Economics Predicted This War: Prof Jiang’s Dire Warning for How This Ends

The gist

1. Bilyeu says Gulf oil sells in dollars, and that money flows into US treasuries and about $2 trillion in AI commitments tied to Hormuz.
2. Using Mackinder's 1904 heartland theory, Jiang casts Iran as the keystone linking Russian energy and Chinese manufacturing into a Eurasian bloc the US must prevent.
3. Jiang argues Saudi Arabia and some Israeli factions want the US in the war but not winning, comparing it to Athens' 415 BCE Sicily expedition.
4. Jiang predicts that if Gulf money shifts to defense, the AI bubble bursts and regional powers emerge, with Japan, not China, leading Asia.
5. Bilyeu's advice is not to panic, keep options open, avoid single points of failure, be wary of debt, and prepare for energy price shocks.