medicare. More than the military. More than Medicaid.

All to pay the interest on money we already owe.

Meanwhile, politicians from both parties are too busy pointing fingers to do anything about it. Trump is bashing Powell. Democrats are blaming Republicans. And Republicans are blaming Democrats.

But there are no votes for real spending cuts. And there’s zero appetite for tax hikes.

That leaves only one play: print, borrow, and hope the dollar holds.

How Smart Money Is Playing It

Ray Dalio, the debt cycle king himself, is now telling investors to hold Bitcoin and gold to hedge against this spiral.

Raoul Pal’s liquidity charts back it up. Every time the Fed and Treasury inject liquidity into the system, Bitcoin and gold rip.

Right now, Bitcoin ETFs are quietly soaking up coins:

• $87 million in inflows in a single day.
• ETH ETFs? Another $57 million.

Retail’s asleep. But institutions are accumulating.

This is how every bull market begins: accumulation when no one’s watching.

Why Circle Just Became a Major Player

Full disclosure: I invested in Circle early, and this week they went public in a massive IPO. I’m proud of that bet.

Here’s why Circle matters:

• USDC supply is up 90% YoY, now topping $62 billion.
• Nearly all of Circle’s revenue comes from parking USDC reserves in short-term Treasuries.
• That makes them a direct beneficiary of the U.S. debt spiral.

If stablecoin supply balloons to $1 trillion over the next 5 years (which is very likely) and USDC captures 24% market share, Circle could be pulling in $1 billion in net income — with a $30 billion market cap.

The IPO was 25x oversubscribed.

But here’s what I want you to know:

• Wall Street sees yield.
• Stablecoin issuers get that yield.
• You can either be a user of stablecoins, or an owner of the business that prints them.

I chose to become an owner.

A Personal Lesson: The Cost of Selling Bitcoin

As much as I’m proud of my Circle investment, it came at a cost.

I had to sell Bitcoin to get into it.

Back then, BTC was ~$4,000. Today it’s up ~25x. My Circle shares did well — but not that well.

That’s why I keep coming back to this core truth:

Bitcoin has outperformed nearly everything I’ve ever invested in.

And I’m still betting that over the next 10–15 years, Bitcoin has another 100x left in the tank.

People think it’s too late. I’m telling you: it’s not.

What I’m Doing Right Now

I’m not here to give financial advice. But I can tell you exactly how I’m positioning:

1. Tracking Flows: Watching ETF inflows and stablecoin supply. That’s where the quiet accumulation is happening.
2. Doubling Down on Hard Assets: Especially Bitcoin. Fixed supply. Global demand.
3. Owning Institutional Proxies: Circle is a top pick. The stablecoin arms race is just getting started.
4. Avoiding Yield Traps: If I can’t see where the yield comes from, I assume I’m the yield.

Before I put money into anything, I ask:

• Am I getting ownership?
• Or am I getting dumped on?

Final Message

America just blew past the last stop sign. The debt bomb is live. And there are no grownups in charge.

Over the next decade, the winners will be those holding hard assets, not hollow promises.

Bitcoin is the escape hatch.

Stablecoins like USDC will explode as Wall Street hunts for safe yield.

You still have time to position.

But if you wait for headlines to confirm it, you’ll already be too late.

So get educated. Pay attention to the flows. Own the things that can’t be printed away.

And most importantly, don’t forget to keep stacking.