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美元奶昔理论指出,美元正在走软,但所有其他法定货币的走软幅度更大。因为美元是基础

A few years back, I attended a financial literary conference in Harlem when someone introduced me to the “Dollar Milkshake Theory.”
几年前,我参加了哈莱姆区的一个金融文学会议,当时有人向我介绍了“美元奶昔理论”。
This changed everything.
这改变了一切。
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.
美元奶昔理论指出,美元正在走软,但所有其他法定货币的走软幅度更大。由于美元是全球经济的基石(这意味着美元可以在全球范围内购买任何东西),因此它将在崩溃之前杀死所有其他货币。
It’s like a milkshake; when you mix all the other currencies together, the dollar is the only thing left standing.
就像奶昔一样;当你把所有其他货币混合在一起时,美元是唯一留下来的。
The iPhone 15 Max Is the Dollar Milkshake Theory
iPhone 15 Max 就是美元奶昔理论
Yup. The iPhone is Dollar Milkshake Theory.
是的。 iPhone是美元奶昔理论。
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,由于美元走强——美元已达到2002年以来的最高点——欧洲必须为美国商品支付高昂的价格。因此,虽然 iPhone 15 Max 在美国的售价可能约为 1099 美元,但在欧洲的售价要高出 30%。
The same goes for all of these:
所有这些都是同样的情况:
A strong US dollar is not good for companies that rely on exports, like Apple.
美元走强对苹果等依赖出口的公司不利。
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.
美元走强是全球经济增长放缓的迹象。这意味着外国资本正在将其所有财富储存在美元中,而其本土却一落千丈。
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,所有这一切都在打破离岸美元债务体系,预示着地缘政治动荡背景下美元储备的终结。
Sell Everything. Should You?
卖掉一切。你应该?
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。我们不会告诉你这样做。但我们想说的是,如果美联储降息(表面上是在 9 月),那么大部分资产将被锁定。
This means that holding cash isn’t a bad spot to be in. Dollar-cost averaging isn’t a bad spot to be in.
这意味着持有现金并不是一个糟糕的选择。平均成本法也不是一个糟糕的选择。
Here Are 3 Other Strategies to Consider:
以下是需要考虑的 3 个其他策略:
1. The Sky Is Falling Strategy
1. 天塌下来的策略
Nothing ever happens.
什么也没有发生。
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.
坚持到底,将收入的 30% 投资到由 3 只基金组成的投资组合中,然后有一天退休。如果世界经济崩溃,你无论如何也无法阻止它。
2. Follow the VIX
2. 关注波动率指数
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.
正如我的朋友兼经济学家科迪·柯林斯 (Cody Collins) 前几天给我发的短信,您可以随时关注 VIX,这是一个跟踪标准普尔 500 指数波动性的指数。
Essentially, it tells you how fearful investors are. Currently, even with it isn’t as high as in recent months. That’s good!
本质上,它告诉你投资者有多么恐惧。目前,即使它没有近几个月那么高。那挺好的!
3. Invest in Safer Assets if You’ve Very Conservative
3.如果你非常保守,就投资更安全的资产
Stablecoins are pegged to the US dollar, so their price doesn’t fluctuate much. The best Stablecoins are USDC, Dai, and Digix Gold Token.
稳定币与美元挂钩,因此其价格波动不大。最好的稳定币是 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们赚钱的平台:
Final Thought on Dollar Milkshake Theory
关于美元奶昔理论的最终思考
The end times. They aren’t here… yet.
末世时代。他们还没来……还没。
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货币的长期价值(我们就是这么做的!!),有一个 B 计划并坚持到底总是好的。
EXPLORE: SEC Issues Investor Alert On Crypto Fraud, Unveils Tactics Used By Fraudsters
探索:美国证券交易委员会就加密货币欺诈发出投资者警报,揭露欺诈者使用的策略
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