LEAKED: Trump's 10-Year Plan to Reset the Dollar

0:00Trump's running a secret 10-year plan to

0:02reset the entire global economy and the

0:04Treasury secretary said it on record 13

0:06months ago, but no one seems to be

0:08connecting the dots. You see, the

0:10markets are making all-time highs. Wall

0:12Street's calling this a bubble, but

0:14they're using broken models. If you look

0:16around, you can see your house is at new

0:17all-time highs. Stocks are at record

0:19highs. The headlines say that you're

0:21winning, but the real numbers say the

0:23opposite. Now, the US [music] has only

0:25run this play once before, back in 1946,

0:28but last week two events almost nobody

0:30connected may have just handed Trump the

0:32political runway that no US president

0:34has had in over 50 years. Of course, if

0:36it works, the next 18 months unlock the

0:39[music] largest growth cycle in half a

0:41century. So, in this video, I'm going to

0:42break it down. I'm going to break down

0:43the 10-year plan that Bacent already

0:45announced. [music]

0:46I'm going to show you the four steps

0:48that are already running. I'm going to

0:49show you why it was just [music] why it

0:50just became politically unstoppable and

0:52I want to show you three asset classes

0:55that win. You're ready?

0:57Let's go.

0:58All right, so we're jumping right in. I

1:00got a lot of data to get through. I got

1:01a lot of charts I'm going to show you

1:03back on the video wall here in a second.

1:04So, let's just jump right in, but I know

1:06this claim is really big, right? Like a

1:0710-year plan. It's a 10-year playbook.

1:10Now, most people see his economic moves

1:13and they think they're improvisation,

1:14right? Like he's sporadic. He doesn't

1:17know what he's doing. The tariffs,

1:18right? The Fed drama, China, volatility,

1:21Iran, whatever. But the Treasury

1:22secretary, Scott Bacent, he literally

1:25said it out loud. He said it 13 months

1:26ago and here's the quote right here.

1:29Scott Bacent, October 2024, October

1:3117th, 2024 on record and he called it

1:35the 10-year project. He said in the

1:3710-year project, he said there's two

1:39patients, the US and China, okay? Now,

1:42that's not how the Treasury secretary

1:44talks about just a whim, right? That's

1:47not improvisation. That's a strategy.

1:49They're trying to tell you this. Are you

1:51paying attention? Now, the bigger piece

1:53that's all coming together, of course,

1:54we have Scott Bacent over here. The

1:56bigger piece is the new Fed chair that

1:58just replaced Jerome Powell. I'm talking

2:00about Warsh over here. And the thing to

2:02understand about Bessent and Warsh now

2:05working together, head of the Treasury,

2:07head of the Fed, they've been working

2:09together for years. They have the same

2:11school of monetary thinking. Now, Warsh

2:14is is at the Fed, right? The Treasury,

2:17Scott Bessent, but they're run by the

2:19same team. They're the same team.

2:22They're from the same room, and they

2:24have the exact same playbook. It's sort

2:26of like getting the band back together.

2:28Okay. Now, here's the structural problem

2:29that we've had, right? The US president

2:32runs on a four-year cycle. You can see

2:34about every four years, the president

2:37gets changed over. Yeah, they could run

2:38two terms, they could run eight years.

2:40But the structural problem is that in

2:42order to get something big done, it

2:44takes a long time. In order to get

2:46something really big done, it takes even

2:48longer. So, if you only have four years,

2:51or maybe at best eight years, how do you

2:53change the entire global economy? How do

2:56you change the entire global monetary

2:58system? How do you change the entire

3:01energy structure of the whole world?

3:03That's the That's the problem. And so,

3:04what we need, the United States needs to

3:07get through this, is they need to pull

3:09out a playbook. What I want to talk

3:10about on this channel all the time. If

3:12you don't If you don't subscribe to the

3:13channel, go ahead and click that button

3:14right now so you hear me talk about

3:16this. I'm talking about something called

3:17financial repression. The financial

3:19repression is a playbook that brings

3:21debt down without having to default.

