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Gold is roaring because the US has stopped pretending. The polite version is “strong dollar policy.” The real version is: we will accept and even welcome, a softer dollar to win the trade war and rebuild American industry Gold Made an ATH at $5,500+ and the dollar keeps sliding....

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Macro Liquidity by Sunil Reddy

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143,727 Aufrufe • vor 5 Monaten •via X (Twitter)

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ICYMI, US🇺🇸 Treasury Secretary Scott Bessent: "Dollar dominance is essential…if you look at the new Venezuela...the dollar is going to be the centerpiece of their trade... We're seeing in the Iranian negotiations, the Iranians will be invoicing in dollars. Everything we are doing is pushing the dollar back...we're reinforcing it." The only thing the US has to reinforce dollar dominance is bullying and dropping bombs, which ironically destroys dollar dominance in the long-term. Every bomb the US drops is a message to the rest of the world to move away from the US dollar and this mafia system, not towards it.

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🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon! ‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets. Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold. I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price. They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out. There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway… I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’ -Peter Schiff on Going Underground
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🚨Peter Schiff: China🇨🇳 is silently dumping the dollar, a US🇺🇸 dollar crisis is coming soon! ‘China is gradually weaning themselves off of the dollar. That’s why, if you look at their holdings of US Treasuries, they’ve actually gone down a bit over the years. If you look at all the new Treasuries we’ve issued over the years, the fact that the Chinese haven’t bought any of them is a big deal because they used to be a main buyer of these assets. Instead of buying more Treasuries, they’ve bought more gold. So if you look at US dollar debt as a percentage of all the reserves the Chinese own, Treasuries are a much smaller percentage of their total reserves than they once were, especially if you consider the appreciation of gold. I would guess the reason they’re not moving more dramatically is because they probably don’t want to cause a crash, the dollar to implode, the Treasury market to implode, because they are trying to sell and want to get a decent price. So I think they’re happy to slowly bleed it off to try to get that good price. They just have to worry about the impact on the dollar, because if they try to dump too many dollars at once, the dollar could go down, and especially if a lot of other countries see that and want to get out. There could be a run on the dollar. If all the holders decide they want to get out, they don’t want to be the last one holding the dollar, and so it becomes a rush, and we could be in a US dollar crisis relatively soon anyway… I think we’re heading for a real crisis in the US, and I think countries that are smart would be trying to get ahead of that by selling whatever they can, as quietly as they can, out of US dollars and any US dollar-denominated debt.’ -Peter Schiff on Going Underground

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#WATCH | US President Donald Trump says, "... This (The Genius Act) is really strengthening the US Dollar and giving the Dollar a great prominence. There is a little group called BRICS, and it is fading out fast. But BRICS tried and wanted to take over the Dollar and the dominance of the Dollar and the standard of the Dollar. I said that anybody in the BRICS consortium of nations, we are going to tariff you 10% and they had a meeting the following day, and almost nobody showed up... We are not going to let the Dollar slide... If we lost the status of the Dollar as the world's reserve currency, it would be like losing a World War... When I heard about this group of six countries in BRICS, I hit them very hard, and if they ever really form in a meaningful way, it will end very quickly..." Source: The White House/ YouTube

