Changes

Line 746: Line 746:  
:"It’s true. Half the token usage is from Chinese models like [[Deepseek]] and Z-AI. Deepseek is by far the most used model, dwarfing Google, Anthropic and Open AI. The Chinese are achieving this with much less capex. [https://x.com/philippilk/status/2086669889830318304]
 
:"It’s true. Half the token usage is from Chinese models like [[Deepseek]] and Z-AI. Deepseek is by far the most used model, dwarfing Google, Anthropic and Open AI. The Chinese are achieving this with much less capex. [https://x.com/philippilk/status/2086669889830318304]
 
[[File:Screenshot 10-8-2026 17127.jpeg|center|650px|thumb|]]
 
[[File:Screenshot 10-8-2026 17127.jpeg|center|650px|thumb|]]
 +
*[https://youtu.be/Ae80klmIvaM The Next Crash Starts in Bonds | Alasdair Macleod]
 
*[[Alastair Crooke]]: "Ultimately the big picture about [[Iran]] is that this whole issue now hangs on the [[bond market]], the [[debt market]]. [[Japan]] is a potential trigger for something much bigger because the prospects of keeping the Japanese [[yen]] afloat are not looking good. The rescue is going on. [[Bessent]] has spent I think $90 billion, not of his money. Some of it was he sold off [[euro]]s in order to buy yen, but large amounts. And the yen keeps devaluing. And as it devalues, [[interest rate]]s go up, [[inflation]] goes up, all of the problems become much more exacerbated."[https://youtu.be/rbopXjaKbC8?t=2463] August 12, 2026.
 
*[[Alastair Crooke]]: "Ultimately the big picture about [[Iran]] is that this whole issue now hangs on the [[bond market]], the [[debt market]]. [[Japan]] is a potential trigger for something much bigger because the prospects of keeping the Japanese [[yen]] afloat are not looking good. The rescue is going on. [[Bessent]] has spent I think $90 billion, not of his money. Some of it was he sold off [[euro]]s in order to buy yen, but large amounts. And the yen keeps devaluing. And as it devalues, [[interest rate]]s go up, [[inflation]] goes up, all of the problems become much more exacerbated."[https://youtu.be/rbopXjaKbC8?t=2463] August 12, 2026.
 +
:[https://youtu.be/ngGQrWxNdV4 Dollar dominance in crisis: Why USA bailed out Japan].
 +
:[https://youtu.be/xCGJp4O8vD8 Demand Destruction: The Real Energy Crisis Hitting Europe and Japan].
 
*[[Alex Krainer]]: [https://youtu.be/k2yR6DJpSCg “Bond Armageddon Is Coming” — The Western Financial System Is Breaking.]
 
*[[Alex Krainer]]: [https://youtu.be/k2yR6DJpSCg “Bond Armageddon Is Coming” — The Western Financial System Is Breaking.]
 
*''[[Financial Times]]'': [https://www.ft.com/content/fd40a98d-2a7f-4246-a296-73e956bf03c0 Most US voters say they are worse off under Trump — FT poll].  
 
*''[[Financial Times]]'': [https://www.ft.com/content/fd40a98d-2a7f-4246-a296-73e956bf03c0 Most US voters say they are worse off under Trump — FT poll].  
Block, Siteadmin, SkipCaptcha, Upload, Automoderated users, delete, edit, move, nsTeam2RO, nsTeam2RW, nsTeam2_talkRO, nsTeam2_talkRW, protect, rollback, Administrators, template
295,844

edits