Name: 美國為何準備摧毀英國經濟？！ (Why the US is Preparing To Destroy the UK economy)
Uploaded: 2026-01-29T18:58:39.000Z
Duration: 16 min 10 s

The United States is preparing to destroy the entire British economy.

美國正準備摧毀整個英國經濟。

If you think that the British economy has been suffering all this time, then you have no idea what's about to happen.

如果你覺得英國經濟一直以來都很慘，那你絕對不知道接下來會發生什麼事。

When I researched this video I thought that this is an exaggeration.

我在研究這個影片的時候，覺得這有點誇張。

But the deeper I digged into it, the more I realized how bad the situation is.

但我越深入研究，就越發現情況有多糟糕。

This is not speculation because it is already happening and the average Brit is about to lose his entire life's savings.

這不是猜測，因為這已經在發生了，而英國的普通民眾的畢生積蓄即將化為烏有。

Nothing like this has ever, ever happen in the history of the uk.

英國史上從來沒有、從來沒有發生過這種事。

If you are not mentally ready, please skip this video because what you are about to learn is something that you should not know.

如果你心理上還沒準備好，請跳過這個影片，因為接下來你要學到的東西，是你根本不該知道的。

This is something that the government does not want you to know at all.

這是政府一點都不想讓你知道的事情。

But if you are ready, then give this video a thumbs up and let's get right into it.

但如果你準備好了，就給這個影片按個讚，我們馬上開始。

American hedge funds such as Citadel, Baliasney and Point72 have been building a position since 2023 that is about to wipe out the entire British economy.

像 Citadel、Baliasney 和 Point72 這樣的美國對沖基金，自 2023 年以來一直在建立倉位，這個倉位即將讓整個英國經濟崩潰。

The British government, just like any government, borrows money by issuing a government bond.

英國政府跟所有政府一樣，都是透過發行政府債券來借錢。

Let's say that the government has issued a 100 pound bond that pays 4% in interest rate.

假設政府發行了一張 100 英鎊、利率 4% 的債券。

The hedge fund is going to buy that bond and is going to receive £4 on that investment.

對沖基金會買下這張債券，並從這筆投資中獲得 4 英鎊。

But the hedge fund is not buying it for the sake of holding it.

但對沖基金買它並不是為了持有。

The hedge fund is instantly going to take that bond and is going to create a future based on it.

對沖基金會立刻拿這張債券，並以此建立一個期貨。

A future is basically a contract that says that I'm going to sell you a certain asset sometime in the future for a specific amount of time.

期貨基本上就是一份合約，內容是說我會在未來的某個時間，以特定的價格賣給你某項資產。

And right now you have to pay me that money.

All you have to do is just put a small deposit and when the contract is going to expire that's when you are going to pay me money.

你只需要付一小筆訂金，等到合約到期時，你才需要付我錢。

Let's say that me and you are going to sign a futures contract based on this Apple Watch.

假設你我將簽訂一份以這支 Apple Watch 為基礎的期貨合約。

And the contract is going to say that I am obligated to sell you this Apple Watch three months later for 500.

合約內容會是，我必須在三個月後以 500 英鎊的價格賣給你這支 Apple Watch。

Now the value of this contract is going to fluctuate in the market based on demand and supply.

這份合約的價值，會根據市場上的供需而波動。

If Apple tomorrow is going to announce that they are going to introduce a new Apple Watch, then suddenly nobody wants this Apple Watch which means that the of this contract is going to go down.

如果 Apple 明天宣佈要推出新款 Apple Watch，大家突然就不想要這支 Apple Watch 了，這代表這份合約的價值就會下跌。

But we are still obligated to exercise this contract for the specific price that we have agreed.

但我們仍然有義務以我們約定的特定價格來履行這份合約。

On the other side, if Apple is going to announce that this was the last Apple Watch in the world and we are no longer going to manufacture any more Apple watches, suddenly everybody would want to buy this Apple Watch, because this was the last one.

另一方面，如果 Apple 宣佈這是最後一支 Apple Watch，而且我們不再生產任何 Apple Watch 了，大家突然都會想買這支 Apple Watch，因為這是最後一支了。

Now, the value of this contract in the market is going to rise substantially because there is huge demand for it.