ANI

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Most people read the dollar exactly backwards. A rising dollar looks like strength. Strong America, good economy, the Fed doing its job. A falling dollar looks like weakness. Inflation, debasement, the end of dollar dominance. It is the other way around. A rising dollar usually means global funding is tightening. The world is short of dollars and scrambling to find them. That is not strength. That is stress. Think of a hurricane coming and everyone rushing to buy bottled water. The price spikes. That does not mean the water got stronger. It means people are scared and desperate. The dollar works the same way. When it surges against everything at once, it is telling you dollars are getting scarce, not that America is winning. That is why the dollar spikes in crises. The 1997 Asian crisis. 2008. The 2015 emerging market squeeze. March 2020. The 2024 carry trade blow up. The pattern is not random. None of this is really about the Fed or money printing. The dollar's exchange value is mechanical. It runs on the eurodollar system, the offshore dollar funding made of bank balance sheets, collateral, repo, and swaps. The biggest driver is dealer balance sheets. When dealers expand, dollars flow and the world feels calm. When they pull back, dollars get scarce and the dollar climbs. And this is the part everyone gets wrong. When foreign central banks sell US treasuries, the headlines scream that they are dumping America. They are not. They are using their reserves exactly as designed. When their markets are short of dollars, they sell treasuries to supply them. Sell treasuries, the dollar goes up. That is stress, not rejection. Which is why the dollar doom story keeps failing. They said QE would destroy the dollar after 2008. They said the deficits would collapse it. It never happened, because the problem was never too many dollars. It was not enough usable ones in the right places. So when someone tells you a strong dollar means America is strong, be careful. The strongest looking dollar is often the biggest warning sign. And a falling dollar is usually just the storm passing.
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Most people read the dollar exactly backwards. A rising dollar looks like strength. Strong America, good economy, the Fed doing its job. A falling dollar looks like weakness. Inflation, debasement, the end of dollar dominance. It is the other way around. A rising dollar usually means global funding is tightening. The world is short of dollars and scrambling to find them. That is not strength. That is stress. Think of a hurricane coming and everyone rushing to buy bottled water. The price spikes. That does not mean the water got stronger. It means people are scared and desperate. The dollar works the same way. When it surges against everything at once, it is telling you dollars are getting scarce, not that America is winning. That is why the dollar spikes in crises. The 1997 Asian crisis. 2008. The 2015 emerging market squeeze. March 2020. The 2024 carry trade blow up. The pattern is not random. None of this is really about the Fed or money printing. The dollar's exchange value is mechanical. It runs on the eurodollar system, the offshore dollar funding made of bank balance sheets, collateral, repo, and swaps. The biggest driver is dealer balance sheets. When dealers expand, dollars flow and the world feels calm. When they pull back, dollars get scarce and the dollar climbs. And this is the part everyone gets wrong. When foreign central banks sell US treasuries, the headlines scream that they are dumping America. They are not. They are using their reserves exactly as designed. When their markets are short of dollars, they sell treasuries to supply them. Sell treasuries, the dollar goes up. That is stress, not rejection. Which is why the dollar doom story keeps failing. They said QE would destroy the dollar after 2008. They said the deficits would collapse it. It never happened, because the problem was never too many dollars. It was not enough usable ones in the right places. So when someone tells you a strong dollar means America is strong, be careful. The strongest looking dollar is often the biggest warning sign. And a falling dollar is usually just the storm passing.

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There is so much to unpack here… times are changing FAST… Trump says we will now have Dollar-backed stablecoins, which are cryptocurrencies pegged to the value of the U.S. dollar, typically at a 1:1 ratio, to maintain price stability. They are backed by reserves of U.S. dollars or dollar-equivalent assets (like Treasury bonds) held by the issuer. Stablecoins will replace SWIFT, and now be used by Consumers, vendors, businesses, and banks all over the world for lightening fast, ultra-low transactions. The Genius act provides banks, businesses, and financial institutions a framework to issue crypto assets back 1:1 with real US Dollars, treasury bills, and other cash equivalents. He says BRICS wanted to take over the dollar, but is now dead! Dollar decentralization refers to the process of reducing reliance on the U.S. dollar as the dominant global currency for trade, reserves, and financial transactions. It involves diversifying away from the dollar toward other currencies, cryptocurrencies, or alternative financial systems to mitigate risks associated with U.S. monetary policy, sanctions, or economic instability. This will establish the US dollar as the world’s reserve currency for generations to come.

MJTruthUltra

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Former BlackRock fund manager Ed Dowd on the death of the dollar 💵☠️ "we're in a stealth bull market in the dollar... [but] the bad news is there's a new monetary system coming" "I've always been of the opinion the dollar is going to fail up... Then they reset stuff" "The dollar system is designed for constant credit creation... [and] put simply more credit creation, lower dollar, less credit creation, higher dollar" "so de-dollarization is actually bullish for the dollar in the short term because... there's always people scrambling for dollar liquidity" "if the dollar goes up too fast, too quick, it squeezes other nations and causes serious economic pain" "The dollar is very much a financial weapon and it is used as such" "So the good news is I don't think the dollar is going away anytime soon. The bad news is there's a new monetary system coming" "I don't know when, but it's going to involve gold because the signal is going to involve gold because central banks are acquiring gold...[and] commercial banks are acquiring gold because they made it a tier-one capital again, which is essentially the ability to create money from your gold" "So I'm bullish the dollar long term until I see the charts break. And they haven't broken yet" "that's why when people ask me, What should I be doing with the stock market?, I go, Take some of your money and put it in the cash— They go, but inflation's killing me. Well, inflation may be killing you, but if the stock market deflates 50%, your cash is... a lot better" Shannon Joy Edward Dowd
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Former BlackRock fund manager Ed Dowd on the death of the dollar 💵☠️ "we're in a stealth bull market in the dollar... [but] the bad news is there's a new monetary system coming" "I've always been of the opinion the dollar is going to fail up... Then they reset stuff" "The dollar system is designed for constant credit creation... [and] put simply more credit creation, lower dollar, less credit creation, higher dollar" "so de-dollarization is actually bullish for the dollar in the short term because... there's always people scrambling for dollar liquidity" "if the dollar goes up too fast, too quick, it squeezes other nations and causes serious economic pain" "The dollar is very much a financial weapon and it is used as such" "So the good news is I don't think the dollar is going away anytime soon. The bad news is there's a new monetary system coming" "I don't know when, but it's going to involve gold because the signal is going to involve gold because central banks are acquiring gold...[and] commercial banks are acquiring gold because they made it a tier-one capital again, which is essentially the ability to create money from your gold" "So I'm bullish the dollar long term until I see the charts break. And they haven't broken yet" "that's why when people ask me, What should I be doing with the stock market?, I go, Take some of your money and put it in the cash— They go, but inflation's killing me. Well, inflation may be killing you, but if the stock market deflates 50%, your cash is... a lot better" Shannon Joy Edward Dowd

