Seeing lots of outlets trashing Trump – as usual. I was listening to a Tim Pool clip and he talked about how people can be “midwits” – that is, otherwise smart people that just don’t have the depth of understanding. They may be doctors, teachers, lawyers, and are very good at their profession – but when it comes to politics, they may only have a surface level understanding of it. They see a CNN clip or highlight and push back and say, “see, Trump is an idiot”. This is like buying a parrot and teaching your parrot to say things, then showing people how smart your parrot is because he can say words you taught him to say. The parrot doesn’t understand the language. Hence, why I call many people on the left out on “parroting” CNN and the like.

I, unfortunately, are on the other end of the spectrum, where I have spent my entire life going down rabbit holes. This piece here is to unpack for you what the F is actually going on, and why Trump just won. Well, he’s 90% of the way there. There’s more work to do, but I need to give you the hypothesis, then unpack what is going on.

Hypothesis: The US dollar was in serious trouble of being devalued, and with this, the US was facing a currency collapse and perhaps even hyperinflation. Best case scenario, we were on a pace for stagflation. What the series of events that have happened over the last year have done, was to save the US currency. Iran was a major milestone perhaps 80-90% through the Trump agenda and cements our currency as the world’s reserve currency for another 30-50 years.

Most of you who are reading this have read other works by me, followed me on Twitter, or perhaps even know me in person from Facebook or work. You would know I probably have about 250-300 writings here about gold, silver, and geopolitics. I was one of the people screaming about the death of the US dollar, and was on many popular YouTube channels talking about what I was seeing. I bought tons of assets on leverage, as well as lots of precious metals. I bought a house in the mountains. I secured 2 years of food. I became proficient with firearms and bought a small army’s worth. I learned tons of trade skills in the event hyperinflation happened and I needed to pick up a hammer to put food on the table. Everything that I had written about – was true – given the path we were on. Our US Dollar was completely under attack, and the nail in the coffin for me was the fact that the US “allowed” the Saudis and others to buy oil in yuan.

For those of you who don’t know, understanding money takes years of your life. Good thing I have hyperfocus ADHD and “severe” OCD to go down these rabbit holes for you. The US has been the world’s reserve currency for quite some time. For many years, we backed our currency with gold. But, in 1971, that stopped. What instead happened was that we eventually made a deal so that all energy would be paid for in USD. This then would always create a demand for our currency. If you bought our debt, you are then paid interest in USD. And, you sell them for USD.

But something broke. And with this, our currency was in danger of being toppled. For those who don’t understand inflation, currency creation, and M2 money supply, the Euro Dollar, and how all of this works – you don’t even understand the war that was going on. In one of my pieces, I wrote about how WW3 was over. We won. One of the types of war was the currency war. And if you do not understand the currency war, you do not understand what just happened with Iran.

What’s the big deal?

There’s a saying I heard over the last decade – “energy IS the economy, stupid”. Ultimately, you have to understand that to produce more, you need more energy. Back in the day 2000 years ago, more energy was more food for slaves, more wood to burn to make metal for weapons, etc. But if you think about production, you have to consider several fronts:

  1. fuel – this is coal, oil, nuclear. Or in the old days, even food to feed humans for manual labor
  2. Tools/equipment. Think about how combines helped farming.
  3. Technology. Consider how gene splicing corn created more corn per acre, and allowed us to feed more people. Other societies without this tech may have had famines.
  4. Methodology. My MBA focused on management, and one perfect example of this was Taylor’s study on moving pig iron. You need methods of doing things that are efficient to save energy.

For the last 40 years or so, our economy was using GLOBALIZATION. That is, you used the FREE MARKETS to then create goods cheaper. This then moved factories out of the US. And with this, went the middle class. And with this, we lost physical production of goods. Sure, American companies sell products, but most of these products are made everywhere else. And then, there was the move to start trying to tax these companies into oblivion, which made companies then leave the US. So if our means of production and creating “good jobs” is gone, and the corporate entities that ran the companies are leaving, what exactly are we producing? On a small scale, you saw small businesses struggling against Big Box stores – and then that nail in the coffin was COVID that crushed many small businesses.

What Trump has done over the last 18 months or so has been to save this country. I never thought anyone could reverse this. For that, I was deeply wrong. I felt like the rig was in, and no matter how hard Trump fought, the left would overcome him with last minute mail in ballots. Our elections are a joke today, but that is a topic for another day. Today, we need to see the strategy.

