WEBVTT - The U.S. Plan to Collapse the Dollar (It’s Not What You Think) 0:00:00.160 --> 0:00:02.360 While the media tells you that markets are crashing and 0:00:02.600 --> 0:00:05.240 global trade is unraveling. What if I told you that 0:00:05.360 --> 0:00:09.080 chaos isn't a failure, but a master strategy, not to 0:00:09.080 --> 0:00:12.559 save the system, but to reset it. Now, here's the thing. 0:00:12.960 --> 0:00:16.560 A reset means there's a new system coming. Now. Most 0:00:16.560 --> 0:00:19.280 people will be completely blindsided by this, but for those 0:00:19.360 --> 0:00:22.119 of us who see it coming, who understand it and 0:00:22.200 --> 0:00:25.840 position early, this could be the biggest wealth transfer opportunity 0:00:26.120 --> 0:00:29.319 in the last fifty years. I'm Mark Moss. I've built 0:00:29.320 --> 0:00:32.080 and sold multiple companies through three boom and bus markets. 0:00:32.240 --> 0:00:35.519 I've studied every major monetary reset in history, and in 0:00:35.560 --> 0:00:38.040 this video, I'm going to show you what's really happening 0:00:38.040 --> 0:00:41.040 behind the headlines and what comes next, and what you 0:00:41.080 --> 0:00:42.839 can do to stay ahead of it. So let's go 0:00:44.680 --> 0:00:48.040 all right, So we're talking about the next reset. Now, 0:00:48.159 --> 0:00:51.040 if you know your computer is not working properly, it's 0:00:51.040 --> 0:00:54.200 too slow, you can reset it. A video game, you 0:00:54.240 --> 0:00:57.360 can reset it. You're basically starting a new game, right, 0:00:57.360 --> 0:00:59.360 You're starting a new one. And so on the other 0:00:59.400 --> 0:01:02.200 side of the reset is something new, a new system. 0:01:02.240 --> 0:01:05.039 I've been talking about this quite a lot because for me, 0:01:05.360 --> 0:01:07.919 I think It's amazing that we are alive right now 0:01:08.240 --> 0:01:10.560 for when history books were written. You know, I talk 0:01:10.560 --> 0:01:12.559 a lot about history, So we talk about nineteen thirteen, 0:01:12.560 --> 0:01:14.520 the creation of the Federal Reserve in nineteen forty four, 0:01:14.640 --> 0:01:18.240 Brettwoods Agreement, nineteen seventy one, the Nixon Shock, nineteen eighty five, 0:01:18.360 --> 0:01:21.640 Plaza Accord, and now we have a new one. Now 0:01:22.040 --> 0:01:25.000 this is all around Trump's tariffs, but really what is 0:01:25.000 --> 0:01:26.960 he using the tariffs for. I've done a bunch of 0:01:27.040 --> 0:01:28.880 videos if you want to go deep on that, I'll 0:01:28.880 --> 0:01:31.280 link to them down the show description down below, because 0:01:31.280 --> 0:01:32.800 I'm not going to go back through all of that. 0:01:33.000 --> 0:01:36.479 But ultimately, the end goal is not tariffs. The end 0:01:36.480 --> 0:01:39.600 goal isn't even to bring manufacturing back to the United States. 0:01:40.080 --> 0:01:43.399 It's not rebalancing trade. It's about something called the mar 0:01:43.480 --> 0:01:47.160 Alago Accords now accords being like the Plaza Accords from 0:01:47.240 --> 0:01:51.960 nineteen eighty five, which was a globally coordinated event that 0:01:52.040 --> 0:01:54.800 allowed the US to devalue the dollar. Okay, so mar 0:01:54.840 --> 0:01:56.760 Alogo Accords. Again, We'll link to the videos that I've 0:01:56.760 --> 0:01:58.320 done on all these things down below if you want 0:01:58.360 --> 0:02:02.160 to go deeper. So it's really a modern day Plaza accord. 0:02:02.440 --> 0:02:05.320 That's really what's happening. Now, What does that mean? Let 0:02:05.360 --> 0:02:08.320 me give you the cliff notes of that. Okay, The 0:02:08.360 --> 0:02:12.799 Marologo Accord is a blueprint, a plan to recreate the 0:02:12.919 --> 0:02:16.520 Plaza Accord that happened in nineteen eighty five. It's an 0:02:16.520 --> 0:02:20.919 intervention designed to correct the US trade deficit through deliberate 0:02:21.320 --> 0:02:26.800 dollar weakening. Okay, listen to that deliberate dollar weakening. Why 0:02:27.320 --> 0:02:31.400 the strong US dollar continues to make American exports less competitive? 