He did warn everyone that it was his favorite word.
... I'm calling for a big nothing burger. The whole tariffs debate has been raging since the lead up to the election last year and the screeching from the mainstream media, ivory tower economists, and politicians who have proven without a shadow of a doubt that they could not give two shits about the American people or their economic well being.
Do I firmly believe that tariffs are going to be a massive success? I wouldn't go that far. However, I do think it is time to take bold action to reorient the American economy in a way that benefits the Common Man instead of those closest to the money printer. Everyone clutching their pearls because of a stock market correction is doing nothing more than outing themselves as a completely disconnected pansy who has no ability to stomach even the slightest disruption of their portfolio high water mark.
The most nauseating thing about the conversation around tariffs, particularly from the usual suspects listed above, is the fact that they refuse to recognize two things; we all know that Trump is bombastic and intentionally unpredictable so that he inevitably gets the best deal for himself (and by proxy the American people), and he's doing this to create a level playing field with countries who have been putting tariffs on American goods for decades.
Even "our greatest ally" has been taxing American producers.
It's almost as if the incumbent cognoscenti that is losing their grasp on the narrative and support of Common Man wants Americans to operate on an uneven playing field.
"Oh no! The S&P 500 is down *checks note* 4.2% YTD while stock indices are trading at PE ratios not seen since *checks notes* the DOT COM bubble! How could Trump do this?! The stock market must go up! Think of the portfolios!"
Laughable and utterly pathetic posturing from a class of desperate kleptocrats clinging to the increasingly thinning veneer of legitimacy.
Tariffs will most likely prove to be few and far between when everything is said and done because our trading partners will realize they need the American consumer more than they need to prevent American producers from selling their wares to their citizens. And for those countries that decide to stubbornly hold out, and keep their tariffs where they are. Good. Hopefully it's enough of a kick in the ass to get people motivated enough in this country to spin up manufacturing plants and begin producing things in the United States.
Don't pay attention to the useless politicians, economists and media pundits who are trying to make you believe this will be the downfall of the American economy. Have some confidence that the United States of America has enough talented and motivated individuals among the 300+ million to figure it out.
The high velocity trash economy is so high time preference that we can't even experiment with bold actions before they're preemptively deemed a failure. This is funny because we know that continuing with the status quo was destined for failure.
In my recent conversation with Pierre Rochard, we explored how companies can transform by integrating Bitcoin into traditional business models. Pierre highlighted MicroStrategy's approach as the "tip of the iceberg" - a signal to capital markets that businesses can leverage Bitcoin as permanent capital to expand their base. While MicroStrategy has gone all-in with a 99% Bitcoin treasury, most companies will adopt a hybrid approach, using Bitcoin to strengthen operations while maintaining their core business.
"Bitcoin on corporate balance sheets provides that permanent capital. It's going to have an offsetting effect to other business trends... expanding the capital base." - Pierre Rochard
I believe this hybrid approach offers significant protection against business downturns while creating new opportunities. Pierre pointed to innovative implementations like Andrew Hansen's BitBonds and Battery Finance's combination of real estate with Bitcoin. These structured products demonstrate how traditional investments paired with Bitcoin create superior financial instruments. The model is clear: companies maintaining their operational focus while strategically incorporating Bitcoin are positioning themselves for sustainable long-term value creation.
Check out the full podcast here for more on Strategic Bitcoin Reserves, the recapitalization of the credit system, and why Bitcoin is separating from other cryptocurrencies.
Mastercard Opens Bitcoin Gateway for 3.5 Billion Cardholders - Via X
Eric Trump Launches American Bitcoin - via X
Atlanta Fed Projects -3.7% GDP Growth for Q1 2025 - via X
GameStop Raises $1.48 Billion for Bitcoin Investment - via X
The first months of the new administration have sparked an unprecedented push for cost- cutting and efficiency within the federal government—but DOGE Can't Fix The Dollar. Join us on April 16th to hear PhD economist Peter St. Onge explain how bitcoin brings true efficiency to governments while protecting your generational wealth. With macro uncertainty driving a dip in bitcoin prices, now is the time to understand the fundamentals driving the global shift to sound money.
Ten31, the largest bitcoin-focused investor, has deployed $150M across 30+ companies through three funds. I am a Managing Partner at Ten31 and am very proud of the work we are doing. Learn more at ten31.vc/invest.
Final thought...
Bully mode engaged.
Get this newsletter sent to your inbox daily: https://www.tftc.io/bitcoin-brief/
Subscribe to our YouTube channels and follow us on Nostr and X:
|
