Basel III and Gold: The Quiet Rule Change That Changes Everything

Basel III and Gold: The Quiet Rule Change That Changes Everything

Harlan Eugene Vance:  4-11-2026

Is gold money again?

Central banks and the world's most powerful financial institution—the Bank for International Settlements (BIS)—just quietly fundamentally rewired the entire global banking system.

While nobody was watching, they changed the rules.

 In this deep dive, we explore the "Basel III" regulations, specifically the Net Stable Funding Ratio (NSFR), which reclassified physical, allocated gold as a Tier 1, risk-free asset for banks.

This places physical bullion on par with cash and sovereign debt (like US Treasuries).

Why this matters to YOU: For decades, the system encouraged banks to hold "paper gold" (derivatives) while penalizing them for holding the real metal. This rule change flips that script.

By elevating physical gold to the highest tier of capital, regulators are admitting that paper promises are no longer enough to anchor the system in a world drowning in over $300 trillion of debt.

We break down:

The "Haircut" Removal: Why gold moved from a "risky" Tier 3 asset to "pristine" Tier 1.

The Squeeze on Paper Gold: How these rules make unallocated gold trading prohibitively expensive for bullion banks.

Central Bank Hoarding: Why Eastern nations (BRICS) are draining Western vaults of physical metal.

The Fiat Endgame: Why the elite architects of the financial system are preparing a "golden lifeboat" as inflation devalues sovereign bonds.

This isn't just a boring regulatory change; it is a tectonic shift in the definition of money and a signal that the ultimate backstop for the global economy is returning to its roots: hard, tangible, physical gold.

https://www.youtube.com/watch?v=eKUhPw60o9g

This is the Rally. You Do Not Sell – Bill Holter

This is the Rally You Do Not Sell – Bill Holter

By Greg Hunter’s USAWatchdog.com 

Financial writer and precious metals expert Bill Holter (aka Mr. Gold) says even though silver did not have a physical delivery failure (yet), nothing has changed for the better. 

Derivatives are still counted in the quadrillions, and debt is still enormous and unpayable for just about every country on Earth.

Mr. Gold says, “I can’t tell you from day to day what is going to come.  All I can do is tell you what the end game is going to be. 

The endgame is gold and silver can’t bankrupt in a world that is in the process of bankrupting. 

Gold and silver are God’s money.  They are physical assets.  Fiat currencies are debt outstanding, and those are manmade and they will collapse under their own weight.”

Gold and silver had a rough couple of months.  Silver was about cut in half, down from about $120 per ounce, and gold touched the 200-day moving average to about $4,000 an ounce, down from more than $5,500 an ounce. 

Mr. Gold called the bottom in both metals about 10 days ago.  Now, both are rising again in price.  Should people be afraid about buying gold and silver?  Holter says, “No, I don’t think you should be afraid of gold and silver at all.  They are your only exit out of the system.  It’s your way to get your capital out of the system. 

 As I said, the bottoms are in and, on this move, I can see gold running back to the old highs and silver going back to the old highs.  Michael Oliver was Jim Sinclair’s go-to guy for technical analysis of gold and silver. 

Michael Oliver came out a week ago and said silver could be $300 per ounce to $500 per ounce by the end of the year.  That is one hell of a call, but I could certainly see it happening.”

So, what happens if we have peace with Iran or it goes totally off the rails?  Mr. Gold says, “I am going to give you an answer that is going to be a surprise to you.  It does not matter.  You have to look at the endgame. . ..   This is the rally you do not sell, and the reason you do not sell is you might not be able to get back in. 

You have to look at the ultimate end of this game, and the ultimate end of this game is a complete and total collapse. 

What you want in a collapse of fiat currency is money that cannot bankrupt.  By definition, that’s gold and silver. 

When you are in a situation where debt is imploding and defaulting, you want to own what cannot default.  In the end, it will be a game of global default.  Call it a game of musical chairs.  You want to sitting in your chair holding your gold and holding your silver when everything else falls around you.” 

There is much more in the 35-minute interview.