0:02:31.520 --> 0:02:34.760 How can we balance trade when exports are too competitive, 0:02:34.760 --> 0:02:38.480 too expensive? Right, and poses a major obstacle to reshoring 0:02:38.560 --> 0:02:41.840 manufacturing and rebalancing trade. So again, the tariffs are a 0:02:41.880 --> 0:02:44.960 way to help get the rebalancing trade and help to 0:02:45.080 --> 0:02:48.560 re onshore. But the ultimate goal is then to get 0:02:48.600 --> 0:02:51.200 that through these mariolog coords, which allow the US to 0:02:51.360 --> 0:02:55.400 devalue the currency. Mirran's blueprint will come back to mirror 0:02:55.400 --> 0:02:58.120 in a second. Mirran's blueprint for a week dollar policy 0:02:58.480 --> 0:03:02.840 attempt to retro actual fit economic theory into Trump's tariff 0:03:02.840 --> 0:03:06.200 first agenda. So the tariffs are the first thing we 0:03:06.240 --> 0:03:07.960 need to do to trigger the rest of this. We'll 0:03:07.960 --> 0:03:11.080 break that down a minute underline fundamentals point to further 0:03:11.160 --> 0:03:13.919 dollar weakness again, dollar weakness, dollar weakness, dollar weakness to 0:03:14.000 --> 0:03:18.680 make the exports, to make US manufacturing more competitive, an 0:03:18.720 --> 0:03:21.200 additional three to five percent, So three to five percent 0:03:21.320 --> 0:03:23.320 more weakness than the US dollar. I think it's more 0:03:23.360 --> 0:03:25.320 than that. We'll come back to that. If elements of 0:03:25.320 --> 0:03:29.480 the Marlago playbook are initiated, they already are further downside 0:03:29.480 --> 0:03:32.280 pressure on the dollar could form. It already is. I'm 0:03:32.320 --> 0:03:34.160 going to show you just how far the dollar could 0:03:34.200 --> 0:03:36.600 go down and what that ultimately means. I'm going to 0:03:36.640 --> 0:03:39.680 map it out as prediction, predictions, projections of price. It's 0:03:39.720 --> 0:03:41.800 going to be super fun. But back to Miran, So 0:03:42.320 --> 0:03:46.320 he wrote this paper before Trump was elected president. This 0:03:46.360 --> 0:03:48.440 is a Hudson Bay Capital and it's a user's guide 0:03:48.480 --> 0:03:52.600 to restructuring the global trading system. It's a great report. 0:03:52.720 --> 0:03:54.240 I recommend you go read it if you want to 0:03:54.240 --> 0:03:56.520 dig into the weeds on this. And basically before Trump 0:03:56.560 --> 0:03:59.880 even became president, he laid out the entire process and 0:04:00.080 --> 0:04:02.520 he coined the term marl logo chords. This is where 0:04:02.520 --> 0:04:04.920 it came from. And he just happens to be Trump's 0:04:04.920 --> 0:04:08.160 economic advisor today. And we just happened to be doing 0:04:08.520 --> 0:04:11.000 the steps that were laid out in this paper. So 0:04:11.040 --> 0:04:12.840 if you want to know where things are going, you 0:04:12.960 --> 0:04:15.440 just got to read this because this is exactly what's 0:04:15.520 --> 0:04:18.520 going on. Well, if we know what's going on and 0:04:18.520 --> 0:04:20.760 what the paper says and where things are going, then 0:04:21.240 --> 0:04:24.080 what happens next? Don't you want to know? Well stick around, 0:04:24.120 --> 0:04:27.680 let's break that down. Okay. So first of all, we 0:04:27.800 --> 0:04:30.080 understand that history rhymes cause and effect. If you do 0:04:30.120 --> 0:04:32.960 about the same things, you get about the same results. Right, 0:04:33.360 --> 0:04:35.720 not always exactly, but about the same. So in nineteen 0:04:35.839 --> 0:04:38.680 forty four about it. About eighty years ago, I talked 0:04:38.680 --> 0:04:41.800 about these eighty year financial revolution cycles. About eighty years ago, 0:04:42.120 --> 0:04:45.279 the world got together and agreed on a new monetary 0:04:45.320 --> 0:04:51.760 system nineteen oops, nineteen eighty five, the Plaza Chord, not 0:04:51.839 --> 0:04:53.760 the whole world, most of the big country of the 0:04:53.760 --> 0:04:56.080 world got together and again agreed to a new global 0:04:56.080 --> 0:04:59.720 monetary system that would allow the US dollar to devalue itself. 