Simply Bitcoin Did Trump Just Signal an $800 Trillion Rotation Into Bitcoin?! | Bitcoin Simply
Feb 23, 2026
Jordy Visser, macro analyst focused on deflation and scarce assets. He discusses deflation-driven capital flows and a proposed $800 trillion rotation into scarce assets. Short takes cover how bonds, housing, and monetary policy interact. The conversation centers on whether Bitcoin becomes the ultimate destination for that migrating wealth.
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How Tariffs Support U.S. Creditworthiness
- Tariff revenue functions like a form of national income that improves U.S. creditworthiness and stabilizes the bond market.
- Dante Cook explains tariffs reduce the deficit, making the U.S. more lendable to global debt holders and helping keep mortgage rates lower.
Weaken Dollar And Use Tariffs To Drive Investment
- The administration's strategy uses a weaker dollar and tariff income to attract investment back into the U.S. economy.
- Dante Cook links a weaker dollar plus tariff receipts to shifting investment flows and reducing reliance on older wealth holders.
Deflation Is Redirecting Capital To Scarce Assets
- Deflation from technological progress is displacing jobs while making goods cheaper, creating pressure to seek scarce assets.
- Dante Cook cites falling commodity prices like oil as an example of deflation pushing capital toward scarce stores of value.