Farside

Morning. I've talked about Bitcoin's looming liquidity problem. Check out Blackrock's BTC purchases in the last week of June 2025, and bear in mind that less than 500 get mined per day: 1,430 BTC (Fri) 1,522 BTC (Thu) 3,158 BTC (Wed) 4,134 BTC (Tue) 2,110 BTC (Mon)

GM. This week is a big week. The last of the cargo ships arrive from China. Which means two weeks from now you will see a significant reduction in trucking across North America. If you want to know what happens next, then 2 books communicate the game plan. The Great Reset by Marc Morano, and Covid-19: The Great Reset by Klaus Schwab. Crippling global trade will initiate the great economic reset. Stablecoin issuance will be necessary to provide the needed liquidity for the introduction of universal basic income, delivered into every person's crypto wallet via CBDC. These books were written years ago. The wallets are already created and sitting there at the treasury. The banking infrastructure is up and operational. All it needs is a jump start, and the next 6 weeks is going to be epic.

GM. Did you know that 1/3 of US beef and pork production is slaughtered in the US, the carcasses cut in half lengthwise, frozen, and shipped to China where it gets thawed, processed into cuts, refrozen, and shipped back to the USA for domestic consumption? The US lumber industry is similar. The logs are loaded onto ships and sent to lumber mills in China where they are sawed into dimensional lumber and chemically treated before being shipped back to the USA for domestic consumption. The USA does not have have the processing or storage capacity onshore to deal with the sudden halt in the flow of these products. There is already a massive lock up in the supply chain. These massive hog factories and cattle feed lots are likely already killing massive numbers of animals and bulldozing them into large pits. The JIT globalized system has some serious issues.