For those who are blind to these ongoing global affairs.. it’s all about the US Dollar vs Chinese Yuan.

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Well I didn’t see this coming..

For those who are blind to these ongoing global affairs.. it’s all about the US Dollar vs Chinese Yuan.

Who controls the money, controls the world.

But USA could have just pulled out a card I did not see coming. A deal with Indonesia. Block the straight of Malacca (Indonesia) where China relies extremely heavily on oil (70+ percent) from the Middle East.

Control which ships go through here, China’s economy will slowly come to a standstill. This is where China could fold, OR things could escalate.

Nevertheless, still heavily short on global indexes.

Europe fight Russia (probably physically)

USA fight China (not necessarily physically)

But then you wonder what would happen to the EURO / GBP.

If US dollar remains the primary global choice in trade after this mess ends, (probably at least a few years).

I could see the UK abandoning the the GBP and turning to US dollar and effectively being under US control.

Europe will be split. Eastern Europe will want peace and no doubt sign with Russia. Western Europe will fail, UK having the strongest lifeline because It is its own Island, closest to American culture, and historically been great allies.

Does China just sit there if that actually happens?

No. China has long called this the “Malacca Dilemma” and prepped for it via pipelines from Russia/Central Asia, overland BRI routes, and naval buildup in the South China Sea and Indian Ocean.

A real blockade would trigger immediate diplomacy, rerouting attempts, economic retaliation, and likely naval pushback or escalation elsewhere—not passive acceptance. The recent US-Indonesia defense pact boosts monitoring but stops short of an active blockade.