Let’s look at what puzzle pieces happened. On Tim Pool, he covered a lot of this well, but he missed a few things that I wanted to bolt on here.

  1. Greenland. This was about trying to get access to more rare earths. About opening shipping lanes. About getting access tpo energy in the artic circle. About putting defenses in North Greenland to shoot down Russian missiles if they were to attack us. Many of us scratched our heads over this at the time. He never mentioned this in the campaign, and he gets in, and this is the first act? What?? Well, it ties in to everything else, soon enough.
  2. Deportations. The left wanted to spin this as racist. But if you look at high rent costs and groceries, much of this is because when you let 20 million people into the country illegally, they fight for rents and food. Free market has scarce resources, and bid up prices until supply catches up. But the layer below this is that if Trump did want to attack Iran at some point – the concern many of us had for 25 years were things like sleeper cells. I believe for years intelligence watched a lot of these people, but the Trump admin didn’t prosecute would be terrorists. They just gave them the boot. While YOU were brainwashed into thinking he’s a racist, Trump was deporting Tren de Aragua and potential Islamic sleeper cells as well as potential chinese spies. Likewise, targeting gang members had the knock on effect of reducing the murder rate in 2025 to the lowest ever recorded. I understand correlation does not equal causation, but there’s a very strong cause and effect here. YOU are fighting ICE. Trump was removing Iranian sleeper cells so they don’t shoot up your kid’s school. We are not the same. And, he lets you continue to focus on that front, while he is securing our borders.
  3. Drug boat blow ups. This was to start to create problems for Venezuelan leadership. Deprive regimes of money. Flip people. Get intel on Venezuela. Biden admin indicted Maduro. Trump’s team captured him.
  4. Maduro. This was about a few things. The US creates a lot of light, sweet crude from shale. But our 60 year old refineries cannot process this to make gasoline. We need heavy crude from Venezuela and the Middle East. If we attacked Iran, the strait of Hormuz would close, and our refineries would not have the heavy crude we needed to make gasoline. In 2009, Chavez seized American-owned oil fields and nationalized them. When Trump took Maduro (who was not the elected leader), we seized BACK our oil fields. This now gave us access to heavy crude. Given the association with Russia, China, North Korea, and Cuba – taking venezuela also kicked them out of Venezuela. To be clear, we didn’t “take” Venezuela, but our actions now resulted in a few knock on effects. Yes, we are guaranteed our heavy crude, but we also now have deprived Cuba and China of energy.
  5. Technology. Trump has championed tech. China has been threatening to take back Taiwan forever. China and Russia showed off hypersonic missiles which could take out our fleet of aircraft carriers. We saw during COVID that if we can’t get chips from Taiwan, our automotive industry dies. Trump made deals for chip plants to be built here, providing lots of good jobs, but also protecting our industries in case China does try and take Taiwan.
  6. AI. We demonstrated that with the usage of AI, we could completely take out major powers in days with little efforts. AI is also going to help us be more productive as a society and be more efficient at production. As we can build factories here with the $17 trillion in investment dollars Trump secured, these factories will not be like 100 years ago. They will be highly automated. There will still need to be humans there to operate machinery and maintain, but the absolute scale of these plants and the amount they can produce will actually be much lower in unit cost than southeast Asia. This is directly competing with China. China’s cost of production has gone up over the last few decades, and with this – China has then outsourced to the likes of Vietnam and other southeast Asian nations.
  7. Banking tech. With the GENIUS ACT and soon to be the CLARITY act, we are revolutionizing money. Most of you don’t understand this. Not to any degree you think you do. But our system was being challenged by China with the digital yuan. BRICS was poised to overtake the US systems. Why? We had sanctioned people and kicked them off of SWIFT. For decades, we tried to isolate people from banking to control them. However, over 20 years, China put together the BRICS trading coalition, and this looked to challenge the SWIFT system. Consider that today, if I wanted to send money to someone in Japan, I would wire money from my bank to them. It might take 5 days, and pass through 5-6 major banks. Each one of them getting their beaks wet on every transaction. With digital currency, I can send money to Japan in a fraction of a second. We also now can tokenize collateral. With digital asset companies, they will be able to give loans on collateral which is tokenized on the blockchain. You miss a payment? OK, your collateral covers the loan and we are done. In the new world, you will be able to borrow against assets in minutes rather than going through banks for weeks. This is a direct threat to the entire SWIFT-based system. However, it’s a much bigger threat to BRICS as we may upgrade and beat them to the punch, reducing their leverage against us.
  8. Debt. Given the fact that Saudis and China have been dumping treasuries for years, what we are now doing with the GENIUS and CLARITY acts are to regulate stablecoins. For example, if you wanted to send USD before with SWIFT, it was a pain in the ass. However, if I use regulated stablecoins which are backed by US treasuries, this now creates demand for USD. You need USD to buy treasuries. So I go to an exchange, and I send money to the exchange from my bank. With ACH, this can be seconds. I then buy stablecoins backed by USD. I can then send these stablecoins to someone in Japan. They can do one of two things. They can then sell the stablecoins for USD and send to their local bank in seconds, or perhaps they can spend it to buy goods or other currencies, like Yen. Eventually, these exchanges may overtake banking. If you get your payroll sent to ABC exchange, this is now where your work product is stored in USD. You can then buy stablecoins and use them for anything, instantly. You don’t need to go to a branch. Pay crazy interest rates. But buying USD debt with stablecoins also now subverts China, BRICS, banking – but also now ensures the USD is king for decades to come.
