Citrini
Citrini（全称 Citrini Research）是一家总部位于纽约的独立主题投资与全球宏观研究机构。它由 James van Geelen 创立，主要通过 Substack 平台提供付费订阅研报和宏观交易警报。
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Citrini, author of the doomsday report, conducted in-depth field research in the Strait of Hormuz, revealing how the Iranian Revolutionary Guard formulated new rules for passage. Key global shipping routes conceal investment opportunities; firsthand intelligence analyzes real shipping and market signals amidst geopolitical conflicts.
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AI improves efficiency → mass unemployment among white-collar workers → collapse of consumption power → business models relying on "human friction" are disrupted → the financial edifice of private lending and mortgage lending, which are built on the assumption of "perpetual income for white-collar workers," begins to crumble, ultimately triggering systemic risks.
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