News, Rumors and Opinions Wednesday 2-4-2026
Gold Telegraph: The Monetary System is Breaking Down
2-4-2026
Gold Telegraph @GoldTelegraph
Not much is being said about this: Illinois regulators shut down Metropolitan Capital Bank and Trust on Friday. A small bank, but with roughly $261 million in assets. The first U.S. bank failure of 2026. Watch the unrealized losses closely…
Ray Dalio: “The monetary system as we know it is breaking down.”
I have been documenting this shift for nearly a decade. What’s interesting isn’t the quote… (obvious) It’s how many explosive stories are surfacing as the fabric finally gives way.
Watch on X: https://twitter.com/i/status/2017749495027761570
BREAKING NEWS: XI JINPING CALLS FOR CHINA’S RENMINBI TO ATTAIN GLOBAL RESERVE CURRENCY STATUS
“Latest commentary details ambitions for powerful currency to play a greater role in trade and forex…”
Source: https://www.ft.com/content/c948b978-c22b-44b7-ba3d-4798e641e673
This is going to get very interesting… Gold.
The United States will stockpile $12 billion in critical minerals. The trend only continues to accelerate.
The U.S. government just told the market today that metals are no longer just commodities… they are strategic tools $12 billion stockpile From rare earths to tungsten, the United States is stepping directly into the supply chain. Buyer, financier, and backstop Here we go…
Robert Friedland: Thank you, @realDonaldTrump , for the invitation to the Oval Office today… Mining is a critical industry vital to the re-industrialization of the United States' economy. Today mining as a sector only represents 1% of the S&P500... However, with your leadership and the Project Vault initiative, I am super excited for the future of this incredible industry in America and its future impact for the American economy.
Watch Video Here: https://x.com/i/status/2018474859567706155
Well said, Robert. No mining. No minerals. No technology. No infrastructure. No modern life. The world is waking up to the importance of mining and why it powers our world forward. @robert_ivanhoe
The free cash flow being generated by the majors has turned mining companies into modern-day printing presses. But the real leverage sits upstream, in select junior miners holding the raw substrate of the future. No code. No narratives. Just atoms, energy, and scale… what actually powers the next generation of digital innovation, wealth preservation, and electrification. @robert_ivanhoe
BREAKING NEWS: A US GOVERNMENT-BACKED MINING INVESTMENT FUND HAS AGREED TO BUY A 40 PER CENT STAKE IN GLENCORE’S COPPER AND COBALT PROJECTS
The trend is real.
Source: https://www.ft.com/content/24c089a8-28db-44ea-882d-c8e28ef57d03
It is raining now.
Foreign investors own almost $70 trillion worth of U.S. assets. Not saying this is going to be unwound dramatically overnight, that would be crazy. But the important thing to note: Questions are being asked out loud now, and world leaders are looking to diversify.
BREAKING NEWS: CHINA MAY LOOK TO STOCKPILE MORE COPPER AS PART OF ITS STRATEGIC MINERALS INVENTORY
“The China Nonferrous Metals Industry Association said the Chinese government should expand its strategic reserves of copper…”
Source: https://www.mining.com/chinas-metals-association-calls-for-expanded-copper-stockpile/
Copper… the glue.
On gold, from this past weekend: “We saw it in moments like 1944 and 1971, inflection points I have spent years highlighting… when the rules quietly changed and the consequences unfolded over decades, not days…”
Source(s): https://x.com/GoldTelegraph_/status/2017729590383333521
https://dinarchronicles.com/2026/02/04/gold-telegraph-the-monetary-system-is-breaking-down/
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Courtesy of Dinar Guru: https://www.dinarguru.com/
Walkingstick This media blitz is what Aki has been preparing us for. It's going to come in three stages. The first stage is going to explain the monetary reform to the citizens. The second stage will explain the new rate. The Third stage will explain the lower notes. It's actually perfect timing with what's going on in the Middle East...
Jeff Question: "Do we know when Iraq joins the WTO?" No...it's never been announced. We know it's soon. There's still remaining pending items for Iraq to join the WTO...laws, taxes, tariffs. There's a few small things waiting for the rate to change before Iraq can join the WTO...Iraq has remained an observing member all the way back since 2004 because they've been waiting for the rate to change so they can complete the steps we've talked about - reforms, tariffs, taxes and certain laws.
Militia Man Reserves are strong and inflation is anchored. The market perception is the key battleground with gatekeepers and CBI knowing perception drives behaviors. Markets are emotional...Negative noise keeps traders cautious, reduces hoarding, speculation. The positive quiet results builds organic confidence. Non-oil revenue is up, digital payments surging, reserves are growing, gold - 171 tons, reserves at over $115 billion. Inflation is low...What is the end result? Markets move in favor of the reforms when the time comes, demand for the dinar rises. Real fundamentals are not rumors.
The Budget Deficit - Still Headed Towards Disaster
Heresy Financial: 2-4-2026
TIMECODES
0:00 One Year After Promises to Reduce Taxes and Balance Budget
0:27 Fiscal Year 2021 Ended With $2.7 Trillion Deficit
1:03 Deficit Means Spending After Taking Your Taxes
1:40 Fiscal Year 2022 Deficit Was $1.37 Trillion
2:21 US Has Run a Deficit Every Year Since the 70s
2:48 2022 Deficit Was Same as 2009 Financial Crisis
3:06 Fiscal Year 2023 Deficit Was $1.69 Trillion
3:22 Fiscal Year 2025 Stayed Above Trend All Year
4:03 Fiscal Year 2025 Ended at $1.775 Trillion Deficit
4:33 Why the Deficit Sometimes Goes Down Certain Months
4:52 Fiscal Year 2026 Started in Line With Prior Years
5:33 The Deficit Gets Slightly Better Then Much Worse
6:02 Total Government Spending Topped $7 Trillion Last Year
6:33 This Is Not a Taxation Problem It's a Spending Problem
7:10 Government Could Cut to 2019 Budget and Run a Surplus
7:47 Even 2022 Spending Levels Would Give $800 Billion Deficit
8:20 All US Billionaire Wealth Would Fund One Year of Budget
9:09 Every Dollar Government Spends Comes From Your Pocket
9:44 It's Your Responsibility to Protect Yourself From This
10:09 No Tariffs or Efficiency Programs Will Save You