Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

Could a US Gold Backed Bond Reshape the Dollar’s Future?

Could a US Gold Backed Bond Reshape the Dollar’s Future?

Kinesis Money: 7-10-2026

In an era defined by record-breaking national debt and fluctuating global confidence in the greenback, the conversation surrounding “sound money” has returned to the forefront of economic debate.

A recent featured video from Kinesis Money, hosted by Rob Kientz of The Freedom Report, dives deep into a provocative proposal: the issuance of a gold-backed U.S. bond, often referred to as a Treasury Trusted Bond (TTB).

Could a US Gold Backed Bond Reshape the Dollar’s Future?

Kinesis Money: 7-10-2026

In an era defined by record-breaking national debt and fluctuating global confidence in the greenback, the conversation surrounding “sound money” has returned to the forefront of economic debate.

A recent featured video from Kinesis Money, hosted by Rob Kientz of The Freedom Report, dives deep into a provocative proposal: the issuance of a gold-backed U.S. bond, often referred to as a Treasury Trusted Bond (TTB).

While the idea of returning to a gold standard—even partially—appeals to many advocates of fiscal discipline, the practical realities of such a move are far more complex. Here is an analysis of the proposal, the mathematical hurdles, and what it means for the future of the U.S. dollar.

The core of this discussion centers on the work of Dr. Judy Shelton, a well known economist and former advisor. Shelton advocates for the U.S. Treasury to issue a limited number of bonds that are redeemable either in their dollar value or in a specific amount of gold.

While Rob Kientz acknowledges the intellectual appeal of Shelton’s proposal, he highlights a staggering obstacle: the sheer scale of the U.S. national debt.

Currently, the U.S. holds the world’s largest official gold reserves (approximately 8,133 tonnes). However, when valued at current market prices, this gold represents only a tiny fraction of the $34+ trillion national debt.

Kientz argues that the “math simply doesn’t work.” For the U.S. to fully back its obligations with gold, the price of the precious metal would need to skyrocket to levels that would likely cause systemic shocks, or the government would need to implement drastic spending cuts that are currently politically unfeasible.

One of the most compelling points raised in the video is the issue of timing. Introducing a gold-backed bond now might actually backfire. Kientz suggests that instead of restoring trust, it could signal to the world that the U.S. is “desperate” to shore up the dollar.

In a climate where BRICS nations (Brazil, Russia, India, China, and South Africa) are already exploring alternatives to the dollar, a move toward gold-backed bonds might accelerate “de-dollarization.” If foreign nations perceive the U.S. gold reserves as insufficient to cover the new bonds, they may choose to dump their existing Treasury holdings even faster, favoring physical gold or other emerging reserve currencies.

Since 2011, global central banks have been purchasing gold at record rates, suggesting that the move away from a purely fiat-based system is already underway.

Despite his skepticism regarding the immediate success of a gold-backed bond system, Kientz notes that Dr. Shelton’s proposal serves an important educational purpose. It forces lawmakers to confront the consequences of modern monetary policy and provides a framework for what “sound money” actually looks like.

However, the conclusion remains sobering: the U.S. likely does not hold enough gold relative to its massive liabilities to make this a viable “quick fix” for the current debt crisis.

If the government cannot easily pivot to a gold-backed system to save the currency, the responsibility for wealth preservation falls on the individual. Kientz concludes that while the TTB is a fascinating concept for national policy, individual investors should look toward securing their own wealth independently.

By holding physical gold and silver, individuals can create their own “personal gold standard,” protecting their purchasing power from the risks of inflation and fiscal instability.

https://www.youtube.com/watch?v=GN-fjSCKEJw





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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

Gold's BIG Reset May Still Be Coming | Andy Schechtman

Gold's BIG Reset May Still Be Coming | Andy Schechtman

Liberty and Finance: 7-10-2026

Despite falling gold and silver prices, Andy Schechtman says physical demand continues to surge as record COMEX deliveries and metal withdrawals paint a very different picture beneath the surface.

He explains why tokenized precious metals, gold-backed Treasury bonds, and the migration toward physical settlement could reshape the global monetary system.

Gold's BIG Reset May Still Be Coming | Andy Schechtman

Liberty and Finance: 7-10-2026

Despite falling gold and silver prices, Andy Schechtman says physical demand continues to surge as record COMEX deliveries and metal withdrawals paint a very different picture beneath the surface.