現在，這份合約的市場價值會大幅上漲，因為有龐大的需求。

But I'm still obligated to sell you this apple watch for $500 because.

但我仍然有義務以 500 英鎊的價格賣給你這支 Apple Watch，因為。

So the value of this future is going to be derived from the government bond that is issued by the British government, because the hedge fund has purchased that British government bond.

所以這個期貨的價值，會來自英國政府發行的政府債券，因為對沖基金買了那張英國政府債券。

But the hedge fund can actually sell this future for $100.

但對沖基金實際上可以把這個期貨賣到 100 美元。

Because if you're holding this future, you're not receiving the 4% interest that the British government is paying, but

因為如果你持有這個期貨，你就無法獲得英國政府支付的 4% 利率，但是

rather the hedge fund is actually receiving that, which is why to sell this future, you have to factor in the four pounds that are missing here.

反而是對沖基金實際上收到了，這也是為什麼要賣這個期貨，你必須考慮到這裡損失的四英鎊。

Which is why you can only sell it for £96.

這就是為什麼你只能賣 96 英鎊。

On the other side, you have huge investors, such as pension funds, investment banks, that are investing hundreds of billions of dollars in the market.

另一方面，你還有像退休基金、投資銀行這樣的大型投資者，他們在市場上投資了數千億美元。

These pension funds still have to invest a big portion of their money into the British government bonds because they have no other option, since these are very safe investments.

這些退休基金還是得把大部分的錢投資在英國政府債券，因為他們沒有別的選擇，畢竟這是非常安全的投資。

But at the same time, these pension funds want to actually invest in the stock market or other assets, because Nvidia stocks are rising, Apple stocks are rising.

但同時，這些退休基金也想實際投資股票市場或其他資產，因為輝達（Nvidia）的股票在漲，蘋果（Apple）的股票也在漲。

But we have a very limited amount of money, which is why instead of actually putting upfront our entire money to buy these British bonds, we are going to buy futures whose value derive from the British government bonds.

但我們的錢非常有限，所以與其把我們所有的錢一次性投入購買這些英國債券，不如我們去買那些價值來自英國政府債券的期貨。

So three months later or a year later, we can still buy these government bonds for the exact same price that we have agreed.

所以三個月後或一年後，我們仍然可以用我們同意的確切價格買到這些政府債券。

Meanwhile, we are going to take up our money and invest it in Apple or other major stocks.

同時，我們會把我們的錢拿去投資蘋果或其他主要股票。

When the future contract reaches its maturity date, the value of this contract is at least going to match the price of the the original government bond, because there is no more time left and you're going to receive your money back from the British government.

當期貨合約到達到期日，這個合約的價值至少會等於原始政府債券的價格，因為沒有時間限制了，你將會從英國政府那裡拿回你的錢。

So the pension fund is going to exercise its futures contract by the British government bond from the hedge fund instantly sell it in the market for the exact same hundred pounds.

所以退休基金就會立刻執行他們從對沖基金那裡買來的英國政府債券期貨合約，然後在市場上以同樣的一百英鎊賣掉。

Because if I'm going to buy it from the pension fund, then I will receive the exact same hundred pounds from the British government, which is why the demand for futures is always much higher than the demand for the British government bonds to begin with.

因為如果我從退休基金那裡買進，我就能從英國政府那裡拿到同樣的一百英鎊，這也是為什麼期貨的需求量，從一開始就總是比英國政府債券的需求量大很多。

And the price of anything in the market is determined by demand and supply.

而市場上任何東西的價格，都是由供需決定的。

If the demand is very strong, then the price rises.

如果需求非常強勁，那價格就會上漲。

If the demand is very weak while supply is very strong, then the price is going to fall.

如果需求非常疲軟，但供給卻很強勁，那價格就會下跌。

So because the demand for these futures contract is so insanely, high.

所以因為這些期貨合約的需求量非常非常高。

They can be sold for a higher price, which is why hedge funds can sell these futures not for $96 like they supposed to be, but

它們可以賣到更高的價格，這也是為什麼對沖基金可以把這些期貨賣到，不是像原本應該的 96 美元，而是

也許是 96.5 美元，也許是 97 美元。

And the hedge funds are making that profit.

