Ray Dalio Warns US Dollar Devaluation May Trigger Gold Standard Comeback

Ray Dalio Warns US Dollar Devaluation May Trigger Gold Standard Comeback: 'History Shows Us That…'

August 6, 2025

Billionaire investor Ray Dalio has raised concerns about the long-term stability of the U.S. dollar, pointing to historical cycles that could lead the country back to a gold-backed currency.

Ray Dalio Highlights Historic Pattern Of Currency Collapse And Recovery

On Tuesday, Dalio posted a video clip on X featuring his conversation with Carlyle Group co-founder and co-chairman  David Rubenstein, where he discussed a recurring pattern in the evolution of global monetary systems.

"The U.S. dollar used to be backed by gold — and it's not farfetched to think we may be headed there again in the future," Dalio wrote. "History shows us that the same cycles repeat time and time again."

In the video, Rubenstein asked Dalio whether the U.S. would ever return to the gold standard.

Dalio responded: "Presumably that’s right, but not if you watch these cycles that because you have the devaluation, then people feel don’t have confidence in the fiat system."

US Debt, Inflation, And Loss Of Trust Could Pave Way For Gold-Backed Currency

Dalio explained that during periods of high debt, governments tend to print more money, pay off debt with cheaper currency, and eventually see trust erode.

"Nobody wants to hold the devalued currency," he said. "So then they go back and link it again.”

The U.S. dollar used to be backed by gold — and it’s not farfetched to think we may be headed there again in the future. History shows us that the same cycles repeat time and time again. One such cycle is related to currency devaluation.

Falling Dollar Signals Deeper Trouble For US Debt Holders

In May, Dalio cautioned that printing money to manage growing government debt could silently erode the value of the U.S. dollar, leading to inflation that harms bondholders. Instead of defaulting, the government may repay debt with devalued dollars, causing real losses for investors.

At the time, supporting his concern, Schwab strategist Kathy Jones highlighted a 7.62% drop in the U.S. Dollar Spot Index this year, linking it to policies like tariffs, re-shoring, and widening deficits.

She warned that these factors point to a weakening dollar and an unsustainable fiscal trajectory—validating Dalio's argument that credit risks are far greater than what rating agencies suggest.

Trump's Tariffs And Fiscal Plans Could Fuel Inflation, Warns Wealth CEO

In June, Ross Gerber criticized Donald Trump's economic approach, arguing that tariffs and aggressive fiscal expansion are directly contributing to inflation.

He specifically called out the GOP's "One Big, Beautiful Bill," which includes deep tax cuts and increased government spending on defense, infrastructure, and manufacturing—policies he says will widen the fiscal deficit and drive up national debt.

Gerber warned that such deficit spending could pressure the Federal Reserve to buy government bonds, effectively "printing money," and risking even higher inflation. He stressed that if Trump wants lower interest rates, he should pursue policies that reduce—not increase—inflationary pressure.

Read More: https://www.benzinga.com/markets/economic-data/25/08/46880648/ray-dalio-warns-us-dollar-devaluation-may-trigger-gold-standard-comeback-history-shows-us-that

Ray Dalio on X

The U.S. dollar used to be backed by gold — and it’s not farfetched to think we may be headed there again in the future.

 History shows us that the same cycles repeat time and time again. One such cycle is related to currency devaluation.

Once people start to lose trust in the fiat system, we see a specific cause and effect reaction occur.

 1) Governments print a lot of money

2) They pay off the debt with the cheap money

3) Nobody wants to hold the devalued currency

4) Governments go back and link money to gold

 Will this same pattern happen again? It’s hard to say, and it wouldn’t happen anytime soon. But it is conceivable.

https://x.com/RayDalio/status/1952729342124962303

Gold's 'Final Third': More Evidence For $9000 - Mike Maloney & Alan Hibbard

Gold's 'Final Third': More Evidence For $9000 - Mike Maloney & Alan Hibbard

8-5-2025

Join Mike Maloney and Alan Hibbard as they unpack a powerful new chart showing gold’s bull market is entering its “final third”—and may NOT follow the usual bubble‑and‑crash script.

 Instead, they argue this is no longer just a commodity rally—it’s part of a **global monetary reset, pushing gold to record highs as fiat currencies crumble.

