Market Trends & Investment Opportunities - Ken Griffin of Citadel points out substantial asset inflation away from the dollar, driven by investors seeking to de-dollarize or de-risk portfolios due to concerns about US sovereign risk [1] - Erosion of trust in US institutions (government, news, central bank) is a key driver for capital flight [2][3] - Crypto market experienced $6 billion of inflows last week, marking a new weekly all-time high [3] - The $6 billion inflow into crypto serves as a warning signal, indicating that big money is moving due to fraying confidence in the global financial system [4] Macroeconomic Factors & Potential Risks - The report suggests that the US might attempt to grow out of debt through debasement [2] - Shutdowns highlight the erosion of trust in US institutions, with Bitcoin seen as a pressure valve [2] - The next decade will be defined by the trend of capital moving away from traditional financial systems due to a breach of trust [4]

Gold is at record highs and the appreciation in other dollar substitutes, to use that word loosely in items like crypto, for example, is unbelievable. So we're seeing substantial asset inflation away from the dollar as people are looking for ways to effectively de-dollarize or de-risk their portfolios vis-à-vis US sovereign risk. Are you really seeing that.Just check the price of gold. I mean, I don't have to look very hard. It's a life of its own, gold.No. But it's a life of its own, as you see sovereigns ...