Greenland: The Monetization of the Presidency
A couple months ago, I wrote an article with a title I ultimately didn’t publish:
I didn’t publish it because, at the time, my case felt incomplete. The argument was there, but I didn’t feel like I had enough concrete data points to say, confidently, this is what’s happening.
Since then, more evidence has surfaced. Enough that I’m comfortable laying out the pattern and letting people come to their own conclusions.
The Moment That Confirmed My Thinking
The incident that really forced me to revisit this idea was the November China tariff announcement.
Donald Trump publicly floated a 100% tariff on China. That alone would move markets. But the timing around the announcement was strange. Very strange.
Here’s the sequence:
9:40 a.m. – Mysterious sell-offs begin, particularly in crypto markets.
4:20 p.m. – A large whale opens a massive short position on Bitcoin.
4:50 p.m. – Just 20 minutes later, Trump announces the 100% China tariff.
5:20 p.m. – Roughly $19.5 billion in crypto liquidations occur.
Within a 50-minute window, someone walked away with an estimated $150–190 million in profit.
That’s not retail behavior.
That’s not luck.
That’s not “good instincts.”
That looks like advance knowledge of a market-moving announcement.
I don’t believe in timing coincidences when that much money is involved. Someone knew.
Prove me wrong.
The CZ Pardon and World Liberty Financial
The next data point is even harder to ignore.
Changpeng Zhao (CZ), the CEO of Binance, was facing serious legal consequences in the United States. He paid massive fines and served time.
Then Trump enters the picture.
Earlier Trump’s sons launch World Liberty Financial, the administration begins prioritizing crypto and stablecoin regulation. Shortly thereafter, CZ receives a pardon.
Why?
The answer isn’t a brown paper bag full of cash. That would be illegal.
The answer is much cleaner.
Binance-affiliated entities reportedly purchased roughly $2 billion worth of World Liberty Financial’s stablecoin.
Here’s how that works:
Stablecoins are dollar-backed.
$2 billion is deposited.
World Liberty Financial now holds $2 billion in cash or treasuries.
That money can be deployed, earning roughly 4% annually.
CZ holds digital tokens redeemable at face value.
At 4%, that’s $80 million a year in yield.
If there’s an understanding not to redeem immediately—and I want to be clear, this is alleged and me making things up how it could work in my head—World Liberty Financial profits while CZ risks nothing. The $2 billion is eventually redeemed.
Everyone wins.
Except the public trust.
And crucially: this is legal under the current framework.
That’s the point.
Pardons as a Financial Instrument
This isn’t isolated.
Another case: Julio Herrera Velutini, a Venezuelan-Italian banker facing felony charges. His daughter donated $2.5 million to MAGA Inc.
Soon after, Herrera received a pardon.
Again, I’m not claiming direct quid pro quo. I’m pointing out the pattern.
Money moves.
Legal mechanisms are used.
Pardons follow.
This is not draining the swamp.
This is pricing it.
Thanks to the man Coffeezilla for pointing this out.
The Kobeissi Letter and Greenland
Then there’s the broader strategy.
The Kobeissi Letter laid out what looks like a playbook for Trump-era market manipulation:
A comprehensive step-by-step playbook to navigate Trump’s trade war:
1. On Friday, President Trump posts a cryptic message signaling tariffs on a specific country or sector. Markets drift lower as uncertainty rises. This began on Friday when Trump threatened tariffs on Denmark
2. Later that same day, or shortly after (in this case on Saturday), President Trump announces a large new tariff, often 25%+
3. On Saturday and Sunday, President Trump repeatedly doubles down on the tariff threats to apply pressure while markets are closed, maximizing psychological impact
4. Over the weekend, the countries targeted by the new tariffs typically respond publicly or signal a willingness to negotiate
5. On Sunday evening at 6 PM ET, when futures reopen (in this case on Monday night), stock market futures drop in an initial emotional reaction to the tariff headlines
6. On Monday and Tuesday, President Trump continues applying pressure publicly, but investors begin to recognize that the tariffs are not yet live and are still scheduled to take effect weeks later, such as February 1st
7. By Wednesday of that same week, dip buyers step in and spark a relief rally, but this move often fades and leads to another push lower. This is typically where smart money begins buying
8. On the following weekend, roughly one week later, President Trump posts that discussions are underway and that he is working toward a solution with leaders of the countries targeted by the tariffs
9. On Sunday evening of that weekend at 6 PM ET, futures open sharply higher as optimism returns, but gains fade into the Monday cash market open
10. After the Monday open, senior administration officials such as Treasury Secretary Bessent, appear on live television to reassure investors and emphasize progress toward a deal
11. Over the next 2-4 weeks, various members of the Trump Administration continue to tease progress toward a trade agreement
12. A trade deal is announced and markets hit new record highs
13. Repeat from step #1
Of course, this is not a guaranteed roadmap, but in our experience, just about all flareups of the trade war since January 2025 have followed roughly the same path.
This isn’t just about China.
Now look at Greenland.
The public story is military posturing and geopolitical tension with a NATO ally.
I don’t buy that.
I think Greenland is another version of the same playbook:
tariffs, pressure, leverage, volatility, profit.
Trump Adjacent Wealth Creation
Here’s the throughline I can’t ignore anymore.
Trump-adjacent people and companies are/will get extraordinarily wealthy:
Real estate deals
Saudi/nations capital investments
Gaza redevelopment
Venezuelan oil
Crypto regulation
Stablecoins
Pardons
Market-moving announcements
I said this way before even the election on my other podcasts:
“If you want to make money during a Trump administration, don’t guess policy.
Track Trump-adjacent companies and people. Follow the money and influence.”
I didn’t nail individual picks.
But the practice has been dead on.
This presidency isn’t ideological.
It’s transactional.
And it’s very lucrative.
What your three options really are
Accept it and invest accordingly
This is the honest-but-ugly option. If power has been monetized and volatility is a feature, not a bug, then you stop pretending it’s about policy and start treating it like a trade. Follow the insiders. Follow the proximity.Call it what it is
Say the quiet part out loud. Track the money. Connect the dots. Strip away the patriotic branding and call the behavior what it actually is: a monetization of the presidency. It won’t stop the machine on its own, but it does one dangerous thing. It makes denial impossible.Do nothing
This is how corruption wins. Through apathy. People notice, feel uneasy, and then decide it’s easier not to care. This is the most popular choice.
So which do you choose?
We should stop pretending this is about draining corruption. What’s actually happening is the systematic monetization of power, where access is priced, volatility is used and known beforehand, and the presidency itself functions as a profit engine rather than a public trust.
It’s about making a shit ton of money.
Stay Angry
Stay Angry!! I’m apoplectic!!!!😡😡😡