Things seem to be moving towards an imminent reopening of government agencies in the United States, currently paralyzed by a shutdown. This has given Donald Trump the opportunity to announce a $2,000 “dividend” payment to Americans with the lowest incomes.
Donald Trump promises a $2,000 “dividend” payment
President Donald Trump is currently facing a rise in power by the Democrats, as exemplified by the recent and highly publicized election of Zohran Mamdani as mayor of New York City. This is a complicated situation in the run-up to the midterm elections, scheduled for 2026. Could this be the reason for the sudden easing of the budget dispute that has pitted Republicans against Democrats for weeks, leading to the longest government shutdown in US history? In any case, Donald Trump has just announced the planned payment of a “dividend of at least $2,000 per person (not including high-income earners)” on the Truth Social network.
These funds would come directly from the billions of dollars generated by the US president’s customs policy, with the promise of then moving on to repaying his “enormous $37 trillion debt,” which has been rising rapidly in recent months.
We are now the richest and most respected country in the world, with near-zero inflation and a stock market at record highs. 401(k)s are at their highest. We are raking in trillions of dollars and will soon begin paying off our enormous $37 trillion debt. (…) A dividend of at least $2,000 per person (not including high-income earners) will be paid to everyone.
Donald Trump
“Own assets, or you’ll be left behind”
These statements were quickly qualified by Treasury Secretary Scott Bessent, who explained how this announced payment “could simply correspond to the tax cuts planned in the president’s program—no tax on tips, no tax on overtime, no tax on Social Security, and the deductibility of car loans.”
Despite everything, analysts are showing a certain optimism about this promise of liquidity. Indeed, the specialists at Kobeissi Letter estimate that these dividends “could affect more than 85% of American adults, with an estimated distribution of more than $400 billion.” All of this, combined with the end of a shutdown, has obvious upside potential, at least in the short term.
This context should increase investor appetite for risky assets, such as cryptocurrencies. This is a wise choice, according to analysts at Kobeissi Letter, as the dividends paid will not offset the effects of inflation in the long term, nor will they solve the debt problem, which “should remain the top priority.”
In the end, stimulus payments almost always end up becoming huge “unintended taxes.” In other words, you pay several times the value of your stimulus check in the form of inflation. Own assets, or you’ll be left behind.
Kobeissi Letter
