From Money Supply to Asset Resolution

I’ve been saying the same thing: Pay attention to who tries to niche downstream of consequence.

The point at which systems are forced to resolve.

Money supply.

Assets.

Prices.

Survivability.

All of it collapses into consequence eventually.

Everything else is downstream.

Money supply only matters once it collides with consequence.

Assets only matter once they’re forced to clear against constraint.

Performance only matters once it survives falsification.

Until then, everything is provisional.

And most never survive that encounter.

That’s why consequence is the pivot.

That’s why money supply, assets, and performance all resolve there.

That’s why everything else is downstream.

If you want to understand what lasts — in markets or anywhere else — stop listening to what people say works.

Watch where consequence is allowed to land.

That’s the only signal that matters.