0:05:00.120 --> 0:05:02.159 The parallel to now is sort of the same thing. 0:05:02.560 --> 0:05:06.600 US debt is unpayable, the deficits are too big, the 0:05:06.640 --> 0:05:08.840 debt in conracers are too big, debt to GDP. It's 0:05:08.880 --> 0:05:10.920 unpayable at current rates, so we need to bring that down. 0:05:11.279 --> 0:05:14.160 Competitiveness in the United States is collapsing, so Trump wants 0:05:14.200 --> 0:05:16.760 to fix that. So this is the plan. We have 0:05:16.800 --> 0:05:18.560 to go back and run the same playbook to in 0:05:19.120 --> 0:05:21.359 order to fix those things. Okay, now, real quick, I 0:05:21.360 --> 0:05:23.080 don't want to rehash a bunch of old data, but 0:05:23.360 --> 0:05:25.440 just so you can understand the Plaza Chords as it's 0:05:25.680 --> 0:05:29.200 relevant to this video. We can understand that the Plaza 0:05:29.200 --> 0:05:32.240 Accord was meant to push down the US dollar. That's 0:05:32.240 --> 0:05:34.280 the key mechanism I want you to key onto. That's 0:05:34.320 --> 0:05:37.200 what it was intended to do, push down the US dollar. 0:05:37.640 --> 0:05:40.720 All parties, the countries that were in the Plaza coord 0:05:40.880 --> 0:05:43.799 agreed to directly intervene in currency markets. They were all 0:05:43.839 --> 0:05:46.960 going to intervene in their own currency markets to allow 0:05:47.000 --> 0:05:50.480 this to happen to correct current account imbalances, trade and 0:05:50.520 --> 0:05:54.080 balances sound familiar. Leading up to the Plaza Accord, the 0:05:54.240 --> 0:05:57.400 US dollar had appreciated by forty seven point nine percent, 0:05:57.480 --> 0:06:00.159 so the US dollars getting way too strong. It was 0:06:00.160 --> 0:06:01.880 like a wrecking ball throughout the rest of the world. 0:06:02.040 --> 0:06:04.960 That put pressure on the US manufacturing industry because it 0:06:05.000 --> 0:06:08.120 made imported goods relatively cheaper. So it was so cheap 0:06:08.120 --> 0:06:10.400 to import, but it was way too expensive to export. 0:06:11.080 --> 0:06:13.599 Trade and balances were off. The dollar was too strong. 0:06:13.960 --> 0:06:16.200 Let's get together, Let's weaken the dollar. Do you understand 0:06:16.200 --> 0:06:19.240 the mechanism that we're talking about here? Fast? Fact, after 0:06:19.320 --> 0:06:22.960 the Plaza cord happened, the dollar depreciated went down by 0:06:23.000 --> 0:06:26.719 as much as twenty five point six nine percent in 0:06:26.839 --> 0:06:29.880 two years that followed twenty five percent. Remember that number, 0:06:29.920 --> 0:06:32.040 because we're going to come back and project out where 0:06:32.080 --> 0:06:35.240 maybe asset prices could go. Okay, it went down twenty 0:06:35.320 --> 0:06:37.560 five percent, all right? Now, by before I tell you, 0:06:37.600 --> 0:06:40.159 by the dollar being so strong is such a problem. 0:06:40.200 --> 0:06:43.120 It's wrecking the economy. Talking about history and rhyming, we 0:06:43.200 --> 0:06:45.839 know that about every fifty years, for the last three hundred, 0:06:46.160 --> 0:06:48.400 about every fifty years, we have this technological wave called 0:06:48.440 --> 0:06:50.880 the quantum wave, and it gives us a once in 0:06:50.920 --> 0:06:54.120 a generation buying opportunity for assets if you know exactly 0:06:54.200 --> 0:06:56.600 what to buy. I'm going to break that whole process down, 0:06:56.680 --> 0:06:59.440 the quantum wave fifty year cycle, how it's a repeatable, 0:06:59.480 --> 0:07:02.240 four step process, and how it shows us exactly what 0:07:02.320 --> 0:07:05.360 accets to buy through each step. It's about one hundred charts. 