  9. OPEC. When oil prices went up after the bombing, some OPEC members wanted to produce more to capitalize on the higher prices. The cartel sets prices based on amount of supply they allow. Well, some western-friendly arab countries peeled off from OPEC and told them to pound sand. We can also now produce a ton, and with us being able to produce more from Venezuela – we have subverted OPEC’s stranglehold on energy prices.
  10. Israel and the middle east. Trump put together the Abraham accords in like 2017. Idea here was to try and get Arab nations to accept Israel and to normalize relations. What we have seen under the Biden admin were tons of attacks on Israel by Iranian proxies. Trump is a builder. He wants commerce and trade. You cannot build and have commerce in war zones. No one wants to invest there. Using the UAE as the gold standard, it showed that you can build an arab nation not dependent on oil, but on commerce and tourism. The success of the UAE over the last 2 decades has perhaps opened a lot of Arabic nations to how you can build thriving societies without being solely reliant on controlling energy prices. However, Iran for 47 years has completely de-stabilized the middle east. We saw Israel do some crazy shit with blowing up pagers and walkie talkies. What Trump needed to do was to stop the attacks on Israel. Why? He wants low energy prices. How do you get there when you are going against OPEC? Break the cartel. Promote commerce and tourism. Peace through commerce. By attacking Iran, it then forced people to buy energy from us – in USD. Remember how China was paying for energy in yuan? Well, when the strait of Hormuz closed, the Trump admin knew this was coming. They then closed it back from the Iranians, depriving them of selling discounted oil to China.
  11. China. By showing how we can close the Strait of Hormuz, we also pushed China to buy oil from us in USD. Meaning, they needed to sell Yuan for USD. This weakened their currency and strengthened ours. Long term, it caused damage to the Chinese economy because they no longer can get discounted oil in Yuan, and have to rely on the US to sell them energy. The Xi meeting was set up months in advance, and when the first bombs hit Iran, they meant to decapitate the regime. This now showed China that there would be a steep price to pay if they tried to move on Taiwan. We could choke off their energy from the middle east and choose not to sell them oil. Given they don’t produce a lot of energy themselves, and get a lot of their coal from Australia, China instantly became neutralized. It doesn’t mean they won’t eventually do it. What it may have done was buy us 5 years while we create the chip plants here we need so we aren’t reliant on Taiwanese chips. I believe the talks Trump had with Xi – in private – were like, “hey, let us get these chip plants built and then we will stand out of the way”. This prevents a world war – which we would have needed to fight to keep getting access to chips.
  12. Donroe Doctrine. Trump laid out his spheres of influence, and with this, he seems to want to get us out of the world policing business. When Trump asked NATO for help with Iran, many of the European NATO allies turned their backs on us. This was intentional by Trump. We didn’t need them. It was to show the world how inept NATO is without the US. And with this, it created massive leverage for the US. Now, we can point to that as “you didn’t have our backs, so what is the point of NATO for us”. This gives us a runway to exit NATO. The big deal is our defense costs are nuts, and unless other nations want to pay for security, we should not be in the business of protecting them. They want to turn their nose to us and talk about “free healthcare” and “free university” without the basic understanding that their defense is subsidized by us, and with that, American taxpayer money has been subsidizing their free healthcare and universities. By threatening to pull out of NATO, these countries now are facing a reality. Either their taxes go vertical to pay for new equipment they can buy from the US defense companies, or they will have to stop offering “free” medical and education – OR they will be overrun over decades through their own shitty woke policies. By creating the Donroe doctrine, Trump has shown to China and Russia that we are not looking to get in their back yard. We are winding down operations, and creating PEACE in the middle east, so we won’t need to ensure oil through the Strait of Hormuz anymore. Long term, we will build new refineries to process our light, sweet crude, and have access to Venezuelan oil. We will no longer care about middle eastern conflicts. This was Trump trying to create lasting peace there before we wrap it up in a bow and give it to others.
  13. Cuba – next. Cuba is just off the coast of Florida, and with that, can be a supremely awesome tourist place for us to vacation to. Except for those damn commies. Cuban intelligence is apparently supremely capable, and given the former Soviet ties with them, the Cuban missile crisis, and Russia’s backing – it never really was in the cards to “invade” them. Kennedy tried and failed spectacularly. But the Ukrainian war has tied up Russia for years, and with Venezuela falling, Russia pulled their support for Cuba. Cuba has now been in the dark for months and is becoming a major humanitarian crisis. Trump put in Marco Rubio (of Cuban descent) as Sec of State. This was perhaps one of the best strategic moves Trump has done. Given Rubio’s ancestry, fluent spanish, and roots in Florida, it is likely sooner – rather than later – that Cuba becomes a territory of the US and Rubio is installed as a governor of sorts like MacArthur was appointed governor of Japan after WW2. This turns a former foe into perhaps a world class strong ally. I see Rubio as the next president, and this is part of that

