Seeds of Wisdom RV and Economics Updates Friday Morning 9-26-25
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Trump Draws Line: No West Bank Annexation for Israel
Trump’s rejection of annexation signals both geopolitical pressure and financial recalibration, tying peace to the foundations of global restructuring.
Trump’s Firm Declaration
U.S. President Donald Trump delivered a clear message on September 25, 2025: he would not permit Israel to annex the West Bank, defying the demands of far-right members of Israeli Prime Minister Benjamin Netanyahu’s coalition.
“Not going to happen” — From the Oval Office, Trump stated: “I will not allow Israel to annex the West Bank. Nope, I will not allow it. It’s not going to happen.” [Reuters]
“Time to stop now” — He added: “There’s been enough. It’s time to stop now.”
This puts Trump directly at odds with Netanyahu’s coalition, where annexation has become a rallying cry — especially following recent moves by France and other Western countries to recognize a Palestinian state [NYT].
Context and Regional Pressure
Arab leaders’ influence: Trump’s declaration followed private assurances he made to Arab and Muslim leaders on the sidelines of the United Nations General Assembly. Officials reportedly warned that annexation would jeopardize regional stability and block future integration with Israel [Politico].
International Court of Justice: In July 2024, the ICJ ruled Israeli settlements in the West Bank illegal, increasing global legal and diplomatic pressure on Israel.
U.S. leverage: As Israel’s closest ally, the U.S. remains one of the only nations with real leverage to block annexation. Observers question, however, whether Trump’s stance will remain firm [Al Jazeera].
Strategic Calculations
Netanyahu’s bind: Netanyahu must balance between his far-right coalition partners demanding annexation and the U.S. position that firmly blocks it.
Trump’s peace agenda: This statement aligns with Trump’s push for a 21-point regional peace plan to end the war in Gaza and establish a framework for postwar governance.
Signal to financial reset watchers: Just as Jim Pugh recently noted in reset discussions — peace is the “long pole in the tent” before financial restructuring can move forward — Trump’s rejection of annexation is not just political. It is about creating the geopolitical stability required for economic and monetary realignment.
Why This Matters
Trump’s decision highlights how geopolitics and financial restructuring are inseparably linked:
Peace as a prerequisite: Blocking annexation is part of ensuring the region moves toward peace treaties — which reset analysts say are essential before any global monetary reset can proceed.
Regional integration = trade flows: If Israel can stabilize ties with Arab neighbors, trade, investment, and resource allocation in the Middle East become more predictable — a necessary step for capital flows in a tokenized, asset-backed system.
Dollar leverage at work: The U.S. is using political influence to maintain its strategic foothold in the Middle East, reinforcing the dollar’s role as tokenization and stablecoin regulation advance globally.
“This is not just politics — it’s global finance restructuring before our eyes.”
@ Newshounds News™ Exclusive
Source: Reuters, New York Times, Politico, Al Jazeera
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Trump–Erdogan Talks: Turkey at the Center of Sanctions, Oil, and Global Realignment
The White House meeting underscored how U.S.–Turkey relations intersect energy security, defense sales, and the financial restructuring now reshaping global power.
Sanctions Relief and F-35s Back on the Table
President Donald Trump and Turkish President Recep Tayyip Erdogan met in Washington on September 25, 2025, marking Erdogan’s first White House visit in six years. Trump suggested he may lift U.S. sanctions on Turkey “almost immediately” if Ankara halts Russian oil purchases, paving the way for Turkey’s potential re-entry into the F-35 fighter jet program. Reuters
The move represents a sharp reversal of earlier policy, where Turkey was expelled in 2019 after acquiring Russian S-400 missile systems. Erdogan framed the meeting as “conclusive,” while Trump indicated that Ankara could soon access advanced U.S. defense hardware once again. Politics Today
Russian Oil Purchases at the Core
At the heart of the talks was Turkey’s role as one of the largest buyers of Russian energy. Trump pressed Erdogan to cut these imports, presenting it as a way to undermine Moscow’s war financing while simultaneously strengthening U.S.–Turkey ties.
Although Turkey recently inked a 20-year LNG deal with U.S. supplier Mercuria, it remains heavily reliant on Russian oil and gas. Erdogan’s willingness to diversify reflects the strategic balancing act between East and West. Atlantic Council
Middle East, Syria, and Gaza as Leverage Points
Beyond oil and defense, Trump and Erdogan also discussed conflicts in Syria and Gaza, with Trump signaling that Erdogan could serve as an intermediary in Ukraine peace efforts. Both leaders emphasized their renewed alignment on Syria, reversing tensions from earlier years. Brookings
Why This Matters: Energy and Finance Intertwined
Turkey’s position illustrates how geopolitical bargaining over oil, arms, and sanctions is directly shaping the global financial restructuring. Ankara’s choices ripple through:
Dollar hegemony – Will Turkey pivot toward U.S. LNG and defense deals, reinforcing Washington’s influence?
BRICS alternatives – Or will Turkey hedge by maintaining Russian oil ties, deepening its energy and trade links with Eurasian powers?
This episode highlights the fragility of U.S. dominance and how energy flows, sanctions relief, and military sales are becoming financial levers in the global order.
This is not just politics — it’s global finance restructuring before our eyes.
@ Newshounds News™ Exclusive
Sources: Reuters, Atlantic Council, Brookings, Politics Today, U.S. News
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Trump and Pakistan: A Strategic Reset at the Edge of Energy and Finance
Trump’s outreach to Islamabad signals a deeper recalibration: holding Pakistan in the balance between dollar-based alliances and emerging non-Western financial orders.