0:07:05.360 --> 0:07:07.159 We'll through it all live. We're going to hang out. 0:07:07.320 --> 0:07:08.920 We'll do live Q and A so you can understand 0:07:08.960 --> 0:07:12.080 exactly how to apply what we're teaching to your own portfolio, 0:07:12.160 --> 0:07:14.280 so you can take advantage of what's coming. It's all free. 0:07:14.280 --> 0:07:15.920 There's a link down below. Come hang out with me. 0:07:16.160 --> 0:07:18.520 But let's talk about now why the US dollar getting 0:07:18.560 --> 0:07:21.400 strong is wrecking the whole economy. So really, what we're seeing, 0:07:21.720 --> 0:07:25.360 just like Plazacord, just like the other interventions, is a 0:07:25.400 --> 0:07:30.240 strong dollar crisis. The US dollar got its guns out. 0:07:30.240 --> 0:07:33.560 It's way too strong. It's overvalued, which again same thing 0:07:33.600 --> 0:07:36.640 as before, makes it too cheap and easy to import 0:07:36.760 --> 0:07:40.680 and too hard and expensive to export. The US dollars overvalued. Now, 0:07:40.720 --> 0:07:42.720 what we can see if we look at the Dixie 0:07:42.720 --> 0:07:45.960 the Dollar Index, where it measures the US dollar against 0:07:45.960 --> 0:07:49.040 a basket of other currencies, we're right around here, around 0:07:49.040 --> 0:07:54.760 one hundred. Now, that's right here, and it's nowhere near 0:07:54.760 --> 0:07:56.400 as high as we were in nineteen eighty five at 0:07:56.440 --> 0:07:58.240 the Plaza Cord. So a lot of people like, no, 0:07:58.520 --> 0:08:00.160 there's no way that this is going to happen. The 0:08:00.160 --> 0:08:02.440 dollars not as strong as it was during the Plausa chords. 0:08:02.920 --> 0:08:04.680 I think that's taken the wrong view. I'm gonna show 0:08:04.680 --> 0:08:08.800 you another charge. But let's just say that maybe this 0:08:08.960 --> 0:08:13.880 might be sort of more or maybe maybe ninety maybe nineties, 0:08:13.960 --> 0:08:16.120 like a historic range that we're in. Maybe eighty eight 0:08:16.200 --> 0:08:18.680 eighty ninety that might be a more historic range. So 0:08:18.720 --> 0:08:21.960 maybe we're a little overheated, assuming that they take out 0:08:21.960 --> 0:08:25.320 this outlier, So that'd bring us down from one hundred 0:08:25.440 --> 0:08:28.400 down to ninety a ten percent drop, maybe down to 0:08:28.480 --> 0:08:31.520 eighty five or fifteen percent drop. Okay, remember those numbers. 0:08:31.520 --> 0:08:33.560 We're gonna come back to that. But the reason why 0:08:33.600 --> 0:08:35.840 that chart is a little bit off is because it 0:08:35.880 --> 0:08:40.679 doesn't take into account other things like purchasing power, parody, 0:08:41.080 --> 0:08:43.600 other things like that. So here here's a chart from 0:08:43.800 --> 0:08:48.000 the BIS, the Bureau of International Settlements. This is the 0:08:48.080 --> 0:08:52.760 US dollar real effective the real effective exchange rate, So 0:08:52.840 --> 0:08:56.400 this is like inflation adjusted. A small business owner, are 0:08:56.440 --> 0:08:59.240 you buried in all types of work keeping you from 0:08:59.320 --> 0:09:01.840 the real thing that makes you money. Well that's where 0:09:02.040 --> 0:09:04.120 just Works comes in. They're the all in one platform 0:09:04.160 --> 0:09:07.240 that supports small business growth. You can get all their 0:09:07.280 --> 0:09:10.480 tools that help with benefits like payroll and HR and 0:09:10.520 --> 0:09:14.680 compliance with transparent pricing. Now they help you hire top 0:09:14.679 --> 0:09:19.240 talent internationally internew markets, quickly scale international operations without the 0:09:19.280 --> 0:09:22.480 workload and forevery how do I do it? Question? You 0:09:22.480 --> 0:09:25.400 can reach out to their expert staff from sole proprietor 0:09:25.720 --> 0:09:29.160 or a team of twenty. Just Works empowers all kinds 0:09:29.160 --> 0:09:33.160 of small businesses with real human support. So visit justworks 0:09:33.160 --> 0:09:36.560 dot com slash podcast to join the thousands of small 0:09:36.600 --> 0:09:40.239 businesses that trust Just Works to take care of payroll, benefits, 0:09:40.400 --> 0:09:45.199 compliance and more. Again, that's Justworks dot com slash podcasts. 