Payments And Monetary Systems

Evidence Supporting

• [UNVERIFIED] Global firms operating in China are increasingly building out two separate legal and payment structures to navigate conflicting US/EU and Chinese regulations.

  This is what the firms are already doing in China. They’re They’re building out two separate legal structures so that they can get uh parallel payment system just in case we uh force them or the Chinese force them.

What Is Predicted

• [UNVERIFIED] The center of global commodity pricing is predicted to shift from Western paper-based exchanges (COMEX, NYMEX) to Eastern, physically-backed exchanges like those in Shanghai or Dubai.

  So, in the end, I still am of the opinion that the COMEX and NYMEX are going to go away, and whether it’s going to be the Shanghai or the Dubai exchange, um I’m unsure, but here’s the deal.

• [UNVERIFIED] A four-phase currency sequencing is predicted to occur following a major geopolitical crisis, starting with a low-quality USD rally, followed by a Japanese Yen surge, then a tech/debt-led US Dollar decline, and culminating in Chinese Renminbi strength.

  So, this they say that this four-phase sequencing is going to be framework around what we’ve been talking about.

• [UNVERIFIED] The Federal Reserve’s dollar swap line architecture has not been stress-tested by a simultaneous activation from five or more major economies within a compressed timeframe.

  It has never been stress-tested against the simultaneous multi-counterparty activation where five or more major economies request swap lines within a compressed time window.

• [UNVERIFIED] A supply shock is predicted to cascade across seven key industrial and energy commodities (LPG, polypropylene, ammonia/urea, aluminum, sulfur, jet fuel, thermal coal) within a two-to-three-week timeframe as inventory buffers are exhausted.

  we have seven uh products that are going to cascade in the next 2 to 3 weeks.

• [UNVERIFIED] The dominance of Western commodity exchanges like COMEX and LME is at risk due to the structural disconnect between paper price discovery and the geographic location of physical supply.

  The long-term risk is to the COMEX LME dominance. What have we been saying literally from the first day… This could kill the COMEX, okay? Because they can’t close the gap because they don’t own the physical.

• [UNVERIFIED] The channel predicts the U.S. will be forced to tacitly accept the existence of a parallel, non-dollar international payment system centered around China’s CIPS.

  my opinion is is when we meet with Xi, we’re going to agree not to kill the parallel system. We’re not going to approve of it. We’re going to make a big deal about it, but we’re not going to kill it, all right?

• [UNVERIFIED] A structural reversal is predicted where commodity-producing nations will seize pricing power from commodity-consuming nations, ending the historical dominance of Western financial exchanges.

  The south owns the physical, but they don’t set the price. That is going to reverse itself. They’re going to set the price, not us.

• [UNVERIFIED] The development of a parallel financial and payment system, separate from the Western-led dollar-based system, is expected to accelerate due to structural legal conflicts between major economic blocs.

  The parallel payment systems entrenched and now will accelerate.

• [UNVERIFIED] The global commodity market structure, where Western financial centers set prices for physical assets owned by producing nations, is predicted to break down.

  The north sets the price, but they don’t own the commodity. The south owns the commodity, but they can’t set the price. That whole structure, I think, is about to end.