美国要征"全球税"？普京顾问曝：稳定币让全世界扛37万亿债务压力

Core Viewpoint - The speech by Anton Kobyakov, a senior economic advisor to Putin, suggests that the U.S. is planning to devalue its $37 trillion national debt through cryptocurrencies and stablecoins, potentially shifting the burden onto global holders of U.S. dollars [3][11]. Group 1: U.S. Debt and Economic Strategy - Kobyakov claims that the U.S. aims to resolve the declining trust in the dollar, possibly at the expense of global interests, by integrating national debt into a "cryptocurrency cloud" system [3][8]. - The concept of "debt devaluation" is illustrated through a hypothetical scenario where the U.S. could print money to repay debts, effectively reducing the real value of the debt through inflation [4][6]. - Historical precedents show that the U.S. has previously used inflation as a strategy to manage high debt-to-GDP ratios, notably after World War II [6][8]. Group 2: Role of Stablecoins - Stablecoins are positioned as a means to distribute the burden of inflation globally, allowing the U.S. to issue debt without immediate domestic repercussions [8][10]. - The reliance on stablecoins faces challenges due to a global trust crisis in the dollar, with many countries accumulating gold and expressing skepticism towards stablecoins [10][11]. - The lack of a reliable auditing mechanism for stablecoins raises concerns about their backing and the potential for the U.S. to alter the rules governing them [10]. Group 3: Alternative Strategies - An alternative strategy proposed by Michael Saylor involves selling U.S. gold reserves to depress gold prices while investing heavily in Bitcoin to establish it as a global reserve asset [11]. - The U.S. government may indirectly support Bitcoin acquisition through private companies, allowing for a more politically palatable approach to managing its debt [11]. - Regardless of whether the U.S. pursues stablecoins or Bitcoin, the ultimate goal remains to shift the responsibility of its $37 trillion debt onto the global community, leading to significant wealth transfer and widening income inequality [11]. Group 4: Impact on Asset Holders - Inflation is expected to increase asset prices for those holding stocks, real estate, and gold, benefiting them financially [12]. - Conversely, ordinary workers and the middle class may see their purchasing power eroded by inflation, leading to a decline in living standards [12]. - Individuals are encouraged to adjust their financial strategies to protect their wealth by investing in inflation-resistant assets such as stocks, real estate, and gold [12].