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Jay Bremyer's avatar

Lau's writing is truly lucid, importantly instructive and helpful to understanding historical context for currency development, use, weaponization, and exchange.  I am a bear of little brain but curious and

fairly patient.  'MMT only “works” if someone else is absorbing the new money' beautifullysums up so much.  But by that point in this piece I sensed Lau was heading toward analysis of what Scott Bessant has been explaining in plain English regarding substitution of stable coin for the petrodollar regime.  I recognize that Bessant is an extremely able architect of currency trading and assume that he has Trump's full confidence.  I further assume he sincerely believes this pivot will allow the US to continue magical money shenanigans in a way that is better than embracing hyperinflation in order to monetize the debt.  I don't know what the best way forward might be, but I fear that doing nothing will eventually collapse our economy in a manner that would ruin most people.  Of course in either case Family Trump and most ultra wealthy people will find a way, a plan B, etc., to stay financially secure, with self determination and privacy intact.  American financial freedom might not survive this new means of maintaining reserve status, if it comes to this.  I do think Lau's made a very good case for that prediction.  And obviously it would mean American politicians and the puppeteers behind them will still play big power politics and monetize war, on and on.  I'm against all that.  But normal Americans may well prefer more of the same than totally crashing against the wall of unsustainable deficit spending.  Of course, Yes, slowly but surely the normal Americans are withering on the vine of so-called democratic capitalism and the gap between wealthy and poor is pitifully unsustainable.  We have to change, somehow, for the better.  So, Lau, can you suggest some reforms that might happen organically and peacefully that would help replace these unacceptable predictions in favor of a real sharing of the natural wealth and abundance that is more than sufficient for we people on this planet?  I bet you can.  Hope so.

Al Christie's avatar

You say BRICS keeps expanding. I haven’t heard any news to that effect. Do you have any details?

Lau Vegys's avatar

Hey, Al. I was referring to their expansion over the past two years. I believe Egypt, Ethiopia, Iran, and the UAE joined in 2024. And Indonesia and some other country joined last year. None have joined so far this year, to my knowledge.

Lauran's avatar

Lau…………….are we to understand that you have gone out on your own, and are no longer working with Doug Casey? If so, congratulations on breaking off on your own!…..Good writing and ideas…………Blessings!

Lau Vegys's avatar

Hey, Lauran. Yes, I've moved on from Crisis Investing. And yes, on my own now. It's been a big transition, but the right one. And thank you for the kind words, I really appreciate it.

Kevin Beck's avatar

Trying to preserve the status of the world’s primary reserve currency is an expensive proposition. But it does come with benefits.

The issue is whether the costs outweigh those benefits.

This is something the US is quickly finding out the answer. And their people may not like the result.

Jamie Leggate's avatar

Lau, the issue would seem to be the global confidence or lack of with any system promoted by the US.

Thomas M Thomas's avatar

Pres. Milei has done a spectacular job of bringing down the decades long Socialist-authoritarian currency depreciation in Argentina in just a few years & the economy there is very positively growth dynamic (FAR below 200%).

Lau Vegys's avatar

Anarcho-capitalist purists may disagree, but I'm with you on that one. Milei's done remarkable work given the circumstances.

Dimitri's avatar

And hes converting to Judaism.

Kissed the wall 3 weeks ago.

Why would the jews want him to join?

I mean, he was a devout catholic.

He went from believing christ is his savior and king, and Mary the mother of God.

To believing in the desecration of both beliefs.

And a leader of a Christian nation.

Dimitri's avatar

If cash is eliminated, and cbdc replace the current system, what happens tof physical gold and silver stacks?

Would the elderly, who are digitally challenged transition, easily to a financial digitalised system or would they be left out, sidelined, unable to matriculation?

Everyone would need a smart phone. Maybe going to a flip phone for calls will put a hurdle in the collection of photo data and recordings.

Try keeping it as simple as possible. Avoid new cars and ev's. Old school.

Make as masky net. holes as possible in skynet.

Vince Wagner's avatar

Ok, and your solution is………?

Lau Vegys's avatar

I don't have collective solutions. Only individual ones.

ORION DWORKIN SI/CEBP's avatar

Great extrapolation, Lau. Let me help you and some readers comprehend what is actually happening.

Cryptocurrency ecosystems have been running for almost two decades now. Behind closed doors, world government have been watching closely. I can't be sure that Bitcoin wasn't the Trojan horse. Regardless, cryptocurrency ecosystems works outside of the international centralized banking and political systems. They don't like it. They know how it all works against the systems that they inherited. Therefore it's being attacked and captured through rules and regulations that cripple the advantages of a decentralized economy. And the advantages of a decentralized, self regulating, self banking, and self governing ecosystem. It's a better way to stabilize the economic situation as a free market than what has been done in the history of any centralized monetary system, ever, invented. And they all know that. So they are simply using whatever power they have left to circumvent the threat of there own extinction.

Franco Cima's avatar

Questo nuovo sistema del nuovo dollaro basato sulle stabilecoin che garanzie ha? E che ruolo avrà l Oro?

Grazie

Franco

James Schmirler's avatar

We seem to all agree as to what’s happening, no one seems to know how to avoid getting steam rolled by it.