The System Is Cracking... Crypto Might Be the Only Way Out

"So looking ahead, a few different scenarios could play out over the next 18 to 24 months. Scenario one is the soft landing... In the first and third scenario, the case for crypto strengthens. We're already seeing crypto rally in the Goldilock scenario, and the inflation scenario would take this rally into overdrive."

"According to the latest OECD data, G20 inflation is still running at 3.8% and won't drop to central bank targets until at least 2026."

"The Fed hiked rates from 0% to 5.5% in just 18 months, the fastest tightening cycle in 40 years."

"China now produces far more than its domestic market can absorb. They make 70% of the world's solar panels, 60% of its EVs, and 75% of batteries."

"First, climate flation. Inflation from changing weather. Droughts destroy crops. Floods wreck supply chains. Heat waves massacre livestock. And all of this causes food prices to moon."

"Second, greenflation. Inflation from the energy transition. Building renewable infrastructure requires massive amounts of copper, lithium, cobalt, and rare earths. Demand for these materials is exploding while supply remains constrained, making the path to net zero an inflationary one."

"Third, fossil flation. As investment in oil and gas declines, traditional energy supply becomes more constrained. Any geopolitical shock like Ukraine sends prices soaring because there's no spare capacity."

"If the dollar loses reserve currency status, then America loses its ability to export inflation. Import prices would sore, interest rates would spike, and the Fed would face an impossible choice between defending the currency or supporting the economy."

"The synchronized global economy of 2000 to 2020 is gone. We're entering an era of permanent fragmentation where every country and market follows its own path placing immense stress on the existing global financial system."