Dan Romero
@dwr.eth
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
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osama
@osama
better analysis than others. his assumption that US is self sufficient for food, water, oil is incorrect. wink wink, canada and mexico provide double digit % of that to US. he's also assuming that "us or them" is something countries will silently do/take. they're figuring alternatives. they have consumer numbers. and if they move away from foreign debt (world bank) they can reignite their markets. reality is most countries/diplomats are tired and will flip the bird in favor of whatever the "india + middle east + china" option looks like
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osama
@osama
the other problem with all of these takes is that don't understand how deeply entrenched the chinese are across global supply chain. german cars are assembled in mexico on chinese owned facilities. true for many other things seen as being european, asian or middle eastern. some of the largest vietnamese exports have chinese ties. tariffs shake up the chinese empire. but the world has wanted to move beyond an american centric view since late bush admin
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Dan Romero
@dwr.eth
Chinese supply chains are still the most important. But they have shifted a lot since 2018. And will accelerate.
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