What is next?

Well, I believe we WON the Iranian conflict, demonstrably. What all of us were against were “forever wars”. I grew up as a 15-16 year old during Desert Storm, and my parents were worried that it would turn into another Vietnam. We were done with that in weeks/months. We didn’t try to take Iraq and do regime change. We liberated Kuwait, and got out. That is the type of conflict we saw Iran being. On the flip side, we all saw 40,000 Iranians executed by their government. We wanted the despots out. What we did was take out several layers of leadership. Ideally, this peace agreement gets us out of the middle east, permanently. It is quite possible the Kurdish forces ally with the Iranians there to topple the regime, but it would be a more moderate Arabic type of scenario – hopefully – than the Sharia law Iranians. Most Iranians are persian and not arabic. Islam is not their religion. So this part of the equation is unclear. But could we have softened them up enough so the Kurds then “liberate” Iran and allow a Persian democracy to be put in? Much of THIS is unclear. But what this did was extricate us from the region, eventually. It potentially then also de-fanged all of the Irania proxy fighters that attacked Israel. If they don’t behave, my guess is we now know where the new regime is. And, if they order attacks on Israel, my guess is the bombings then are taken on by Israel and the arabic nations that are now joining forces – albeit they aren’t very vocal about this alliance. The entire region is seeking peace, and my guess is that many of these countries want the US GONE. The BEST WAY to get us out of there is to de-fang Iran permanently.

I said this is Trump 90% of the way there.

I believe once Cuba comes under our control and Iran behaves a bit, we will then focus more internally. You will start to see the beautification efforts. The national guard policing efforts. The deportations of more illegals. The criminal prosecutions of corruption – which will take out mostly dems in these blue cities, but I believe they will also target ANYONE – to show that they will also take out corrupt republicans. I believe the efforts ahead are to show how Trump is not “fascist” but rather a “law and order” president. We have essentially de-criminalized marijuana. But Trump is also bombing cartel heads and securing our borders more to prevent drugs getting here. He has worked with China to stop the fentanyl from coming to Mexico which ends up here. Much of the crime we have in this country is from drugs. Drug crimes in the cities fighting over turf. Addicts breaking into places to steal shit for their next high. Blue cities have been trying to push “programs” for decades and the problems are far worse now – why? There’s no money in solving the problem. Our cities are now overrun with non-profits and “programs” that need more and more funding as the problems get worse and worse. I can see several things happening:

