Think of it as Yoga for the brain, we are going to stretch a bit.
The One Thing That Actually Keeps Me Up at Night – War With China)
You can tell a lot about a man by what rattles him at 3 a.m. Some folks worry about retirement. Others replay old arguments, improving their lines like actors who know the show’s already closed. But me? The thing that keeps me staring at the ceiling isn’t Bitcoin’s correction or the S&P teetering at the top of its long, glorious cliff.
No — it’s the possibility of a war with China.
And let me tell you something plainly: if the stock market ever does fall off that cliff, it won’t be because of some technical chart pattern. It’ll be because the world slipped into something darker than a recession.
See, lately everyone’s been reading charts like priests reading omens. One day we’re in “fear,” the next it’s “extreme fear,” like we’re measuring the weather on Mount Doom. Bitcoin drops 21% and everybody thinks the sky got loose from its hinges.
But the one line that stops the whole room cold is this:
“If the S&P corrects, Bitcoin corrects — and that’s going to be painful.”
Sure. But painful is nothing compared to what happens if the reason the S&P corrects has wings, warheads, and a flag painted red and gold.
Because here’s the truth nobody wants to say at these crypto conferences full of charts and enthusiasm: Markets don’t crack from overvaluation — they crack from fear. And nothing injects fear into a global economy like the whisper of war between superpowers.
China knows this.
The U.S. knows this.
And every investor pretending to be a philosopher knows this too, deep down.
You could have the strongest Bitcoin cycle ever — institutions buying, ETFs filling up, supply shock kicking in — and all it takes is one spark in the South China Sea for that entire narrative to fall apart like a paper house in a hurricane.
People talk about “cycles” as if history ever cared about their models.
Tech cycles, halving cycles, liquidity cycles — all tidy, all comforting, all shattered instantly by events written in the ink of human foolishness.
And the most dangerous story of our age is the power story between the U.S. and China.
Two giants with too much pride to step back, too much power to be ignored, and too many chips on the table — literal chips — to walk away peacefully.
So here’s the uncomfortable truth my conscience drags out of bed every night:
If war ever breaks out between the U.S. and China, the markets won’t “correct.” They’ll collapse. Bitcoin won’t “dip.” It’ll fall through the floorboards. And the global economy, so carefully inflated with stimulus checks and optimism, will deflate like a lung punched empty.
Forget fear and greed indexes. A conflict like that creates a whole new category:
Survival.
And survival doesn’t care about bull markets.
It cares about supply chains. Food. Energy. Trade routes. Satellites. Semiconductors. Alliances. It cares about the kind of things the world hasn’t had to think about in a long time.
And here’s the bitter irony:
Everything that looks like noise in the charts right now — every correction, every stalled rally, every limp price movement — might just be the market whispering the truth that nobody wants to hear aloud:
“This peace is temporary.”
If you want to know what keeps me up at night, that’s it.
Not Bitcoin.
Not the S&P.
Not corrections, not halving cycles, not ETFs.
The nightmare scenario isn’t a bear market — it’s a real bear. The kind with armies, supply-chain chokeholds, and a territorial appetite.
The kind of bear that makes markets irrelevant.
And the darkest part?
Every empire thinks the other guy will blink first.
But history shows they blink last.
A Final Thought
If you look closely, fear always tells the truth. The markets tremble not because of what they know — but because of what they sense is coming.
And somewhere out there, two superpowers are standing on the same bridge… and neither one seems eager to step aside.
Sometimes, that’s all it takes to turn a chart correction into a chapter in a history book.