0:09:46.640 --> 0:09:48.160 And when we look at it like this, what we 0:09:48.160 --> 0:09:51.800 can see going back to nineteen sixty six, here's nineteen 0:09:51.840 --> 0:09:55.080 eighty five Plaza cords. We're all the way back up here. 0:09:55.120 --> 0:09:57.760 Now we're not at the peak, we're not the peak 0:09:57.800 --> 0:10:00.840 of the Plaza cords, but we're pretty dang high. All right. 0:10:00.920 --> 0:10:04.080 This is the adjusted dollar amount per the BIS. So again, 0:10:04.320 --> 0:10:06.440 this dotted line right here is more of the mean. 0:10:06.640 --> 0:10:08.840 And what happens is when you go too far below, 0:10:08.960 --> 0:10:11.400 you snap back above. When you go too high, you 0:10:11.440 --> 0:10:14.840 snap back even further. And so we're due for correction 0:10:15.000 --> 0:10:18.080 to the mean somewhere around here, somewhere from one ten 0:10:18.559 --> 0:10:22.720 to ninety five twenty percent, sort of like the Plaza 0:10:22.880 --> 0:10:25.679 Cord saw twenty five percent. So we're due for some 0:10:25.720 --> 0:10:27.920 sort of a snap back back to here. This's what 0:10:27.920 --> 0:10:30.000 Trump wants to do. Of giving you all the reasons 0:10:30.040 --> 0:10:32.959 why that is a mean reversion, just getting is back 0:10:33.000 --> 0:10:35.320 to the mean the historical standard. Now, typically mean reversion 0:10:35.320 --> 0:10:37.400 would actually go too far, but just getting back to 0:10:37.440 --> 0:10:41.040 that historical standard is about a twenty to thirty percent drop. Okay, 0:10:41.160 --> 0:10:43.760 So now we understand that we understand the setup, we 0:10:43.840 --> 0:10:47.280 understand the data, but do we understand the mechanism. So 0:10:47.440 --> 0:10:51.080 the dollar versus global m to the global monetary supply, 0:10:51.440 --> 0:10:54.200 we have to understand that there's an inverse correlation. When 0:10:54.200 --> 0:10:59.320 the dollar gets weaker, the monetary system expands. That's why 0:10:59.360 --> 0:11:03.440 asset prices go up. When the dollar gets stronger, currency 0:11:03.520 --> 0:11:07.040 goes down. Asset prices go down. Dollar down equals global 0:11:07.080 --> 0:11:12.000 money supply up. Deem dollarization. As nations are gooding away 0:11:12.000 --> 0:11:14.520 from the dollar, putting more into gold, for example, that 0:11:14.640 --> 0:11:18.600 only accelerates this process. Now, the problem for some people 0:11:18.600 --> 0:11:20.679 who are not paying attention to this it's the problem 0:11:20.760 --> 0:11:24.800 because inflation risks start taking off, the dollar gets weaker, 0:11:25.440 --> 0:11:29.120 the money supply expands, asset prices start going higher, and 0:11:29.320 --> 0:11:32.760 inflation starts rising. So people aren't prepared. They get wiped out. 0:11:32.800 --> 0:11:36.200 The poor get poor unfortunately, but so do asset prices. 0:11:36.240 --> 0:11:38.240 So for those of us that are investors and we 0:11:38.360 --> 0:11:41.280 understand this, we can make way more money than we're 0:11:41.280 --> 0:11:44.680 losing to inflation. That's our opportunity if we catch this. 0:11:44.679 --> 0:11:47.960 This is the tide that lifts some boats. Not all 0:11:47.960 --> 0:11:50.400 boats are gonna go up. Which boats are gonna go up, 0:11:50.480 --> 0:11:53.040 Some go up faster than others. Let's model that out. Okay, 0:11:53.040 --> 0:11:56.320 So when we think about asset prices are rising, so 0:11:56.400 --> 0:11:59.000 as liquidity rises, as the water rushes in, so to speak, 0:11:59.000 --> 0:12:02.840 the liquidity comes in. Asset prices go up like boats. However, 0:12:03.200 --> 0:12:05.920 they don't all move at the the same speed. So 0:12:06.040 --> 0:12:07.800 a smaller, lighter boat is going to move faster than 0:12:07.800 --> 0:12:10.640 a big, heavy boat, for example. And so we understand 0:12:10.640 --> 0:12:13.560 already I broke down. There's an inverse correlation to the dollar. 