The David Lin Report Stock Market To Blow Up If Trump Stops This One Thing | Jim Thorne
Jan 25, 2026
Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, is a market analyst who forecasts economic policy and monetary shifts. He discusses a potential shift of growth to Main Street via cheap credit and deregulation. He outlines a blockchain-backed dollar vision and why gold and stablecoins may resurface. He also covers Fed philosophy changes, Bitcoin’s hurdles, and sector rotations like gold and AI stocks.
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Canada‑China Deal Is A Targeted Test
- Jim Thorne calls Canada's deal with China a targeted, businesslike agreement and a litmus test for U.S. relations.
- He notes the deal helps agriculture and isn't likely to cross Trump's national‑security red lines.
Dollar Will Evolve, Not Vanish
- Thorne agrees a wholesale end of dollar dominance would reshape the world but calls mass dumping of U.S. assets irrational.
- He accepts Bretton Woods 2.0 is emerging but expects the dollar to remain central, possibly on a blockchain.
Stablecoins Threaten Stranded Capital
- Stablecoins and crypto yields threaten stranded capital on Wall Street and face strong banking pushback.
- Thorne says banks resist because stablecoins would force them to pay fairer returns for capital.