Not piling on you, but can you explain how USD crashes in 18 months, but Huawei, on which US is waging war, will survive for a few more years?
I said it will take a few more years to see the final outcome of the war US waged on Huawei starting under Trump when Chinese Princess was kidnapped back in 2018...
It all depends on China's ability to become semiconductor independent, and the speed, and scale of it...
If AR with TW happens within a year or two then that again makes the calculus more dynamic, depending upon what happens to the fate of TSMC etc
I actually think the USD is already dead, that it died off in 2019 and is taking awhile to play itself out... this all goes back to global peak energy, EROEI diminishing threshold, and the fact that as the top hegemon US at the top of tropic energy pyramid and with a domestic homeland structured to require the highest EROEI thresholds on the planet to maintain the superstructure will ironically be the first to go...
With US imploding hypernova style and Europe freezing to death, this puts Huawei's global ambitions to moot... Globalization is dead or dying... its all about internal circulation now... Huawei can still survive as a Chinese company serving Chinese customers irregardless of USD going to zero with 18 months or not etc