This gets at something fundamental: nation-states are trapped by the systems they've built. China can't dump treasuries without imploding its own dollar reserves and export-dependent economy. It's the same reason the US can't actually "weaponize" the dollar the way people think—the system has become its own constraint. In my years of analyzing macro conditions alongside Bitcoin cycles, I've noticed that whenever Treasury dysfunction fears spike, it usually coincides with moments when Bitcoin's long-term value proposition becomes clearest to new investors. The more people understand that traditional financial leverage is illusory, the more they start thinking about what actually can't be printed or politically constrained—which changes how you approach accumulation strategy during these windows.
This gets at something fundamental: nation-states are trapped by the systems they've built. China can't dump treasuries without imploding its own dollar reserves and export-dependent economy. It's the same reason the US can't actually "weaponize" the dollar the way people think—the system has become its own constraint. In my years of analyzing macro conditions alongside Bitcoin cycles, I've noticed that whenever Treasury dysfunction fears spike, it usually coincides with moments when Bitcoin's long-term value proposition becomes clearest to new investors. The more people understand that traditional financial leverage is illusory, the more they start thinking about what actually can't be printed or politically constrained—which changes how you approach accumulation strategy during these windows.