Sense Receptor

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The US dollar fractal I posted a year ago is playing out almost identically as the US dollar continues to fall. And now the Fed just did a rate check with major banks, as they prepare to sell dollars and buy yen. Dollar will get even weaker. Meanwhile, Trump is publicly calling for lower rates. $2,000 stimulus checks are being floated. The balance sheet is finally expanding after years of QT... These are not the ingredients for a crypto bear market as crypto assets sit oversold, in my opinion.
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The US dollar fractal I posted a year ago is playing out almost identically as the US dollar continues to fall. And now the Fed just did a rate check with major banks, as they prepare to sell dollars and buy yen. Dollar will get even weaker. Meanwhile, Trump is publicly calling for lower rates. $2,000 stimulus checks are being floated. The balance sheet is finally expanding after years of QT... These are not the ingredients for a crypto bear market as crypto assets sit oversold, in my opinion.

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🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com
4:51

🚨NEW: Adam Curry nicely breaks down how Stablecoins work, Tether, and the likely future of the US Digital Dollar system. (Worth a watch if you don't know about this subject) "A stablecoin is a digital dollar thats pegged to the dollar so it's always a dollar. It's already being used all over the internet and the world. The only reason it's worth a dollar is because the stablecoin company that creates it has debt and paper to back it up. They buy America's debt, they buy treasury bonds or T-bills that pay a dividend that gives interest, and for each dollar they've bought in treasury they can create stablecoins. If you look at the company Tether they've bought more of the US debt than most countries. They have $160B worth of US debt. For each of those dollars they have a stablecoin. There's like 50 people in the company. They have $160B at 4% interest annually, they're making BANK just for holding this debt. I think that President Trump is very smart in seeing that we can flood the world with our stablecoin and we get a 2-for-1. We create a dollar of debt and we create another dollar that can be used all over the world as a reserve currency and that should result in some new monetary system that we need to come up with to have our dollar valued properly but also still remain the reserve currency and remain a strong export country. We don't make anything that we sell abroad, we can't all serve each other burgers and fries -- we have to build something. All of that went overseas. There's something big coming, and it has to happen. Trump is a meta guy. He's going to re-finance the country. It'll be digital and he Bitcoiners don't like this because they want Bitcoin to be the one currency that everyone uses but its now more like a digital gold that's much easier to move around. It's useful but it isn't money or currency the way it was originally intended -- but it is still very important and will be part of the US' strategic reserve. It looks to me like Stablecoins and Tether in particular will be the future of the US dollar payments. A lot of people on the right are afraid of being controlled on a grid because you can stop stablecoins -- but it seems there's no way of getting around some form of a digital dollar. I still like Bitcoin as a backup to protect from that control." Great breakdown Adam Curry - curryirc.com

