S&P 500 to Bonds Ratio
60/40 Portfolio
Market Cap vs Equal Weight
US Stocks vs World
Emerging vs Developed Markets
S&P 500 PE Ratios
IGV vs BTC Price
Financial Stress Index vs Bitcoin
S&P500 vs Bitcoin - YoY
Stocks vs Gold and Silver
Exchange Balances vs Bitcoin
Fed Debt vs Bitcoin
US Debt/GDP Ratio vs Bitcoin
US Interest Payments vs Bitcoin
High Yield Credit - Bitcoin Halving Cycles
10Y and 2Y Treasury Yields vs Bitcoin
Gold vs Real 10-Year Yields
Fed Balance Sheet vs Bitcoin
US M1 vs Bitcoin
Fed Debt vs Bitcoin

This chart compares the total US federal debt (in trillions of dollars) with Bitcoin's price, allowing you to visualize how Bitcoin performs during periods of rising government debt. The chart uses separate axes to account for the different scale of these measurements while preserving the ability to observe correlations.

Interpretation

Note the accelerated federal debt growth during major crises: the 2008 financial crisis, and especially the COVID-19 pandemic when debt increased dramatically in just 18 months. Bitcoin's strongest bull markets (2017, 2021) have occurred during periods of rapid debt expansion. The psychological threshold of federal debt exceeding $30 trillion in early 2022 coincided with the beginning of Bitcoin's bear market, though this was more likely related to the Fed's tightening policy in response to inflation than the debt milestone itself.

Key Insights

  • The substantial debt increase during the COVID-19 pandemic (2020-2021) coincided with Bitcoin's rise from $5,000 to $69,000
  • Bitcoin's 2017 bull run occurred as debt passed $20 trillion during the Trump administration's tax cuts
  • Debt ceiling crises (like those in 2011, 2013, and 2023) have seen mixed Bitcoin responses depending on prevailing market conditions
  • The doubling of US federal debt between 2008-2016 covers the period of Bitcoin's early development and first major price cycles

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