The current administration keeps pushing the economic success narrative while opponents hammer on affordability concerns. Classic political theater, but here's what matters for markets: policy certainty drives capital flows. When leadership touts GDP wins and job numbers, institutional money watches inflation data and real purchasing power instead. Democrats frame it as a cost-of-living crisis. Who's right? Probably both, depending on which metrics you cherry-pick. For crypto and risk assets, the real question isn't the spin—it's whether rate policies stay predictable or if we're heading into another volatility cycle.