3:24It's called the liquidation of

3:25government debt. Now, the problem with

3:27running this playbook to bring the debt

3:29level down without defaulting is it

3:31takes about 10 years to deliver. Now,

3:33the last time we ran this, the United

3:35States ran this, was at the end of World

3:36War II into the 1950s. It took about a

3:39decade. So, the math doesn't work in a

3:41normal four-year political cycle. That's

3:43why no president could do this. That's

3:45why this playbook never gets to finish.

3:47And here's why. If we take a look at

3:49this, incumbents don't get reelected

3:52during downturns, right? They don't get

3:54They don't get elected or reelected

3:56during high inflation. I mean, just look

3:58at the data right here. At the 2024 exit

4:00polls, the top issue right here was the

4:03economy and the jobs by by a mile, 40%

4:06right here, above immigration, which is

4:08a big problem, above abortion, above

4:10democracy, all those things. And so, we

4:12can see that if the economy and

4:14inflation is the number one job by a

4:16mile, then the political cycle

4:18structurally kills the playbook every

4:20time it has to start over because no

4:23president will or no administration will

4:25go through the hard work

4:27will go through the pain of what it

4:28takes to actually fix it when they know

4:30they're going to be kicked out. So, the

4:31question is then how do you run a

4:3210-year project in a 4-year political

4:35system, right? That's what this video is

4:37going to break about. I'm going to break

4:38down the the the 10-year cycle. I'm

4:40going to show you the mechanism, and I

4:42want to show you the proof that it's

4:44already running, and I want to show you

4:45the political event that just happened

4:47that nobody seems to be connected. So,

4:49let's start with the mechanism. Okay.

4:50So, the mechanism, this is the part that

4:51seemingly everybody seems to skip. Now,

4:54I've again I've talked about this quite

4:55often. I'm talking about financial

4:56repression. That's the technical name.

4:58The IMF, the BIS, they both put out a

5:00white paper in 2011, 2015, and and

5:04again, they called the mechanism

5:06financial repression. They called it the

5:07liquidation of government debt. And it's

5:09pretty simple. Again, I break it down

5:10all the time. They hold yields below

5:12inflation. So, the amount that they pay

5:14on bond yields has to be below the rate

5:16of inflation. So, that way savers in

5:19dollars, people that are investing into

5:20bonds and holding dollars, they get

5:22debased every single year. They

5:23liquidate the bondholders. The

5:26government debt gets inflated away in

5:27real terms.

5:28Simple.

5:30It's a 70-year-old playbook. They're

5:31bringing it back. Okay, now, to

5:33understand just how acute the problem is

5:35right now, how the US needs to pull

5:36back, is we can look at this research

5:38paper here from Reinhart and Rogoff. And

5:41what this basically tells us is of all

5:43the nations that they've studied, any

5:45nation that's gone past 120% debt to GDP

5:48doesn't return. The only way to get back

5:52down is one of three ways. They can just

5:54straight out default on the debt, they

5:56can do a currency reset, or they can

5:58have high inflation. And so when you

6:00look at that number, you can start to

6:02understand why things are so critical.

6:04Look at this chart right here. Again, I

6:05said we haven't run this since after

6:07World War and you can see we are at 121%

6:11debt to GDP right there. Nine years

6:14later, they are able to get it all the

6:16way down to about 66% cut in half. How

6:20did they do that? Well, they didn't pay

6:21it back. They didn't pay the debt back.

6:24There was no austerity program or they

6:25didn't go on a budget. They inflated it

6:27down. You see the debt to GDP is a

6:29ratio. I can either get the debt down or

6:31I can bring the GDP up, which is mainly

6:34thinking about, you know, productivity,

6:36getting the gross domestic product up.

6:37But even through inflation, it brings

6:39that GDP number up. So they brought it

6:42all the way back down, cut it in half

6:43not by paying it back. Again, they

6:45inflated it down. Now in that cycle,

6:47bond holders got absolutely crushed in

6:49real terms. However, asset holders, they

6:53came out on the other side of this very

6:55wealthy. All right, that's what

6:56financial repression delivers every

6:58single time when it works. It's the

7:00modern playbook. Now as we can see,

7:02we're all the way back up to 121% again.