Discover:

 • Why gold’s next move could be vertical, targeting *$9,000/oz*

• What lessons the 1970s gold bull hold for today’s cycle

• The societal and economic fallout ahead—and how gold investors may profit

 • The structural changes driving a new money standard backed by gold

https://www.youtube.com/watch?v=sMTp7-hBc3g

Market Trend Change: $4100 Gold & Financial Reset

Market Trend Change: $4100 Gold & Financial Reset | Chris Vermeulen

Liberty and Finance:  8-5-2025

Chris Vermeulen warns of a significant market trend reversal, suggesting the stock market may be topping and on the brink of a sharp decline, similar to the 2008 financial crisis.

He points to a looming financial reset, with gold emerging as a safe haven amid growing investor fear.

Based on technical analysis, Vermeulen forecasts gold could surge to $4,100, following a breakout from a bullish pattern. As large-cap gold miners begin to lead, he favors physical gold and gold ETFs over volatile assets like silver or platinum.

INTERVIEW TIMELINE:

0:00 Intro

1:16 Trend change for stock market & gold

6:15 Silver

 8:19 Platinum

9:50 Mining stocks

 11:00 Fundamentals vs technical analysis

12:53 Financial reset

https://www.youtube.com/watch?v=CRjq4of9AbM

White Swan Collapse Underway: Ed Dowd Warns 50% Stock Crash, Gold Reset & What’s Hidden in Fort Knox

White Swan Collapse Underway: Ed Dowd Warns 50% Stock Crash, Gold Reset & What’s Hidden in Fort Knox

Miles Franklin Metals:  8-4-2025

Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, speaks with Edward Dowd, Founder of Phinance Technologies and former BlackRock portfolio manager, in one of his most urgent interviews to date.

Dowd warns that a housing-led recession is now unavoidable, with stock markets set for a 40-50% crash and banking sector consolidation paving the way for centralized control and a potential CBDC regime.

He calls the coming crisis a “White Swan” event – predictable, visible, and already in motion.

Makori challenges mainstream narratives on job data, housing supply, and the Federal Reserve’s motives.

Makori and Dowd discuss gold’s role in a monetary reset, if the U.S. is secretly accumulating gold in preparation for this and why Fort Knox may hold more gold than officially reported

Highlights:

Housing collapse already underway

Recession and volatility by fall 2025

Fed data manipulation and BLS fallout

Gold to hit $10K by 2030- conservative estimate

CBDCs and stablecoins: financial surveillance ahead?

Introduction – U.S. Economy: Surface vs. Reality

 02:56 Housing Market: The White Swan Collapse

05:48 Factors Delaying the Recession

08:46 Housing Market Indicators and Predictions

10:33 Recession and Market Pullback

14:39 Speculation on Federal Reserve Actions

29:27 Global Real Estate and Systemic Risks

 33:58 Gold's Future and Monetary Reset

 35:02 Banking Sector Predictions

38:10 Central Bank Digital Currencies (CBDCs)

 50:45 Fort Knox and U.S. Gold Reserves

 58:02 Geopolitical Risks and Gold

 01:06:39 Investment Strategies & Final Thoughts

https://www.youtube.com/watch?v=JUwF5C32XXA

News, Rumors and Opinions Monday 8-4-2025

Gold Telegraph: Gold is Behaving like the Ultimate Reserve Currency

8-3-2025

BREAKING NEWS: INDIAN OFFICIALS SAY THAT THEY WOULD KEEP PURCHASING CHEAP OIL FROM RUSSIA DESPITE A THREAT OF PENALTIES FROM THE UNITED STATES

I am publishing a new article shortly.

“There is a growing sense in India that its leaders should not allow American policymaking to shape its choices on vital energy supplies…”

Source: https://www.nytimes.com/2025/08/02/world/asia/india-russia-oil-trump-threats.html

Iran has moved to remove four zeros from its plunging national currency… Fiat currency.

Here you go: https://fortune.com/2025/08/03/iran-currency-value-us-dollar-rial-four-zeros/

At the end of June, the dollar posted its worst first-half performance since the collapse of Bretton Woods in the early 1970s. On Friday alone, the U.S. Dollar Index dropped nearly 1%. Gold is behaving like the ultimate RESERVE CURRENCY. Why? The majority of countries own it.

BREAKING NEWS: CHINA MAY NEED TO TRIM RECORD COPPER OUTPUT ON SHORTAGE OF ORE

The glue of the world…

“At just over 560,000 tons, stockpiles of concentrate at Chinese ports have dropped to the lowest level this year…”

Source: https://www.bloomberg.com/news/articles/2025-08-03/china-may-need-to-trim-record-copper-output-on-shortage-of-ore

BREAKING NEWS: CHINA IS LIMITING THE FLOW OF CRITICAL MINERALS TO WESTERN DEFENSE MANUFACTURERS

This is big.

