🇺🇸 U.S. DEBT WILL REACH $64 TRILLION IN THE NEXT 10 YEARS.
Yes, You read that right.
According to the CBO, U.S. national debt is expected to rise from $39T in 2026 to $64T by 2036.
That’s a $25 TRILLION increase in just one decade.
To understand how big that is:
The government will be adding around $2.4T–$2.5T of new debt every single year, even if there is no recession, no war, and no emergency spending.
But What's causing this ?
FIRST: ANNUAL DEFICITS KEEP WIDENING
Every year, the U.S. government is expected to spend far more than it earns. That annual shortfall is projected to rise from about $1.9 trillion in 2026 to roughly $3.1 trillion by 2036.
SECOND: INTEREST COSTS ARE BECOMING ONE OF THE BIGGEST THREATS
Because rates are higher now, servicing old debt is getting expensive fast. Interest payments are projected to cross $1T per year immediately...
And move toward $2T+ annually within a decade. At that point, a huge portion of tax revenue goes just to paying interest on past borrowing.
THIRD: MOST FEDERAL SPENDING IS AUTOMATIC AND RUNS ON PRE SET PROGRAMS, NOT YEARLY DECISIONS.
Social Security, Medicare, and healthcare costs are rising automatically as the population ages. These programs make up the majority of spending growth and they’re politically very hard to cut.
FOURTH: DEBT VS GDP IS BREAKING RECORDS
Debt held by the public is projected to rise from:
• 101% of GDP in 2026 • To 120% by 2036
That would exceed the previous record set after World War II. But unlike the 1940s, this is happening during peacetime economic expansion, not after a global war.
And here’s the actual risk:
The U.S. is heading toward a situation where interest costs are rising faster than economic growth. When debt costs grow faster than the economy itself, the system starts compounding debt automatically.
At that point, debt stops being a policy choice and starts becoming a structural cycle.
More borrowing is needed just to fund existing obligations. More interest has to be paid on past interest. And deficits widen even if spending does not increase.
This is why projections showing $64 trillion in debt are not just long term estimates.
They signal a fiscal path where debt keeps accelerating faster than the economy that supports it.
Since Q4 2025, BTC has underperformed every major asset class. This has a lot to do with quantum computing concerns and lost coins.
Roughly 3.5–4 million BTC mined in Bitcoin’s early years are considered lost or permanently dormant today, nearly 18% of the total supply. These could potentially re-enter circulation one day.
With quantum computing advancing, older wallets (especially those with exposed public keys) are again being discussed as a long-term vulnerability.
Now compare that with institutional flows.
Since 2020, institutions, ETFs, and corporates have accumulated around 2.5–3 million BTC combined.
The amount institutions have absorbed is in the same range as the coins the market assumes are gone forever.
Even the possibility that part of this dormant supply could re-enter circulation changes forward supply expectations,and that matters for pricing.
If markets believe even a portion of the 3–4 million dormant BTC could return, they start discounting that supply today, which puts downward pressure on price.
But there’s another side.
On-chain data shows 13–14 million BTC have already moved in this cycle, the largest redistribution ever recorded.
Despite that massive sell-side liquidity, Bitcoin did not experience a structural crash. So when the market worries about a potential 3–4 million future overhang, it may be overstating the impact compared to what has already been absorbed.
There’s also a technical reality: quantum risk mainly applies to older wallets with exposed public keys, not the entire network.
Bitcoin is not static. Wallet formats evolve, security standards improve, and quantum-resistant cryptography is already being researched and discussed at the protocol level.
The market is currently balancing two narratives: a theoretical future supply shock versus a system that continues to harden over time.
This may be one key reason Bitcoin has lagged despite strong institutional demand and supportive global liquidity.
🇺🇸🇬🇧🇮🇷 Trump just publicly named the military bases he'd use to strike Iran and dragged the UK into it.
In a post directed at PM Starmer, Trump states that if Iran refuses a deal, the U.S. "may need to use Diego Garcia and the Airfield located in Fairford" to launch strikes against Iran.
He also warns that Iran could attack "the United Kingdom, as well as other friendly Countries."