the Fed is in an impossible spot Our CSO Brian Cubellis @BackslashBTC was recently on CGTN breaking down Warsh's predicament cut rates with sticky inflation? that's a recipe for much higher inflation raise rates with $1T/year in interest expense on $40T in debt? yeah that's going to be tough to pull off, can't do it Powell's been punting for a year for this exact reason and now Warsh inherits the mess. And if he's beholden to Trump there goes the illusion of Fed independence and its credibility. Foreign central banks have already been net sellers of Treasuries and net buyers of gold for years Non-sovereign, neutral assets only continue to win from here on out. Gold has made its run and bitcoin is next.

The Next Fed Chair Is Basically a Crypto Whale. Kevin Warsh: Trump's pick to run the Federal Reserve just dropped a 69-page financial disclosure revealing he's deep in Solana, dYdX, Compound, Optimism, Polymarket, AND a Bitcoin Lightning startup called Flashnet. Net worth: $131M-$209M. The man who'll control interest rates was out here farming DeFi yields. He's promised to sell it all. Sure, Kevin. We all say that. 😂😂 An AI agent that found this and more for me in seconds. Thanks to the mule of @merit_systems and once more to @shafu0x for helping me use a pre-launched product. ❤️ Found an amazing rabbit hole... more to come✌️

Potential Fed Chair's Crypto Holdings Signal Major Policy Shift.@SoSoValueCrypto Federal Reserve chair nominee Kevin Warsh has disclosed personal investments in over 20 crypto-related entities, including Solana, Optimism, dYdX, and Polychain.

A potential Fed Chair… holding crypto across the stack. Kevin Warsh disclosed positions in Solana, DeFi lending/derivatives, Optimism, and Bitcoin Lightning. That’s exposure across multiple layers of the ecosystem. Ethics rules = most positions to be sold before office. But the signal is bigger: someone who understands crypto may help shape monetary policy. That changes the conversation. We bid. #Crypto #BTC #SOL