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Tom Bilyeu

๐Ÿ‘ค Speaker
9026 total appearances

Appearances Over Time

Podcast Appearances

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

They will then sell their holdings, which forces interest rates to go higher to attract new buyers.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

And those higher rates then make the interest payments on the already staggering national debt even more impossible to pay.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

This forces the government then to, you guessed it, print even more money just to keep the lights on, fueling a cycle where more and more dollars are chasing the same amount of goods.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

And that drives prices up and is exactly how you move from transitory inflation to the kind of runaway double-digit hyperinflation that all throughout history has collapsed empire after empire.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Just like with silver, you cannot solve a physical supply problem with a paper solution.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Eventually, the math catches up and it happens with a level of violence that always catches the paper traders completely off guard.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Now, if you're tempted to think I'm overstating the problem, consider this.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

China is already aggressively building alternatives to the U.S.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

monetary system for this reason.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

and others.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

The ECNY, or the Digital Yuan, is the world's first fully operational central bank digital currency, and the SIPs payment system that it uses is set to work around the US financial system entirely.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

They have already processed over 700

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

trillion CNY in transactions, creating a lane for global trade that doesn't require a single greenback.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

If the world starts to believe that US paper claims, whether they are silver contracts or dollars, cannot be converted into real value under stress, the confidence game ends.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

As Ray Dalio has warned, when debt becomes unsustainable and rivals offer an alternative, they move away from it quietly.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

but systematically and forever.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

And it's already happening in the US and is likely to accelerate.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

So how do you navigate a world where the paper abstractions are melting and physical reality is taking back control of the wheel?

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

You have to develop an anti-fragile strategy that does not have a single point of failure.

Tom Bilyeu's Impact Theory
The Silver Shock: How China Just Changed the Global Game and Put the Dollar at Risk | Tom's DeepDives

Most people are currently very fragile because their entire net worth is tied to the continued stability of the US dollar and the paper markets.