Minerals vs. Debt.

“Beijing’s tightened controls are a sign of the leverage it has over the U.S. military supply chain…”

Source: https://www.wsj.com/world/asia/china-western-defense-industry-critical-minerals-3971ec51

Source(s):    https://x.com/GoldTelegraph_/status/1952043642270654893

https://dinarchronicles.com/2025/08/04/gold-telegraph-gold-is-behaving-like-the-ultimate-reserve-currency/

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

Militia Man  Interesting enough on the same day that [huge oil] ship kicked out of [the new] port, the United States reduces tariffs on Iraq from 39% to 35%...Is this symbolic? Yeah.  But in the scheme of things, into the future when they adjust a real effective exchange rate 35% is going to be nothing.  It really won’t be.

Frank26  Right now they’re training the banks of Iraq, their employees, on how to deal with counterfeiting and smuggling...for the security and stability of their monetary reform.  But they’re to using the 3-zero notes to train them with?  ...This pattern is one that you have to respect...There’s no crime against that currency because that currency won’t exist.  So what are you using, the lower notes?  No, they don’t want to show the lower notes just yet.  They’re going to do the lower notes and exchange rate at pretty much the same time...

Frank26   Question:   “How long will we have to exchange?”  That’s up to the CBI but we still have 3 zero notes.  It can be null and void within a specific amount of time but I think they’re going to give them at least a year or maybe more. 

When Gold Is REVALUED, Silver Will Go ABSOLUTELY BALLISTIC! – Andy Schectman

Financial Wisdom:  8-3-2025

0:00 - Gold Revaluation and Dollar Devaluation

1:16 - Misconceptions About Federal Reserve and Gold

 2:00 - The Role of Treasury Debt and Inflation

3:02 - Gold Pegging to Long-Term Treasury Debt

4:03 - The Impact of Gold Revaluation on Silver

5:00 - Silver's Growth and Gold-Silver Ratio

6:20 - Silver's Industrial and Strategic Importance

 7:30 - Investment Ratios for Gold, Silver, and Platinum

8:20 - Platinum’s Role and Market Behavior

9:47 - Silver's Supply Deficit and Retail Demand

11:02 - The Potential Market Shock and Precious Metals Shortages

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

Updates on the Financial System, Global Reset, and Currencies for August 2025

Updates on the Financial System, Global Reset, and Currencies for August 2025

Jon Dowling:   8-2-2025

In a recent illuminating podcast conversation with Jon Dowling, esteemed financial expert Lynette Zang offered a profound exploration of the seismic shifts underway in the global financial system.

Her central thesis: the world is witnessing an unprecedented transformation of its monetary foundations, moving away from a traditional fiat system towards something entirely new.

Zang’s deep insights underscore the demise of the current monetary order and the rise of a digital, debt-based alternative, all while emphasizing the enduring importance of “sound money.”

Zang, renowned for her focus on physical gold and silver as stable assets, highlighted their immunity to the inflationary pressures often exerted by governments and central banks. She posits that these precious metals serve as vital safeguards in an economic environment increasingly characterized by currency devaluation.

A critical point of discussion was the recently passed Genius Act. Zang identifies this legislation, which provides a regulatory framework for stablecoins, not merely as a technical update, but as a strategic maneuver to usher in a more digital, debt-driven financial environment.

The underlying implication, she warns, is that this digital transition is designed to mask the inevitable hyperinflation that will accompany the unwinding of the current fiat system. The move towards digital programmable money and corporate-issued stablecoins is a significant step in this direction.

Zang and Dowling dissected the Federal Reserve’s current policies, particularly the decision to hold off on immediate interest rate cuts. This, Zang posits, is part of a larger economic manipulation, playing into the “dying status” of the U.S. dollar.

She introduced the concept of a “melt-up” phase in markets – a period where asset prices experience exponential surges before an inevitable crash. This scenario aligns perfectly, in her view, with the transition to a more controlled, digital financial landscape.

The conversation also touched upon the real estate market, noting a cooling in historically hot areas. Zang drew parallels to past economic crises, predicting a significant shift in housing values in the coming months, which she sees as coinciding with the broader monetary reset.

