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

A User's Guide to Restructuring the Global Trading System: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf

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

The end goal

https://warpcast.com/kyletut/0xe1c2be48

I have not heard a lot of compelling discussion on the tariffs here. In an effort to try to understand them more, I checked out the Stephen Miran paper that they are supposedly based on (A Users Guide to Restructuring The Global Trade System).

Here is a ChatGPT generated summary of that paper:

yes! spent some time with this in the AM today

Everyone is from somewhere. Cofounder and CEO of Pinata. https://www.pinata.cloud/

yes! spent some time with this in the AM today

https://warpcast.com/ckurdziel.eth/0x563b179d