Join Greg Hunter of USAWatchdog as he goes one-on-one with financial writer and precious metals expert Bill Holter/Mr. Gold as the endgame is locked in when the financial system begins a massive global default for 4.8.26.

https://usawatchdog.com/this-is-the-rally-you-do-not-sell-bill-holter/

Silver $180 & Gold $6,800 - David Hunter’s Metals Forecast 2026

Silver $180 & Gold $6,800 - David Hunter’s Metals Forecast 2026

Liberty and Finance: 4-4-2026

Elijah K. Johnson sits down with contrarian macro strategist David Hunter to break down the current markets and precious metals. Topics covered:

Why David believes the S&P, NASDAQ, and Dow could see historic rallies this quarter

Silver and gold targets: $180 silver & $6,800 gold this cycle

The next cycle: commodities, metals, and inflation opportunities

Why traditional passive investing may struggle in the coming bust

INTERVIEW TIMELINE:

0:00 Intro

1:30 Market update

11:21 Gold & silver price targets

18:00 Oil price

34:10 Last thoughts

24:30 Inflation cycle

https://www.youtube.com/watch?v=5iOFl2AHlIY

News, Rumors and Opinions Friday 4-3-2026

Note: All intel should be considered as "Rumors" until we receive official announcements ...and “Rates and Dates” could change anytime until we get to the banks/redemption centers.

Restored Republic via a GCR Update as of Fri. 3 April 2026

Compiled Fri. 3 April 2026 12:01 am EST by Judy Byington

Judy Disclaimer: Please be aware that I report the news as I find it, try to credit articles with their original author and am not responsible for content. Information in the posts or articles from Social Media Sites that I quote may or may not be true. I report this information for educational or entertainment purposes only and not as fact.

I encourage you to do your own research and make up your own mind as to what is happening in this great War of Good Against Evil.

~~~~~~~~~~~~~~

Tues.  Feb. 2026 Bruce, The Big Call The Big Call Universe (ibize.com)  667-770-1866, pin123456#, 667-770-1865:

• On Mon-Tues a lot of intel people signed new NDAs so Intel is sparse

• The Military decides when Tier4b goes, they tell the US Treasury and the US Treasury tells Wells Fargo when to send out the emails for Tier4b appointments.

• What Bruce reported last Tues. didn’t happen because things changed.

• Military sources now said that April 5,6,7 Sun, Mon, Tues were now possible notification dates for Tier4b to set their exchange appointments.

• Lebanon, Libya and Iran don’t yet have their assets for currencies together yet.

• People with Zim are to get their Med Bed appointments starting 9, 10, 11 April.

• Today Group Leaders had meetings today and were told Tier4b could get notification to set appointments this weekend.

~~~~~~~~~~~~~

Global Financial System:

Thurs. 2 April 2026 Trump Signs EO For asset-backed Bitcoin and Crypto: Bitcoin PulseX on X: “ THE U.S. PRESIDENT HAS OFFICIALLY SIGNED AN EXECUTIVE ORDER TO POSITION AMERICA AS THE WORLD’S LEADING CENTER FOR BITCOIN AND CRYPTO. THIS MOVE COULD TRANSFORM THE FUTURE OF THE ENTIRE INDUSTRY. https://t.co/do6I31xHjo” / X

In other News:

Thurs. 2 April 2026 BREAKING US DEBT CLOCK: NO MORE INCOME TAX – Us Debt Clock Signals Monumental Shift To “ASSET-BACKED DIVIDEND DOLLAR” – amg-news.com – American Media Group

Read full post here:  https://dinarchronicles.com/2026/04/03/restored-republic-via-a-gcr-update-as-of-april-3-2026/

************

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Reset Intelligence   Iraq has nearly $100 billion in foreign reserves. Oil is at $114 against a $70 budget assumption. And they are choosing to run on emergency month-to-month spending. No country sits on that kind of surplus and starves its own budget unless it is waiting for a number that has not been published yet.

Reset Intelligence  There are 8 billion people on Earth. The number actively tracking Iraqi infrastructure completion, CBI banking reform, HCL negotiations, gold reserve revaluation, and the convergence of institutional positioning with sovereign wealth restructuring. Somewhere between 500,000 and 2 million. Less than 0.025% of the global population. For every one person reading this, there are roughly 4,000 who have never heard of any of it. If you are wrong, you lost the cost of some banknotes and research time. If you are right, you are positioned ahead of 99.97% of the planet.