He explains why tokenized precious metals, gold-backed Treasury bonds, and the migration toward physical settlement could reshape the global monetary system.

Andy also shares what he's hearing at the Rule Symposium, why retail premiums may soon rise again, and why he believes the second half of the year could look dramatically different for precious metals investors.

INTERVIEW TIMELINE:

0:00 Intro

1:38 Silver pullback

5:30 Gold-backed treasury update

15:22 Tokenization of gold

19:00 Rule Symposium

20:50 Rising premiums

https://www.youtube.com/watch?v=63IBPeCWLXA



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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

Hong Kong Just Launched a Gold System That Could REPRICE Gold

Hong Kong Just Launched a Gold System That Could REPRICE Gold

Taylor Kenny:  7-7-2026

Hong Kong just launched a new gold clearing and settlement system — and it could change the way gold and silver are priced around the world.

CHAPTERS:

00:00 Hong Kong Launches a Gold System That Could Reprice Gold

Hong Kong Just Launched a Gold System That Could REPRICE Gold

Taylor Kenny:  7-7-2026

Hong Kong just launched a new gold clearing and settlement system — and it could change the way gold and silver are priced around the world.

CHAPTERS:

00:00 Hong Kong Launches a Gold System That Could Reprice Gold

00:59 The West’s Paper Gold Pricing Monopoly

01:27 How Rehypothecation Suppresses Gold and Silver Prices

02:56 Banks, Spoofing, and Overnight Price Raids

04:22 Currency Resets, Inflation, and the Dollar’s Decline

05:19 Central Banks Know What’s Coming

06:43 Gold Infrastructure and the Return to Real Money

07:41 BRICS, Gold Corridors, and Oil Settlement

https://www.youtube.com/watch?v=kQ8Vr1o0DvU


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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

SILVER UNOBTANIUM! Why the Silver Arbitrage Gap Between East and West is Exploding? | Bill Holter

SILVER UNOBTANIUM! Why the Silver Arbitrage Gap Between East and West is Exploding? | Bill Holter

Smart Silver Trends:  7-7-2026

In this video, "Silver Is The Fuse On Gold & The Fuse Is Lit," Bill Holter (aka "Mr. Gold") joins Andrew to discuss the imminent "failure to deliver" in the silver market.

Holter argues that silver has been suppressed since 1975 to support the US dollar and Treasury borrowing.

He explains that the shifting dynamics on the COMEX, where contract buyers are increasingly demanding physical delivery rather than cash settlements, are pushing the derivative-based financial system toward implosion.

SILVER UNOBTANIUM! Why the Silver Arbitrage Gap Between East and West is Exploding? | Bill Holter

Smart Silver Trends:  7-7-2026

In this video, "Silver Is The Fuse On Gold & The Fuse Is Lit," Bill Holter (aka "Mr. Gold") joins Andrew to discuss the imminent "failure to deliver" in the silver market.

Holter argues that silver has been suppressed since 1975 to support the US dollar and Treasury borrowing.

He explains that the shifting dynamics on the COMEX, where contract buyers are increasingly demanding physical delivery rather than cash settlements, are pushing the derivative-based financial system toward implosion.

With silver inventories depleting and physical price premiums rising in Shanghai, Holter suggests the 50-year era of price suppression is ending.

Financial expert Bill Holter argues that the "fuse is lit" for a massive revaluation in precious metals. He explains that silver is currently in a persistent five-year supply deficit that can only be balanced by significantly higher prices.

Holter suggests that silver will act as the catalyst for gold, leading to a breakdown of the fractional reserve financial system.

https://www.youtube.com/watch?v=1LdY03Za_5Y


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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

Silver: Could We Soon Run Out? What You Need To Know | Don Durrett

Silver: Could We Soon Run Out? What You Need To Know | Don Durrett

Liberty and Finance: 7-5-2026

Is the silver market headed toward a genuine supply shortage? In this interview, Don Durrett explains why growing industrial demand, limited mine supply, and tightening inventories could set the stage for a major shift in the silver market.

He also discusses where gold and silver prices may be headed next, what investors should watch for, and why the coming years could be pivotal for precious metals.

