Just watched this video by Alex. I agree with most sans the doomerism. But its needed and appreciated.

His basic premise (from my understanding) is the Liquidity Trinity:

Stablecoins = Shadow QE
- U.S. tolerates explosive stablecoin growth because it functions as off-balance-sheet money printing
- They reinforce dollar dominance while quietly financing deficits AI = Persuasion Engine
- Liquidity means nothing without flows - AI + media amplify speculation by automating attention capture and conversion into trades

On-Chain Assets = Absorbent
- Meme stocks, tokens, DeFi instruments absorb excess liquidity
- They are the “bread & circuses” that keep the Ponzi turning

Gold & Bitcoin = Signals- Gold signals fragility of the fiat system
- Bitcoin monetizes distrust with the scarcity meme Speculation = The System
- The economy isn’t production-driven anymore
- It’s a liquidity loop: Stablecoins → AI persuasion → On-chain speculation → USD demand

Fighting it is missing the point. Position with it.

Give it a watch, highly recommend and agree. Its a bit counter-intuitive that we continue to figure out tops and bottoms and sell to fiat when the system is exceeding $37T debt, deficits are increasing, no one wants to buy bond issuances and the global banks have fewer things in their arsenal to keep the market steady.