7:06We're at the critical level. It's time

7:09to bring it back down. The same wall

7:11requires the same playbook. The problem,

7:13as I said, is in order to run this

7:15playbook, it's about 10 years of pain.

7:19And no president has been able to do

7:21that. All right, now there's four steps

7:23that walk us through this. I'm going to

7:25show you real quickly so you can

7:26understand the playbook that we're going

7:27to be running. All right, four steps

7:29that every modern repression cycle has

7:31run. It's the same four moves. Okay,

7:32step number one, of course, is the

7:34financial repression. Yields, what the

7:36what the bonds pay out, yields are held

7:38below inflation. That's why bonds are

7:40the worst investment you can make right

7:41now. They're guaranteed to be liquidated

7:43away. All right, so the bond yields are

7:45held below inflation. That means that

7:48savers are starting to lose ground every

7:49year. Number two, then what we want is

7:51hot nominal growth. When I say hot

7:54nominal growth, not real growth, just

7:55nominal growth. Hot because it's

7:57inflation. Now, CAPEX into industrials,

8:00tech growth, energy growth, reshoring

8:03the production base, all the things you

8:04hear about the Trump administration

8:06talking about. Okay, step number three

8:08is then trade in gold. All right, so

8:11what we want is the dollar to fall

8:13against gold. We want the dollar to fall

8:15against real assets while we still keep

8:18the rails.

8:19And then step number four, you hear me

8:21talk about this quite often, the

8:22Cantillon effect. This is the Cantillon

8:24distribution. What this means is that

8:26those closest to the new money get the

8:28biggest benefit. So gains accrue to

8:30asset owners first and those who get the

8:33money first. Who gets the money first?

8:35Where does money get created? Well, the

8:37banks create money. How do the banks

8:39create money? Oh, by issuing debt. So

8:41those that get the money first, new

8:43money creation through debt, and buy

8:45assets are the ones that win. We could

8:47almost just end the video right there.

8:49That's the key thing. But I want you to

8:50understand this macro loop because this

8:53is the cycle that we're on. This macro

8:55loop, what we have is that monetary

8:57policy drives asset prices.

9:00Asset prices drive wealth flows.

9:03Wealth flows drive portfolio positioning

9:07and portfolio positioning feeds back

9:10into asset prices. And this goes round

9:12and it goes round and it goes round. And

9:15once the regime sets this direction,

9:16once they set this flywheel in motion,

9:19the flows in this cycle become very

9:21predictable. All right, and this is how

9:23the game's distribute. All right, the

9:25Cantillon playbook. I did the keynote at

9:27the Bitcoin conference about a month ago

9:29and I talked about how as Bitcoiners we

9:31have talked about how unfair the

9:33Cantillon effect is. Those closest to

9:34the money, they get it first, get the

9:36get the biggest benefit. But I said,

9:38instead of thinking about it as

9:39punishment, why don't we run the

9:41playbook? That's exactly what this is.

9:43New money enters here at the top. New

9:46money enters again. How? Through the

9:48banking system, through debt issuance.

9:50It reaches asset owners first. So we get

9:54the new money and we buy real assets,

9:57real estate, Bitcoin, whatever it may

9:58be.

10:00All right? Then it starts to trickle

10:01down and it it pushes asset prices

10:04higher, it pushes consumer prices

10:06higher, and by the time it gets down to

10:08wage earners and savers down here, then

10:11everything's already gotten expensive.

10:13All right? This isn't a moral claim

10:15here, all right? This is This is

10:17mechanical. This is just how it works.

10:19The money creates here, by the time it

10:21gets down here, all the asset prices are

10:22higher and everyone at the bottom loses.

10:26Now this is This is the same flow

10:27whether you like it or not.

