Brothers, pay attention! The Chairman of the White House Council of Economic Advisers, Hassett, has just broken with convention by publicly predicting that the Fed may cut interest rates at its next meeting. Keep in mind, the White House has always remained silent on monetary policy—this direct statement sends an extraordinary signal.

Why do we say this rate cut is almost being "forced"? Just look at the current reality:

The debt ledger is almost impossible to turn anymore. U.S. national debt has surpassed $30 trillion, with $1.2 trillion paid in interest every year. It's like credit card debt snowballing—the higher the interest rates, the bigger the hole. Keep rates high? The government finances really can't take it.

Even more critical is that liquidity is tightening. The latest data shows that banks' reserve balances at the Fed evaporated by $38.3 billion in just one week. Money in the market is becoming increasingly scarce—the warning light is already on.

On one side is the suffocating debt burden; on the other, a rapidly drying-up pool of funds. Cutting interest rates has shifted from being an option to a necessary move—it's a pragmatic step to relieve systemic pressure and avoid greater risks.

So what does this mean for us ordinary people and for the markets?

Once the expectation of a rate cut is realized, the global liquidity tap could be turned back on. History has shown time and again that when there's more water, the boats rise. When the Fed shifts to an easing policy, it often reignites interest in risk assets. Where will the funds looking for higher returns flow? Assets like Bitcoin, dubbed "digital gold" by Michael Saylor, are very likely to come back into the spotlight.

The wind has changed direction. What we should focus on is not whether there will be a rate cut, but when it will happen.