How the Stablecoin Milkshake Will Redollarize the World
Brent Johnson argues that despite endless “de-dollarization” headlines, the Eurodollar plumbing keeps sucking global demand back into the U.S. dollar—so a full-blown dollar melt-up is more likely than a collapse. He unpacks how mounting debt stress could spill into political chaos, why central banks are just kicking cans down the road, and whether AI-driven productivity gains can patch up the system.
The real kicker? Stablecoins and the new GENIUS Act may turbocharge a re-dollarization wave, tightening America’s grip on global liquidity and squeezing other nations’ monetary sovereignty. China’s answer—a two-tier currency setup—looks more reactionary than revolutionary, so Brent shares how he’d position in this dollar-centric world.
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