0:12:13.640 --> 0:12:16.319 The dollar gets weaker, asset prices are going to go up. 0:12:16.920 --> 0:12:19.920 But as I said, some assets are more sensitive to 0:12:20.120 --> 0:12:23.959 liquidy coming in, some boats move faster. Here's a chart 0:12:24.120 --> 0:12:26.160 that sort of breaks us down for us. So here 0:12:26.160 --> 0:12:28.760 we go chart from bitwise. Here. The green lines here 0:12:28.800 --> 0:12:33.760 are since twenty ten. We have the dark gray line 0:12:33.800 --> 0:12:38.000 since twenty seventeen, and this blue line is since twenty twenty. 0:12:38.440 --> 0:12:41.000 They're all about the same. We have Bitcoin right here, 0:12:41.120 --> 0:12:43.040 and you can see it's moved up the fastest. It's 0:12:43.080 --> 0:12:45.440 the fastest boat. Now you can see since twenty twenty, 0:12:45.480 --> 0:12:48.360 it's been a faster rising boat. It's more sensitive liquidity 0:12:48.520 --> 0:12:50.720 than it was in twenty seventeen or it was in 0:12:50.760 --> 0:12:54.960 twenty ten. But in all these areas it was much faster, 0:12:55.080 --> 0:12:56.960 a much faster boat than the s and P five hundred, 0:12:57.120 --> 0:12:59.760 a much faster boat than the MSCI just a big basket, 0:13:00.040 --> 0:13:02.520 and even much faster than gold. So these are all 0:13:02.559 --> 0:13:05.560 the different assets, SMP five hundred, gold, Bitcoin, and this 0:13:05.640 --> 0:13:09.840 shows the sensitivities or how fast they move as liquidy 0:13:09.920 --> 0:13:12.040 rushes in. So if you want to run from a 0:13:12.120 --> 0:13:14.199 rushing tide the tsunami is coming on shore, you want 0:13:14.200 --> 0:13:17.319 to get into the fastest boat possible, and bitcoin shows 0:13:17.400 --> 0:13:19.680 us that. Now we can also see, as I said, 0:13:19.720 --> 0:13:22.400 like this is inversely correlated. So here's a chart of 0:13:22.440 --> 0:13:26.480 the dollar index and the global wannetary supply inverted. So 0:13:26.559 --> 0:13:29.000 we can see is the global monetary supply is inversely 0:13:29.040 --> 0:13:32.160 correlated with the changes in the dollars. So what we 0:13:32.200 --> 0:13:35.040 can see here the green is the dollar index and 0:13:35.080 --> 0:13:37.679 the black line is the global money supply. So when 0:13:37.679 --> 0:13:41.480 the dollar index goes down, this goes up. Right when 0:13:41.520 --> 0:13:44.760 this goes down, this goes up. So we can overlay 0:13:44.760 --> 0:13:48.040 the charts to understand where these are coming. So let 0:13:48.040 --> 0:13:50.560 me show you what this looks like, all right, so 0:13:51.400 --> 0:13:54.560 we can see when we overlay now the global money 0:13:54.559 --> 0:13:57.120 supply with asset prices. So this is the global on 0:13:57.160 --> 0:14:00.000 to supply in green with the bitcoin price in black, 0:14:00.440 --> 0:14:02.680 and it's adjusted for a three month lag. If you 0:14:02.679 --> 0:14:04.920 watch my videos regularly, you understand I talk about the 0:14:04.920 --> 0:14:06.560 global equidy all the time and how there's about a 0:14:06.559 --> 0:14:08.800 three month lag. I'll put a link to a video 0:14:08.880 --> 0:14:11.560 down below that sort of breaks that down in more detail. Now, 0:14:11.600 --> 0:14:13.080 what we can see a just a four to three 0:14:13.080 --> 0:14:16.560 month lag is that these move almost in lock step. 0:14:16.880 --> 0:14:19.080 What we can see is that here the global money 0:14:19.080 --> 0:14:23.960 supply has taken off. Bitcoin is just trying to start 0:14:24.000 --> 0:14:28.280 catching up, but it hasn't all the way. So looking 0:14:28.320 --> 0:14:30.680 at these charts, where do you think it goes next? Well, 0:14:30.840 --> 0:14:34.240 I think it seems pretty obvious. Now. Another factor is 0:14:34.240 --> 0:14:36.600 that what we can see when we map out the 0:14:36.640 --> 0:14:40.920 global money supply moves the Dollar index strength compared to 0:14:40.960 --> 0:14:43.720 an asset that's very sensitive to liquidity like bitcoin. What 0:14:43.800 --> 0:14:45.960 we can see is a chart like this that when 0:14:46.000 --> 0:14:48.280 Bitcoin moves and it's let's let's break it down to 0:14:48.360 --> 0:14:52.880 eighty twenty. When it's the top twenty percent strongest move 0:14:52.920 --> 0:14:56.080 in the dollar index with the bottom twenty move on 0:14:56.120 --> 0:14:59.800 