Central Banks Unleash Coordinated Easing as Strategy Gets the Boot

Welcome to The Roundup!

This week's Bitcoin insights include 👇

• Politicians weaponize crypto as Newsom launches "Trump Corruption Coin"

• Strategy's S&P 500 rejection exposes institutional bias

• 9/10 central banks cut rates signaling likely liquidity wave ahead

Let’s hop on in!

1️⃣ Politicians Weaponize Crypto as Newsom Launches "Trump Corruption Coin"

The line between crypto and American politics officially disappeared this week as California Governor Gavin Newsom announced plans to launch "Trump Corruption Coin" as part of his ongoing campaign to troll President Trump's crypto-related ventures.

Speaking on the Pivot podcast, Newsom joked that his upcoming memecoin would perform better than Trump's Official Trump token ($TRUMP), saying "We're about to put a meme coin out and you know what, Donald Trump? We'll see how well your coin does versus our coin".

$Trump is down ~80% since its launch at the beginning of the year (chart below).

This isn't just political theater though but rather a true watershed moment as crypto continues to dominate US political headlines.

Just yesterday, Putin's advisor Anton Kobyakov claimed the US is using crypto markets to address its $35 trillion debt, alleging America will "drive debt into a crypto cloud, devalue it, and start from scratch."

Newsom called Trump "one of the great grifters of our time" while positioning his own coin as political satire funded by "Campaign for Democracy" proceeds. The irony is breathtaking as politicians on both sides are now competing to see who can grift harder in an industry that’s supposedly built on eliminating trust in third parties.

What’s the impact of this on me? When governors launch meme coins to mock presidents, and foreign advisors accuse America of using stablecoins to reset global finance, we're witnessing crypto's complete integration into geopolitical strategy.

2️⃣ Saylor Gets Rejected and Is Now Down for the Year

Michael Saylor's Strategy was snubbed from S&P 500 inclusion on Friday despite meeting all criteria, with the stock falling nearly 3% after hours while Robinhood unexpectedly secured a spot in the index, exposing traditional finance's deep discomfort with Bitcoin-centric business models.

But here's the uncomfortable truth for Saylor: when measured in Bitcoin terms, Strategy is actually down for the year. MSTR dropped from 0.003057 BTC per share at the beginning of 2025 to 0.003035 BTC as of Friday (chart below) proving that even the world's most aggressive Bitcoin accumulator failed to beat its own treasury asset (BTC).

Rather than acknowledge this Bitcoin underperformance, Saylor responded by sharing infographics showing MSTR has surged 92% while the S&P 500 gained only 14%, conveniently avoiding the Bitcoin-denominated metrics that matter most for a "Bitcoin standard" company.

Despite Strategy posting $14 billion in operating income and $10 billion in net income for Q2 2025 (figures that easily met all S&P requirements) the committee likely viewed its Bitcoin-dependent earnings as too volatile.

Bloomberg ETF strategist Eric Balchunas called out the "secret committee" behind the decision, questioning why MSTR was passed over despite meeting eligibility requirements. The discretionary rejection highlights institutional gatekeeping at its finest.

Why does this matter? The year to date Bitcoin-denominated underperformance of MSTR exposes the limits of leveraged Bitcoin strategies. When even the most sophisticated Bitcoin treasury company can't beat Bitcoin itself, it validates the simple strategy of just buying and holding Bitcoin directly.

3️⃣ 90% of Central Banks Cut Rates Signaling Massive Liquidity Wave

A stunning 90% of global central banks are now cutting interest rates according to the latest GMI Composite US Sentiment Index data. This level was not seen since the 2008 financial crisis and typically acts as a powerful leading indicator for asset price rises.

Historical analysis shows this global monetary easing leads US sentiment by approximately 9 months, suggesting American markets and risk assets are positioned for significant upward trajectory through mid-2026.

The Federal Reserve's anticipated September 17th rate cut represents just the beginning of a synchronized global easing cycle. With 90% central bank participation, we're witnessing the most coordinated monetary stimulus since the 2020 pandemic response.

Bitcoin historically thrives during these global liquidity cycles. The 2019-2021 period saw coordinated rate cuts precede Bitcoin's rally from $3,200 to $69,000. Similarly, the 2008-2010 quantitative easing era laid the foundation for Bitcoin's early adoption as a hedge against currency debasement.

Smart money recognizes that this significant central bank coordination doesn't happen accidentally. It signals deep structural weaknesses requiring massive money printing.

For high-net-worth investors, this setup presents asymmetric opportunity. While traditional portfolios benefit from lower rates initially, the inevitable currency debasement makes an allocation towards Bitcoin essential.

🎯 The Final Word

This week exposed the perfect storm brewing for Bitcoin: 90% of central banks coordinate the largest monetary easing cycle since 2008, while traditional finance gatekeepers desperately resist Bitcoin's institutional integration through S&P 500 rejections.

The macro setup couldn't be clearer. When global monetary authorities simultaneously debase currencies and politicians weaponize crypto for theater, Bitcoin's value proposition as neutral, mathematically-governed money becomes undeniable.

The Rhino Bitcoin Team

P.S. While politicians launch memecoins and committees gatekeep equity inclusions, we haven't given up on sound money.

Get started today with industry-low fees here (for iOS) or here (for Android).

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