DOGE Fights Inflation better than BTC

When you actually stop and think about it, DOGE actually does more to fight inflation than Bitcoin...

Since the creation of the Department of Government of Efficiency, Elon Musk and Vivek are planning on slashing government spending up to $2T per year (our current deficit is $2T per year) because our national debt is now $36T with our interest now exceeding our defense spending.

Market Mechanics

Narratives drive emotion which drive action and in this case, liquidity and then price action. (still writing up Degenomiks...).

DOGE is one of the biggest trends on earth, it eclipses BTC on certain days and has actually transcended MAGA. One might dismiss this to the Department of Government Efficiency being different from DOGE the coin, but I see this as free advertising for DOGE (the coin).

As DOGEgov literally clears the government deficit of excess spending (hopefully more), they will release content on X (now the #1 news source), amplified by the US government (#1 Superpower), and Elon Musk (#1 influencer on X). This is a nuclear bomb of content supporting the DOGE movement and it is just getting warmed up.

As DOGE the narrative trends it will inevitably drive attention to DOGECOIN. DOGECoin is already the 6th largest cryptocurrency by market cap. If you stop and think about it, this meme coin has beat out nearly every other cryptocurrency ever created even with its historic crash. It is one 50% pump from flipping Binance and an 80% pump from flipping Solana. In a previous post, I talk about how when DOGE breaks a ceiling, the narrative changes and its extra drama and speculation seem to accelerate its price action.

DOGE May Be the Only Crypto that Matters

I’m going to start this post with the warning that this is a thoughtful, but definitely crazy thesis. I’d give it a 10% odds, but it’s worth articulating and writing up. Donald Trump has just been elected, with an extremely pro-crypto Administration. Elon Musk bet big and won bigger (see

Bennett J. LeeBennett Lee

The Chain Reaction

There is a vicious cycle of DOGE the government agency clearing efficiency, driving attention to DOGE the coin, and then DOGE the coin beating BTC and backing the dollar.

Eventually DOGE, will be a mantra for keeping government spending in check, while its constant activity reenforce the price of this speculative asset (a near clone of BTC) that also functions as "branded digital gold". DOGE even has some ironically better features technically than BTC as Elon Musk explains in the video below:

Conclusion

This is still very early, but with the recent Trump Administration winning and Elon Musk's creation of the Department of Government Efficiency, there are innate market mechanisms at play right now that could send DOGE thermonuclear.

Is this guaranteed? No

Will DOGE have its crashes? Yes

What's the take away? We need to entertain the idea that this bullrun has different initial conditions than the prior and at least factor in the well-reasoned possibility that DOGE is the fastest growing asset on earth and at the rate its going could eclipse every other cryptocurrency and any other asset. ETH and L2's are not experiencing the same visceral price action and if one blindly follows the same cycle rules as previous bull runs without a quick thought, your crypto strategy might be completely disrupted by this new, very grounded trend.