the dollar index, Bitcoin has its strongest moves and so 0:15:00.000 --> 0:15:02.840 but if the US dollar gets very very weak, very quickly, 0:15:03.200 --> 0:15:06.760 Bitcoin moves even faster. If the US dollar gets very strong, 0:15:06.920 --> 0:15:11.040 very quickly, then Bitcoin draws down even faster. But what's 0:15:11.080 --> 0:15:15.520 the policy of the marlogo chords to weaken it? How much? 0:15:15.680 --> 0:15:18.440 Well it should revert to the mean, which could be 0:15:18.440 --> 0:15:20.640 twenty or thirty percent. How much did it happened last time? 0:15:21.120 --> 0:15:24.280 Twenty five percent. That's an extremely fast move, which means 0:15:24.320 --> 0:15:27.960 we might expect bitcoin to move extremely fast in the 0:15:28.000 --> 0:15:31.360 other direction. If that makes sense. Okay, Now let's try 0:15:31.360 --> 0:15:33.040 to model that out a little bit now that we've 0:15:33.080 --> 0:15:35.560 sort of built that house of cards, if we model move, 0:15:35.640 --> 0:15:39.480 so if the US dollar is overvalued by twenty to 0:15:39.520 --> 0:15:42.400 thirty percent, and again this is a chart from the BIS, 0:15:42.440 --> 0:15:44.800 the Bank of International Settlements. They're the central bank of 0:15:44.800 --> 0:15:47.760 all central banks. So if it could revert to the 0:15:47.840 --> 0:15:51.160 mean right here again, it'll probably snap past and come back. 0:15:51.320 --> 0:15:53.280 But if it just comes back to the mean, we're 0:15:53.280 --> 0:15:56.200 looking at a twenty to thirty percent drop. It went 0:15:56.240 --> 0:15:59.640 down twenty five percent in the coordinated fashion after the Marrologocords. 0:16:00.040 --> 0:16:02.200 Maybe it goes down ten or fifteen percent. We don't know. 0:16:02.280 --> 0:16:06.040 But what we do know from mapping these things out 0:16:06.080 --> 0:16:09.840 is that for every ten point drop in the dollar index, 0:16:10.520 --> 0:16:13.600 we get a two to four x in bitcoin. There's 0:16:13.600 --> 0:16:16.600 a range. Typically bitcoin we move two to four times 0:16:16.800 --> 0:16:18.880 for every ten percent drop. Okay, so if we put 0:16:18.920 --> 0:16:22.120 this math together, Bitcoin's sitting at about one hundred thousand 0:16:22.200 --> 0:16:24.720 right now, ninety three, ninety five, ninety seven, somewhere in 0:16:24.720 --> 0:16:26.440 that range, call it one hundred thousand, And let's say 0:16:26.440 --> 0:16:29.000 we get a twenty percent decline in the dollar index. 0:16:29.520 --> 0:16:32.720 Then we multiply that times a four or eight times 0:16:32.800 --> 0:16:36.680 move well, y four eight because we get two to 0:16:36.720 --> 0:16:40.480 four for every ten, so ten would be twenty so 0:16:40.640 --> 0:16:42.760 a four eight times move. So that would mean I'm 0:16:42.760 --> 0:16:44.480 not real good at math. That's why I use general numbers. 0:16:44.920 --> 0:16:51.520 One hundred thousand times four equals four hundred k. One 0:16:51.640 --> 0:16:56.160 hundred thousand times eight equals eight hundred thousand K. So 0:16:56.280 --> 0:16:59.560 if we see liquidity the dollar index devalued by twenty 0:16:59.600 --> 0:17:02.560 percent like has been history, like would be the reversion 0:17:02.560 --> 0:17:05.680 to the mean. This could be a potential catalyst that 0:17:05.680 --> 0:17:07.560 we could see bitcoin move up to this level. Then 0:17:08.000 --> 0:17:09.639 we can add in other things on top of that, 0:17:09.680 --> 0:17:14.640 for example, massive ETF flows coming into bitcoin, having cycles 0:17:14.680 --> 0:17:17.680 come into play, sovereign adoption like the United States strategic 0:17:17.680 --> 0:17:21.480 Bitcoin reserve, other nations doing their own bitcoin reserve. So 0:17:21.520 --> 0:17:24.360 then we start to add other things that even compound 0:17:24.480 --> 0:17:27.520 onto this, and then all of a sudden start to 0:17:27.560 --> 0:17:31.800 realize which one is the fastest vote. Now, this is 0:17:31.880 --> 0:17:35.120 again another chart here from the BIS, again the Bank 0:17:35.119 --> 0:17:37.240 of the National Settlements, and what they're doing here is 0:17:37.320 --> 0:17:40.480 predicting the US dollar performance over the next five years. 