10:29There's a world that I want to create,

10:31there's a world I'm pushing to create,

10:34but there's also the world that we live

10:35in today.

10:36And this is the world that we live in.

10:37Now here's the part that most people

10:38miss. Financial repression, it isn't an

10:40attack on consumers. It's not

10:43Yes, it punishes them, but it's not a

10:45purposeful attack. The goal, the reason

10:48why they're running it, is to get

10:49nominal GDP GDP growth up. We have to

10:53get GDP growth to outpace the debt

10:55growth, okay? That's how we survive.

10:57That's how we go from 121% debt to GDP

11:01and we get that down without defaulting.

11:03That's the only way. That's how you

11:05rebuild the industrial capacity. That's

11:07how we bring manufacturing back to the

11:09United States. That's how we get the

11:10automation. That's how we get the

11:11energy. That's how we get the data

11:13centers. That's how we get all those

11:14things.

11:16That's how you protect generational

11:17wealth.

11:18If you own assets, you're not the victim

11:21here, you're the beneficiary.

11:23The mechanism is clear. The 1940s proved

11:26that it works. We know that we can run

11:28this, but the question is this actually

11:31running right now? And I'm going to

11:32answer that. I want to show you five

11:33receipts from just the last 13 months.

11:37All right, let's start with what's

11:38happening to consumers right now.

11:39Receipt number one, we have consumer

11:41discretionary stocks as represented by

11:43this basket in the XLV. All right, now

11:46in this just since January 17th of 2025,

11:50the day that this regime locked in, we

11:52can see the XLY is down 36%

11:56when it's measured in gold. Not in US

11:58dollars, measured in gold. Now, the

12:00reason why in gold is because that's the

12:02non-manipulated

12:03asset. If we just look at dollars, we're

12:05seeing the wrong thing and so you can

12:06see here is down 35% measured in gold.

12:09Now, the headlines say that stocks are

12:10at all-time highs and priced in dollars,

12:13they are.

12:14But when we price them in real money

12:15like gold, we can see that they're down

12:1835%. We can see that the consumer half

12:21of the economy is actually being

12:23repressed right now. Okay, that's step

12:24number one of the playbook, repress the

12:27consumer part of the economy and it's

12:28already executing. All right, receipt

12:30number two, this is the same window.

12:32This is a different sector, but it's

12:33telling us the same thing. We can see

12:35tech is up and industrials are down and

12:38discretionary spending is down. And we

12:39can see that across the board. The only

12:42sectors that are winning are the

12:43production base and CapEx flow.

12:46You can see that right here. That's

12:48reshoring, that's industrial buildout,

12:50and that's step two of the playbook

12:52running

12:53running right in front of us. We can see

12:54it in the data. Okay, receipt number

12:56three, this is the long bonds. I'm

12:58talking about TLT, a fund that we can

13:00measure the bonds in. And what we can

13:02see that it's flat in dollars

13:05as you can see right here. However,

13:07that's in dollars. If we price it in

13:08real money, if we price it in gold, we

13:11can see we're down 40% priced in gold.

13:14So, what this means is that bondholders,

13:16they look at their statement and they

13:18go, "Huh, everything's fine."

13:20But what they don't realize that in real

13:22terms, they're being liquidated and they

13:24lost 40%. All right, the repression

13:27doesn't ask permission. It just happens.

13:30Now credit to where credit's due one of

13:32my friends Luke Grommen had him on the

13:33show many times. He's the author of the

13:35FFT forest for the trees

13:38great analyst. I love what he puts out

13:40and he laid this case out in a

13:42newsletter that came out. I believe it

13:44was last month. He was one of the few

13:46people that's been talking about this

13:48quite often and it's actually some of

13:49the input that I've used in this video.

13:51Okay, now receipt number four your

13:53house.

13:55Now your house right now is at record

13:57highs again in dollars. But if we price

14:00it in gold, we can see that it's sitting

14:03at an all-time low right now priced in

14:05gold. It's lower than it has been in

14:0763-year history. It's lower than it was

14:10in 1980. It's lower than it was in 2008.

