The Houthis Just Broke the Middle East
Tom Bilyeu examines U.S. deficit spending, Houthi disruptions to Red Sea shipping, and unchecked AI growth, arguing all three threaten everyday financial stability.
The gist
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Every new tax dollar collected results in $1.58 in spending, with currency debasement quietly eroding ordinary people's purchasing power.
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Houthi control of the Red Sea and destroyed Saudi pipelines could cause multi-year oil and fertilizer shortages, risking food price spikes before the next harvest.
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To protect personal finances, Bilyeu suggests avoiding long-term debt, keeping cash reserves, and holding non-fiat assets as a hedge against currency devaluation.
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Bilyeu argues the U.S. cannot pause AI development unilaterally because doing so would hand China military and economic dominance.
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"I own Bitcoin. I own gold. I own more Bitcoin than gold by a lot because it's so much easier to custody. Actually trying to hold gold at your house — yikes. Trusting somebody else with my gold — yikes, as the US has a longstanding history of confiscating your gold."
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"Bitcoin is one of my largest investments, if not my single largest investment. The way that I treat Bitcoin is it's like gold. I own Bitcoin. I own more Bitcoin than gold by a l..."
"I own Bitcoin. I own gold. I own more Bitcoin than gold by a lot because it's so much easier to custody. Actually trying to hold gold at your house — yikes. Trusting somebody el..."
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