Slack: C0A031DLJ78/ts:1771924577.3585

Author: Stephen Lipp Date: 2026-04-07 Type: slack Evidence: 3 Themes: 3

inflationary-bust-commodity-barbell

🟢 [E321] In deflationary spiral, people will hoard store of value - no fiat will be asset of choice. UBI is inevitable as displaced workers pile up - governments won't tolerate recent middle-class becoming homeless. YCC & UBI means monetisation.
supporting · 2026-04-07

gold-silver-precious-metals-structural-bull

🟢 [E727] In deflationary spiral, people will want to hoard store of value. No fiat will be asset of choice with offsetting inflation. Any weakness in gold would be bought. YCC and UBI (inevitable with displaced workers) mean massive monetisation.
supporting · 2026-04-07

macro-cycle-frameworks

🟢 [E755] UBI inevitable as displaced workers pile up. Governments were okay with permanent underclass of street people, but not when they are very recent middle-class with homes and mortgages. YCC & UBI will mean a lot of monetisation.
supporting · 2026-04-07