14:15Now you feel way richer because you look

14:16at Zillow and you see the price is never

14:18been higher.

14:19But you're actually losing ground when

14:21you measure it in real money. Okay, this

14:24is exactly what financial repression

14:26looks like. The number you see going up

14:29the nominal number

14:31looks like it's going up, but the wealth

14:33that you own the purchasing power that

14:35you own is going down.

14:37And nobody's going to tell you this. I'm

14:39going to tell you. What I what I learned

14:41early on in my career shout out to

14:42Porter Stansberry. He'd always say I'm

14:44going to tell you what I wish I could

14:45hear if I was on the other side of the

14:46table and so that's what I'm telling

14:47you. Of course your realtor is not going

14:49to tell you this. They don't want you to

14:50know this news. Now receipt number five

14:52is the non-monetary gold. All right, we

14:55saw October and November 2024. We saw

14:58the first consecutive months in over 20

15:00years that gold was the number one US

15:04export line item. Look at this right

15:06here.

15:07Flat flat flat flat flat flat flat and

15:09then boom, it just took off. All right,

15:11the first time

15:12number one export not soybeans

15:15not oil

15:16not semiconductors. I'm talking about

15:19gold.

15:19What does this tell us? It tells us that

15:21the US is settling its own trade deficit

15:25in physical gold. They're not reporting

15:26this. This is not making mainstream

15:28news, but this is what the chart tells

15:30us, okay? That's step three of the

15:33playbook already running. Remember I

15:34showed you the four steps. And here's

15:35the proof of the concept. We can see

15:37that China ran this exact same playbook

15:39from 2014 to 2024. What we can see

15:42during this time is that consumption was

15:44depressed. It was suppressed from 49% to

15:4739% of GDP. But investment went up to

15:5041%

15:52at the exact same time. They repressed

15:55the consumer, just like I've been

15:56showing you. All right? Their own

15:5810-year yield went from 3.95 right here

16:01all the way down to 1.76%.

16:05That's the highest in the SDR basket to

16:07the lowest. We saw gold and yuan went

16:09from 7,000 up to 30,000.

16:13All right? What does that tell us? The

16:15same thing. They settled trade in gold.

16:17They didn't They didn't say that. They

16:19didn't formally announce it. You have to

16:21look at the data to understand that. And

16:23again, that's the fourth step. All steps

16:26over a decade and it worked. And the US

16:28is now running the exact same playbook.

16:30And this isn't a forecast, right? Again,

16:32this is the data. It's already happening

16:34right here. And I do want to just uh

16:35shout out real quick here um for a

16:37second. If you want to know how you

16:39should run this Cantillon playbook on

16:40your own, how do we get closest to the

16:42money supply to get the assets to

16:45benefit from these four steps? I'm going

16:46to have a live workshop. I'm going to do

16:47it all live. I'm going to do it all

16:49free. I'm going to break it down.

16:50Talking about a wealth operating system.

16:51I'll put a link in the description down

16:52below. I'll put a QR code right here on

16:54the screen. Come hang out live. I'm

16:55going to show you the Cantillon

16:56playbook. I'm going to show you how to

16:58build wealth with this. I'm going to do

17:00it live. I'll answer all your questions.

17:01It's going to be fun. We'll hang out.

17:02And it's all free. Click on that link

17:03down below. Click on this QR code

17:04screen. But let's get back to this part.

17:06Okay? Because the part that nobody's

17:08talking about now is some people have

17:10been talking about we need the financial

17:12repression. I've been making videos.

17:14Some people, not many, have been talking

17:16about the gold. But what nobody's

17:17talking about is why will the Trump

17:20administration be able to do this? Why

17:22will they be the first president since

17:24World War II to actually run this?

17:27How can they run this? Why can they

17:29actually run this for 10 years when they

17:31couldn't have been run in the last 45?