Don't miss this in-depth conversation on the risks, opportunities, and key trends shaping the future of gold and silver.

Silver: Could We Soon Run Out? What You Need To Know | Don Durrett

Liberty and Finance: 7-5-2026

Is the silver market headed toward a genuine supply shortage? In this interview, Don Durrett explains why growing industrial demand, limited mine supply, and tightening inventories could set the stage for a major shift in the silver market.

He also discusses where gold and silver prices may be headed next, what investors should watch for, and why the coming years could be pivotal for precious metals.

Don't miss this in-depth conversation on the risks, opportunities, and key trends shaping the future of gold and silver.

INTERVIEW TIMELINE:

0:00 Intro

1:15 Gold & silver update

8:55: Gold/Silver price targets

10:30 Gold/S&P500

17:00 Doom Loop

31:55 Next year outlook

38:00 Silver shortages ahead

46:50 Gold Stock Data

https://www.youtube.com/watch?v=G0YKWE4iETE



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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

The Gold Revaluation Hiding in a Bitcoin Bill

The Gold Revaluation Hiding in a Bitcoin Bill

APMEX:  7-6-2026

A new House bill, H.R. 8957, has reignited talk of gold revaluation — and some are claiming it's imminent. We break down what the bill actually proposes, why it echoes the 1934 Gold Reserve Act, and what a gold revaluation could mean for gold, silver, the dollar, and Treasury markets.

In the evolving landscape of global finance, legislative proposals often spark intense debate regarding the future of the U.S. dollar and our national reserves. One such proposal making waves is H.R. 8957, the American Reserve Modernization Act of 2026.

The Gold Revaluation Hiding in a Bitcoin Bill

APMEX:  7-6-2026

A new House bill, H.R. 8957, has reignited talk of gold revaluation — and some are claiming it's imminent. We break down what the bill actually proposes, why it echoes the 1934 Gold Reserve Act, and what a gold revaluation could mean for gold, silver, the dollar, and Treasury markets.

In the evolving landscape of global finance, legislative proposals often spark intense debate regarding the future of the U.S. dollar and our national reserves. One such proposal making waves is H.R. 8957, the American Reserve Modernization Act of 2026.

 This bill suggests exploring the establishment of a strategic Bitcoin reserve. However, to understand the true impact of this proposal, we must look beyond the headlines and examine the historical and economic foundations of how governments manage their assets.

At the heart of the discussion surrounding H.R. 8957 is the fundamental economic principle that “there is no such thing as a free lunch.” Every financial action taken by a government carries inherent costs and potential “second-order effects.”

When evaluating the proposal to acquire Bitcoin, it is essential to consider how these assets would be funded. The bill explores the potential for budget-neutral acquisitions, a concept that often leads analysts back to the Federal Reserve’s gold certificates.

While the idea of revaluing these certificates sounds like a simple accounting maneuver, history warns us that such actions rarely come without a price—specifically, the risk of significant inflationary pressure.

To understand the gravity of H.R. 8957, we must revisit the 1934 Gold Reserve Act and the legacy of the Bretton Woods system.

Historically, when governments have revalued gold, they have effectively expanded the money supply. For instance, increasing the official price of gold from $20.67 to $35 per ounce in the 1930s was a tool used to stimulate the economy, yet it resulted in noticeable inflationary impacts. If the current Federal Reserve were to adjust the official valuation of gold to align with modern market prices—potentially reaching $4,000 per ounce or higher—the injection of liquidity into the system would be massive.

Such a move could significantly weaken the purchasing power of the dollar, potentially driving up the prices of both gold and Bitcoin.

It is vital for investors and citizens alike to maintain a balanced perspective. H.R. 8957 is currently a mandate to study these possibilities, not a definitive action plan to revalue the nation’s gold.

The proposal is an exploration of policy, not an immediate shift in monetary reality. Market enthusiasts should be wary of treating this bill as a guarantee of future price spikes. Gold’s long-term value is driven by fundamental economic indicators—such as interest rates, debt levels, and overall macroeconomic health—rather than temporary accounting adjustments.

For those keeping a close eye on the markets, the key takeaway is to prioritize substance over speculation. True signals regarding the future of your wealth will come from the Federal Reserve’s ongoing monetary policy decisions and their approach to controlling inflation.

