U.S. National Security Policy Drives Capital Flows Amid Market Enthusiasm
The White House's national security strategy, emphasizing military strength, global resource access, and technological dominance, is reshaping investment flows. Terry Haines of Pangaea Policy highlights how these geopolitical ambitions—from Venezuela to Greenland—are creating new opportunities in capital markets. Institutional and retail investors alike are doubling down on equities, though questions linger about whether this Optimism is justified.
While the analysis focuses on traditional markets, the underlying themes of resource competition and financial dominance have indirect implications for crypto assets. The push for technological supremacy could accelerate blockchain adoption, particularly in areas like secure transactions and resource tracking.
