24 Comments
User's avatar
Junaid Ackroyd's avatar

Amazing read as always. The best macro analyst on the planet imo.

Expand full comment
Jai Hamid's avatar

Your essays have singlehandedly increased my IQ 🤣

Expand full comment
Donteo's avatar

I am hold your's and Acid Capitalist thesis in my mind . Acid something like gutting the Eurodollar as credit creation, swivel usdt..

BTC calateral, pump up the Chinese Yaun or depeg...break the current model.

You both seem to believe China is the pivot point also , BTC as calateral.usdt as a what ?

Where I live at times it'd be nice to have a submachine gun in house, but you'd never want to use it.

In any case, long BTC.

If U look at actions admin Trump are heavy long BTC, pushing out usdt/USDc ..so if U want the wind at your back seems pretty obvious.

Expand full comment
Cipher's avatar

I can read this all day

Expand full comment
Mark Wiltshire's avatar

WAR Boom Boom….what is it good for?

Expand full comment
Jay's avatar

Always love when these hit my inbox. But my question is: are these financials things being coordinated like this at the top with this type of precision or are you just able to dissect complex topics into very easy to understand essays? Doesn’t seem like Trump would understand the need to create a bubble that helps the young. I feel he sees the opportunity to enrich himself and his family rather unregulated

Expand full comment
Jamen Mendes's avatar

Love your work

Expand full comment
Anand Peter's avatar

Perfect analogy!

Expand full comment
Churchill85's avatar

Hello Arthur, Thank you for the time you placed on this.

Just to Let you know you helping some nice and common guys break throught the nightmare that is coming.

Respect brother.

Expand full comment
now's avatar

I suspect one adoption is far and wide, the stroke of a pen could make JPMD as good as Fed USD for debt settlement.

Thereby allowing the treasury (+ banks) to settle LT debt by issuing bills.

Pay paper with cheaper paper.

Yachtzee!, indeed.

Expand full comment
goldmantracks's avatar

AH is a 1 of 1

Expand full comment
misterkel's avatar

What is PUMP?

Why would it moonshot?

Expand full comment
Jose's avatar

wow, gold!

Expand full comment
Asad's avatar

سلام اگه امکان ترجمه به فارسی هست؟

Expand full comment
BlingBling's avatar

excellent analysis

Expand full comment
Olivier Roland's avatar

Si if crypto is a “safe” asset to bubble, it is still a bubble and it’s going to deflate big time at some point, right ?

Expand full comment