Market Trends & Investment Opportunities - The most persistent and robust trend is the anti-fiat currency movement, driven by a lack of trust in governments' ability to curtail spending [2] - Investors are turning to non-fiat instruments like crypto (particularly Bitcoin), gold, and silver [3][4] - Younger generations with different preference profiles are contributing to a massive wealth redistribution and favoring crypto and Bitcoin [3][4] - The debasement trade is facilitated by low yields, not requiring higher yields [7][8] - The growth in stablecoins represents a form of dollarization within the crypto space [11] - The most persistent trend remains debasement and a move away from fiat currencies in search of alternatives [13] Currency & Economic Factors - The dollar's drop in the first half of 2025 is largely an unwinding of the rally seen in 2024 [9] - The dollar experienced overwhelming flows during the decade of US exceptionalism, and the recent adjustment is a natural unwinding [9][10] - While some further dollarization may occur, underlying forces are pushing the reallocation of assets [13] - Investor revolt is visible in the back end of yield curves, particularly in the UK and France, where investors are unwilling to hold long positions despite rising yields [8]

Can stablecoins draw $1T+ from emerging market banks by 2027???Stablecoin adoption in developing economies expected to surge from ~$170B to $1.2T by 2028.Why?People want out of their failing home country fiat currency into the strong USD. While new crypto regulations have tightened the rules for compliant stablecoin issuers from passing on yields from US treasuries, there is still a massive demand for storing wealth.When I was in Argentina in April 2023, the USD/peso ratio was 1/300.Fast forward to today, i ...

Global Monetary Policy - Major countries are poised to inject massive liquidity into the market [1] - China is printing trillions (推测为万亿元人民币级别) [1] - Japan's new PM shares a pro-stimulus stance with Trump [1] Investment Strategy - The industry suggests a bearish outlook on "fiat" currencies [1] - The industry suggests a bullish outlook on crypto assets [1]

Cryptocurrency - Bitcoin's scarcity contrasts with fiat currency's potential for unlimited printing [1] - The tweet highlights a fundamental difference between Bitcoin and traditional financial systems [1]

Market Sentiment - Bullish outlook on Bitcoin, anticipating upward price movement [1] - Expectation of significant losses for those holding short positions (bears) [1] - Strong belief in the decline of fiat currencies [1] Cryptocurrency Focus - Primary focus on Bitcoin as the leading cryptocurrency [1] - Advocacy for Bitcoin accumulation [1]

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]

Financial Analysis - Profit increase is observed [1] - The US government is printing billions of fiat currency [1] - Fiat currency is distributed to "allies" [1] Geopolitical & Economic Impact - "Allies" utilize the funds to advance their agendas [1] - Funds are directed towards various sectors including porn and gambling [1] - Significant funding is allocated to a specific actor [1] - The actor is then used for marketing purposes [1]

What comes after fiat? ...

Market Sentiment & Cycle Analysis - The market expresses skepticism about the sustainability of the current cycle, suggesting it might be nearing its end [1] - The emergence of government-backed blockchain initiatives and cryptocurrencies is viewed as a potential shift towards crypto as a store of value (SoV) in a post-fiat environment [1] - Concerns are raised about projects with "predatory tokenomics," exemplified by WLFI, indicating late-stage cycle characteristics [1] Project Valuation & Risk - WLFI's pre-market Fully Diluted Valuation (FDV) is reported to be $30 billion, raising concerns about potential overvaluation [1] Comparative Analysis & Criticism - AAVE fork launched by the president is criticized for having a 700% higher value than the original coin, questioning the rationality of the market [1]

Financial Innovation & Market Transformation - JPMorgan is evolving into a tech stock [1] - Fundstrat highlights the potential rebirth of Wall Street [1] - The end of the gold standard in 1971 led to a boom in financial innovation [1] - Crypto and stablecoins may remove constraints of legacy rails, potentially leading to another boom in financial innovation around 2025 [1]