So much has happened, and so quickly. As discussed in the ETHOS section, there are clear signs of exhaustion with the bloated, inefficient, virtue-signalling, arrogant, pompous and hypocritical left. That’s a great source of optimism for those wishing for less government in their lives.
But it is also leading towards a planet that will be politically and philosophically split, and we have a financial world order not fit for purpose as this changes.
The MACRO section discusses two articles: firstly, Russell Napier’s explanation of why the global financial “non-system” is failing, with China at the root of the problem. Secondly, we highlight Ewan Markson-Brown’s piece (published separately on CHAINLETTER earlier) which presents a scenario in which digital forms of money – stablecoins and bitcoin – play the central role in some form of reconstruction and détente.
- Technical Healthy corrections, BTC relative to the NASDAQ reaches all time high
- On-Chain Fair value catches up, medium term holders continue to take profit
- Macro The collapse of the global financial non-system, and how if might be replaced. Mounting problems in China
- Cryptoverse Quantum computing update as Google announces Willow
- Ethos State in retreat as Individuals demand their freedom back
