Global military spending is about to explode â and hard-money assets are back in the spotlight.
What to know:
NATO pushed from 2% â 5% GDP defense spending
Massive global borrowing = higher bond yields + higher inflation
Rate cuts may stay weak even if the Fed trims 25 bps next week
The White Houseâs new National Security Strategyâsigned by President Donald Trumpâsignals a global fiscal blast. With NATO, Japan, and South Korea urged to boost defense spending, governments will need huge borrowing, keeping yields elevated and inflation sticky.
đ„ And hereâs where Bitcoin steps back into the narrative.
Gold is already up 60% YTD, thriving in an inflation-heavy world. But $BTC â often marketed as digital gold â is still down ~5% this year. If global borrowing + high yields continue, investors may rotate back into $BTC Bitcoin as a hard-money hedge, especially as traditional safe havens get crowded.
Less migration means sticky wages â more inflation â stronger case for scarce assets.
In a world gearing up for massive fiscal expansion, $BTC Bitcoinâs âlimited supplyâ pitch becomes harder to ignore.
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