17:33Well, financial repression has been the

17:34obvious play for two decades. Again,

17:36I've been talking about it. But they

17:37haven't been able to run it because

17:39again, if inflation runs hot and the

17:40economy goes down, then the president

17:42gets ousted. We saw it with President

17:44Carter in 1979. We saw inflation run to

17:4613%. Volcker came in.

17:50We can see Volcker came in and crushed

17:52it. Reagan won. All right, he won 49

17:55states the next election. Every

17:56president since then learned the lesson.

17:58If you let CPI inflation, consumer price

18:01inflation, if you let it run hot, you

18:03lose. All right, that's the Volcker veto

18:05and we can see that it's held for 45

18:08years. They've kept it down until, of

18:10course, 2021. Now, post-COVID, the Fed

18:13tolerated up to an 8% under Biden up to

18:15a 9% inflation. And they got that to

18:19inflate down the COVID debt.

18:21Nobody got removed for it at that time.

18:24The Volcker veto cracked. And now, last

18:26month, it's broken completely and

18:28there's two events that caused this to

18:30happen. And these two events were 3

18:32weeks apart, both clearing the political

18:35runway to get this done. What am I

18:36talking about? Event number one, I'm

18:38talking about April 29th of this year,

18:41Louisiana versus Callais, Supreme Court

18:44decision, a six-to-three decision. The

18:46Supreme Court ruled the Voting Rights

18:48Act doesn't require additional minority

18:51majority districts.

18:53Now, this might be a politically charged

18:56debate for you and it's not about the

18:57politics of this. But basically, what

18:59they did is they redistricted and said

19:01you can't redistrict based off of race.

19:04And so, we have to redraw the districts.

19:07The Republican-drawn maps in southern

19:08states stay in effect and that removes

19:11structural 2026 midterm headwind that

19:13was supposed to deliver the house to the

19:15Democrats and now they're getting sort

19:16of wiped out. Event number two, May

19:1920th, about 3 weeks later, we see Trump

19:21endorse in primaries across six

19:24different states, Alabama, Georgia,

19:26Idaho, Kentucky, Oregon, Pennsylvania.

19:29And the result?

19:3237 wins, zero losses.

19:35What this means is they've cleared the

19:37field of the intraparty dissent. What

19:40this means is that the last legislative

19:41friction point inside the Republican

19:43coalition of losing the midterms seems

19:46to be gone.

19:47The net effect of what this means is the

19:49political constraint that's blocked

19:51aggressive reset moves for 45 years has

19:54just dropped twice now in 3 weeks. The

19:57threat of the midterms seemingly is

19:59gone.

20:00And Trump can't get another election

20:02anyway. So, he's got the runway now to

20:04do what he needs to do. What would you

20:05do if you knew you couldn't lose? Well,

20:07that's sort of where he's at. And here's

20:10Here's what's already been signed. We

20:11have four pillars already in execution

20:15right now. All right, so number one, we

20:16have the dollar. I'm talking about

20:18Trump's executive order 143 14233, which

20:23was the strategic Bitcoin reserve. That

20:24was put in place March 6th, 2025. It was

20:27the first sovereign Bitcoin framework

20:29that was ever put forward in the world.

20:32And of course, the US now holds over

20:33three The US holds over 328,000 Bitcoin

20:37on the federal balance sheet. Okay, that

20:38was pillar number one. Two, we have

20:40stablecoins. We have all the

20:41legislation. The GENIUS Act was signed.

20:44Um that was July 18th, 2025. The federal

20:47stablecoin framework. We have Tether. We

20:49have Circle now uh operating on rails.

20:52Dollar stablecoins are official, all

20:53right, this decade right now.

20:56Then we have the crypto rules. I'm

20:57talking about the Clarity Act, all

20:59right? This was passed uh The House

21:00passed it July 17th, 2025. The Senate

21:03Banking moved it May 14th this year. The

21:06market structure clarity unlocks all

21:08this new flow, and this is the primary

21:10muscle right here, right? The 37 to zero

21:12sweep that we discovered, the four

21:14pillars in execution, the reset

21:16machinery, it's already running. This

21:18means the political conditions are set.

