Ozempic demand in 2024 literally moved the Danish Krona. Danish Central Bank had to keep rates low just to counterbalance the currency strength from pharma exports.
Now imagine AGI drops. What happens to $USD?
If America leads the AGI race, dollar demand could explode. Every country needs compute, chips, AI infrastructure → all priced in dollars. Capital floods into US tech, Treasury yields spike, $USD potentially rips to multi-decade highs.
But here's the flip: AGI could also break traditional monetary systems. If productivity goes parabolic and deflation hits hard, central banks might lose control. Crypto could benefit as a hedge against fiat instability.
Either way, AGI isn't just a tech event. It's a macro liquidity bomb. Position accordingly.
Now imagine AGI drops. What happens to $USD?
If America leads the AGI race, dollar demand could explode. Every country needs compute, chips, AI infrastructure → all priced in dollars. Capital floods into US tech, Treasury yields spike, $USD potentially rips to multi-decade highs.
But here's the flip: AGI could also break traditional monetary systems. If productivity goes parabolic and deflation hits hard, central banks might lose control. Crypto could benefit as a hedge against fiat instability.
Either way, AGI isn't just a tech event. It's a macro liquidity bomb. Position accordingly.