ϕTukang_Cendol

GM…. PPI-nya itu ngga turun. Coba urutin, katanya inflasi ke konsumen turun (CPI), tapi inflasi ke Produsen ga turun, malah naik (PPI) harga pabrik naik tapi inflasinya turun, coba-cobak gimana itu ceritanya? Jangan-jangan inflasi turun karena shutdown dan beberapa komponennya ga dilaporkan. Perang Iran menganga, tapi belum malam ini, Minyak sudah ke 67 dan kalau perang akan membumbung lalu DXY juga naik menimbulkan efek ganda inflasi AS akan meroket serta barang expor AS semakin tak terjangkau, tapi Trump selalu bilang harus potong suku bunga agar rumah murah dan Dollar melemah. Gimana tuh caranya? Mulutnya kontradiktif, manya dollar murah tapi perangnya jalan terus, merampok sumber daya lokal sama seperti kalimatnya yang ingin menghentikan perang tapi dengan perang juga. Orang kalau ngurusin urusan orang lain dan sok jadi polisi, biasanya hidupnya ga bahagia. Nah AS bukan ga bahagia tapi kebahagiaannya adalah disembah. Saat ga ada yg worshipping dan mulai melawan dibungkam. Akhirnya belanja negaranya bleeding. Tapi bisa bertahan akibat hodler dollarnya takut buang dollar. Mau sampai kapan? Rusia dan Tiongkok tidak berencana membela Iran dengan menerjunkan tentara tapi dengan membuat Tomahawknya yang harunya untuk Taiwan dihabiskan untuk Iran. RSI 41. Jane Street udah tiada, Blackrock udah belanja 9600+ koin, tinggal satu ini, urusan perang ini. Kalau perang minyak naik, Lalu DXY naik, Bitcoin ambrol, tapi kalau perangnya cepet kayak Venezuela, apalagi sampai Minyak dan Dollar ga naik karena AS punya minyak Venezuela dan output Saudi akan ditambah saat terjadi perang, maka Bitcoinnya bakal engga punya musuh lagi. Sabtu woles, selama tak ada perang. Kayaknya belum karena Rubio ke Isreal baru Senin tanggal 2 Maret 2026.

Venezuela Just Proved the Bitcoin Bull Case, And No One Is Paying Attention Maduro used Tether to move 80% of Venezuela's oil revenue. Billions in sanctions evasion, settled on Tron since 2020. Then the US made a phone call. Tether froze the wallets. Game over. Everyone's focused on the arrest. The real story is the lesson every finance minister on earth just learned in real time: Stable coins are a leash, not an escape. If someone can freeze it, it isn't money. It doesn't solve sovereignty. First principles: USDT is dollar plumbing without SWIFT. Faster. Cheaper. Still has a CEO. Still has a compliance department. Still picks up when Washington calls. This is why USDT adoption exploded, 71-year-old grandmothers in Caracas pay their HOA fees in tether now. But useful ≠ sovereign. The entire value proposition for sanctions evasion just got publicly falsified. Now do the game theory: You're Iran. Russia. Any country hedging against dollar weaponization. You just watched Venezuela's "crypto solution" get shut off like a light switch. Where do you put reserves now? USDT? Compromised. Yuan? Political strings. Gold? Try settling $500M across borders in 10 minutes. CBDCs? Same kill switch, government branding. There's exactly one asset that clears final settlement without asking permission from anyone. 21 million units. No CEO. No freeze function. No phone number. This is the ad Bitcoin never had to buy. The most desperate, highest-stakes capital on earth just learned there's only one door. Price doesn't reflect it yet. It will.