Steve   A lot of naysayers...when it comes to the dinar is say, their money supply is too high.  I don't look at just the money supply.  I look at how Iraq has been managing the money supply over these years.  That is key.  They are having these currency auctions every single week for the last 20 years to pull in as many physical dinar notes as possible.  Why have they been going through the trouble of doing that when they could have just redenominated their currency years ago if that was truly the plan?  They haven't.  I believe there's a very important reason for that.

*************

$120 Silver Was Just the Beginning… The REAL Move Is Coming | Peter Krauth

Liberty and Finance:  4-2-2026

Silver just experienced a massive correction after hitting extreme highs, but according to Peter Krauth, that move may have only been a reset before the next major leg higher.

In this interview with Elijah K. Johnson, we break down:

• Why the recent drop in silver may have been a classic bear trap

• The shift from “stealth accumulation” to mainstream awareness

• Ongoing structural supply deficits in the silver market

• Risks of a potential COMEX delivery squeeze

• Why industrial demand is squeezing investment supply

 • The next big opportunity in silver mining stocks

INTERVIEW TIMELINE:

0:00 Intro

1:10 Silver market update

16:10 Miners

22:30 Last thoughts

https://www.youtube.com/watch?v=SriPY_w75QA

Trust Is Gone: Why the World Is Moving to Gold Settlement | Andy Schectman

Trust Is Gone: Why the World Is Moving to Gold Settlement | Andy Schectman

Liberty and Finance:  4-1-2026

Andy Schectman joins Liberty and Finance to break down a major trend the mainstream is ignoring: massive physical gold and silver deliveries that could signal a structural change in the global monetary system.

Key topics covered:

Record COMEX gold and silver deliveries

Why standing for delivery may be the biggest signal in the market

The growing move toward bilateral trade in local currencies

Gold as the neutral settlement asset

Why central banks are buying gold at historic levels

The role of trust in the dollar system

 Why the public is the last to react

 Schectman argues the shift is already underway: “You do not buy gold to get wealthy. You buy gold because it is wealth.”

If true, this could be one of the most important financial transitions in modern history.

https://www.youtube.com/watch?v=OzCjtpqYuUA

The Biggest GOLD Reset Yet AHEAD

The Biggest GOLD Reset Yet AHEAD

Dalio Mindsset:  3-28-2026

In this video, I walk through the mechanism behind gold's 21% decline from its $5,596 all-time high to $4,428 today — a decline driven not just by dollar strength and rising yields, but by a second force that almost nobody explained to regular investors: central bank margin calls.

Turkey sold and swapped 60 tonnes of gold worth $8 billion in two weeks to defend the lira after the Iran war drove oil above $100 and destroyed its dollar inflows.

Russia has been selling since 2025 to fund war expenditures.

Poland is considering monetizing 550 tonnes for defense spending.

China paused in Q4 2025.

India turned net seller in January.

 I explain the bathtub mechanism — how currency pegs work, why energy-importing nations with dollar pegs are forced to sell gold when oil spikes cut their dollar inflows, and why this is a margin call at the sovereign level, not a strategic change in gold's role as a reserve asset.

I walk through the three-phase playbook: the forced liquidation phase we are in now, the stabilization phase that begins when oil moderates and lira pressure diminishes, and the structural re-entry phase when the central banks that sold begin rebuilding — into a market where the reset has already occurred.

With Russia's gold export ban taking effect April 2026 removing a current seller from the market permanently, and with JP Morgan's $6,300 year-end target and $8,000 decade-end target intact, the structural case has not changed. The price has. Those are different things.

This video is intended to encourage open discussion and critical thinking. The content is for educational and informational purposes only and should not be interpreted as verified or conclusive fact. This is not financial advice.

https://www.youtube.com/watch?v=KBUUWdntglI

Is This the Final Shakeout Before Gold Explodes? | Andy Schectman

Is This the Final Shakeout Before Gold Explodes? | Andy Schectman

Liberty and Finance:  3-24-2026

Gold and silver are plunging during global conflict—but beneath the surface, something doesn’t add up.

