Everyone keeps talking about the midterms and repeating the same statistic:
The President's party has gained House seats in only 2 of the last 22 midterm elections.
They're looking at history.
I'm looking at what may be at stake THIS TIME.
My thesis remains that the Trump administration is attempting something much larger than another economic cycle; a fundamental restructuring of the U.S. monetary system around the Treasury, dollar-backed stablecoins, blockchain technology and decentralized digital assets.
Trump has already drawn one enormous line in the sand:
NO CBDC.
That's why I believe the 2026 midterms could be one of the most consequential elections of our lifetime.
If Republicans lose Congress, the administration's ability to continue executing that agenda becomes significantly more difficult.
So ask yourself this:
With barely two months until the election, does this administration really want stocks, Bitcoin and risk assets collapsing into November?
I don't think so.
In fact, my thesis is almost the exact opposite.
I believe the political AND monetary incentives increasingly favor liquidity, stimulus, lower rates/yields where possible, and policies designed to create economic optimism heading into November.
If that's correct, it needs to start showing up VERY soon.
Everyone is trading the historical midterm playbook.
I'm watching for the possibility that this administration is preparing to BREAK IT.
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