Sharif’s White House Visit and U.S.–Pakistan Rapprochement
President Donald Trump hosted Pakistani Prime Minister Shehbaz Sharif at the White House on September 25, 2025, marking a thaw in U.S.–Pakistan relations. The meeting underscored Washington’s renewed interest in Pakistan’s strategic value. AP News, Reuters
Sharif used the visit to pitch American investment in key sectors—energy, agriculture, tech, and mining—inviting U.S. firms to tap Pakistan’s untapped potential. Reuters, The Indian Express
Energy Deals & Export Leverage
A major opportunity lies in energy and resource diplomacy. Islamabad has long relied on oil imports and external financing, making it vulnerable to leverage.
Pakistan struck a landmark trade deal with the U.S. in July 2025 to develop its oil reserves and reduce tariffs, aligning Islamabad more closely with U.S. energy interests. AP News
During his visit, Sharif emphasized both energy and mining as pillars for renewed U.S.-led investment. AP News, Al Jazeera, Indiatimes
Crucially, on September 8, Islamabad signed memoranda of understanding (MoUs) with a U.S.-based firm to develop critical minerals and rare earth elements, framed as strategic assets for both parties. Al Jazeera
These steps suggest Pakistan is repositioning itself from being a resource consumer to a supplier in the U.S.-influenced global resource network—altering the flow of capital, energy, and leverage.
Defense, Security & Regional Mediation
The Trump–Sharif meeting also addressed security cooperation and regional mediation:
They discussed counterterrorism and security alignment, reinforcing Pakistan’s role as a regional partner. AP News
Sharif praised Trump’s mediation during recent India–Pakistan tensions and invited the U.S. to play a bigger diplomatic role in South Asia. AP News, AP News
Importantly, Pakistan may leverage its strategic weight in the Middle East and South Asia, offering Turkey-like potential as a mediator in Gaza, Syria, and the Indo-Pacific.
This engagement signals a shift: diplomatic influence is being balanced with resource and financial alignment, not just military dependence.
Between Dollar and De-Dollarization
Where Pakistan sets itself in this moment may determine its financial trajectory:
If Islamabad doubles down on U.S. energy, defense, and resource deals, it re-enters the dollar-aligned orbit with renewed leverage from Washington.
But the push to develop critical minerals and rare earths hints at an alternate path: integrate into non-dollar, resource-backed networks leveraged by China, Russia, or BRICS actors.
Pakistan’s pivot can influence whether it becomes a node in the new financial infrastructure emerging outside U.S. hegemony.
This choice is not just economic—it is deeply financial.
Why This Matters
The Trump–Pakistan meeting is more than diplomacy. It is a move in an evolving global chessboard where energy, security, and finance intertwine. Islamabad’s alignment might tip the balance between:
Reinforcing U.S.-led global financial structures
Or accelerating a transition toward a multipolar, resource-backed order
This is not just politics — it’s global finance restructuring before our eyes.
@ Newshounds News™ Exclusive
Sources: Reuters, AP News, Al Jazeera, Wikipedia, Indiatimes
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CFTC Moves to Allow Stablecoins as Collateral in U.S. Derivatives Markets
With the CFTC embracing stablecoins and tokenized collateral, U.S. policy is shifting toward integrating crypto into core financial plumbing, reshaping how value is stored, settled, and regulated globally.
The Initiative: What’s Changing
The CFTC has officially launched an initiative to allow tokenized collateral (including stablecoins like USDC and Tether) for derivatives trading. CFTC
Acting Chair Caroline Pham invited public feedback, with comments open until October 20, 2025. CFTC
This builds on prior CFTC efforts—the Crypto CEO Forum, the Global Markets Advisory Committee’s (GMAC) Digital Asset Markets Subcommittee, and the President’s Working Group on Digital Asset Markets recommendations. CFTC, Cointelegraph
Key Elements & Stakeholder Reactions
Under the proposal, stablecoins and tokenized assets could be treated similarly to cash or U.S. Treasuries when used as collateral. Cointelegraph
Industry players — including Circle, Coinbase, Ripple, Crypto.com — praised the move. They argue that stablecoin collateral will lower costs, reduce risk, and unlock liquidity in derivative markets. Cointelegraph
The push complements recently passed legislation (GENIUS Act) which regulates stablecoins and lays groundwork for their broader use in regulated financial systems. Cointelegraph
Implications:How This Fits Into Global Finance Restructuring
Efficiency & Capital Utilization — Allowing stablecoins as collateral means firms and market participants can use digital assets to free up liquidity. This could redefine margin practices, reduce friction, and shift how capital is allocated internationally.
Regulatory Recognition of Crypto’s Role — The CFTC’s move signals that stablecoins are not seen merely as speculative assets but now as infrastructural elements of finance. This adds legitimacy and encourages cross-border usage in trade, clearing, and settlement.
Competition with Alternative Financial Systems — As BRICS and other nations build out non-dollar, commodity-backed, or gold-backed systems, U.S. acceptance of tokenized collateral strengthens the dollar/crypto hybrid model. It’s part of the tug-of-war over who sets standards for global finance.
Risk & Oversight Challenges — With greater integration comes greater risk exposure: valuation, reserve backing, custody, settlement, governance of these stablecoins must be regulated tightly. Otherwise, financial stability could be compromised.
Why This Matters
This initiative by the CFTC isn’t just technical policy—it reflects a turning point. The financial order is evolving: derivatives markets may soon operate on rails that accept digital collateral; stablecoins may serve core functions in financial infrastructure; regulation is catching up to innovation.
This is not just politics — it’s global finance restructuring before our eyes.
@ Newshounds News™ Exclusive
Sources: CFTC, CoinDesk, Cointelegraph, pymnts.com
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