Money’s Falling from the Sky...and Crypto’s Catching It
After month of hesitation, market optimism is starting to return.
And this time, the reason isn’t on the charts—it’s in the mailboxes of millions of Americans.
Macro 🌎
The word of the week? Stimmy checks.
President Trump announced a so-called “tariff dividend”—direct payments of at least $2,000 to every American.
An estimated 85% of adults are expected to receive them, which means over $400 billion of fresh money entering circulation.
The catch? So far, U.S. tariffs have brought in around $224.7 billion.
So the math looks a bit… stretchy. But if people really receive those $2,000, how many will care where the money came from?
Historically, the combo of government stimulus + low rates = rising asset prices.
Think back to 2020–2021—equities and crypto ripped higher while the checks were flowing.
The risk is obvious though: more money in circulation usually means higher inflation.
And right now the Federal Reserve is trying to balance two problems:
- Inflation, fought with higher rates (which cools markets);
- Unemployment, fought with lower rates (which helps markets).
For now, unemployment is seen as the bigger risk, which is why we’re seeing recent rate cuts.
But if inflation reaccelerates, the Fed could change course quickly.
Government 🏛️
After a full 40 days of shutdown (the longest in U.S. history), the Senate finally opened a path to reopening the government.
According to prediction platform Polymarket, this could happen as soon as this Thursday.
What does that mean?
The Treasury will be able to start using roughly $1 trillion accumulated in the Treasury General Account—the government’s checking account.
In plain English: more liquidity in the economy = more capital in markets.
And that sounds pretty… bullish.
Corporate earnings 💰
We’re watching two key reports this week:
- Circle — the issuer of USDC
- Bitfarms — one of the leading Bitcoin miners
Their results will offer a snapshot of crypto’s health—both for stablecoins and for miners, who feel market volatility directly.
Charts
Bitcoin remains the thermometer for the entire crypto market.
A key indicator right now is the 50-week simple moving average (50W SMA).
Historically, when BTC holds above the 50W SMA, it signals a steady bull trend.
A series of closes below it usually signals the end of the cycle.
The good news?
Bitcoin closed above the 50W SMA this Sunday.
What’s next?
Stimulus, low rates, and government funding… a combo that rarely goes unanswered.
In the short term, this could give crypto assets a fresh impulse.
In the long term, the question remains: how long can the economy run on this kind of “financial caffeine”?
Economic cycles come and go, but one thing is certain—when money starts flowing, Bitcoin and crypto wake up first.
If you don’t want to miss key moments—from market moves to new regulations and strategy—join Altcoins.bg’s Telegram group.
There you’ll find expert commentary, timely news, and a community that tracks the market in real time.
🔗 Join the group and stay one step ahead.
