@LukeGromen How would you think through capital allocation and first time homebuying in this environment?
Ie homes getting cheaper in btc or gold terms but also fiat mortgage will be inflated away.
@LukeGromen how would you think through first time homebuyers in this environment. On the one hand, levering up for a house in this inflationary environment makes a lot of sense, but on the other side said real estate is getting a lot cheaper in gold and btc terms.
The new geopolitical battleground isnโt fought with tanks yet, itโs fought with rare earths and gold.
Hereโs how global power is quietly shifting through supply chains and commodities ๐งต
So, in response, the US is scrambling to strike new trade deals with Australia and Argentina to secure access to critical metals (+ to support currency).
Meanwhile, the BRICS are chipping away at USD hegemony.
US Treasuries are losing power and gold is back (didn't leave)