21:20The legislation is already saying the

21:21Fed, the Treasury, they're all aligned

21:23on this. So, the only question that

21:24really matters now at this point is

21:27where do all the gains go? Who actually

21:29wins this decade? Okay, to understand

21:31that, the mechanics of who wins. This is

21:34where the money actually flows, all

21:36right? The Cantillon flow. We talked

21:38about this, the four tiers. New money,

21:41it enters at the top, tier one, money

21:43creates right here.

21:45Tier one, the money creators. Again,

21:47that's the banks. It's not the Fed. We

21:49talk about the Fed printing money, it's

21:50not really how it works. The money is

21:52created at the banks through new debt

21:55issuance. So, they did number one. Tier

21:58number two, it goes down to the asset

22:00owners because again, the debt is

22:02created to buy assets, right? You go to

22:04the bank and you get debt to buy a

22:05house. The debt goes to asset owners,

22:09equities, real estate, Bitcoin, gold.

22:11They receive the flow first, all right?

22:13And then their assets reprice up before

22:15the general price levels move. Then it

22:17goes down to the corporates and the

22:19insiders. They do stock buybacks, they

22:22pay huge bonuses, they leverage returns,

22:25they catch the second wave, all right?

22:27And then tier four, down here we have

22:28the wage earners, the savers, right?

22:30Because again, now all the prices have

22:31gone up, the homes have gone up, the

22:32stocks have gone up, the Bitcoin has

22:34gone up, the businesses have gone up,

22:35and then it comes down to the consumers

22:36right here. The inflation arrives last,

22:39purchasing power is all of a sudden

22:40getting wiped out, getting diluted. Now,

22:42the top tiers compound the asset. The

22:45bottom tier compounds the cost. It's the

22:48same flow, it's just where do you choose

22:51to participate, what level? And the new

22:53rails that's putting all this in place,

22:55they're already live. There's four

22:57firms, and there's four production

23:00stacks. We'll start over here with

23:01BlackRock. BlackRock created a new a new

23:04fund called Biddle. And what Biddle is

23:06is they took the US Treasuries and they

23:08tokenized them. And then they pay you

23:11can buy this token Biddle and you get

23:13basically Treasury yields. And now this

23:15token is live in the DeFi ecosystem and

23:18they raised over 2.5 billion dollars

23:21under management live, okay, right now.

23:23Then we have Goldman

23:25and BNY right here. And together

23:27Goldman's DAP has been live since

23:29January of 2023.

23:31Now BNY and Goldman, they tokenized

23:34money market funds since last July. It's

23:37been going on for a while. They've

23:38tokenized bonds, they've tokenized

23:39repos, money market funds, all those

23:42things, okay? Then we have stablecoin

23:44rails. Over here we have Visa. So Visa

23:47card to stablecoin settlement, 7 billion

23:50dollars annualized. There's nine

23:52different chains as of Q1 of this year.

23:55It's all happening really really fast.

23:57MasterCard, multi-token, they're all

23:59they've all been live, okay? This is

24:01really big.

24:02And then over here MasterCard is also on

24:05this as well. Now these aren't

24:06proposals. These are already in

24:08production. This is already happening.

24:11Billions of dollars are moving real

24:13value right now. And here's where

24:15Bitcoin fits in. We have three vectors

24:18all converging on one asset right now.

24:21We have the sovereign demand right here,

24:23the strategic Bitcoin reserve, the

24:25central banks are accumulating Bitcoin

24:27right here. We have institutional demand

24:29over here, tokenized real world assets,

24:31you know, following BlackRock, all of

24:33that. We have the macro demand, that's

24:35the financial repression making cash a

24:38guaranteed losing trade, and the escape

24:40valve for capital. So all three forces

24:43coming down into one asset, Bitcoin.

24:46It's the cleanest expression of what's

24:48happening at the protocol level right

24:50now. And here's the upside vector. This

24:52is the historical mirror, so we can look

24:54back with some perspective and see. And

24:56we can see that from 1946 to 1955,

25:00the debt-to-GDP went from 122 down to

25:0266%

25:04and during that time GDP or real GDP was

25:08up 37%.

