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Casimir von Falkenhayn

@Falkenhayn_ • 3,121 subscribers

Private investor | Industrial holdings & global markets Capital, geopolitics and the occasional indiscretion.

Shorts

‼️ WE ARE ABOUT TO WITNESS THE BIGGEST WAR IN HISTORY FOR THE SURVIVAL OF PETRODOLLAR US military has quietly been scaling back its troop presence at bases across the Middle East. US Embassies in the Middle East have been ordered evacuation of non-emergency staff members and families. Similar evacuation orders were issued during the 40-day war in 2026, before conflict broke out. Over $750,000,000,000 wiped out from the US stock market at open today on worries about oil surge and AI. Iran has also announced that if the U.S.-Israel attack happens again, entire American infrastructure will be targeted in the region including data centers, sea optic cables and American companies. Iran has already laid down the new law of energy: Every single barrel of oil that passes through the Strait of Hormuz, the artery carrying ~20% of the world’s crude, must be settled in Chinese yuan. No dollars. The moment that demand sticks, the 50-year monopoly that forced the world to recycle oil revenues into U.S. Treasuries collapses overnight. The petrodollar doesn’t weaken. It dies. And the yuan (backed by real oil flow) becomes the new settlement currency of the energy world. Jeff Currie, former Goldman Sachs head of commodities and lifelong insider of the dollar system, just laid out the one line America cannot cross. Handing control of the Strait of Hormuz to Iran is not a tactical retreat. It is the formal end of the United States as global hegemon and the death of the dollar as the world’s reserve currency. JP Morgan CEO Jamie Dimon said that Iran had its “throat on the Strait of Hormuz” for 45+ years and told the Trump administration to “finish this thing and finish it right.” The faith of the fiat system is now being decided in the skies over the Middle East.

‼️ WE ARE ABOUT TO WITNESS THE BIGGEST WAR IN HISTORY FOR THE SURVIVAL OF PETRODOLLAR US military has quietly been scaling back its troop presence at bases across the Middle East. US Embassies in the Middle East have been ordered evacuation of non-emergency staff members and families. Similar evacuation orders were issued during the 40-day war in 2026, before conflict broke out. Over $750,000,000,000 wiped out from the US stock market at open today on worries about oil surge and AI. Iran has also announced that if the U.S.-Israel attack happens again, entire American infrastructure will be targeted in the region including data centers, sea optic cables and American companies. Iran has already laid down the new law of energy: Every single barrel of oil that passes through the Strait of Hormuz, the artery carrying ~20% of the world’s crude, must be settled in Chinese yuan. No dollars. The moment that demand sticks, the 50-year monopoly that forced the world to recycle oil revenues into U.S. Treasuries collapses overnight. The petrodollar doesn’t weaken. It dies. And the yuan (backed by real oil flow) becomes the new settlement currency of the energy world. Jeff Currie, former Goldman Sachs head of commodities and lifelong insider of the dollar system, just laid out the one line America cannot cross. Handing control of the Strait of Hormuz to Iran is not a tactical retreat. It is the formal end of the United States as global hegemon and the death of the dollar as the world’s reserve currency. JP Morgan CEO Jamie Dimon said that Iran had its “throat on the Strait of Hormuz” for 45+ years and told the Trump administration to “finish this thing and finish it right.” The faith of the fiat system is now being decided in the skies over the Middle East.

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