Human action is often defined by trust.
When the US weaponizes the USD by kicking Russia off SWIFT, etc (something it had never done previously in any conflict), the US erodes trust.
When the US invades and and kills school children without any clear mission, trust is lost.
When Iran weaponizes Hormuz, something never done prior, trust is lost.
When Trump threatens to bomb civilian electric generation, and Iran says water infrastructure and nuclear facilities are similarly in play, both war crimes, trust is lost.
When trust is lost, the world becomes smaller and more expensive. Trade suffers. Standard of living goes down. People suffer. And folks lean into things they can trust. Where do people turn? What can they trust?
Community. Family. Nature. God. Even pets. Etc. Tech will bring such folks together.
But monetarily, from a big macro and societal/governmental perspective, how do societies trade when trust is lost? For energy needs, what do people trust? Those going through an energy crisis currently, how do you pivot?
I think the answers to these questions is your investment thesis -- ie, the "trust trade" for your time and energy.
No right answer. All value is subjective. Protect your individual sovereignty, frens.
When the US weaponizes the USD by kicking Russia off SWIFT, etc (something it had never done previously in any conflict), the US erodes trust.
When the US invades and and kills school children without any clear mission, trust is lost.
When Iran weaponizes Hormuz, something never done prior, trust is lost.
When Trump threatens to bomb civilian electric generation, and Iran says water infrastructure and nuclear facilities are similarly in play, both war crimes, trust is lost.
When trust is lost, the world becomes smaller and more expensive. Trade suffers. Standard of living goes down. People suffer. And folks lean into things they can trust. Where do people turn? What can they trust?
Community. Family. Nature. God. Even pets. Etc. Tech will bring such folks together.
But monetarily, from a big macro and societal/governmental perspective, how do societies trade when trust is lost? For energy needs, what do people trust? Those going through an energy crisis currently, how do you pivot?
I think the answers to these questions is your investment thesis -- ie, the "trust trade" for your time and energy.
No right answer. All value is subjective. Protect your individual sovereignty, frens.