然後對沖基金就賺取了這個價差利潤。

So what is the big problem with this strategy?

所以這個策略最大的問題是什麼？

The hedge simply making, yes, they're making billions of dollars, but I don't see any problem.

對沖基金賺了很多錢，對，他們賺了數十億美元，但我看不出有什麼問題。

The biggest problem here is that the hedge funds are not even using their money to do these trades.

最大的問題是，這些對沖基金根本沒有用自己的錢來進行這些交易。

Because interest rates in the United Kingdom have been rising to 5% by 2023, while interest rates in Japan during this time were negative 0.5%.

因為英國的利率在 2023 年已經漲到 5%，而當時日本的利率卻是負 0.5%。

These hedge funds could borrow hundreds of billions of dollars from Japanese banks and invested in the UK Treasuries.

這些對沖基金可以從日本銀行借入數千億美元，然後投資英國政府債券。

The British government bonds are some of the safest investments out there because NO believes that the British government is going to default on these loans.

英國政府債券是最安全的投資之一，因為沒有人相信英國政府會違約。

So these hedge funds could essentially borrow money from the Japanese banks at almost 0% interest rates, or maybe, best case scenario, 0.5% in interest rate and dumped all of that money by buying US treasuries.

所以這些對沖基金基本上可以用接近 0% 的利率，或最好的情況 0.5% 的利率，從日本銀行借錢，然後把這些錢全部拿去買美國政府債券。

And right now they are sitting on £100 billion worth of UK treasuries, and

而現在他們持有價值 1000 億英鎊的英國政府債券，

So these hedge funds only put £1 billion of their money to borrowed £99 billion to buy £100 billion worth of British government bonds and created futures based on this £100 billion and sold them to the UK pension funds.

所以這些對沖基金只用了 10 億英鎊自己的錢，借了 990 億英鎊，買了價值 1000 億英鎊的英國政府債券，並以此創建了期貨合約賣給英國的退休基金。

This doesn't seem like a big problem, but

這看起來好像不是什麼大問題，但是

in reality, this is the biggest danger the British economy has ever faced.

事實上，這才是英國經濟面臨過最大的危機。

And that's why the bank of England is sounding the alarm and trying to fix it.

這也是為什麼英格蘭銀行正在發出警報，並試圖解決這個問題。

But there aren't any good solutions right now, here's how it's going to destroy the entire economy.

但目前沒有什麼好的解決辦法，這將會如何摧毀整個經濟。

Since £100 billion of the UK treasuries are not actually directly owned by the American hedge funds because they only put £1 billion of their money and 99% of that money is being leveraged.

因為英國國債的 1000 億英鎊，實際上並不是由美國對沖基金直接持有，因為他們只出了 10 億英鎊的資金，而且其中 99% 的資金是槓桿來的。

This strategy can only work when interest rates in Japan are low, while interest rates in the UK are very high.

這個策略只有在日本的利率很低，而英國的利率非常高的時候才能奏效。

The moment this dynamic is going to change, this strategy is not going to work.

一旦這個情況改變，這個策略就無法奏效了。

And look at what's happening to the interest rates in both of these countries.

我們來看看這兩個國家的利率正在發生什麼事。

Interest rates in Japan are rising substantially.

They're about to hit 1%, while interest rates in the United Kingdom are falling down below 4%.

它們即將達到 1%，而英國的利率正在跌破 4%。

So if by the end of the year the interest rates between these countries are going to close much farther, then these American hedge funds that have leveraged 99% of their position have no other option but to close their position to pay the Japanese banks because they are no longer making any money or whatsoever.

所以，如果到年底，這兩個國家之間的利率差距拉得更大，那麼這些美國對沖基金，他們用了 99% 槓桿的部位，就別無選擇，只能關閉部位來償還日本銀行，因為他們已經賺不到任何錢了。

The American hedge funds did not use their own money to buy all of these UK Treasuries, but

這些美國對沖基金並不是用自己的錢買進這些英國政府債券，而是

rather they used a hundred billion dollars of Japanese loans to buy all of these Treasuries and they're making money the difference of this exchange rate.

