How the west can relign and counter the east, quick🧵
China coerced Western countries Canada, Australia, New Zealand and Brazil ect into it's sphere of influence by incredibly large scale infrastructure projects making these countries dependent on China..
@chrismartenson@ErikSTownsend you should put Chris back on Macro Voices, the 2020 podcast was very prescient at the time i would be very interested in he's take on Hormuz.
@TaviCosta Listening to the CEO of Tether on why they were heavily investing in gold and if they had a gold price forecast was interesting.
"I do, but if i told you, you would think I'm crazy"
Makes me wonder if the 75k target is what they think as well.
@RonStoeferle All these analysts always miss intentionally the biggest elephants, this thesis doesn't touch unfunded liabilitys worth more than 140T that is front and centre 2030-2032.
@steve5913@CryptosBatman The big players buy from dark money pools not from exchanges the transfers happens off-line, I think that the accumulation over the past few months is far greater than the chart suggests.
Prices boom when the "dumb money" rushes to buy on exchange, the catalyst will be clarity.
@LukeGromen Hey Luke, I have heard Brett's thesis RE stable coins global re-dollarisation and would be interested to know what your thoughts are, if you have any.
Thanks.
@LukeGromen I wonder how the recently announced critical minerals floor pricing would affect this dynamic, Japan imports everything i wonder if it's a stealthy way to help fix pricing and thus steady inflation?
@RennickGBR Pay close attention to the clarity act it will decide the economic fate of the Western system, the recent genius act has already paved the way for a semi return to the gold standard with stable coin issuer's being 40% backed by gold.