Rather than chasing speculative theories about sudden gold revaluations, smart observers should monitor the board’s stance on interest rates and systemic liquidity.

For a deeper dive into these complex economic forces and to explore the historical context of reserve management, we encourage you to watch the full educational video provided by APMEX on YouTube. Understanding the mechanics behind our currency is the first step toward making informed financial decisions in an uncertain economy.

https://www.youtube.com/watch?v=ktuNdF5xvq



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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

Is a Gold-Backed Monetary Reset Coming on July 4th?

Is a Gold-Backed Monetary Reset Coming on July 4th?

VRIC Media:  7-4-2026

The landscape of global resource investment is undergoing a profound transformation, characterized by shifting geopolitical alliances and a fundamental rethinking of monetary policy.

In a recent interview at the Vancouver Resource Investment Conference (VRIC), industry expert Jennifer Shaigec provided a compelling analysis of these trends, offering a roadmap for investors looking to navigate an increasingly complex economic environment. Her insights cover everything from the rise of “soft nationalization” to the strategic importance of emerging trade corridors.

Is a Gold-Backed Monetary Reset Coming on July 4th?

VRIC Media:  7-4-2026

The landscape of global resource investment is undergoing a profound transformation, characterized by shifting geopolitical alliances and a fundamental rethinking of monetary policy.

In a recent interview at the Vancouver Resource Investment Conference (VRIC), industry expert Jennifer Shaigec provided a compelling analysis of these trends, offering a roadmap for investors looking to navigate an increasingly complex economic environment. Her insights cover everything from the rise of “soft nationalization” to the strategic importance of emerging trade corridors.

One of the most pressing concerns for modern investors is the evolving role of government in resource development. Shaigec points to the rise of what she terms “soft nationalization.” Unlike the overt seizures of the past, this modern iteration is more subtle, involving strategic increases in taxes, royalties, and regulatory hurdles.

By effectively increasing their stake in resource projects, governments are exerting greater control over essential commodities, which inevitably impacts the investment climate. For those in the mining and energy sectors, understanding the political stability and fiscal policy of a host nation has never been more critical.

Perhaps the most intriguing part of the discussion centers on the “Middle Corridor”—a vital trade and resource route spanning Central Asia, Armenia, and Azerbaijan. Historically significant for its Caspian Sea oil reserves, this region is regaining its status as a nexus for energy and mineral transit. Shaigec argues that this corridor is a foundational element of a new global order.

As a theater for the new “great game,” it has become a focal point for geopolitical maneuvering between the U.S., EU, China, Russia, and localized powers. For the astute investor, this region represents both immense opportunity and significant risk, as it lies at the intersection of shifting global influence.

The conversation also pivots to the future of finance, specifically the tension between Central Bank Digital Currencies (CBDCs) and stablecoins.

Shaigec highlights the divergent approaches taken by global institutions and the U.S. government, raising the possibility of a return to gold-backed digital assets. Furthermore, she observes that the European Central Bank is aggressively accumulating gold reserves, potentially signaling a challenge to the long-standing dominance of the U.S. petrodollar.

These moves suggest that gold remains the ultimate hedge in a world where monetary policy is becoming increasingly digitized and experimental.

Ultimately, Shaigec offers a cautionary perspective for those concerned about financial sovereignty. With the proliferation of digitized financial assets and the constant threat of cyber-attacks, the risk of asset volatility—or even modern forms of confiscation—is higher than ever.

Her advice is rooted in classic investment wisdom: true security comes from diversification. She emphasizes the importance of holding physical gold and silver, alongside a strategy of geographic dispersion. By diversifying where one holds assets, investors can protect themselves against localized economic disruptions and the rising tide of global uncertainty.

As the international order continues to realign, staying informed is the first step toward safeguarding your financial future. Whether you are interested in the geopolitics of the Middle Corridor or the potential for a gold-backed monetary transition, there is far more to uncover in the full discussion.

https://www.youtube.com/watch?v=yhdDZeDfv5g


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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

The Company Behind the Digital Dollar Is Stockpiling Gold

The Company Behind the Digital Dollar Is Stockpiling Gold

Taylor Kenny:  6-30-2026

Tether gold reserves reveal a hard-money warning for digital dollar holders as U.S. debt, stablecoins, and gold collide.