借了千億美元的日本貸款來買這些債券，並從匯率差價中賺錢。

The moment this business model makes no more sense, then all of these American hedge funds have no other option but to sell £100 billion of the UK Treasuries in the market.

一旦這個商業模式不再有意義，這些美國對沖基金就別無選擇，只能在市場上賣出千億英鎊的英國政府債券。

Most people have no idea how severe that could be for the British economy.

大多數人根本不知道這對英國經濟有多嚴重。

Now the total size of the national debt in the UK is about 2.9 trillion pounds.

目前英國的國債總額大約是 2.9 兆英鎊。

And 100 billion pounds is about 3.5% of the entire debt.

而千億英鎊大約佔了總債務的 3.5%。

At first glance, dumping 3.5% of the entire debt, that doesn't actually seems like a big problem.

乍看之下，拋售 3.5% 的總債務，好像不是什麼大問題。

But the daily volume of the entire debt is about £30 billion.

但英國國債的每日交易量大約是 300 億英鎊。

所以每天有 300 億英鎊在交易。

If you suddenly dump a hundred billion pounds, do you know what's going to happen to the interest rates?

如果你突然拋售一千億英鎊，你知道利率會發生什麼事嗎？

The British government already runs 140 billion dollar in government deficit.

英國政府的政府債務赤字已經達到 1400 億美元。

And the vast majority of this money is basically the interest payments that the government cannot possibly afford.

而這筆錢絕大部分基本上是政府根本無法負擔的利息支付。

Which is why the government is freaking out.

這就是為什麼政府會驚慌失措。

Interest rates are so high now they have $140 billion in deficit that they have to close and they don't know how to do that.

現在利率高到他們有 1400 億美元的赤字必須彌補，但他們不知道該怎麼做。

They want to introduce wealth tax, they want to introduce more taxes because they need to raise this money from somewhere in order to fix the government's deficit.

他們想開徵財富稅，想開徵更多稅，因為他們必須從某個地方籌集這筆錢來解決政府的赤字。

And dumping £100 billion of the UK treasuries in the market is going to spike the interest rates by about 1 to 2% in the best case scenario.

而在市場上拋售 1000 億英鎊的英國國債，在最好的情況下會讓利率飆升 1% 到 2%。

So I'm here to be as optimistic as possible.

I'm not trying to assume that it's going to increase the interest rates by 3 or 4%.

我不會假設利率會增加 3% 或 4%。

Because if that is going to happen, that is literally the end of the Britain as a country.

因為如果真的發生了，那英國這個國家就真的玩完了。

If interest rates are going to increase even by 1 or 2%, that is going to cost the British government by at least extra 30 to 60 billion dollars.

如果利率增加 1% 或 2%，英國政府的成本至少會增加 300 到 600 億美元。

So the total deficit is going to rise from 140 billion pounds to as much as 200 billion pounds.

所以總赤字將從 1400 億英鎊飆升到 2000 億英鎊。

If you think that the situation is so bad right now when the government has $140 billion deficit, what do you think is going to happen when the deficit is going to rise?

如果你覺得現在政府有 1400 億赤字已經很糟了，那赤字增加的時候會發生什麼事？

At that point, they're going to double taxes on everything just to ensure that the government is not going to go bankrupt.

到時候，他們會把所有東西的稅都加倍，只是為了確保政府不會破產。

And if you think that this is the entire problem, then you have no idea what's about to happen, because the situation is way worse than you can possibly imagine.

如果你覺得這就是全部問題，那你根本不知道接下來會發生什麼，因為情況比你想像的還要糟得多。

And what I have explained just now is just one tiny, small part of the problem.

而我剛剛解釋的，只是問題中一個非常非常小的部分。

The biggest disaster is that the British pension funds own 20% of the entire UK debt.

最大的災難是，英國的退休基金持有英國總債務的 20%。

People are paying payroll taxes so that when they retire, they will be receiving money from the government.

大家繳納薪資稅，這樣他們退休時就能從政府領到錢。