When Jamie Dimon speaks, the world listens — even if we don’t like the guy.
The billionaire CEO of JPMorgan has made it very clear:
He hates Bitcoin.
He’s trashed it publicly more times than we can count.
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And yet…
he may have just lit the fuse on the next bull run.
That’s the word he used.
Kurfuffle.
Not exactly a term you expect from one of the most powerful bankers on Earth.
But Jamie isn’t talking about something cute and clumsy. He’s hinting at a major breakdown in the U.S. Treasury market — the most important market on the planet.
And if he’s right, the Federal Reserve will have no choice but to step in.
U.S. Treasuries are considered the safest investment in the world.
They’re IOUs from Uncle Sam.
The government issues them.
Banks buy them.
You and I end up holding the bag.
But here’s where things get messy.
Banks like JPMorgan are forced to hold a certain ratio between the money they own (called Tier 1 capital) and their total assets — including Treasuries.
It’s called the Supplementary Leverage Ratio (SLR).
And it’s meant to prevent banks from getting overleveraged.
Even “safe” assets like Treasuries count against them.
If a bank buys too many Treasuries?
Its SLR drops too low, and regulators crack the whip.
That means banks stop buying.
And when banks stop buying…
the entire Treasury market could seize up.
Jamie Dimon thinks this kurfuffle is coming.
And when it does, the Fed will be forced to act.
Their move?
An SLR exemption.
That means banks can ignore Treasuries when calculating their SLR.
Suddenly, their balance sheets look healthier.
And boom — they can start buying again.
Crisis averted.
This already happened once.
Back in 2020, during the COVID crash, the Fed used the same play to keep the system from falling apart.
And if history rhymes?
Bitcoin is about to pop.
When the Fed eases up and lets banks breathe, two major things happen:
- Liquidity floods the market.
Banks start buying Treasuries again.
They lend more.
They take on riskier assets.
Money flows everywhere. - Dollar strength takes a hit.
More Treasuries = lower yields.
Lower yields = weaker dollar.
And a weaker dollar?
That’s rocket fuel for Bitcoin.
We’ve seen it before.
In 2020, the Fed printed trillions.
Dollar index (DXY) plummeted.
Bitcoin went vertical.
Now imagine that…
but with ETFs, BlackRock, and institutional FOMO already in the mix.
Let’s connect the dots:
- Banks stop buying Treasuries → Treasury market freezes
- Fed panics → Grants SLR exemption
- Banks resume buying → Liquidity surges
- Yields drop → DXY falls
- Dollar weakens → Bitcoin strengthens
- Risk-on sentiment returns → Bitcoin melts faces
It’s not just hopium.
It’s liquidity math.
And the Fed might have no other choice.
Let’s be clear:
Jamie Dimon isn’t saying this to help Bitcoin.
In fact, he probably hates that this helps Bitcoin.
But billionaires like him don’t drop hints for fun.
They have armies of researchers, access to classified-level financial data, and know what’s coming before we do.
So when he says the Fed will need to intervene?
You better believe it’s a very real possibility.
And when the Fed starts printing — or easing, or backstopping anything — Bitcoin becomes the escape hatch.
