It’s almost as if the (intended or otherwise) end game here is to destroy US big tech’s hope of walled garden monopolies for AI, therefore crushing US equity markets that will, in turn, require massive bailout of ALL US risk markets through infinite QE/monetisation, thereby collapsing the dollar into its inevitable hyper-inflationary finale.

Too obscure?

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While I don’t think the initial DeepSeek launch was intentional as to roil US markets, I do believe the boys in Beijing quickly understood what leverage they had stumbled upon.

Now it’s somewhat clear that #China is pressing its advantage.

What’s hysterical to me is that this thesis was very well, and comically, made over on X weeks ago.