Perhaps the most eye-opening prediction was the strong likelihood of a substantial gold revaluation, potentially soaring to $15,000–$20,000 per ounce, or even higher.

 Zang views this as a crucial mechanism to address colossal national debts and restore a semblance of fiscal responsibility. Gold, she stressed, remains the ultimate fair measure and store of value, indispensable for any meaningful monetary reform.

Silver, too, is poised for a historic price run, with ongoing physical repatriation and persistent market manipulation being key factors.

The conversation seamlessly transitioned to geopolitical shifts, specifically the rise of the BRICS coalition. Zang highlighted its growing influence in global trade and finance, directly challenging U.S. dollar dominance and fostering a multipolar currency system backed by real assets and commodities.

She reiterated that while all fiat currencies are fundamentally devaluing, gold remains the ultimate currency metal – a foundational truth in a world seeking tangible value.

Interestingly, Zang and Dowling emphasized the importance of inclusivity across different financial communities – cryptocurrency, precious metals, and traditional fiat – to effectively navigate the impending transition.

The discussion also delved into potential political dynamics, including the role of figures like Judy Shelton in advocating for a gold-backed monetary system and the eventual phasing out of the Federal Reserve.

The podcast concluded with a powerful call to action: individuals must prepare, diversify their assets, and educate themselves on these profound shifts.

 Zang highlighted her ongoing educational efforts and community initiatives, all focused on promoting sound money principles and fostering community resilience.

Lynette Zang’s expertise, particularly in precious metals, offers a grounded perspective on how gold and silver remain critical safeguards amidst hyperinflation and currency devaluation.

This extensive conversation with Jon Dowling serves as an essential guide to understanding the seismic shifts occurring in global finance, stressing not only the challenges but also the emerging opportunities for those who are informed and prepared.

https://youtu.be/zvKhCF6KSL0

$132 Billion in Gold Bought... But Who’s Really Buying? | Joseph Cavatoni

 $132 Billion in Gold Bought... But Who’s Really Buying? | Joseph Cavatoni

Kitco News:  8-1-2025

In this Kitco News interview, Cavatoni reveals the sharp decline in U.S. retail gold buying, the surge in Chinese bar and coin demand, and why over 90 tonnes of gold were purchased off-book by unnamed official sector entities.

With ETFs flooding back in, jewelry demand collapsing, and shadow central bank buying accelerating, Cavatoni outlines a gold market that’s strong in value - but fragmented in volume.

Key topics:

– $132B in quarterly gold demand: what's behind the record?

– ETF inflows spike amid macro shock and rate cut bets

– U.S. retail investors disappear, China steps in

– Stealth central bank accumulation: who’s buying and why?

– Jewelry demand plunges in India and China

– Off-market OTC buying and sovereign strategy

– Is gold’s rally built on real demand or speculation?

00:00 Introduction

01:06 Gold Demand Analysis

02:30 Investment and ETF Flows

05:47 Geographic Participation in Gold ETFs

 07:11 Bar and Coin Demand

 09:16 Central Bank Gold Accumulation

11:46 Jewelry Market Trends

14:14 Supply Side and Mining Production

17:23 Conclusion

https://www.youtube.com/watch?v=QviNJ7ZiDm8

**

US Gold Reserves Cover Just 2% of Soaring Debt; Default Risk Greater Than We Know!

US Gold Reserves Cover Just 2% of Soaring Debt; Default Risk Greater Than We Know!

Daniela Cambone:  8-1-2025

“The U.S. Treasury’s gold reserves are at one of the lowest levels in 90 years,” says Tavi Costa, partner and portfolio manager at Crescat Capital, joining Daniela Cambone on the Daniela Cambone Show.

“At just 2% of total government debt, this imbalance is a green light for long-term gold investors.” Costa warns that rising U.S. debt, surging interest costs, and the likelihood of dollar devaluation will eventually force the government to either buy more gold or revalue it, a move he believes could unlock massive upside for the metal.

“The world is accumulating gold, and the U.S. will have to join in,” he says. Beyond gold, Costa shares why the AI arms race and a coming infrastructure boom could reshape the U.S. economy, creating major opportunities in raw materials and engineering sectors.

Chapters:

 00:00 U.S. Treasury gold reserves at historic lows

04:40 Why the U.S. may need to increase gold reserves

07:02 Could the U.S. ever default on its debt?

10:38 How gold revaluation could happen

12:25 Will China slow its gold purchases?

