China appears to have concluded that their moment is now. Maximum leverage before Trumps investments in MP Minerals (rare earths) and other raw material/defense tech businesses shake us loose of supply chain dependencies. These things always seem to happen on friday afternoon before a long weekend for banks. I expect Bitcoin to be hammered down this weekend as everyone searches for liquidity. I will be buying the whole way down. If there is going to be war with China, I want to own globally liquid freedom money. If there is going to be peace, I still want to own globally liquid freedom money. These are the moments you prove how much you believe your thesis. The only thing introducing uncertainty into my view is the Core v30 launch today. I can’t get a read on the market response with all the noise from the Trump announcement.
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