26 Comments
User's avatar
Junaid Ackroyd's avatar

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

Jai Hamid's avatar

Your essays have singlehandedly increased my IQ 🤣

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.

Cipher's avatar

I can read this all day

Mark Wiltshire's avatar

WAR Boom Boom….what is it good for?

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.

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.

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 ?

Triplefat's avatar

Single handedly just made sense of the last 8 month of political chaos

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

Montana ike's avatar

In da clerb!!!!! LG!!!!!!!

Stephen's avatar

Engaging, insightful, and fun read.

Thanks Arthur!