Andy Schectman explains why this may be a structural selloff, driven by ETF rebalancing, margin pressure, and large institutional positioning—not weak fundamentals.

 At the same time, physical demand is exploding, with massive deliveries and record imports signaling aggressive accumulation by smart money.

Most shocking of all, a whale just placed a $3 million bet on gold reaching $15,000–$20,000, hinting at extreme expectations for the future. Is this a classic “bash and stash” before a major breakout, or the calm before a financial storm?

INTERVIEW TIMELINE:

0:00 Intro

1:30 Market update

25:00 The big players positions

https://www.youtube.com/watch?v=kyNdtUhMVxA

Gold Telegraph: The Unraveling of the Current Monetary System

Gold Telegraph: The Unraveling of the Current Monetary System

3-25-2026

Gold Telegraph  @GoldTelegraph

China has invested over $120 billion into overseas mining and upstream processing since 2023. The United States has announced a $12 billion government-backed fund to stockpile critical minerals for emergencies. The hunt for minerals continues…

Japan’s top currency official says the government will take all possible steps to respond to foreign exchange moves at any time. This is what a managed “floating” system looks like.

China’s central bank just said something BIG. They are signalling that global imbalances aren’t the result of policy failures. They are saying it is the consequence of a system built on a single dominant currency.

When the People’s Bank of China links its surplus to structural flaws in the monetary order, it’s no longer about trade. It’s about the system itself.

A system that the United States once called “temporary” when it suspended the convertibility of the dollar into gold in 1971. This is the structure I’ve been writing about for nearly a decade. And it’s starting to be acknowledged at the highest levels.

Before 1971, the system had discipline because gold acted as the anchor. It didn’t eliminate imbalances but it exposed them quickly and forced a response.

When that link was cut, it wasn’t replaced, it was removed, and what followed wasn’t a new system but the ability to extend imbalances far beyond what was previously possible and allowed its currencies to float against each other in a debasement race.

BREAKING NEWS: JAPAN’S GOVERNMENT IS CONSIDERING INTERVENTION IN CRUDE OIL FUTURES

Of course they are… Circus.

“Reuters reported on Monday ​that Japan’s government is considering ​intervening in crude oil futures as the Middle East crisis drives energy ​prices up sharply…”

Source: https://reuters.com/sustainability/boards-policy-regulation/japan-finance-minister-says-ready-act-on-all-fronts-after-report-oil-futures-2026-03-24

Futures market intervention isn’t a show of strength. It’s a confession of desperation.

QatarEnergy declares force majeure on LNG supply to:

• Italy
• Belgium
• South Korea
• China

Energy…

“Governments have no good choices. They can either engineer a depression and cut services and increase taxes, or they can debase the currency… What they like to do is promise more with money they don’t have.” – Pierre Lassonde

Global debt is now $348 trillion.

Watch on X: https://twitter.com/i/status/2036523174284935567

It took the United States over 200 years to reach $1 trillion in debt. Now it pays more than that every single year just in interest. This is just sad…

BREAKING NEWS: CANADA DISCUSSES KEYSTONE XL REVIVAL WITH T******************N OFFICIALS

Energy…

“Canadian officials spoke to Trump Administration representatives about a proposed revival of part of the canceled Keystone XL oil pipeline in a meeting in Houston this week…”

Source: https://globalnews.ca/news/11744221/canada-discusses-keystone-xl-revival-with-trump-administration/

National Bank’s CEO is calling for the revival of Keystone XL, arguing Canada must expand its energy production, strengthen domestic distribution, and scale global exports to be a true energy superpower… Remember, Canada has the 3rd largest proven oil reserves globally.

France has just pulled nearly €13 billion in gains from restructuring its gold reserves while quietly bringing a portion of that gold back from New York to its own vaults.

Gold isn’t formally revalued. It exposes the revaluation of everything else. That is debasement.

