Anonymous ID: c5bdfb Dec. 22, 2018, 7:09 a.m. No.4424270   🗄️.is đź”—kun   >>4289 >>4373 >>4383

There are 5 options for solving the debt crisis:

1 Jubilee/restructuring/international cancellation offset matrix

2 Gold

3 Growth

4 Recoup offshore/criminal funds/unpaid taxes, etc.

5 Bitcoin

 

There is a case to be made for each with varying potential consequences. There's also the growing suspicion that the US, Russia, China, India, and Brazil are forming a relationship, perhaps creating an international basket. Lots of questions/curiosities arise, like Modi's end to fiat in India, Russia and China with gold, lots of crypto policy initiatives in the US, and Brazil silent but with various levels of these…and mostly just a hoard of oil, niobium, and other commodities.

 

I could give more detail, but this essentially is the biggest problem to solve. It would be naive and miopic to think that it could be solved by any one of these. Some are more likely than others, for sure. Bitcoin seems the least likely. Regardless, I'm of the ever-growing opinion that the solution is multi-pronged. WWG1WGA, if anything, means that all this speculation about what's going to happen is silly. There isn't going to be an easy out for anyone. Some assets will do relatively better than others, but their solution is that everyone gets a haircut, nowhere to hide…and they aren't letting the cat out of the bag on the plan until it's too late.

 

What does seem clear is that they want value to repay and reinforce the middle class from what's been happening to them for the last decades. It'll involve redistribution, particularly from the recouping of illegally gotten value, cancellation of debt, a return to sound money, and creating a sandbox for tech innovation. We're already clearly seeing all that has been done to buttress and strengthen the US economy as well as the long list of people/companies whose funds are frozen and the list of sealed indictments. Trump is a master debt restucturer, Mulvaney is pro-Bitcoin/crypto (which is only one of many indicators for pro-tech innovation…there are too many to discount the potential as a piece of the puzzle), and then there is gold…

 

Perhaps there are other solutions that I cannot fathom, etc. Whatever the plan is, I think it's going to start getting much clearer in January and as we get closer to March and Q4/2018 data from the market.