There’s been a lot of buzz in the community lately—word is that someone wants to shake up the Fed’s leadership? If Powell really gets replaced and the successor is an insider, this wouldn’t be just an ordinary personnel change. It could be a major move that shakes up over 70 years of central bank independence.

Why would they do this? The logic is actually pretty straightforward:

**First, tariff policies need to be coordinated.** If high tariffs are imposed, the economy could take a hit. Cutting rates and injecting liquidity would then become a way to offset the impact—it’s a balancing act of tightening with one hand and loosening with the other.

**Second, the debt burden is huge.** With $38 trillion in national debt, just paying the interest is already tough. Lowering rates is a disguised way to ease the burden, directly reducing the cost of repayment.

**Third, the allure of centralized power.** If control over the money printer becomes more obedient, policy coordination would be much smoother. This logic isn’t hard to understand.

If this really happens, the impact won’t just be within the US. With the dollar as the global reserve currency, if its credibility starts to crack, where will the capital flow? That’s a question worth pondering.

The traditional logic for safe-haven asset allocation might need to be reconsidered. Will Bitcoin’s “digital gold” narrative be reinforced by problems with fiat credibility? This goes beyond normal cyclical fluctuations—it’s more like a deep game of trust in the monetary system.

Besides mainstream assets like BTC and ETH, what other sectors do you think could hide opportunities in such a macro shift?