Dollar pressure

The Bitcoin Act of 2025, Formally titled the Boosting Innovation, Technology, and Competitiveness through Optimized Investment Nationwide, has a provision in the text that allows the Fed to revalue the gold reserves. This will create out of thin air $800Bn that the government will inject in the Bitcoin reserves (to be created once the bill passes Congress and becomes law) for 20 years, alongside the Bitcoin seized by the government. That’s why money keeps flowing into crypto funds (see chart below). But money is also pouring into gold funds: last week inflows amounted to $8bn, the highest ever. Meanwhile the trade weighted U.S. dollar is on its way to its minimum for the year, signaling the desire from this administration to make american products more competitive, but also signalling the enormous weight of the debt and the deficit. The U.S. keeps playing with fire.

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