Might end up being the correct analysis from last night (take or leave his assessment of the live players).

> So with that context, I posit the strategy is entirely: destabilize and ultimately decapitate China.

I’m playing everyone’s favorite party game: guess the Trump administration’s strategy. Like most of you, I have no inside information. But that’s what makes it fun. Here’s my best theory.

Some assumptions first:

1) They’re not crazy. There is a strategy. It doesn’t align with

Matthew Prince 🌥

Might end up being the correct analysis from last night (take or leave his assessment of the live players).

> So with that context, I posit the strategy is entirely: destabilize and ultimately decapitate China.

https://x.com/eastdakota/status/1909822463707652192

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

> But if the whole world order suddenly aligns against them, what do they do?

They invade Taiwan, because they don't have anything to lose anymore, and there isn't anything the US can do about it short of nukes. This will disrupt semiconductor supply chains for a long time and the US will depend on EU goodwill to repatriate as EU controls fab manufacturing.

I myself have purchased all advanced chips products I'm planning to use in the next ~3 years.