25:09The S&P 500

25:12wait for it, wait for it, was up 260%.

25:17Okay?

25:18That happened because the US rebuilt the

25:19production base. They rebuilt the entire

25:21manufacturing sector. We had the GI

25:24Bill. We had all this productivity start

25:26to hit the market and the CapEx, the

25:28investment into that, it all came first.

25:31All right? Then the growth is what

25:33followed. Now, 2026 to 2036 is the

25:36mirror. The same setup. Now we have

25:39hyperscalers, the CapEx that's going

25:40into hyperscalers. We have 160

25:43billion in 2023, 240 billion in 2024,

25:48and 400 billion in 2025. Look at the

25:51growth of this and projected to be 725

25:55billion by the end of this year. I mean,

25:57look at the growth trajectory of this.

25:58The same mirror as you can see. We have

26:01the semiconductors reshoring, we have

26:03the energy abundance that's happening,

26:04the same blueprint,

26:06the same upside vector.

26:08The mechanisms, they're already in

26:09place.

26:10As you can see, the mechanics, they're

26:12already in motion. All the charts are

26:15telling us the same thing. And now we

26:16have the political runway that's open.

26:18So the only question that's left now is

26:20which side of the ledger are you going

26:22to be on?

26:23Because there's two paths to the next

26:25decade. Same policies, but opposite

26:27outcomes. You get to choose. Path number

26:29one, the asset owner.

26:32You hold the Bitcoin, you hold the gold,

26:33you hold the equities, you have the real

26:35estate.

26:36You can have those things. Your

26:37purchasing power's preserved and it's

26:39expanding.

26:41You can use debt to expand it even

26:42further and the debt gets deflated away

26:45in real terms. It's great. The income is

26:48is is growing up because of capital

26:50appreciation plus cash flow. And by 2020

26:5335, we have this massive compounding

26:55going on.

26:57Of course, path number two is over here.

26:58This is the person who just works for

27:00their money, tries to save a little bit,

27:01doesn't really buy any debt, or doesn't

27:02really buy any assets.

27:04You hold the dollars, you hold the

27:06bonds, you do the safe thing, you

27:07diversify, you allocate your assets,

27:10you're you're in a a diversified

27:12portfolio, a 60/40 portfolio, whatever

27:14your financial advisor tells you to do,

27:16but your purchasing power gets eroded.

27:19It's eroded. It's tolerated. CPI,

27:22consumer price inflation, is stealing

27:23that purchasing power. And then your

27:25debt is now the burden. Your debt is

27:28growing as the rate floats.

27:30Your income and your wages start to lag,

27:32fall behind. Now, by 2035 here,

27:36you're working way harder and for less.

27:39The same decade, the same policy, but

27:41opposite outcomes.

27:43What's the variable? Well, the variable

27:45is which side do I want to be on?

27:48Because Trump's running a 10-year

27:49project.

27:51He he he he showed us this. I showed you

27:53the data. Scott percent said it 13

27:55months ago. Worse now is in the Fed. The

27:58political constraint that was holding

27:59them back is gone.

28:01The four pillars are signed,

28:03and all of the data is showing us it's

28:05in motion.

28:06We have We have the the parallel, the

28:081946 mirror, to show us. We understand

28:11the cancel on flow and how mechanical it

28:13is.

28:14And so, I mean,

28:16you could argue with my framing, I

28:17guess, but you can't argue with the

28:19data.

28:20Because the data set. So, the question

28:22is, what do you do with the data? Now,

28:24three things what you can do. Number

28:25one, join me for the Wealth OS live

28:27workshop. We'll put a QR code here. I'll

28:29put it in the description below. If you

28:31want to learn how to get on the right

28:33side of the cancel on effect, to take

28:34advantage of this flow, join me over

28:36there. Otherwise, subscribe to the

28:37channel, and I'll see you on the next

28:39one.