While the media tells you that markets are crashing and global trade is unraveling. What if I told you that chaos isn't a failure, but a master strategy, not to save the system, but to reset it. Now, here's the thing. A reset means there's a new system coming. Now. Most people will be completely blindsided by this, but for those of us who see it coming, who understand it and position early, this could be the biggest wealth transfer opportunity
in the last fifty years. I'm Mark Moss. I've built and sold multiple companies through three boom and bus markets. I've studied every major monetary reset in history, and in this video, I'm going to show you what's really happening behind the headlines and what comes next, and what you can do to stay ahead of it. So let's go all right, So we're talking about the next reset. Now, if you know your computer is not working properly, it's too slow, you can reset it. A video game, you
can reset it. You're basically starting a new game, right, You're starting a new one. And so on the other side of the reset is something new, a new system. I've been talking about this quite a lot because for me, I think It's amazing that we are alive right now
for when history books were written. You know, I talk a lot about history, So we talk about nineteen thirteen, the creation of the Federal Reserve in nineteen forty four, Brettwoods Agreement, nineteen seventy one, the Nixon Shock, nineteen eighty five, Plaza Accord, and now we have a new one. Now this is all around Trump's tariffs, but really what is
he using the tariffs for. I've done a bunch of videos if you want to go deep on that, I'll link to them down the show description down below, because I'm not going to go back through all of that. But ultimately, the end goal is not tariffs. The end goal isn't even to bring manufacturing back to the United States.
It's not rebalancing trade. It's about something called the mar Alago Accords now accords being like the Plaza Accords from nineteen eighty five, which was a globally coordinated event that allowed the US to devalue the dollar. Okay, so mar Alogo Accords. Again, We'll link to the videos that I've done on all these things down below if you want to go deeper. So it's really a modern day Plaza accord. That's really what's happening. Now, What does that mean? Let
me give you the cliff notes of that. Okay, The Marologo Accord is a blueprint, a plan to recreate the Plaza Accord that happened in nineteen eighty five. It's an intervention designed to correct the US trade deficit through deliberate dollar weakening. Okay, listen to that deliberate dollar weakening. Why the strong US dollar continues to make American exports less competitive? How can we balance trade when exports are too competitive,
too expensive? Right, and poses a major obstacle to reshoring manufacturing and rebalancing trade. So again, the tariffs are a way to help get the rebalancing trade and help to re onshore. But the ultimate goal is then to get that through these mariolog coords, which allow the US to devalue the currency. Mirran's blueprint will come back to mirror in a second. Mirran's blueprint for a week dollar policy attempt to retro actual fit economic theory into Trump's tariff
first agenda. So the tariffs are the first thing we need to do to trigger the rest of this. We'll break that down a minute underline fundamentals point to further dollar weakness again, dollar weakness, dollar weakness, dollar weakness to make the exports, to make US manufacturing more competitive, an additional three to five percent, So three to five percent more weakness than the US dollar. I think it's more
than that. We'll come back to that. If elements of the Marlago playbook are initiated, they already are further downside pressure on the dollar could form. It already is. I'm going to show you just how far the dollar could go down and what that ultimately means. I'm going to map it out as prediction, predictions, projections of price. It's going to be super fun. But back to Miran, So he wrote this paper before Trump was elected president. This is a Hudson Bay Capital and it's a user's guide
to restructuring the global trading system. It's a great report. I recommend you go read it if you want to dig into the weeds on this. And basically before Trump even became president, he laid out the entire process and he coined the term marl logo chords. This is where it came from. And he just happens to be Trump's economic advisor today. And we just happened to be doing
the steps that were laid out in this paper. So if you want to know where things are going, you just got to read this because this is exactly what's going on. Well, if we know what's going on and what the paper says and where things are going, then what happens next? Don't you want to know? Well stick around, let's break that down. Okay. So first of all, we understand that history rhymes cause and effect. If you do about the same things, you get about the same results. Right,
not always exactly, but about the same. So in nineteen forty four about it. About eighty years ago, I talked about these eighty year financial revolution cycles. About eighty years ago, the world got together and agreed on a new monetary system nineteen oops, nineteen eighty five, the Plaza Chord, not the whole world, most of the big country of the world got together and again agreed to a new global monetary system that would allow the US dollar to devalue itself.
