The observation:
President Trump is massively accumulating. Since August, he has purchased over 82 million dollars in bonds, bringing his total purchases in 2025 to over 185 million dollars through 690 transactions.
🔍 Zoom on the portfolio (Context is Key) :
Contrary to rumors, he is NOT buying US Treasury bonds (state debt). Here’s what he is actually accumulating:
✅ Corporate bonds Tech & Indus: Meta, Netflix, Intel, Boeing, Home Depot, T-Mobile.
✅ Municipal bonds: Local governments and school districts.
📉 The Macro-Economic Bet (Rate Cuts):
Why this move? Analysts see it as anticipation of rate cuts.
The mechanics are simple: When interest rates fall, the value of existing bonds rises. It’s a classic hedging and profit strategy.
🚨 Why is everyone talking about it?
Unprecedented: He is the first president since 1978 to trade actively during his term.
Conflicts of interest? He holds debt from companies directly impacted by his political decisions.
Market signal: Such allocation suggests he anticipates major economic changes.
💡 The potential impact on Crypto:
The timing is precise: start of purchases on January 21, 2025 (the day after the inauguration) and continue until November.
If institutional investors ("Smart Money") mimic this strategy in anticipation of rate cuts, it will alter global capital flows. Direct consequence: it could impact the liquidity available for risk assets, including the crypto market.
🎯 Verdict:
The information is LEGIT, but the nuance is crucial: these are corporate/municipal bonds, not government bonds.
DYOR (Do Your Own Research) before trading. This content is informative and does not constitute financial advice.