A recent analysis highlights a remarkable maneuver by the company: while they continue to issue digital stablecoins pegged to the US dollar, they are simultaneously diversifying into one of the oldest stores of value in human history—physical gold.

The Company Behind the Digital Dollar Is Stockpiling Gold

Taylor Kenny:  6-30-2026

Tether gold reserves reveal a hard-money warning for digital dollar holders as U.S. debt, stablecoins, and gold collide.

A recent analysis highlights a remarkable maneuver by the company: while they continue to issue digital stablecoins pegged to the US dollar, they are simultaneously diversifying into one of the oldest stores of value in human history—physical gold.

The scale of Tether’s operations is staggering. Currently, the company holds roughly $125 billion in US Treasury debt, placing it in an elite category of holders that exceeds the sovereign reserves of major nations like Germany and Saudi Arabia.

This position isn’t accidental; it has been bolstered by legislation like the 2023 Genius Act, which encourages stablecoins to be backed by Treasury securities.

 By continuously issuing digital dollars, Tether creates a consistent, high-volume demand for US government debt. This provides a critical service to a US Treasury market currently strained by the need to borrow money just to cover interest payments on existing debt.

However, it is what Tether does with its profits that demands attention. Instead of reinvesting solely into more debt or traditional financial instruments, the company has been aggressively converting a significant portion of its capital into physical gold.

Furthermore, this gold is not merely sitting idle—reports indicate it is being stored in highly secure, specialized facilities, such as former nuclear bunkers in Switzerland. This pivot suggests that while Tether remains a pillar of support for the US dollar, its leadership is hedging against the long-term stability of the fiat system itself.

The strategic alignment between Tether’s reserves and major financial institutions suggests that these moves are calculated and well-informed. The management of these massive reserves involves key brokers with deep ties to the Federal Reserve and the US Treasury.

When we analyze the overlapping connections between high-level policy decision-makers and corporate financial entities, a clear picture emerges: those at the top of the financial hierarchy may be preparing for a significant shift in monetary policy.

Some analysts suggest that Tether’s gold accumulation isn’t just a corporate reserve policy; it reflects a long-term strategic pivot toward tangible assets. By investing in gold infrastructure and distribution, the company is positioning itself to be insulated from the volatility that often accompanies major cycles of currency devaluation.

The history of finance is littered with examples of governments devaluing fiat currencies and, in some cases, restricting the public’s ability to hold gold.

The current global environment, marked by rising debt and shifting international loyalties, mirrors past eras where fiat assets became increasingly susceptible to policy risks. International observers have even warned that global stablecoin adoption could become a pathway for a controlled devaluation, potentially impacting those who rely exclusively on dollar-based digital assets.

The core lesson for the individual investor is clear: the most effective way to preserve wealth during periods of transition is to hold assets that exist independently of the banking ledger.

While digital stablecoins offer utility and speed, they remain subject to the rules and stability of the underlying monetary system. In contrast, physical gold and silver represent a hedge against the unpredictability of central bank policy.

As the global financial landscape grows increasingly complex, the actions of major institutions like Tether serve as a bellwether for what may lie ahead. While the move toward digital finance continues, the “smart money” is clearly looking toward the foundational stability of precious metals.

For those concerned about potential monetary instability, diversifying one’s portfolio with tangible, physical assets—gold and silver—remains a time-tested strategy for wealth preservation.

CHAPTERS:

00:00 Tether Is Stockpiling Gold in a Swiss Bunker

00:55 The Digital Dollar Company Most Americans Don’t Know

01:24 The GENIUS Act and U.S. Debt Demand

02:19 Why Stablecoins Could Save the Treasury Market

03:16 Tether’s Profits Are Going Into Physical Gold

04:12 Why This Is Bigger Than a Gold-Backed Token

05:07 Tether’s CEO Warns the Monetary System Is Weakening

06:03 The Insiders Connecting Tether to Washington

07:00 What This Means for Your Savings and Retirement

09:45 The 1933 and 1971 Gold Lessons

11:07 Protecting Wealth With Gold and Silver

https://www.youtube.com/watch?v=lkOnZje5LBw







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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

China Launches New Gold Currency to Change the Dollar Forever

China Launches New Gold Currency to Change the Dollar Forever

Cyrus Janssen:  6-30-2026

The landscape of global finance is currently undergoing a structural transformation. For decades, the US dollar has served as the world’s primary reserve and trade currency, acting as the bedrock of international commerce.

