DOLLAR

The dollar milkshake theory is simple. Every country is printing money. But the dollar is the straw that sucks up global liquidity.

A strong dollar is the wrecking ball for the global financial system. And the wrecking ball is swinging.

Everyone thinks the dollar is going to crash. But when you owe trillions in dollar-denominated debt you need dollars. Demand is structural.

I own gold AND the dollar. Everyone says you cannot do both. I say you have to do both.

Everyone asks when the dollar will crash. The better question is when will the Fed have to choose between saving bonds and saving the dollar.

The dollar will collapse. Not because I say so, but because math says so. The debt is unsustainable.

USDC is not a bet against the dollar. It is the dollar running on a better protocol. America wins if this succeeds.