15:08 The AI arms race: who will win?

https://www.youtube.com/watch?v=I7JW8u0z8L4

$4000 Gold & $75 Silver By Year End? | David Hunter

$4000 Gold & $75 Silver By Year End? | David Hunter

Liberty and Finance:  8-1-2025

David Hunter predicts a parabolic rise in the S&P 500 to 8,700 by year-end 2025, marking the final leg of a 43-year bull market. He anticipates a severe global financial crisis in 2026, with an 80% bear market driven by excessive leverage and global debt.

Hunter remains bullish on precious metals, forecasting gold at $4,000 and silver at $75 within months. He expects massive Federal Reserve intervention, including a $20 trillion balance sheet increase, to counter the crisis.

 Post-bust, he foresees hyperinflation (20-25%) and soaring commodity prices by the early 2030s.

INTERVIEW TIMELINE:

0:00 Intro

 1:29 Market update

12:22 Trump administration

16:40 AI wild card

24:01 Dollar index

26:45 Last stage of the supercycle

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

News, Rumors and Opinions Saturday 8-2-2025

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.

RV Excerpts from the Restored Republic via a GCR: Update as of Sat. 2 August 2025

Compiled Sat. 2 August 2025 12:01 am EST by Judy Byington

Judy Note: Deadlines come and go with the Global Currency Reset and people often get discouraged – but it’s only because we don’t know what’s really going on.

President Trump gave the banks until last Mon.28 July to be set up in the new system – and evidently they were in 210 countries.

Jennifer Fallaws said that we had new rates on the bank screens on Wednesday. Rates must be within an agreed upon range to post to public screens. If they are in range, they will post the rate changes.

Adam Stephens said, “The tariffs go into full effect at 12 midnight EST. 9pm PST on Fri. 1 Aug. Vietnam container ships have been awaiting the new tariffs and also the new currency of Vietnam in order to download on the dock.

Trump gave those countries until Fri. 1 Aug. to have their currencies revalued if they wanted to participate in trade.

If you think about it, we’re right on schedule.

Below is an update from a very valid source:

Fri. 1 Aug. 2025: CONTINUATION: THE FINAL SEVERING … on Telegram:

Meanwhile, behind the veil, the Global Currency Reset is (allegedly)  being finalized. – Gold-backed currencies have been mirrored into QFS nodes – Debt instruments nullified through sovereign treaties – Hidden wealth and stolen assets seized for redistribution – Redemption centers are secured and synchronized

The transition is not coming. It has already begun.

The Global Military Alliance is not a theory. It is active. They have reclaimed the codes. They have retaken the vaults. They are preparing the world for the post-fiat reality — a system of value, truth, and natural law.

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

Fri. 1 August 2025 The Quiet Reset Begins…(allegedly) Tucker Carlson

While the world scrolls, argues, and yawns through the noise of engineered headlines something massive is unfolding — in complete silence. The Revaluation (RV) of global currencies is not coming with fireworks. It will not be broadcasted by legacy media. There will be no banners, no alerts, no celebrity tweets. It will simply begin. Quietly. Precisely. Irreversibly.

Behind the distractions of global theater, the Quantum Financial System (QFS) is already breathing. It doesn’t wait for permission. It doesn’t announce itself. It verifies, records, and mirrors every movement of energy and value with a precision no man-made system could ever match.

This is not a “plan.” It is code already executed — waiting only for its moment of visible sync. And in that moment, every screen will show the same number. Every ledger will blink in unison. The old system is not collapsing. It is being bypassed.

And what of NESARA / GESARA? It will not arrive as a dramatic headline. It will emerge as a protocol, a shift, a subtle restoration of balance so undeniable — the world will feel it before it understands it. Debts dissolved. Taxes restructured. Sovereignty returned. Not promised. Not debated. Activated.

It won’t knock. It will override. There will be no press conference. Only stillness. And then movement.

Canada is already rumbling beneath the surface. Encrypted flows and mirrored accounts whisper the truth — “We’re already in it. You’re just not meant to see it yet.”

The question was never if. It was always how long can they hide it? So ask yourself: Why the silence? Why no warning? Why now?

Because this is not a show for everyone. It’s a frequency. It’s for the ones with ears to hear and eyes to see — those who never needed a stage to know the truth. Those who understood long ago that the end was never chaos — it was recalibration.

And the final phase won’t be a bang. It will be a pulse. When it happens, it will already be done. Not everything will be televised. Some revolutions happen between heartbeats.