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Jim Ferguson

99,163 Aufrufe • vor 5 Monaten

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Yanis Varoufakis

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2:16

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Jeffrey P. Snider

13,192 Aufrufe • vor 1 Monat

"IVAN WILL THE DOLLAR HYPERINFLATE?! HOW TO PROTECT AGAINST IMMINENT HYPERINFLATION?" 1. New traders always make the classic mistake 2. They become worried about hyperinflation 3. Unfortunately they normally do it at pico tops in Gold, Silver and Bitcoin 4. That is when the media speaks about hyperinflation, you think that gold or silver or Bitcoin will replace the dollar TOMORROW, you buy and instead of losing 3-5% normal dollar inflation per year you lose 50% in silver in just a few months.... The inflation risk is real, hyperinflation CAN happen, in the video below I explain how to manage this risk properly and how I do it:
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"IVAN WILL THE DOLLAR HYPERINFLATE?! HOW TO PROTECT AGAINST IMMINENT HYPERINFLATION?" 1. New traders always make the classic mistake 2. They become worried about hyperinflation 3. Unfortunately they normally do it at pico tops in Gold, Silver and Bitcoin 4. That is when the media speaks about hyperinflation, you think that gold or silver or Bitcoin will replace the dollar TOMORROW, you buy and instead of losing 3-5% normal dollar inflation per year you lose 50% in silver in just a few months.... The inflation risk is real, hyperinflation CAN happen, in the video below I explain how to manage this risk properly and how I do it:

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Mario Nawfal

39,885 Aufrufe • vor 8 Monaten

🇺🇸🇨🇳 China has been quietly breaking free from the dollar system for over a decade, and even most in finance missed every sign it was happening. Luke Gromen traces it all back, from the Shanghai Gold Exchange in 2014 to the yuan oil contract in 2018 to record trade surpluses that keep growing even as the yuan strengthens. "China and Russia looked at that, and said 'we've got to get out of the dollar system. We have to create an alternative, otherwise any war that started would be over day one.'" The footprints are in the markets. Most just don't know what to look for. Luke Gromen
11:57

🇺🇸🇨🇳 China has been quietly breaking free from the dollar system for over a decade, and even most in finance missed every sign it was happening. Luke Gromen traces it all back, from the Shanghai Gold Exchange in 2014 to the yuan oil contract in 2018 to record trade surpluses that keep growing even as the yuan strengthens. "China and Russia looked at that, and said 'we've got to get out of the dollar system. We have to create an alternative, otherwise any war that started would be over day one.'" The footprints are in the markets. Most just don't know what to look for. Luke Gromen

Mario Nawfal

147,496 Aufrufe • vor 3 Monaten

The Structural Case For Continued Dollar Strength $DXYZ In this Short video, Brent Johnson Santiago Capital and I break down the structural forces supporting continued #USdollar dominance, from global trade and debt markets to reserve holdings and crisis-driven demand. Despite years of predictions about the dollar’s demise, the global financial system remains deeply dependent on it. The key reason is that the #dollar is far more than a currency—it is the backbone of global trade, credit, funding markets, and financial infrastructure. The dollar market outside the United States is actually much larger than the one inside it. Trillions of dollars of debt are owed by foreign governments, corporations, and banks. Much of that borrowing occurs between non-U.S. entities, yet it is still denominated in dollars. That means the rest of the world owes enormous amounts in a currency it cannot create or control. Roughly 58% of allocated global foreign exchange reserves are held in dollars, compared with about 20% in euros. Around half of global trade is invoiced in dollars, including transactions where the United States is not involved. The eurodollar system, the Treasury market, the SWIFT network, and the global banking infrastructure all reinforce the dollar’s dominant position. Many investors point to central banks increasing their #gold $GLD holdings as evidence that the dollar is losing relevance. Gold has indeed become a larger share of reserves, but part of that shift reflects higher gold prices and lower Treasury prices as #interestrates have risen. Foreign ownership of U.S. #Treasuries remains near all-time highs, suggesting the world has not abandoned dollar assets. The most overlooked point is what happens during a crisis. Countries may hold gold as a neutral reserve asset, but when they need liquidity, they often sell gold to obtain dollars. During periods of stress (like the Iran war), demand for dollars frequently rises because global trade, debt servicing, and commodity purchases still rely on them. So, de-dollarization may be happening at the margins, but replacing the dollar is far more difficult than many assume. The structural foundations supporting dollar demand remain firmly in place, and in moments of uncertainty, the world still turns to dollars first. Check out our comprehensive "15 Trading Rules" guide ▶️ This guide includes practical rules for managing positions, taking profits, controlling risk, and avoiding the emotional mistakes that often hurt returns during major market corrections. If you like this video, please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show:
2:59

