$SOL 注意👉 小🌹奶🌹狗 p u p p i e s 聊天室.
🚨 Is selling US Treasuries the end of the world? No, this is the most enjoyable 'structural slimming' of the dollar in decades!
A bunch of people outside are crying and shouting about 'de-dollarization', but they haven't seen through the top-level conspiracy behind it. Is this really the end of the dollar? This is clearly the United States using Plaza Accord 2.0 (also known as the 'Mar-a-Lago Accord') to forcibly shed the curse of the **Triffin Dilemma**!
💡 Why is 'selling off' actually a bonus?
For a long time, the dollar, as the global reserve currency, has been forced into an overvalued state (about 10%-20%), which has led to the hollowing out of American manufacturing and the loss of factories. Now, as foreign central banks reduce their holdings of US Treasuries, the dollar is ushering in a **'strategic devaluation'**:
• Manufacturing takes off: a cheaper dollar means American goods are more competitive. Factories return, middle-class jobs grow, and the real economy will return to the center stage.
• Breaking the 'reserve currency curse': shedding the heavy burden of debt exports, no longer strangled by global liquidity demands.
• The 1985 script repeats: the Plaza Accord back then led to a 46% devaluation of the dollar, directly sustaining US exports. Today's Mar-a-Lago Accord has consistent logic—through tariff protection + currency devaluation, reshaping American productivity.
🌪️ The 'growing pains' and 'rebirth' from a macro perspective:
In the short term, fluctuations in the bond market and sticky inflation may be unsettling. But in the eyes of optimists, the dollar is not dying, but 'shedding its golden hoop' and being reborn. As history repeatedly proves: when America no longer kneels for foreign capital but holds the supply chain, its sense of security truly fills up.
Pessimists see a crisis, while smart people see 'Plaza Accord 2.0'. Did you understand this wave of operations?🚀
