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Monday, July 14th

“You must live in the present, launch yourself on every wave, find your eternity in each moment. Fools stand on their island of opportunities and look toward another land. There is no other land; there is no other life but this.”

– Henry David Thoreau

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Markets Today

🌏 Asia-Pacific: Down

🇪🇺 Europe: Down

🇺🇸 United States: Mixed

🛢️ Oil: Down

⚡Crypto: Up

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Most traders enter at the worst possible moment — here’s why.
And more importantly, what you can do about it!

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Major Market Events 

• Powell faces heat over Fed renovation — Lawmakers question Fed independence as CPI report looms and rate cut hopes build.
• Bitcoin tops $120,000 — Crypto rallies again as investors eye Congressional hearings on digital asset regulations.
• Markets slip on tariff and CPI concerns — U.S. stocks edge lower as traders brace for inflation data and rising global trade tensions.

🤔 My Thoughts

You’ve probably heard the term “stablecoin” tossed around — names like Tether and Circle, or symbols like USDC and USDT. Most folks think of them as crypto versions of the U.S. dollar. One token equals one dollar. Simple, right?

But something much deeper is going on behind the scenes.

As Jeffry Turnmire explained on Friday’s Profit Panel, stablecoins have quietly become a backdoor way for the government to pump more money into the system — without actually printing more money.

“It’s an inflationary tactic to expand U.S. dollar access without printing more money.”

Here’s what that means in practice:

When someone gives their dollars to Tether or Circle in exchange for a stablecoin, those companies don’t just sit on the cash.

They use it to buy U.S. Treasury bonds — basically loaning that money to the government, and collecting interest.

Multiply that by hundreds of billions of dollars, and you’ve got a giant new buyer for U.S. debt… all without the Fed lifting a finger.

And here’s the important thing: this is already happening.

Stablecoin companies like Tether and Circle are now among the biggest holders of short-term government bonds.

They’ve become a major source of funding for the U.S. government, especially now that the Fed is keeping interest rates high and other buyers are getting skittish.

This is part of why the bond market hasn’t completely melted down — there’s new demand hiding in plain sight.

“It’s almost like the U.S. government’s partnered with Tether and Circle to create money supply expansion without actually expanding the money supply.”

Here’s where it gets even more interesting.

Some of the biggest companies in the world — like Shopify — have started accepting stablecoins as a form of payment. That means you can now use crypto dollars to buy things, instantly, without going through banks, Visa, or Mastercard.

And that’s a big deal. Because when merchants get paid in stablecoins:

• They don’t pay Visa or Mastercard’s fees (which are usually 2%–3% or more)
• They get their money instantly — no waiting 1–3 business days for funds to clear
• They don’t need to rely on banks at all!

That’s what we mean when we say Visa and Mastercard are at risk of being cut out — not just from crypto nerds, but from regular businesses just trying to keep more of the money they’ve earned.

It’s easy to miss all this when everyone’s distracted by meme coins and hype. But the real shift happening in crypto right now is much quieter — and far more important.

This isn’t about moonshots. It’s about how the financial plumbing is being rewired quietly, in the background.

Right now. In real time. And it’s already affecting the dollar, government debt, payment systems, and more.

If you want to understand what’s really driving markets — and more importantly, where the opportunities are hiding…

Register your spot here to join us next time we go live!

To Better Trading,

Alex Reid

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