Treasury's Bessent Signals 'Substantial Disinflation' Ahead — and the Crypto Setup Is Already Forming!

Treasury Secretary Scott Bessent went on national television and used a word that doesn't come casually from someone in his position: 'substantial' disinflation. His message was direct — one or two more hot inflation prints are coming, but they're a supply-shock artifact of the Middle East conflict, not a structural reset. Core inflation was already trending down before the war started, and energy prices, the real driver, are already rolling over from their recent highs.

The macro scaffolding matters here. Kevin Warsh is now confirmed as Fed chair, and his publicly stated playbook points to the 1990s — a decade of healthy growth driven by productivity innovation, not money printing. Warsh's variable for this cycle is AI, which he argues can hold prices down while the economy expands, creating room for rate cuts without the inflationary side effects markets are currently pricing…