On Trump's genius and the Deep State.

I wanted to begin this reflection by arguing that Trump is the best politician the US has had in the last 50 years, understanding what a politician is (I hope I don't have to explain what a politician is, but obviously that's not a good thing for people).

But, being honest with myself, Trump is just a playboy who can't control his sexual desires, and watching him speak, he is far from being an intellectual or a strategist, so really the credit goes to the Deep State, both the visible (Marco Rubio, Netanyahu, etc.) and the invisible.

That said, we all thought the US empire was lost, but I think they have proven to be simply brilliant and have made a bold move.

Here are my observations/conclusions:

- One of the masterstrokes has been to take advantage of Bitcoin's popularity to promote stablecoins and create a financing system through them, while also increasing the demand for dollars. Tether is their flagship. They literally scammed the Bitcoiners who voted for them, but it has been a great political strategy.

- The other move has been to take over the largest oil reserves on the planet. This completely changes the game, reinforces the petrodollar, and allows them to be independent from the Gulf countries. The US is now the lord of oil.

I could mention many other things, but in general, what I want to highlight is that they have tremendously strengthened the petrodollar and their form of financing by exporting their inflation to the rest of the world and, in turn, containing Bitcoin.

I sincerely believe that in economic terms, Americans will fare better, but the rest of the world will fare much worse. There are 350 million Americans, but there are 8 billion of us.

Statism always wins; we are minuscule.