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Stablecoin and US Budget Financing – Update & Scenarios.

Strategy Report ·David Roche ·02 Jul 2026

Stablecoin and US Budget Financing – Update & Scenarios. On current trends, marginal stablecoin supply appears to be funding about 15% of U.S. Treasury bill issuance in 2026. If stablecoin market capitalisation rises from US$323bn to US$400bn this year, stablecoins would fu…

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Egonomics - The Resilience of Trump's Alternative Economy

Strategy Report ·David Roche ·25 Sep 2025

Egonomics - The Resilience of Trump's Alternative Economy. Investment Conclusion The resilience of the Trump Administration’s economic policies is greater than I thought. There has been success in creating an alternative economic framework driven by the President…

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