You’re not alone, Jeff. I’ve been deep in the same rabbit hole: global fragmentation, hard assets, and the death rattle of fiat.

The historical parallels you pointed out are uncanny. I’d add that we’re also seeing central banks quietly rotate into commodities and gold, just like pre-Bretton Woods collapse.

Darius has been fire lately. Curious what in his recent work really clicked for you?

PS: Would love to reconnect on this. Your insights have been missed.