I sometimes like to venture into non-crypto analysis, as we can get stuck in a little echo chamber and be surprised when events hit us. This week, I was catching up on what Peter Zeihan has been saying in the last few weeks, and his recent prediction about rate increases caught my eye. As a disclaimer, Zeihan is notoriously skeptical of crypto and makes many bold predictions. He is often incorrect, but so are we all. Analysis is complex, and there are a ton of market variables. But I wanted to highlight Zeihans claim here as it is so anti-consensus. 

The Prediction

In short, Zeihan thinks rates will continue to climb and even recommends that people lock in their rates now as they won’t come down for a decade. Since market analysts