  1. Continue to choke off drug supplies
  2. Deport more gang members who are coordinating drugs and muscle
  3. Continue to use National Guard using the Insurrection Act as justification. Blue cities wish to rebel by not adhering to federal law? Fine. We will do it ourselves.
  4. Continue to beautify. With DC, I now want to go there with my kids to see the sights. Our cities have turned into rubble under 6 decades of democrat control.
  5. Continue to arrest. Hard on crime. Using pareto logic, lock up the worst of the worst, and throw away the key. Your rap sheet is 50 charges long? Goodbye. Maybe we outsource the worst of the worst to El Salvador to reduce our costs. Maybe that has an effect of deterrence. While “cruel and unusual punishment” is against the constitution, what defines this?
  6. Find and prosecute corruption. What we have seen with the “Learing center” and CA is that our corruption is in the hundreds of billions. I see 2 more years of massive arrests. If we can remove the waste, fraud, and abuse from our cities, perhaps we can then start to make them safe for everyone who live there.

You see these newscasts now somehow saying Trump lost and is humiliated. This is intentional, meant to now clown on Trump.

YOU thought this was about Trump taking over Iran?

No. It was about saving our currency. And, mission accomplished. If you look at all moves that have been done, and in the next few weeks the CLARITY act will pass – while chip plants are being built and we are dominating AI, you have literally no idea what the hell you are talking about if you think we lost the Iranian conflict. There were so many context issues going on, and the biggest takeaways?

  1. We found a way to keep China in check with Taiwan, for now
  2. We have undermined the Chinese digital yuan by promoting GENIUS and CLARITY
  3. We peeled members of OPEC away so that OPEC starts to lose control of supply. The price of oil will drop due to this
  4. We established NATO is a paper tiger without us, and provided strong evidence of exiting NATO.
  5. We de-fanged the Iranian leadership and the JV squad is now running it. We have showed demonstrably we are not to be fucked with, and we will drone your ass if you want to continue your missile, drone, and nuclear programs
  6. Our military efforts showed that Chinese and Russian air defense systems are no match for us
  7. We shot down hypersonic missiles with lasers, de-fanging Russia and China
  8. We secured heavy crude so we don’t care about middle east oil anymore – that’s now a problem for other people to deal with
  9. We helped put together the Abraham accords to get all middle eastern counties into a coalition to take care of their own problems
  10. We established the Donroe Doctrine. With no boots on the ground, and no occupying force, we have shown that we have no interest in conquering. However, we also showed that we aren’t to be fucked with.
  11. We are undermining BRICS
  12. We showed that our military is more lethal than anyone could imagine and used weaponry no one knew about.
  13. We saved the USD.
  14. We created the case for creating more refineries here
  15. We choked off support for Cuba and are now in a position to make them a world class ally
  16. We got China out of Panama
  17. We established that we wish to control our hemisphere, have the means to do it, and have no interest in occupying outside of our sphere of influence

But above all else – the USD now is supreme, once again. And unless you understood the currency war that was ongoing, you have no means of understanding why the Iranian conflict was an outstanding success that allows us to get out of the middle east, forever, and ensure all nations are using USD to buy energy forever.

If you think this deal is a capitulation, you literally have no idea what you are talking about, and are simply parroting morons on TV that are paid to smear Trump 24×7. Why? Follow the money. Trump is now coming to arrest anyone who is corrupt in any city near you. And if you think that is not a great motive to attack Trump, I have a bridge to sell you.

Stop being a parrot. We won. And because of that, I’ve sold assets, and will be selling more assets because the threat of hyper-inflation in my eyes is now toast. My biggest concern now is massive deflation. Consider if oil drops down to $40 a barrel. Consider advancements in AI and job losses. Imagine if millions of people are deported.

The next frontier, if you are an American, is construction, trades, tech-friendly automated manufacturing facilities, and mining/drilling. Learn Spanish. Learn project management. Pick up a hammer and drill. Understand the new wave of banking coming via digital asset exchanges.

We are about to enter a great period of peace. Art. Creation. Restoration of our cities. Education pivots from woke indoctrination of useless majors to practical education using distance learning, AI modules, and hands on training.

We won. Now we just need to know what we won, and where this is going.