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X @Easy
Easy· 2025-08-07 23:12
I hate that I feel like I’m one of the only people talking about the dollar decreasing :///And that being a clear sign the coins are gonna go higher….Don’t over complicate it.Dollar looks like hot dog water,Therefore it’s less valuableTherefor our digital currencies are more valuable ...
Why Did The Dollar Just Hit A 50-Year Low? - Chamath Palihapitiya
All-In Podcast· 2025-07-10 15:01
Dollar Devaluation & Asset Prices - The dollar has devalued 50% over the last 35-40 years, a trend expected to continue unless there's a complete collapse in the currency [1][2] - Asset prices in the US are increasing faster than the dollar devalues, making dollar-denominated assets desirable globally [2][3] - Until the US runs surpluses or eliminates its debt, there will be a reason to be short the dollar, but demand for dollar-denominated assets will likely continue [4] - Dollar devaluation is a long-term phenomenon that has existed for 50+ years, acting as a drag that can be overcome by the increase in asset values [12] US Economic Strength & Investment - American ingenuity and supremacy, particularly in AI, will continue to drive demand for American assets [14] - Betting against the United States in the long run is generally a losing proposition [15] - The key boundary condition for US economic strength is the quality of human capital and its ability to innovate [17] - Significant investment in data centers, AI, and nuclear power plants indicates ongoing American exceptionalism [22] Foreign Holdings of US Treasuries - Foreign holdings of US Treasuries have declined from 34% in the last 10 years [18] - Decreased foreign holdings of US Treasuries suggest that foreign governments and central banks have less influence on American fiscal and monetary policy [19]
X @Easy
Easy· 2025-06-26 13:33
Holy shit the dollar is speed running to 0.If we actually get 7 rate cuts, this thing will be like 85 if we're lucky. https://t.co/Hh3KypOkfJ ...