Geopolitical Shift - The US National Defense Strategy is reportedly shifting away from China, focusing on homeland security and border enforcement [1] - This shift is attributed to the US military's reliance on Chinese production, making direct confrontation difficult [2] - The perceived defeat of NATO in Ukraine and the burden of prolonged wars have also contributed to this strategic change [3] - The US is expected to close many of its approximately 750 military bases globally due to this pullback and international retaliation for trade wars, drawing parallels to the Soviet wind-down after 1991 [4] Global Power Dynamics - The US pullback could lead to a power vacuum, potentially filled by China, which is described as a self-interested ethnostate with significant military capabilities [5][6] - China's current rhetoric of win/win cooperation may be temporary, as its physical power could become a temptation for coercion [5] Strategic Response - An asymmetric strategy, leveraging the Internet's economic scale, is suggested to balance China's physical power [7]

Investment Strategy - A barbell strategy involves investing in crypto and tech, holding Bitcoin as hard assets, and keeping fiat for working assets [1] - Fiat currency is primarily used for optimizing the lack of downside rather than upside potential, unless one is a forex trader [1] Currency Strength - The currency is considered one of the strongest [1]

Currency Preference - AED (阿联酋迪拉姆) 和 SGD (新加坡元) 相对于 USD (美元) 以及其他受美联储控制的货币 (如 CAD 加元, GBP 英镑, EUR 欧元, JPY 日元) 更不容易被扣押、冻结或干预 [1] Economic Commentary - 报告暗示“帝国”已经衰落，对美元的汇款税可能只是一个开始 [1]

Yes, watch the video. I mention that AED is currently pegged to the dollar and the SGD is soft pegged.But because they run on their own rails, both the United Arab Emirates and Singapore can change that peg if they see fit.https://t.co/MaJX7Q7rSQOlivier Roland - Disruptive Horizons (@DisruptiveHoriz):@balajis AED is pegged to the dollar ...

Currency Recommendation - The analysis suggests that if holding fiat currency is necessary, the United Arab Emirates dirham (AED) and the Singapore dollar (SGD) are potentially the best options [1] - Both AED and SGD operate on their own sovereign rails and are capable of handling significant capital flows [1] - These currencies are designed to cater to a global audience [1]

Central Bank Sentiment Shift - Central bankers worldwide have shown a significant shift in sentiment away from the dollar and towards gold over the last five years [1] - Central banks are considered "last movers" but also "big movers" in the market [1]

Central bankers expect to buy more gold. https://t.co/9geR4rchm5 ...

"Abolish the trade" is about as crazy as "abolish the police", but I guess we are in the time of crazy now.Zane Hengsperger (@zanehengsperger):The premium on domestic metals will continue to surge amidst tariffs. Demand super high locally, mill lead time rising, and increasingly hard to get hands on cheaper materials. We are nearly 50% above global prices.Tariffs without supply chain is just a tax on the US https://t.co/zi8X0Sgbrm ...

When fiat is inflated it slowly goes to zero.When it is frozen it temporarily goes to zero.And when it is seized it instantly goes to zero.But hard money cannot be inflated, frozen, or seized. ...

DECOUPLING FROM DOLLARSThe US sends India billions in printed dollars for valuable goods. This is actually the US government ripping off India, like it does Vietnam, and everyone else, including its own citizens...not vice versa.To be precise: last year India exported $87B of valuable goods to the US for $42B of goods plus $45B worth of increasingly worthless dollars:That difference of $45B was, effectively, made up by money printing, which the Fed does at will:The current administration incorrectly thinks ...