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美元奶昔理論指出,美元正在走軟,但所有其他法定貨幣的走軟幅度更大。因為美元是基礎

A few years back, I attended a financial literary conference in Harlem when someone introduced me to the “Dollar Milkshake Theory.”
幾年前,我參加了哈林區的一個金融文學會議,當時有人向我介紹了「美元奶昔理論」。
This changed everything.
這改變了一切。
The Dollar Milkshake Theory states that the US dollar is weakening, but all other fiat currencies are weakening more. Because the dollar is the bedrock of the global economy (meaning USD is used to buy anything worldwide), it will kill all other currencies before it implodes.
美元奶昔理論指出,美元正在走軟,但所有其他法定貨幣的走軟幅度更大。由於美元是全球經濟的基石(這意味著美元可以在全球範圍內購買任何東西),因此它將在崩潰之前殺死所有其他貨幣。
It’s like a milkshake; when you mix all the other currencies together, the dollar is the only thing left standing.
就像奶昔;當你把所有其他貨幣混合在一起時,美元是唯一留下來的。
The iPhone 15 Max Is the Dollar Milkshake Theory
iPhone 15 Max 就是美元奶昔理論
Yup. The iPhone is Dollar Milkshake Theory.
是的。 iPhone是美元奶昔理論。
Right now, because of the strength of the US dollar — the USD has been at its strongest point since 2002 — Europe has to pay absorbently high prices for American goods. So, while the iPhone 15 Max might cost around $1099 in America, it costs 30% more in Europe.
目前,由於美元走強——美元已達到2002年以來的最高點——歐洲必須為美國商品支付高昂的價格。因此,雖然 iPhone 15 Max 在美國的售價可能約為 1,099 美元,但在歐洲的售價則高出 30%。
The same goes for all of these:
所有這些都是同樣的情況:
A strong US dollar is not good for companies that rely on exports, like Apple.
美元走強對蘋果等依賴出口的公司不利。
The strong USD is a sign of slowing global growth. It means foreign capital is storing all of its wealth in the dollar while its homeland takes a nose dive.
美元走強是全球經濟成長放緩的跡象。這意味著外國資本正在將其所有財富儲存在美元中,而其本土卻一落千丈。
Moreover, all of this is breaking the offshore dollar debt system, heralding the end of the dollar reserve against the backdrop of geopolitical turmoil.
此外,這一切都在打破離岸美元債務體系,預示著地緣政治動盪背景下美元儲備的終結。
Sell Everything. Should You?
賣掉一切。你應該?
Nah. We’re not telling you to do that. But we are saying that if the Fed cuts rates, ostensibly in September, assets will be locked down—mostly.
不。我們不會告訴你要這樣做。但我們想說的是,如果聯準會降息(表面上是在 9 月),那麼大部分資產將被鎖定。
This means that holding cash isn’t a bad spot to be in. Dollar-cost averaging isn’t a bad spot to be in.
這意味著持有現金並不是一個糟糕的選擇。
Here Are 3 Other Strategies to Consider:
以下是 3 個需要考慮的策略:
1. The Sky Is Falling Strategy
1. 天塌下來的策略
Nothing ever happens.
什麼也沒有發生。
Stay the course, invest 30% of your income into a 3-fund portfolio, and retire someday. If the world economy collapses, you couldn’t have prevented it anyway.
堅持到底,將收入的 30% 投資到由 3 檔基金組成的投資組合中,然後有一天退休。如果世界經濟崩潰,你無論如何也無法阻止它。
2. Follow the VIX
2. 關注波動率指數
As my friend and economist Cody Collins texted me the other day, you can always follow the VIX, an index that tracks the volatility of the S&P 500.
正如我的朋友兼經濟學家科迪·柯林斯 (Cody Collins) 前幾天給我發的短信,您可以隨時關注 VIX,這是一個跟踪標準普爾 500 指數波動性的指數。
Essentially, it tells you how fearful investors are. Currently, even with it isn’t as high as in recent months. That’s good!
本質上,它告訴你投資者有多恐懼。目前,即使它沒有近幾個月那麼高。那挺好的!
3. Invest in Safer Assets if You’ve Very Conservative
3.如果你非常保守,就投資更安全的資產
Stablecoins are pegged to the US dollar, so their price doesn’t fluctuate much. The best Stablecoins are USDC, Dai, and Digix Gold Token.
穩定幣與美元掛鉤,因此其價格波動不大。最好的穩定幣是 USDC、Dai 和 Digix Gold Token。
Here are some platforms to make money with them:
以下是一些可以利用它們賺錢的平台:
Final Thought on Dollar Milkshake Theory
關於美元奶昔理論的最終思考
The end times. They aren’t here… yet.
末世時代。他們還沒來……還沒。
But it’s always good to have a plan B and stay the course if you truly believe in the long-term value of crypto (which we do!!)
但如果你真正相信加密貨幣的長期價值(我們就是這麼做的!!),有一個 B 計劃並堅持到底總是好的。
EXPLORE: SEC Issues Investor Alert On Crypto Fraud, Unveils Tactics Used By Fraudsters
探索:美國證券交易委員會就加密貨幣詐欺發出投資者警報,揭露詐欺者使用的策略
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