Monetary Collapse: Gold Standard or Chaos? with John Rubino
Monetary Collapse: Gold Standard or Chaos? with John Rubino
WTFinance: 2-18-2026
On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino.
The conversation painted a stark picture of a financial system teetering on the edge of a massive structural shift.
From the unsustainability of the fiat currency system to the explosive risks in the AI stock market and the rising importance of tangible assets, Rubino offered a roadmap for investors navigating what could be a turbulent decade ahead.
Monetary Collapse: Gold Standard or Chaos? with John Rubino
WTFinance: 2-18-2026
On this episode of the WTFinance podcast I had the pleasure of welcoming back John Rubino.
The conversation painted a stark picture of a financial system teetering on the edge of a massive structural shift.
From the unsustainability of the fiat currency system to the explosive risks in the AI stock market and the rising importance of tangible assets, Rubino offered a roadmap for investors navigating what could be a turbulent decade ahead.
The conversation began with a look at the macroeconomic foundations that have supported the global economy for the last 50 years. Rubino points to the pivotal year of 1971, when the U.S. abandoned the gold standard, effectively transitioning the world into a pure fiat currency system.
According to Rubino, this shift allowed governments and central banks to print money without restraint, leading to an explosion of global debt that has become mathematically impossible to repay through traditional growth. He argues that this prolonged monetary policy has created a system that is inherently unstable.
The inevitable conclusion? A “monetary reset.”
Rubino suggests that the current system is unsustainable and will eventually break, likely forcing a return to a form of gold standard or a system backed by hard assets.
While this might sound like a return to stability, the transition would be chaotic. A reset would drastically devalue the U.S. dollar and government bonds—the bedrock of most retirement accounts—potentially leading to widespread financial disruption and political unrest.
One of the most timely aspects of the discussion was the analysis of the current stock market, specifically the explosive growth of Artificial Intelligence (AI) and technology stocks.
Rubino draws a direct parallel between the current AI boom and the dot-com bubble of the late 1990s and early 2000s. He acknowledges that AI is a transformative technology that will profoundly reshape the economy. However, he warns that the stock market’s reaction to this technology has detached from reality.
Many AI-related companies are currently trading at astronomical valuations that are not supported by their current earnings or realistic future cash flows. Rubino predicts that a substantial market correction or crash in this sector is probable. Because the AI sector has become a massive driver of the broader market, a crash here wouldn’t be isolated; it could pull down the entire stock market and trigger a deep recession.
So, where should investors look for safety in an environment of currency debasement and stock market overvaluation? Rubino is bullish on precious metals, particularly gold and silver.
He describes a potential “crack-up boom”—a scenario where fiat currencies rapidly lose purchasing power, driving capital out of paper assets and into tangible stores of value.
For miners, this environment spells strong earnings growth. As the price of gold and silver rises, the profit margins for mining companies expand exponentially, making them a leveraged play on the underlying metals.
As the conversation concluded, Rubino offered a crucial piece of advice for investors: focus on long-term fundamentals, not short-term volatility.
In a volatile market, it is easy to get shaken out by daily price swings. However, Rubino argues that the underlying value of commodities and precious metals is driven by structural supply and demand dynamics that won’t change overnight.
While weaker investors may panic and sell during dips, those who understand the inevitability of the monetary reset and the fragility of the fiat system are positioned to benefit as the current financial order undergoes a significant shift.
The WTFinance episode with John Rubino serves as a sobering reminder that the current financial system is built on shaky ground.
While the timing of a “monetary reset” is impossible to predict, the warning signs—excessive debt, overvalued stocks, and currency debasement—are flashing red.
0:00 - Introduction
1:18 - Overview of economy
3:23 - Tech bubble?
8:51 - Precious metals major driver?
11:31 - Preventing deficits?
16:37 - Potential collapse?
18:14 - Gold & Silver trend
22:57 - Silver volume
29:44 - One message to takeaway?
Ariel: The Silver Market Manipulation
Ariel: The Silver Market Manipulation
2-18-2026
The Line In The Sand Has Been Drawn
The Cabal knows darn well that once a credible floor price on silver is locked in whether through national security tariffs or forced physical delivery the entire house of paper cards collapses.
Trillions in unbacked derivatives evaporate overnight.
The fraudulent fractional-reserve shell game ends.
Ariel: The Silver Market Manipulation
2-18-2026
The Line In The Sand Has Been Drawn
The Cabal knows darn well that once a credible floor price on silver is locked in whether through national security tariffs or forced physical delivery the entire house of paper cards collapses.
Trillions in unbacked derivatives evaporate overnight.
The fraudulent fractional-reserve shell game ends.
And the Crypto Market Structure Bill (H.R. 3633 / S.3755 Digital Asset Market Clarity Act) is their next kill target because it opens the floodgates to asset-backed digital instruments that bypass their cartel entirely.