However, recent economic data and geopolitical developments suggest a significant shift is underway. Over the last six years, the US dollar has experienced a decline in purchasing power, leading to increased scrutiny and caution among international markets.

China Launches New Gold Currency to Change the Dollar Forever

Cyrus Janssen:  6-30-2026

The landscape of global finance is currently undergoing a structural transformation. For decades, the US dollar has served as the world’s primary reserve and trade currency, acting as the bedrock of international commerce.

However, recent economic data and geopolitical developments suggest a significant shift is underway. Over the last six years, the US dollar has experienced a decline in purchasing power, leading to increased scrutiny and caution among international markets.

This loss of confidence has been highlighted by recent events in the Middle East, which have underscored the vulnerabilities inherent in a system heavily reliant on dollar-denominated assets.

China is actively positioning itself within this changing environment by promoting its digital currency, the renminbi (RMB), and anchoring its value with physical gold.

By amassing significant gold reserves—now totaling over 2,300 tons—China is signaling a return to the principles of a gold-backed monetary system, reminiscent of the mid-20th-century Bretton Woods era.

 The recent success of the digital RMB platform, which processed over $180 billion in a single day, demonstrates that international adoption is growing beyond the traditional Western financial orbit.

Prominent financial analysts, including Peter Schiff and Michael Howell, suggest that a broader trend of “dedollarization” is taking hold among global central banks. Schiff notes that the decision to freeze foreign assets in 2022 served as a wake-up call for nations, forcing them to re-evaluate the safety and accessibility of dollar-based holdings.

Meanwhile, Howell points out that by utilizing gold, China is effectively bypassing the limitations of its own bond market credibility, using a universally recognized asset to facilitate international trade. This new financial infrastructure, including a growing gold-clearing system in Hong Kong, allows nations to conduct settlements outside the traditional reach of US-led sanctions.

This movement is further supported by the growing influence of the BRICS alliance, as central banks worldwide continue to purchase over a thousand metric tons of gold annually. Shannon Davis, CEO of American Alternative Assets, highlights that this is a long-term strategic pivot rather than a passing trend.

Given the current global debt levels, which have climbed significantly, experts like Davis suggest that investors should take a critical look at their portfolios. As history has shown, physical precious metals have often acted as a vital hedge during periods of economic instability and inflationary pressure.

For individual investors, the message is clear: diversification is essential in an era of heightened geopolitical volatility. Many are looking toward self-directed IRAs and the inclusion of physical gold and silver as a means to balance their portfolios against potential currency fluctuations.

As the global monetary architecture shifts, staying informed is the first step toward financial resilience. For those looking to dive deeper into these strategies, resources such as the comprehensive gold investment report from American Alternative Assets provide a roadmap for navigating this complex economic landscape.

https://www.youtube.com/watch?v=31UGg9hweiI



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Economics, News, Gold and Silver, sovereign man DINARRECAPS8 Economics, News, Gold and Silver, sovereign man DINARRECAPS8

The World's Gold Is Quietly Leaving London and New York

Notes From the Field By James Hickman (Simon Black Sovereign Man} June 29, 2026

In December 1916, with German and Austro-Hungarian armies closing in on Bucharest, the Romanian government made a decision that must have felt entirely sensible at the time.

Romania had gambled its way into the Great War a few months earlier, sending its army across the Carpathian Mountains to grab Austro-Hungarian Transylvania, believing that Germany and Austria-Hungary were too exhausted to stop them.

The World's Gold Is Quietly Leaving London and New York

Notes From the Field By James Hickman (Simon Black Sovereign Man} June 29, 2026

In December 1916, with German and Austro-Hungarian armies closing in on Bucharest, the Romanian government made a decision that must have felt entirely sensible at the time.

Romania had gambled its way into the Great War a few months earlier, sending its army across the Carpathian Mountains to grab Austro-Hungarian Transylvania, believing that Germany and Austria-Hungary were too exhausted to stop them.

