I enjoyed this read and agree with you on most points you covered.

The primary area that I think about that wasn't covered was the acceleration of a shift to a multi-polar world and the fall of the dollar as a global reserve currency due to more isolationist geopolitical policies.

As Bitcoiners, we've all seen this coming, but I think a second Trump presidency accelerates this, allowing the dollar to wane in influence, and inflation to rise more as foreign dollars return home and deficits continue to rise due to policies that will reduce the federal government's income.