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2026-08-26 02:34:27 UTC

npub1yf…q3tu8 on Nostr: Not to go all Tom Lugano but what if what’s happened with Iran was always the plan. ...

Not to go all Tom Lugano but what if what’s happened with Iran was always the plan. Everyone knew this was a fight we couldn’t win before we picked it. I knew and I have zero information asymmetry. Everyone also knows the dollar has a terminal disease but no one knows how long they can extend and pretend. Maybe they needed something that would overwhelm the ability of the system to mean revert that would trigger a dollar crisis. If that was the goal, the outcome we got is the outcome I would expect. Whoever is at the helm when it dies gets a vote in what comes next. Since Trump can only have one term, maybe the plan was to blow up the dollar as fast as possible so Bassent can be around for the reset? If that’s true, then we have to ask what system would the people pushing the button most benefit from. And my mind wanders back a few days to the sitting treasury secretary quoting our friend, Satoshi. 🤔