But Romania’s gamble fell apart in weeks. German and Austro-Hungarian were exhausted. But not so exhausted to allow Romania to waltz across the border and grab territory uncontested.

The Central Powers quickly reacted, beat the Romanian army all the way back to Bucharest, and then converged on the capital. The King of Romania and his court fled the country just before it fell.

Just before surrendering, however, Romania’s Prime Minister Ion Brătianu made a bold decision to seal up the country’s gold reserves. He ordered more than 90 tonnes of gold to be loaded in over 1,700 crates onto seventeen railcars, and had it shipped to the one ally Romania was certain it could trust: Russia.

The arrangement made sense on paper. Tsar Nicholas II was Romania's wartime partner, and an overland route to ship the national gold reserves to Moscow seemed far safer than risking German submarines on the sea route to London.

Fortunately the crates arrived safely; Russian officials locked the gold securely inside the Kremlin and provided a written guarantee that the gold remained Romanian property.

But the Russian Revolution broke out only months later. The Bolsheviks seized power, arrested the Tsar, and eventually murdered him and his family. In January 1918, Leon Trotsky severed ties with Romania and declared its gold "untouchable for the Romanian oligarchy."

It’s been more than a century, and Romania is still asking for its gold back from Russia. The gold is worth ab

ut $12 billion today and has never been returned.

For most of human history, a king kept his gold where he could see it. It sat behind his own walls, in his own keep, guarded by his own men. The idea of loading your treasure onto a ship and sending it to a rival capital for safekeeping would have struck any medieval monarch as total insanity.

The King of France did not store his gold in London. You did not hand a rival your treasury to seize the moment relations soured.

What changed first was London. By the nineteenth century, Britain ruled an empire that spanned the globe. Its navy went unchallenged. And the British pound was redeemable for gold.

The City of London sat at the center of world finance and ran the deepest gold market on earth.

For foreign governments, keeping gold in the Bank of England's vaults was not a surrender but an upgrade. The metal was safer behind Britain's guns than behind its own, and given the advances of British finance, the gold could be sold, lent, or borrowed against in an afternoon.

The gravity of financial power shifted to New York a century later as Nazi forces conquered Europe. Allowing your national gold reserves to be confiscated by Hitler became a much greater risk than shipping everything to America.

So country after country scrambled to move their gold before German tanks crossed the border.

America was the safest vault on earth: a nation with an ocean on either side, an economy the war had only strengthened, and a bright future ahead of it.

After the war, the 1944 Bretton Woods agreement pinned the dollar to gold— and pegged every global currency to the US dollar. And from then on New York (and London to a lesser degree) were the obvious places for foreign governments to hold their gold reserves.

A country could settle international debts without moving a single ounce, just by having a clerk slide its bars from one stack to another within the same vault.

The arrangement held for eighty years because the US remained the most powerful, most trusted government in the world. But now that trust is vanishing quickly.

According to a recent report published by the World Gold Council, the number of foreign central banks storing gold in New York or London slipped 17% and 11% respectively. And that’s just in a single year.

And the number of central banks bringing their gold home (or at least moving it to neutral third-party vaults) nearly tripled. Gold, for the most part, is going home.

They’re also buying more of it, with central bank gold purchases running at roughly double the historic rate for the third year in a row.

To fund those purchases, central banks are selling US Treasuries... or letting them mature without reinvesting.

Over the past year, gold passed both US Treasuries and the euro to become the single largest reserve asset on earth. And for the first time since 1996, central banks now hold more gold than US Treasuries.

Central banks almost never sell gold. On the rare occasion that some country does sell, it’s usually because they’re in a genuine crisis (like Turkey selling gold to defend a collapsing currency).

Or, as was the case with the British government in the late 1990s, they’re the dumbest people alive.

Absent that kind of emergency or stupidity, governments and central banks “hodl” their gold.

Bottom line, these countries are not shipping their gold out of London and New York to sell it. Just the opposite. It is proof they intend to hold the metal for a very long time, and that they are willing to give up using it as a financial instrument.

None of this is about the gold price on any given morning.

Over the last few weeks, gold slipped below $4,000 an ounce for the first time since November.

Since last fall, as retail investors entered the market driving the price of gold sharply higher, we warned that a pullback like this was likely.

