I HAVE TWO FEELINGS

By Mauro Marturano

The first is that the Japs can't get screwed over any more than this πŸ˜πŸ˜‚. Meaning that the yen carry trade is probably done. There was a limit, and that limit has probably been reached. Although, from a people that loves submission, you can expect anything πŸ˜‚.

The second is that, given the need to finance the collection plate for the seventh American hamburger, meaning to finance US bonds, more suckers are needed. And who will these suckers be? πŸ˜‚πŸ˜‚πŸ˜‚

Suckers, and future losers. Who could they possibly be? πŸ˜‚πŸ˜‚πŸ˜‚ I have a rough idea πŸ˜‚.

As I wrote in a legendary text πŸ˜πŸ˜‚, back in July 2025, Donaldo, with the GENIUS ACT, secured demand for US bonds. The mechanism was convoluted 😁, but interesting: whoever bought crypto would need stablecoins (USDT, USDC). Donaldo, with that law, required that stablecoin issuers (typically banks and financial institutions) had to put the dollars derived from converting dollars (or euros/yen/etc.) into US bonds.

Meaning that the average European who wanted crypto was, in effect, keeping the bond market alive.

Here the big question arose: and for what fucking reason would the average European, loyal to his euro πŸ˜‚, loyal to his governments πŸ˜‚, loyal to the sciencetm πŸ˜‚, ever buy crypto and thereby keep the American bond market afloat?

"For a big wall you need a big brush," said a famous ad.

And that's why I had to use my intuition, the same one that for 23 years has let me answer all my students' questions, the same one that let me see through the 9/11 hoax, the COVID hoax, etc. πŸ˜‚

And I gave a wonderful πŸ˜‚ answer: they'll have to make us pay for goods in crypto.

Which presupposes not only having to turn to American goods, but also having problems with the traditional financial system.

That is, they have to force us into the switch to crypto, and they have to force us to buy their goods.

So along came Hormuz, which effectively forces us to buy their fuels. And Zaporizhzhia will come next, which will force us to buy grain and gas, on top of everything else. And pay for them in crypto.

If you think blowing up a nuclear plant is complicated, I can guarantee that staging the farce at Hormuz is much harder. Not even worth mentioning, obviously, dragging us into war. They couldn't even send the five-times-vaccinated to war.

So... who will be the suckers after the Japanese? πŸ˜‚

Below I'm copying the text I quoted above

THE SECOND PART OF THE GENIUS ACT MOVIE IS MISSING

The first part ended with Trump's signature. A law of biblical proportions.

The second NECESSARILY starts with an event in the financial world (Japan?) or, much more likely, in the real world (Zaporizhzhia? Hormuz? Both together?).

In the first case, there would be a rush to the crypto world (and therefore to US debt) out of distrust in the banking world.

In the second, which to me is much more likely, there would be a rush to the crypto world because it would be the means through which they'd make us pay for real goods (gas, oil, wheat, corn, etc.).

I'm convinced the second case is more likely, because even the dumbest among us has a sense that they've already been greased a bit down there πŸ˜‚. And they'd be willing to betray the very system they think is working for them.

So it's necessary for the monkey to see something in real life, and based on that fear, be willing to make one last big sacrifice, the umpteenth one πŸ˜‚.

Being locked up wasn't enough, 5 jabs weren't enough, losing 40% of purchasing power wasn't enough, feeling and proclaiming yourself green wasn't enough, hearing that Russia is stripping washing machines for their chips wasn't enough... something more is needed πŸ˜‚.

And this, in terms of numbers, has biblical scale πŸ˜‚.

The second part of the movie is necessary. It's necessary because, as of today, there is no demand for US debt. And for the movie to have the ending they want, there needs to be demand for US debt, and that debt needs to be paid in crypto; meaning, they don't just make us pay, they make us pay in another currency, in another unit of measure.

Without an event, we'd keep on not buying US debt (as is happening now), and so the move would be unjustified and completely ineffective.

Is it reasonable to think that someone bothered to even dream up this law, and that the clowns gathered to sign it, if it weren't going to have consequences in real life?

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