The US AI endgame leads to hard assets.

US equities markets will never crash again and the reason will cause a tidal wave into hard assets

the US government can not and will not allow equities to crash in real USD terms for a protracted amount of time, it is now a matter of national security that they don’t

they have gone all in on AI and so any faltering in debt servicing that occurs there will be backstopped by them, \*\*bookmark this post\*\*

I’m not talking about the Fed put

This is more like the DoD put

The US gov sees civil unrest spreading across Europe due to the unaffordability crisis they are experiencing there, a collapse in equities will reduce tax revenue to the extent that they will be forced to cut spending, if they cut spending it will lead to riots because the poorest are hit hardest by austerity measures, and the poorest have the least to lose

This austerity will be exploited by the US’ enemies to great effect if allowed to occur

unaffordability riots in the US won’t be like the riots in Europe because the police in the US will use deadly force and it will appear more like a civil war than simple rioting

the US in the unique position of being able to export inflation to the rest of the world via the USD so the expansion of the money supply caused by the backstopping of the AI build out won’t be as big a problem domestically as it will be out there

They might refer to it as “nationalization of AI” or something similar but when you hear it, it means they are going to print covid level money into the system and equities will pump as more and more people realize that the market itself is backed by the US government

this backstopping serves the dual purpose of monetizing the $40T they already owe and continues the dominance of US AI superiority because AI in its current form is not profitable and won’t be for some time

hard assets like bitcoin, gold and commodities will rise commensurately and will be the true and correct indicators of the rate of inflation caused by the above

tinfoil hatter rant over