The Structural Case For Continued Dollar Strength $DXYZ In this Short video, Brent Johnson Santiago Capital and I break down the structural forces supporting continued #USdollar dominance, from global trade and debt markets to reserve holdings and crisis-driven demand. Despite years of predictions about the dollar’s demise, the global financial system remains deeply dependent on it. The key reason is that the #dollar is far more than a currency—it is the backbone of global trade, credit, funding markets, and financial infrastructure. The dollar market outside the United States is actually much larger than the one inside it. Trillions of dollars of debt are owed by foreign governments, corporations, and banks. Much of that borrowing occurs between non-U.S. entities, yet it is still denominated in dollars. That means the rest of the world owes enormous amounts in a currency it cannot create or control. Roughly 58% of allocated global foreign exchange reserves are held in dollars, compared with about 20% in euros. Around half of global trade is invoiced in dollars, including transactions where the United States is not involved. The eurodollar system, the Treasury market, the SWIFT network, and the global banking infrastructure all reinforce the dollar’s dominant position. Many investors point to central banks increasing their #gold $GLD holdings as evidence that the dollar is losing relevance. Gold has indeed become a larger share of reserves, but part of that shift reflects higher gold prices and lower Treasury prices as #interestrates have risen. Foreign ownership of U.S. #Treasuries remains near all-time highs, suggesting the world has not abandoned dollar assets. The most overlooked point is what happens during a crisis. Countries may hold gold as a neutral reserve asset, but when they need liquidity, they often sell gold to obtain dollars. During periods of stress (like the Iran war), demand for dollars frequently rises because global trade, debt servicing, and commodity purchases still rely on them. So, de-dollarization may be happening at the margins, but replacing the dollar is far more difficult than many assume. The structural foundations supporting dollar demand remain firmly in place, and in moments of uncertainty, the world still turns to dollars first. Check out our comprehensive "15 Trading Rules" guide ▶️ This guide includes practical rules for managing positions, taking profits, controlling risk, and avoiding the emotional mistakes that often hurt returns during major market corrections. If you like this video, please ❤️like and 🔁retweet 📺Full episode: Catch me daily on The Real Investment Show:

Lance Roberts

13,688 Aufrufe • vor 1 Monat

Former World Bank Director, Erik Bethel, breaks down a US dollar collapse scenario. “How are they buying it? Well they buy it by printing money. The artificial demand for dollars around the world is largely due to the fact that 60% of central banks have the dollar sitting in reserves. If the dollar isn’t there because nobody wants to use the dollar, we’re screwed. All that artificial demand for dollars disappears and we crater. We’re not going to be able to pay Medicare. And we’re adding $1 trillion of debt every hundred days. You know our government is paying more in interest on our debt, like over $1 trillion in interest alone. We’re paying more in interest, just in interest to service the debt than we are paying for the Defense Department. People start losing faith in the dollar. We see huge amounts of inflation, perhaps hyperinflation.”
17:18

Former World Bank Director, Erik Bethel, breaks down a US dollar collapse scenario. “How are they buying it? Well they buy it by printing money. The artificial demand for dollars around the world is largely due to the fact that 60% of central banks have the dollar sitting in reserves. If the dollar isn’t there because nobody wants to use the dollar, we’re screwed. All that artificial demand for dollars disappears and we crater. We’re not going to be able to pay Medicare. And we’re adding $1 trillion of debt every hundred days. You know our government is paying more in interest on our debt, like over $1 trillion in interest alone. We’re paying more in interest, just in interest to service the debt than we are paying for the Defense Department. People start losing faith in the dollar. We see huge amounts of inflation, perhaps hyperinflation.”

Shawn Ryan

795,460 Aufrufe • vor 5 Monaten

The idea that the BRICS Countries are trying to move away from the Dollar while we stand by and watch is OVER. We require a commitment from these Countries that they will neither create a new BRICS Currency, nor back any other Currency to replace the mighty U.S. Dollar or, they will face 100% Tariffs, and should expect to say goodbye to selling into the wonderful U.S. Economy. They can go find another “sucker!” There is no chance that the BRICS will replace the U.S. Dollar in International Trade, and any Country that tries should wave goodbye to America. 🇺🇸 Donald J. Trump
1:29

The idea that the BRICS Countries are trying to move away from the Dollar while we stand by and watch is OVER. We require a commitment from these Countries that they will neither create a new BRICS Currency, nor back any other Currency to replace the mighty U.S. Dollar or, they will face 100% Tariffs, and should expect to say goodbye to selling into the wonderful U.S. Economy. They can go find another “sucker!” There is no chance that the BRICS will replace the U.S. Dollar in International Trade, and any Country that tries should wave goodbye to America. 🇺🇸 Donald J. Trump

🇧🇷 VLOGDOLISBOA

47,537 Aufrufe • vor 1 Jahr