Read full post here:  https://dinarchronicles.com/2025/08/02/restored-republic-via-a-gcr-update-as-of-august-2-2025/#respond

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

Mnt Goat  ...the CBI told us...they needed STABILITY and SECURITY to make this Project to Delete the Zeros work...to control the dinar and the dollars in Iraq to the official rate as dictated by the Central Bank not the illegal markets (black market) drive the rate...Article quote:  “But for now, the message from the market is clear: the dinar is no longer drifting – it’s being steered.”  ...they are telling us this is now accomplished and they have stability and control. 

Militia Man   [I'm 100% convinced] the Iraq dinar is undervalued.  Remember Iraq's currency at $3.22  20 years ago was based off oil.  It's not taking into consideration...$16 trillion worth of natural resources... phosphates, sulfur, gold, all those things...All that packs in on top of the real effective exchange rate.  [20 years ago] the real effective exchange rate was at [$3.22].  So it supports the fact they can support this even under the circumstances...

Frank26   I don't believe in the GCR.  I can't believe in it.  But something very similar to it, very equivalent to it is happening...President Trump is hammering the exchange rates around the world and molding them and reshaping them...He's reshaping the whole political structure of this plant Earth.  I've never seen anything like it before...And Iraq citizens know this.  They are prepared for this...

China Quietly Pushes Yuan Towards Gold Ft. London Paul - LFTV Ep 234

Kinesis Money:  8-1-2025

In this week’s Live from the Vault, Andrew Maguire welcomes Sirius Report’s London Paul to examine how BRICS nations are accelerating regional trade in local currencies, quietly anchoring the Chinese yuan to gold and driving global demand for physical gold and silver.

 As the US struggles to contain this monetary shift, both experts unpack a growing Eastern-led financial realignment that threatens Western currency dominance and signals the early stages of a gold-backed settlement system designed to rival the dollar’s global role.

Timestamps:

00:00 Start

01:08 Multipolar shift speeds up; gold-backed assets impact global economy

 09:06 BRICS expands cross-border trade, putting pressure on the dollar

16:10 China’s yuan strengthens its influence on global markets

23:11 Global sentiment shift towards yuan and ruble

30:17 Silver breakout signals physical market gaining control

37:51 Silver price rise driven by physical demand and weakening dollar

45:02 Growing influence of gold and silver challenges Western dominance

 51:12 U.S. stablecoin strategies highlight fears of losing monetary influence

https://www.youtube.com/watch?v=7jfeRj1OLR8

Tokenized Gold Could Out-yield Treasuries - ‘Genius Act’ Ushers New Dollar Era | Sergey Nazarov

Tokenized Gold Could Out-yield Treasuries - ‘Genius Act’ Ushers New Dollar Era | Sergey Nazarov

Kitco News:  7-31-2025

Sergey Nazarov, Co-Founder of Chainlink and one of the most influential voices in digital-asset infrastructure, joins Jeremy Szafron for a high-impact discussion on the GENIUS Act, stablecoins, tokenized Treasuries, and whether gold on-chain can out-yield government bonds.

 Nazarov says Washington’s new law is “the best trajectory the U.S. dollar has ever been on” and predicts the stable-coin market will jump from $200 billion to $2 trillion.

In this Kitco News interview, Nazarov explains why tokenized gold could generate yield, how Chainlink’s CCIP is already settling cross-border value between ANZ Bank and Fidelity International, and why retail CBDCs are off the table in America.

With Wall Street warming to stable-coins, sovereigns racing to adopt on-chain settlement, and gold buyers eyeing new yield mechanics, Nazarov lays out a roadmap that has hedge funds - and central banks - paying attention.

Key topics:

-$2 trillion stable-coin forecast -GENIUS Act and U.S. dollar dominance

-Tokenized gold: yield engine or store of value?

-Chainlink CCIP pilots with banks and funds

-Why the U.S. rejects a retail CBDC

 -Oracles, proof-of-reserves, and systemic risk

-Asia vs. America: who leads tokenized finance? Follow Jeremy Szafron on Act

02:41 Impact of Stablecoins on the Financial System

12:40 Geopolitical Implications and Global Competition

23:17 Future of Tokenized Assets and Gold

28:16 Concerns About State Overreach and Surveillance

37:38 Chainlink's Role in the Future of Digital Finance

 42:51 Conclusion

https://www.youtube.com/watch?v=vJ5UMY3dVME