The parallel to now is sort of the same thing. US debt is unpayable, the deficits are too big, the debt in conracers are too big, debt to GDP. It's unpayable at current rates, so we need to bring that down. Competitiveness in the United States is collapsing, so Trump wants to fix that. So this is the plan. We have to go back and run the same playbook to in
order to fix those things. Okay, now, real quick, I don't want to rehash a bunch of old data, but just so you can understand the Plaza Chords as it's relevant to this video. We can understand that the Plaza Accord was meant to push down the US dollar. That's the key mechanism I want you to key onto. That's what it was intended to do, push down the US dollar. All parties, the countries that were in the Plaza coord
agreed to directly intervene in currency markets. They were all going to intervene in their own currency markets to allow this to happen to correct current account imbalances, trade and balances sound familiar. Leading up to the Plaza Accord, the US dollar had appreciated by forty seven point nine percent, so the US dollars getting way too strong. It was like a wrecking ball throughout the rest of the world. That put pressure on the US manufacturing industry because it
made imported goods relatively cheaper. So it was so cheap to import, but it was way too expensive to export. Trade and balances were off. The dollar was too strong. Let's get together, Let's weaken the dollar. Do you understand the mechanism that we're talking about here? Fast? Fact, after the Plaza cord happened, the dollar depreciated went down by as much as twenty five point six nine percent in
two years that followed twenty five percent. Remember that number, because we're going to come back and project out where maybe asset prices could go. Okay, it went down twenty five percent, all right? Now, by before I tell you, by the dollar being so strong is such a problem.
It's wrecking the economy. Talking about history and rhyming, we know that about every fifty years, for the last three hundred, about every fifty years, we have this technological wave called the quantum wave, and it gives us a once in a generation buying opportunity for assets if you know exactly what to buy. I'm going to break that whole process down, the quantum wave fifty year cycle, how it's a repeatable, four step process, and how it shows us exactly what
accets to buy through each step. It's about one hundred charts. We'll through it all live. We're going to hang out. We'll do live Q and A so you can understand exactly how to apply what we're teaching to your own portfolio, so you can take advantage of what's coming. It's all free. There's a link down below. Come hang out with me. But let's talk about now why the US dollar getting
strong is wrecking the whole economy. So really, what we're seeing, just like Plazacord, just like the other interventions, is a strong dollar crisis. The US dollar got its guns out. It's way too strong. It's overvalued, which again same thing as before, makes it too cheap and easy to import
and too hard and expensive to export. The US dollars overvalued. Now, what we can see if we look at the Dixie the Dollar Index, where it measures the US dollar against a basket of other currencies, we're right around here, around one hundred. Now, that's right here, and it's nowhere near as high as we were in nineteen eighty five at the Plaza Cord. So a lot of people like, no, there's no way that this is going to happen. The dollars not as strong as it was during the Plausa chords.