0:17:41.400 --> 0:17:45.159 And do you see this line going down? This is 0:17:45.200 --> 0:17:47.919 what the BIS is planning for. This is what the 0:17:47.960 --> 0:17:50.720 policy of the Trump administration is, and this is most 0:17:50.840 --> 0:17:54.679 likely where the world is going. Okay, so where are 0:17:54.680 --> 0:17:58.800 we at. We understand that we're going through a monetary reset. 0:18:00.119 --> 0:18:03.280 It's not that uncommon. This is what presidents do. Several 0:18:03.320 --> 0:18:07.240 presidents have done this in the past. Nineteen thirteen, nineteen 0:18:07.280 --> 0:18:11.120 forty four, nineteen seventy one, nineteen eighty five, and here 0:18:11.160 --> 0:18:14.399 we are twenty twenty five. That's happening again. We're living 0:18:14.440 --> 0:18:18.399 through history of monetary reset. The reset happens and we 0:18:18.400 --> 0:18:21.520 get something new. There's one thing they have in common. 0:18:22.160 --> 0:18:24.959 There's a new system. Those of them who those of 0:18:25.000 --> 0:18:28.320 you who don't see that new system and move, then 0:18:28.359 --> 0:18:30.840 you get left behind those who do see the changes 0:18:31.040 --> 0:18:32.560 and move to get in front of that, to front 0:18:32.600 --> 0:18:36.400 run that benefit the most. It's not a crash, it's 0:18:36.400 --> 0:18:39.800 a transition into a new system. Now. The tariffs that 0:18:39.840 --> 0:18:42.879 we see all over the news are leverage. It's not 0:18:42.880 --> 0:18:45.920 about good, it's not about manufacturing. It's leveraged to devalue 0:18:45.920 --> 0:18:50.080 the dollar for the entire monetary system. The Maralogo chords 0:18:50.119 --> 0:18:53.680 that you hear about ultimately is about bringing the dollar down, 0:18:53.800 --> 0:18:56.600 just like we saw in the Paris accords, and that's 0:18:56.640 --> 0:18:59.560 not a bug. People think the dollar's strength has to 0:18:59.560 --> 0:19:01.560 be its feet. It's not. Bring it down is not 0:19:01.600 --> 0:19:03.600 a bug. It's the plan. It is the feature to 0:19:03.680 --> 0:19:07.240 bring the dollar down through these negotiations. And in that 0:19:07.359 --> 0:19:09.879 we understand that as the dollar goes down, global equity 0:19:09.920 --> 0:19:12.399 goes up. We want to move into assets, and different 0:19:12.400 --> 0:19:15.840 assets float at different rates, and bitcoin moves the fastest. 0:19:16.080 --> 0:19:18.919 It's not just a hedge anymore. It is what we 0:19:18.960 --> 0:19:22.120 call the global life raft. Now we also understand that 0:19:22.160 --> 0:19:25.479 in context of these fifty year quantum wave cycles, and 0:19:25.560 --> 0:19:28.240 this would also tell us that the only place to 0:19:28.280 --> 0:19:31.000 invest right now is right here, which is the convergence 0:19:31.040 --> 0:19:33.520 of bitcoin and AI. Of course, just don't wonder that's 0:19:33.520 --> 0:19:35.960 where all the money is going. That's why I study 0:19:36.000 --> 0:19:39.359 these cycles in great detail. There's four distinct phases that 0:19:39.400 --> 0:19:41.600 you want to invest through in this cycle. If you 0:19:41.600 --> 0:19:43.239 want us to break all that down so you can 0:19:43.320 --> 0:19:45.639 understand what the blueprint is so you can invest along, 0:19:45.960 --> 0:19:47.520 come hang up with me live next week. We'll break 0:19:47.560 --> 0:19:49.159 it all down and go through all the charts, all 0:19:49.200 --> 0:19:50.760 the graphs. We'll do a live Q and A so 0:19:50.800 --> 0:19:53.320 you can understand how to apply it to your own portfolio. 0:19:54.160 --> 0:19:55.760 But if you really want to understand more about the 0:19:55.800 --> 0:19:58.440 morroologal cording where those going, you probably want to watch 0:19:58.480 --> 0:20:00.840 this whole video right here, where I break it down 0:20:00.840 --> 0:20:03.000 in more detail, and I hope to see you over there.