Source(s):   https://x.com/GoldTelegraph_/status/2035820485863440399

https://dinarchronicles.com/2026/03/25/gold-telegraph-the-unraveling-of-the-current-monetary-system/

News, Rumors and Opinions Tuesday 3-24-2026

Freedom Fighter: This is a Currency Event that Needs to be Seen

3-24-2026

Freedom Fighter ‍ ‍@FreedomFight12

Attention: This is a currency event that needs to be seen

Watch what follows:

• revaluation across energy-linked economies
• pressure on USD corridors
• repricing of trade flows

Energy is the backbone of global settlement.
When supply breaks, liquidity shifts.

This is how energy → currency power actually moves.

Most will focus on energy prices.
Few will understand the global system is shifting.

PolyMarket: BREAKING: Goldman Sachs says current oil crisis is “the largest-ever supply shock for global crude markets.”

Currency shifts start here.

If you want to understand how energy shocks translate into global liquidity moves:

→ Start here: https://www.youtube.com/playlist?list=PLsFvxx-OqfFl7TLwbZdh0U_H0q73ytqBY

Source(s):
https://x.com/FreedomFight12/status/2036043565759922385

https://dinarchronicles.com/2026/03/24/freedom-fighter-this-is-a-currency-event-that-needs-to-be-seen/

************

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Militia Man  : I know the headlines are loud right now. The regional conflict is heating up.  Hormuz risks.  Oil price jumping around ...$112.  It's easy to feel the way all of us are feeling...But I think from what we are seeing, there should be no panic.  I know there's frustration...In my view Iraq is insulated from what's taking place in the region.  The system has been holding firm.  The progress...is still moving forward...The security blanket is strong and holding. The US has been crystal clear Iraq will not be pulled into the fighting... Their borders are secure...The conflict is serious.  I'm not discounting that.  But Iraq is not in the line of fire...That's why the economic side can keep running...They keep moving forward...

Jeff : 150+ laws, which [includes] the HCL, all come after the rate change.  All those laws have been waiting for the rate to change.  Don't let any other [gurus] confuse you by telling you when you see the HCL, you'll see the rate change.  The rate change comes first, then the HCL.  That's why they keep talking about the HCL because it's waiting for the rate to change. 

Mnt Goat   ...the Coordination Framework (an Iranian supported group) does not want al-Sudani as the next prime minister... He is bucking their control over Iraq. He wants Iraq to succeed while these others want status quo of an Iranian proxy puppet state. They liked the way it was and want the money to keep flowing. But if al-Sudani can get to the reinstatement their Iranian dream of a permanent Iraqi puppet state ends...But they may have to take al-Sudani as their candidate anyhow and this is the challenge that is going on. This is a pivotal point in Iraqi history...Can they break this Iranian stronghold in the politics of Iran? ...With al-Sudani running the government and president Trump supporting him, this is about the only way we are going to see the reinstatement any time soon...

************

Silver Crashes Again, But Here's What Market’s Missing

Arcadia Economics:  3-23-2026

We finally saw the long-awaited silver squeeze drive the price well past the long-heralded $50 mark last year, and eventually get as high as $121.76.

But while the price has come crashing down, have the issues that led the price to surge actually been resolved? Or is it just a matter of time before the silver supply runs into trouble again?

Fortunately, an executive from one of the world's largest primary silver producers joined me on the show to share what he's seeing first-hand, and what the market's still missing.

So to find out more, click to watch this video now!

https://www.youtube.com/watch?v=1VN-6a9AJ2U

Gold Is Becoming Money Again in America | Jason Cozens & Andy Schectman

Gold Is Becoming Money Again in America | Jason Cozens & Andy Schectman

Miles Franklin Media:  3-22-2026

Andy Schectman, Founder & CEO of Miles Franklin, sits down with Jason Cozens, Founder & CEO of Glint, to break down a major shift underway: gold is becoming money again in America.

As U.S. debt surges past $39 trillion and trust in fiat currency erodes, several states are now moving to reintroduce gold and silver as functional money.

Cozens explains how new legislation across states like Florida, Texas, and Utah could allow Americans to save, transact, and even get paid in gold, while Schectman connects the dots to a broader global trend: the breakdown of trust in fiat systems and the return of gold as a neutral monetary asset.

