Donald Trump wants interest rates at 1% given the CURRENT level of inflation and employment. With AI/ML further boosting productivity we could face deflation this year in the US which would create massive room for monetary expansion -with a new Fed Chair coming later this year.
What are your plays? I'm watching Circle (private money issuer, USDC) as it's almost a pure money supply growth play down 70% and forgotten after explosive IPO. This company could capture such monetary growth very efficiently given their business model.