Igor's call, in full

As America drags a national debt past $35 trillion, with interest ballooning into a stealth tax, I forecast Washington's counter is rails, not restraint. Dollar stablecoins push greenbacks over crypto pipes, 24/7 and programmable, while spot Bitcoin ETFs pull BTC into regulated channels. Tokenized dollars and T-bills become a tool of monetary strategy: a way to keep global demand for the dollar alive by making it move at internet speed, even as the debt pile grows. The stablecoin story is really a US-debt story wearing a fintech costume. Watch the tokenized dollar, and you are watching how Washington plans to carry $35 trillion-plus.

Adjacent calls

Quantum computing in 2030 is the $1 trillion disruption nobody is pricing. The same engine that simulates a cancer cure picks the lock on every bank, wallet, and secret.Early callBanks lend against fractional basquiats and picassos the way they lend against real estate. Tokenized art-backed lending becomes a $5 billion-plus slice of private credit by 2030.Early callSpace is not a sector, it is the next industrial economy, worth more than $5 trillion by 2050, with space mining alone running toward $100 trillion.On track

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