In this episode of Little by Little with Andy Schectman:

The push by U.S. states to reestablish gold as legal tender

Why gold may be replacing trust in the dollar system

The real story behind stablecoins and CBDCs

How Americans could soon spend gold in everyday transactions

What this shift means for the future of money

00:00 Coming Up

 01:28 Introduction

03:38 Texas Florida Plan

06:09 Freeman and Pirate Money

13:40 States Rights and Constitution

18:12 Trust Breakdown and CBDCs

20:00 Where Laws and Glint Stand

22:55 Utah Legal Tender Clash

24:16 Capital Gains Tax Problem

 24:50 Electronic Gold as Money

26:10 States Passing New Laws

28:46 Compliance and Gold Audits

30:45 Using Gold Like a Bank

31:58 Why Taxing Hard Money Hurts

32:40 Building New Gold Hubs

34:25 Stable Future for Families

34:57 One Year Outlook Adoption

42:27 Closing Remarks

https://www.youtube.com/watch?v=R0LdswC1k-g

Silver Price Misdirection: Strong Hands Accumulate | Andy Schectman

Silver Price Misdirection: Strong Hands Accumulate | Andy Schectman

Liberty and Finance: 3-18-2026

Andy Schectman warns that the real silver market is not reflected in the paper price, as massive physical demand is quietly draining global inventories.

He explains that major players are standing for delivery and moving silver out of Western exchanges while the public remains largely unaware.

 In places like Shanghai, buyers are paying significantly higher premiums, signaling a growing disconnect between East and West pricing. Schectman calls current retail conditions a rare “price anomaly,” especially in pre-1965 silver, which is trading below spot.

He argues that what we’re seeing is a shakeout before a much larger move, with physical silver demand at the highest levels he’s ever witnessed.

INTERVIEW TIMELINE:

0:00 Intro

1:14 Private property rights

9:08Sound money legislation

16:00 Current administration

19:56 Gold & silver update

https://www.youtube.com/watch?v=EfMAepbhj8k

$5,000 Gold: The New Floor Is Here? But Silver Has Massive Upside and Could Beat Gold in 2026

$5,000 Gold: The New Floor Is Here? But Silver Has Massive Upside and Could Beat Gold in 2026

Daniela Cambone:  3-16-2026

“Gold is the source of wealth of last resort. It's your insurance policy,” says Lobo Tiggre, principal analyst and editor of IndependentSpeculator.com.

 In the interview with Daniela Cambone, Tiggre argues that the recent correction in precious metals is a healthy pause, not the end of the bull run. "I have been looking for some period of correction and consolidation," he states, noting that "anytime something pulls a hockey stick... some correction and consolidation wouldn't be surprising."

While gold serves as insurance, Tiggre sees even greater upside potential in silver. "If you want to say, 'OK, well, if you're gonna adjust silver for inflation, we still haven't hit an all-time high, so it has to go much higher,' like last I saw, the CPI-adjusted all-time high for silver was $200 an ounce.

So we're nowhere near the top." Beyond the metals, Tiggre offers a stark macro view, suggesting the conflict in the Middle East introduces a new variable, but warns investors to "not exactly look through it, but correct for it."

 Watch the interview to learn more about what he predicts for uranium, copper, and the resource cycle's next move.

https://www.youtube.com/watch?v=KOwgX5VPaWs

Silver & Gold Revaluation: $50,000 Gold In No Time

Silver & Gold Revaluation: $50,000 Gold In No Time | Luke Gromen Gold & Silver Price Forecast

Gold Silver investing: 3-13-2026

In this critical market update, you will learn:

◆ Chapters ◆

 Gold vs. Foreign-Held Debt Ratios Critical Minerals and Expansionism

Projecting Gold and the Dollar over 10 Years

The Chinese Trade Surplus vs. Gold Imports

Valuing Gold to Balance Global Trade

A 10-Year Outlook: Gold at $15k-$50k ⇒

 Why the massive flow of physical silver from the West to the East is creating a critical supply shortage. ⇒

The historical precedent for a "failure to deliver" event. ⇒

What makes silver a strategic national material in the modern economy. ⇒

How institutions like COMEX and LBMA are Bleeding Out of Silver.

Don't miss this crucial market update!

https://www.youtube.com/watch?v=DQOVVH9trFg