US-China Trade Deal Drives Bitcoin’s Attack on the Dollar | US Crypto News

Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead.

Grab a coffee for an interesting read on the implications of Bitcoin treasury companies on the US dollar (USD). Analysts have shared an intriguing macro critique amid fears of a global bond market implosion.

Crypto News of the Day: MSTR, El Salvador, and Collapse of the Fiat Financial Order

Bitcoin permabull and El Salvador’s BTC advocate Max Keiser shared a sweeping macro critique, calling Bitcoin treasury strategies speculative attacks on the US dollar. According to the Bitcoin maxi, a global bond market implosion may be in the pipeline.

Keiser argues that beyond being bullish, MicroStrategy’s aggressive BTC accumulation, led by Michael Saylor, is existentially disruptive to the fiat system.

“Using Saylor’s numbers, that inflation is running at 15%—when you include asset inflation—interest rates should be much higher. But highly manipulative programs—overriding free market price discovery in the bond market—like QE & YCC—pressure rates to absurdly low levels (to keep banks from declaring life threatening losses),” Keiser wrote on X.

In Keiser’s view, this artificial suppression of bond yields allows Bitcoin-heavy treasuries to outperform “everything.” He says this weaponizes cheap capital to front-run the collapse of traditional finance (TradFi).

“Acquiring one-way-up Bitcoin with this ridiculously cheap money is a mathematically guaranteed way to outperform everything,” he said.

The Bitcoin pioneer believes the outcome is inevitable: A rush into Bitcoin will crash the global bond market, and Rates will also skyrocket by more than 50% at some point.

“At that point the game is over and we’ll see who won. $MSTR no doubt will win this, defining adjustment to a global Bitcoin standard,” Keiser articulated.

Keiser even forecast the demise of the US dollar as a functioning currency. He believes it will become extinct as a viable currency.

However, USD stablecoins will continue referencing the US dollar as a vestige benchmark with no underlying country or central bank.

Keiser also pointed to El Salvador and President Nayib Bukele as uniquely positioned to thrive through what he calls the “Fourth Turning.” The term refers to a cyclical theory of societal upheaval and transformation.

Not every country is navigating the ‘Fourth Turning’ as well as El Salvador thanks to the most popular leader in world (91% approval), President Bukele.

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