I think that's taken the wrong view. I'm gonna show you another charge. But let's just say that maybe this might be sort of more or maybe maybe ninety maybe nineties, like a historic range that we're in. Maybe eighty eight eighty ninety that might be a more historic range. So maybe we're a little overheated, assuming that they take out this outlier, So that'd bring us down from one hundred down to ninety a ten percent drop, maybe down to
eighty five or fifteen percent drop. Okay, remember those numbers. We're gonna come back to that. But the reason why that chart is a little bit off is because it doesn't take into account other things like purchasing power, parody, other things like that. So here here's a chart from the BIS, the Bureau of International Settlements. This is the US dollar real effective the real effective exchange rate, So
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And when we look at it like this, what we can see going back to nineteen sixty six, here's nineteen eighty five Plaza cords. We're all the way back up here. Now we're not at the peak, we're not the peak of the Plaza cords, but we're pretty dang high. All right. This is the adjusted dollar amount per the BIS. So again, this dotted line right here is more of the mean. And what happens is when you go too far below, you snap back above. When you go too high, you
snap back even further. And so we're due for correction to the mean somewhere around here, somewhere from one ten to ninety five twenty percent, sort of like the Plaza Cord saw twenty five percent. So we're due for some sort of a snap back back to here. This's what Trump wants to do. Of giving you all the reasons why that is a mean reversion, just getting is back to the mean the historical standard. Now, typically mean reversion would actually go too far, but just getting back to
that historical standard is about a twenty to thirty percent drop. Okay, So now we understand that we understand the setup, we understand the data, but do we understand the mechanism. So the dollar versus global m to the global monetary supply, we have to understand that there's an inverse correlation. When the dollar gets weaker, the monetary system expands. That's why asset prices go up. When the dollar gets stronger, currency goes down. Asset prices go down. Dollar down equals global
money supply up. Deem dollarization. As nations are gooding away from the dollar, putting more into gold, for example, that only accelerates this process. Now, the problem for some people who are not paying attention to this it's the problem because inflation risks start taking off, the dollar gets weaker, the money supply expands, asset prices start going higher, and inflation starts rising. So people aren't prepared. They get wiped out. The poor get poor unfortunately, but so do asset prices.
So for those of us that are investors and we understand this, we can make way more money than we're losing to inflation. That's our opportunity if we catch this. This is the tide that lifts some boats. Not all boats are gonna go up. Which boats are gonna go up, Some go up faster than others. Let's model that out. Okay, So when we think about asset prices are rising, so as liquidity rises, as the water rushes in, so to speak, the liquidity comes in. Asset prices go up like boats. However,
they don't all move at the the same speed. So a smaller, lighter boat is going to move faster than a big, heavy boat, for example. And so we understand already I broke down. There's an inverse correlation to the dollar. The dollar gets weaker, asset prices are going to go up. But as I said, some assets are more sensitive to liquidy coming in, some boats move faster. Here's a chart that sort of breaks us down for us. So here we go chart from bitwise. Here. The green lines here
are since twenty ten. We have the dark gray line since twenty seventeen, and this blue line is since twenty twenty. They're all about the same. We have Bitcoin right here, and you can see it's moved up the fastest. It's the fastest boat. Now you can see since twenty twenty, it's been a faster rising boat. It's more sensitive liquidity than it was in twenty seventeen or it was in
twenty ten. But in all these areas it was much faster, a much faster boat than the s and P five hundred, a much faster boat than the MSCI just a big basket, and even much faster than gold. So these are all the different assets, SMP five hundred, gold, Bitcoin, and this shows the sensitivities or how fast they move as liquidy rushes in. So if you want to run from a rushing tide the tsunami is coming on shore, you want to get into the fastest boat possible, and bitcoin shows
us that. Now we can also see, as I said, like this is inversely correlated. So here's a chart of the dollar index and the global wannetary supply inverted. So we can see is the global monetary supply is inversely correlated with the changes in the dollars. So what we can see here the green is the dollar index and the black line is the global money supply. So when the dollar index goes down, this goes up. Right when this goes down, this goes up. So we can overlay
the charts to understand where these are coming. So let me show you what this looks like, all right, so we can see when we overlay now the global money supply with asset prices. So this is the global on to supply in green with the bitcoin price in black, and it's adjusted for a three month lag. If you watch my videos regularly, you understand I talk about the global equidy all the time and how there's about a three month lag. I'll put a link to a video
down below that sort of breaks that down in more detail. Now, what we can see a just a four to three month lag is that these move almost in lock step. What we can see is that here the global money supply has taken off. Bitcoin is just trying to start catching up, but it hasn't all the way. So looking at these charts, where do you think it goes next? Well,
I think it seems pretty obvious. Now. Another factor is that what we can see when we map out the global money supply moves the Dollar index strength compared to an asset that's very sensitive to liquidity like bitcoin. What we can see is a chart like this that when Bitcoin moves and it's let's let's break it down to
eighty twenty. When it's the top twenty percent strongest move in the dollar index with the bottom twenty move on the dollar index, Bitcoin has its strongest moves and so but if the US dollar gets very very weak, very quickly, Bitcoin moves even faster. If the US dollar gets very strong, very quickly, then Bitcoin draws down even faster. But what's the policy of the marlogo chords to weaken it? How much? Well it should revert to the mean, which could be
twenty or thirty percent. How much did it happened last time? Twenty five percent. That's an extremely fast move, which means we might expect bitcoin to move extremely fast in the other direction. If that makes sense. Okay, Now let's try to model that out a little bit now that we've sort of built that house of cards, if we model move, so if the US dollar is overvalued by twenty to thirty percent, and again this is a chart from the BIS,
the Bank of International Settlements. They're the central bank of all central banks. So if it could revert to the mean right here again, it'll probably snap past and come back. But if it just comes back to the mean, we're looking at a twenty to thirty percent drop. It went down twenty five percent in the coordinated fashion after the Marrologocords. Maybe it goes down ten or fifteen percent. We don't know.
