The US starts directly extracting money from residents—dollar liquidity tides flow from institutional desks, all the way down to ordinary people around the world.
🔹 This year, in July the DTCC runs tokenized securities; in October the Tokenization Service goes live; and on December 6 Nasdaq extends trading to 5 days a week, nearly 23 hours.
🔹 Stablecoins solve the money, 23-hour trading solves the time, and asset tokenization solves what to buy. With these three pieces in place, America’s next round of “pulling in” won’t be just money from central banks and banks, but also global residents’ savings.
🔹 Japan “sucks up,” China doesn’t provide a backstop, and the US holds first. Once the gates open on January 18, the dollar system will plunge straight from B2B to B2C.
🔹 The shifting period will be volatile—maybe even violently so. Where the money comes from, and where it goes, is where the next highly certain opportunities lie. What do you think?
🔹 This year, in July the DTCC runs tokenized securities; in October the Tokenization Service goes live; and on December 6 Nasdaq extends trading to 5 days a week, nearly 23 hours.
🔹 Stablecoins solve the money, 23-hour trading solves the time, and asset tokenization solves what to buy. With these three pieces in place, America’s next round of “pulling in” won’t be just money from central banks and banks, but also global residents’ savings.
🔹 Japan “sucks up,” China doesn’t provide a backstop, and the US holds first. Once the gates open on January 18, the dollar system will plunge straight from B2B to B2C.
🔹 The shifting period will be volatile—maybe even violently so. Where the money comes from, and where it goes, is where the next highly certain opportunities lie. What do you think?