They delayed it to spring for one reason: buying time to engineer one last crash.
The undisputed kingpin. Their precious metals desk has been caught red-handed spoofing silver futures for over a decade.
$920 million DOJ fine in 2020, two traders (Michael Nowak and Gregg Smith) sent to federal prison in 2023 for exactly this. Yet in 2025 they hoarded 169 million ounces of physical silver while flooding COMEX with paper shorts classic two-faced warfare.
Dimon personally signs off on the strategy that keeps silver artificially capped so the derivatives book doesn’t explode.
HSBC (London Precious Metals Desk – 8 Canada Square):
Long-time co-conspirator. Multiple class-action settlements for silver price rigging alongside JPM. They dominate London Fix and COMEX clearing every major raid on silver price in 2025-2026 traces back to their algorithmic sell walls.
Citigroup, Goldman Sachs, Bank of America, UBS, Deutsche Bank:
The supporting cast. All named in ongoing Canadian and U.S. class actions for conspiracy to suppress.
They coordinate margin hikes on COMEX the instant retail starts piling in exactly what triggered the February 2026 flash crash after silver hit $83/oz in late 2025.
Source(s): https://x.com/Prolotario1/status/2023745006297600160
https://dinarchronicles.com/2026/02/18/ariel-prolotario1-the-silver-market-manipulation/
THE GOLD & SILVER MOVE THAT WILL SHOCK THE WORLD
THE GOLD & SILVER MOVE THAT WILL SHOCK THE WORLD
Gold Switzerland by Egon /vib Greyerz: 2-18-2026
We are now looking at nearly $3 quadrillion in total debt: a clear sign of the end of the monetary era.
In this discussion, Egon von Greyerz mentions why this debt can never realistically be repaid and what that means for bonds, currencies, and the financial system built on constant borrowing.
Egon also makes the case for holding physical gold, silver, and real assets outside the banking system as protection against the consequences of excessive leverage.
THE GOLD & SILVER MOVE THAT WILL SHOCK THE WORLD
Gold Switzerland by Egon /vib Greyerz: 2-18-2026
We are now looking at nearly $3 quadrillion in total debt: a clear sign of the end of the monetary era.
In this discussion, Egon von Greyerz mentions why this debt can never realistically be repaid and what that means for bonds, currencies, and the financial system built on constant borrowing.
Egon also makes the case for holding physical gold, silver, and real assets outside the banking system as protection against the consequences of excessive leverage.
Watch the full video if you want to know what to expect after the biggest debt bubble in history.
Gold vs. the Federal Reserve, is America about to Reinvent its Money?
Gold Telegraph: Gold vs. the Federal Reserve, is America about to Reinvent its Money?
2-16-2026
Gold Telegraph @GoldTelegraph
Gold vs. The Federal Reserve: Is America About to Reinvent Its Money?
“Gold and silver are the only true measure of value.” — James Madison
For years, I have focused on restoring the conversation around sound money, not as some blind belief, but as a discipline.
Gold Telegraph: Gold vs. the Federal Reserve, is America about to Reinvent its Money?
2-16-2026
Gold Telegraph @GoldTelegraph
Gold vs. The Federal Reserve: Is America About to Reinvent Its Money?
“Gold and silver are the only true measure of value.” — James Madison
For years, I have focused on restoring the conversation around sound money, not as some blind belief, but as a discipline.
Today, the United States faces record sovereign debt, a weakening dollar, widening wealth inequality, and deep political division. These conditions are not isolated. They are monetary symptoms.
It is no coincidence that, in this environment, gold has quietly reasserted itself. Central banks are accumulating it. Nations are repatriating it. Investors are rediscovering it.
Gold is not simply a “safe haven.” It is a measuring stick, one that has endured for thousands of years when paper systems have failed.
And now, as serious discussions around Federal Reserve reform begin to surface, a deeper question emerges:
Is America preparing to reconsider the foundation of its money?
Nearly two years ago, I raised a question that at the time seemed improbable:
Was the United States considering a gold-backed Treasury instrument?
Today, that question no longer feels speculative.
One of the world’s leading monetary thinkers and former economic advisor to the President of the United States Judy Shelton has continued to advance the idea of a 50-year gold-backed Treasury bond aimed at restoring discipline and credibility to the American financial system.
The signals surrounding a potential transition have not been subtle.
At the outset of the current presidential term, the sitting U.S. Treasury Secretary spoke openly of a coming “global economic reordering,” adding, “I’d like to be a part of it. I’ve studied this.”
Those words matter.
Because monetary systems do not change overnight, they evolve through deliberate signals, intellectual groundwork, and policy preparation.And the groundwork has been underway.