But what we do know from mapping these things out is that for every ten point drop in the dollar index, we get a two to four x in bitcoin. There's a range. Typically bitcoin we move two to four times for every ten percent drop. Okay, so if we put this math together, Bitcoin's sitting at about one hundred thousand right now, ninety three, ninety five, ninety seven, somewhere in that range, call it one hundred thousand, And let's say we get a twenty percent decline in the dollar index.
Then we multiply that times a four or eight times move well, y four eight because we get two to four for every ten, so ten would be twenty so a four eight times move. So that would mean I'm not real good at math. That's why I use general numbers. One hundred thousand times four equals four hundred k. One hundred thousand times eight equals eight hundred thousand K. So if we see liquidity the dollar index devalued by twenty percent like has been history, like would be the reversion
to the mean. This could be a potential catalyst that we could see bitcoin move up to this level. Then we can add in other things on top of that, for example, massive ETF flows coming into bitcoin, having cycles come into play, sovereign adoption like the United States strategic Bitcoin reserve, other nations doing their own bitcoin reserve. So then we start to add other things that even compound onto this, and then all of a sudden start to
realize which one is the fastest vote. Now, this is again another chart here from the BIS, again the Bank of the National Settlements, and what they're doing here is predicting the US dollar performance over the next five years. And do you see this line going down? This is what the BIS is planning for. This is what the policy of the Trump administration is, and this is most likely where the world is going. Okay, so where are we at. We understand that we're going through a monetary reset.
It's not that uncommon. This is what presidents do. Several presidents have done this in the past. Nineteen thirteen, nineteen forty four, nineteen seventy one, nineteen eighty five, and here we are twenty twenty five. That's happening again. We're living through history of monetary reset. The reset happens and we get something new. There's one thing they have in common.
There's a new system. Those of them who those of you who don't see that new system and move, then you get left behind those who do see the changes and move to get in front of that, to front run that benefit the most. It's not a crash, it's a transition into a new system. Now. The tariffs that we see all over the news are leverage. It's not about good, it's not about manufacturing. It's leveraged to devalue
the dollar for the entire monetary system. The Maralogo chords that you hear about ultimately is about bringing the dollar down, just like we saw in the Paris accords, and that's not a bug. People think the dollar's strength has to be its feet. It's not. Bring it down is not a bug. It's the plan. It is the feature to bring the dollar down through these negotiations. And in that we understand that as the dollar goes down, global equity
goes up. We want to move into assets, and different assets float at different rates, and bitcoin moves the fastest. It's not just a hedge anymore. It is what we call the global life raft. Now we also understand that in context of these fifty year quantum wave cycles, and this would also tell us that the only place to invest right now is right here, which is the convergence of bitcoin and AI. Of course, just don't wonder that's where all the money is going. That's why I study
these cycles in great detail. There's four distinct phases that you want to invest through in this cycle. If you want us to break all that down so you can understand what the blueprint is so you can invest along, come hang up with me live next week. We'll break it all down and go through all the charts, all the graphs. We'll do a live Q and A so you can understand how to apply it to your own portfolio.
But if you really want to understand more about the morroologal cording where those going, you probably want to watch this whole video right here, where I break it down in more detail, and I hope to see you over there.