But we also said that nothing about the thesis was changing. The US was still spending far beyond its means and weaponizing the dollar. Washington was still dysfunctional— full of AOCs and Elizabeth Warrens. Therefore global central banks were continuing to diversify their reserves.

We’re not fanatical about gold. But it’s clear that the long-term catalysts to drive prices higher are not going away anytime soon.

The world is more fractured than it was even a few years ago, and dollar dominance is slipping.

So what does everyone own instead? China is pushing for international use of its yuan... and you can see a flicker of it in the payments data. But it is not a real alternative.

The one asset every central bank on earth can hold without worrying who controls it is gold. Plus they all have confidence that gold will still have strategic value 5, 10, 20+ years from now.

That’s why these central banks view $4,000 gold as a reasonable entry point to accumulate more, and they likely will not miss the chance to do so.
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To your freedom, James Hickman Co-Founder, Schiff Sovereign LLC

P.S. The same opportunity is open to everyone else. As gold sold off, so did shares in the companies that dig it out of the ground. Even at gold's all-time highs, many of these producers traded at low multiples while selling their gold for far more than their projections ever assumed.

Their costs stayed roughly fixed, so margins exploded, and some have started paying dividends or raised the ones they had. At $4,000 gold they are still enormously profitable, yet fickle investors are dumping them as if the gold story is over.

It is not. Nothing has changed about why central banks buy, and so far they have moved only a small share of their reserves into gold.

If you want to learn more about these gold companies, and other real assets we research in our newsletter, Strategic Assets, click here.

To Read More: https://www.schiffsovereign.com/trends/the-worlds-gold-is-quietly-leaving-london-and-new-york-155400/?inf_contact_key=80dbbfe6cd39804f3d942a5713aa9851474bcb8265eb7d459c005c83dec0347a

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Economics, Gold and Silver Dinar Recaps 20 Economics, Gold and Silver Dinar Recaps 20

Gold, Stablecoins & the Coming Financial Reset | Robert Kientz & Andy Schectman

Gold, Stablecoins & the Coming Financial Reset | Robert Kientz & Andy Schectman

Miles Franklin Media:  6-28-2026

Andy Schectman, President & CEO of Miles Franklin Precious Metals, speaks with Robert Kientz, Founder of The Freedom Report, about why he believes the global financial system is moving toward a major reset and why gold, silver, stablecoins, and digital money are all central to what comes next.

 Kientz warns that physical demand for gold and silver is far stronger than the paper price reflects, with sovereigns and major players increasingly standing for delivery on COMEX.

Gold, Stablecoins & the Coming Financial Reset | Robert Kientz & Andy Schectman

Miles Franklin Media:  6-28-2026

Andy Schectman, President & CEO of Miles Franklin Precious Metals, speaks with Robert Kientz, Founder of The Freedom Report, about why he believes the global financial system is moving toward a major reset and why gold, silver, stablecoins, and digital money are all central to what comes next.

 Kientz warns that physical demand for gold and silver is far stronger than the paper price reflects, with sovereigns and major players increasingly standing for delivery on COMEX.

He explains why China’s push to internationalize the renminbi could be tied to gold, why central banks continue to accumulate the one asset they cannot print, and why the U.S. may be using stablecoins as a bridge into a new digital monetary system.

Kientz also breaks down the risks of programmable money, the difference between stablecoins and CBDCs, and why financial liberty may become one of the defining issues of the next several years.

In this episode of Little by Little with Andy Schectman:

*Why Kientz sees a currency reset and financial reset ahead

*Who may be standing for delivery of massive amounts of gold and silver

*Why China, BRICS, and Asia are building new gold and commodity infrastructure

*How stablecoins could become a backdoor path to a digital dollar system

*Why sound money, trust, and freedom are becoming inseparable

00:00 Coming Up

01:42 Introduction

03:50 Sound Money Mission

08:12 Why Miners Stay Quiet

11:40 Comex Delivery Shock

13:36 Sovereigns Drive Demand

17:25 Central Banks Know

24:34 Paper Markets Explained

30:23 Delivery Breaks Systems

31:58 Genius Act And Tether

35:31 Stablecoins To Cbdc

42:40 Trust Versus Inflation

45:15 How To Follow And Help

48:01 Final Thanks And Signoff

https://www.youtube.com/watch?v=LyzoF3Q92EE





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