特朗普加密立场
特朗普加密立场
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聚焦特朗普在加密货币领域的公开态度、政策倾向及其对市场情绪、监管预期与行业发展的潜在影响,帮助你快速理解政治变量对加密市场的作用。
ChandlerGuo Guo Hongcai Bao Erye
🇨🇳 Professor Jiang—the man affectionately known as "Professor" because he is indeed one of the world's most dangerous geopolitical thinkers—revealed some things you won't hear anywhere else in an interview with Tucker Carlson: The Iran war is a quagmire for the US, and there's no end in sight…China is the biggest long-term loser…and the impact on the UAE will be beyond anyone's expectations. This man is no ordinary analyst. Years ago, he predicted Trump's victory—and Trump did. He predicted the US would go to war with Iran—and the war did indeed break out. Today, he remains confident about the future. 1. The Iran War = A Second Ukraine This war will be protracted and costly. Neither side will admit defeat. The US faces two terrible choices: withdrawal = reputational collapse…continue the war = endless bloodshed. My view: This is a repeat of the Ukraine war. The Americans don't have a withdrawal strategy, only a war-fighting strategy. 2. Why Can't the US Withdraw? Iran will demand $1 trillion in reparations and a complete withdrawal of US troops from the region. If the US withdraws: The Gulf states will become vassals of Iran. The petrodollar system will collapse. The US—burdened with $39 trillion in debt—will face a real economic collapse. A little-known fact is: the US is not fighting for Iran…but to avoid its own collapse. 3. Iran's clever plan—$800 billion annually Iran plans to impose a 10% toll on all ships passing through the Strait of Hormuz. Expected revenue: $800 billion annually. This money will allow Iran to rebuild stronger than ever before. If this prediction is correct—and I don't think it's far-fetched—Iran will be richer after the war than before. 4. The biggest loser is not the US, but China. 40% of China's energy imports come from the Gulf region. China's economy is entirely built on cheap energy. Even artificial intelligence, which everyone is talking about, requires cheap energy. Any disruption to energy supplies would be a greater blow to China than to any other country. What is often overlooked is that the war with Iran is not merely a war for the United States; it concerns China's future as a world power. 5. The Real Beneficiaries: Israel and Russia Israel: Seeks to establish a "Greater Israel" stretching from the Nile to the Euphrates. To wear down the United States through a protracted war and expel it from the region. To weaken the Gulf states and eliminate any competitors. Russia: The United States lifted sanctions on Russian oil (130 million barrels). Russia sold oil at record prices. And used American money to finance its war in Ukraine. In short: The United States believes it is winning a war while simultaneously paying for another country's war. 6. Religious Factors—The Hidden Force No One Mentions Both Israel and the United States have religious sects that genuinely believe this war is a prelude to the Second Coming of Christ. The bombing of the Al-Aqsa Mosque and the reconstruction of the Third Temple are part of this plan. According to Professor Jiang, Netanyahu and Trump are merely tools in a scheme that predates their own history. This is one of the most dangerous statements in the episode, because rationality has nowhere to hide when political decisions are driven by apocalyptic ideologies. 7. Ground Invasion is Imminent—A New Vietnam The US is considering sending 2,000 Marines to control Kharg Island (from which 90% of Iran's oil exports originate). But Professor Jiang clearly states: "You can occupy it, but you can't hold it." The action of 2,000 soldiers could ultimately escalate into a war involving 500,000—like the Vietnam War. 8. The UAE Bubble is About to Burst Dubai was built on the illusion of security. Several simple attacks by Iran have thoroughly exposed the fragility of this model. The former "safe haven" has become a target. The confidence that underpinned it is crumbling. The UAE will not "end," but its economic model will be severely damaged because everything was built on the assumption of regional security—an assumption that has collapsed. 9. Japan will recover—while China will decline. Professor Jiang once said, "If I had a billion dollars—I would invest it all in Japan." Historically, Japan has risen from various adversities: the Mongols, World War II, the atomic bomb. However, China: primarily agricultural, and closed off.