In fact, one can trace the modern political interest in gold directly to the sitting President of the United States.
Nearly a decade ago, President Trump said in an interview with GQ:
“Bringing back the gold standard would be very hard to do, but boy would it be wonderful. We’d have a standard on which to base our money.”
He also stated:
“We used to have a very, very solid country because it was based on a gold standard.”
Gold Telegraph: President-Elect Donald Trump in 2016: “We used to have a very, very solid country because it was based on a gold standard.” He added that America no longer has the gold.
Watch on X: https://twitter.com/i/status/1863321274463961552
At another point, he suggested that America may no longer have the gold and that this, in itself, is the problem.
Gold Telegraph: The last audit of the gold in Fort Knox was in 1953. Eisenhower was president. Elvis Presley hadn’t even released a record. Is this still happening? @elonmusk
Then in 2025, something even more telling happened.
For months, both the President and Elon Musk publicly and repeatedly referenced a visit to Fort Knox.
The President stated: “We’re going to Fort Knox. I’m going to go with Elon. We want to see if the gold is still there.”
Gold Telegraph: The President of the United States: “We're going to Fort Knox. I'm going to go with Elon. We want to see if the gold is still there." The conversation across America on gold is alive. Talk about a plot twist.
Watch on X: https://twitter.com/i/status/1893536526425862435
Adding: “I don’t want to open it and the cupboards are bare. It could happen.”
Watch on X: https://twitter.com/i/status/1893035882501837106
To date, no formal audit or public verification of America’s gold reserves has been conducted under this administration.
But these remarks are not random.
The tension between gold and fiat currency has followed American presidents for decades even if the mainstream has often dismissed serious monetary debate as fringe thinking.
In January 1986, President Ronald Reagan walked into a meeting of his economic advisory board frustrated by inflation.
“I used to pay $50 for a suit,” he said. “Now $50 will hardly get it cleaned.”
Reagan pointed directly at fiat currency money not backed by gold or any tangible anchor, but created at will.
He questioned whether “mere human beings” should decide how much money enters circulation. In his view, inflation was not mysterious. It was structural. The remedy, as he saw it, was a return to monetary discipline to a time when money was tied to gold and could not be expanded by political discretion.
What is often overlooked is that during Reagan’s presidency, the United States returned to issuing a silver dollar, the American Silver Eagle not for commerce, but for savers, first issued in 1986.
While technically a bullion coin rather than circulating currency, it marked a symbolic return of precious metal coinage backed by the U.S. government.
It was not a restoration of the gold standard.
But it was not nothing.
Reagan left office in 1989. The modern monetary experiment continued.
Yet even in the height of the fiat era, the symbolic reappearance of government-issued silver suggested that the debate over sound money had never fully disappeared.
And if the United States were ever to reconnect its financial system directly to gold, something not seen since 1971, confidence in its physical reserves will be incredibly important.
This is not a new conversation.
It is a recurring one.
Which brings us back to the proposal advanced by Judy Shelton:
A 50-year gold-linked Treasury instrument, issued July 4, 2026, running through 2076 would offer a symbolic and structural bridge between the American founding and its monetary future.
Gold Telegraph: As reported by Bloomberg: Judy Shelton met privately with Treasury Secretary Scott Bessent to discuss Federal Reserve reform. Read that again. @judyshel
Judy Shelton is one of the most original monetary thinkers of our time... unapologetically focused on restoring discipline, credibility, and integrity to the American financial system. When serious minds start talking about reforming the Federal Reserve, watch closely. The United States Treasury Secretary has also hinted at full reform. In our conversation, she laid out a bold proposal: A U.S. Treasury GOLD-convertible bond: Issued July 4th, 2026 Maturing July 4th, 2076 A 50-year signal to the world that America is willing to anchor its debt to something real. Think about what that would mean for demand for U.S. debt.
Watch on X: https://x.com/i/status/2023133931957305650
The proposal may sound ambitious. It is not.
The United States cannot afford to wait while rival nations move to redefine the monetary order.
In October 2025, Judy Shelton published a Wall Street Journal op-ed titled How American Gold Can Shore Up the Dollar.
In it, she outlined a practical proposal: a U.S. Treasury security that would offer gold convertibility at maturity.
The idea is simple but powerful.
If investors knew that, decades from now, their Treasury bond could be redeemed in gold rather than depreciated dollars, it would send a message to markets, to allies, and to adversaries that the United States is serious about protecting the integrity of its currency.
This is not theoretical. It is geopolitical.
Xi Jinping has made it clear that China intends to elevate the renminbi onto the global reserve stage. Just last month, he publicly called for the Chinese currency to strengthen its international role his clearest statement yet on that objective.
Beijing has spent years building the infrastructure to support that ambition: expanding trade settlement agreements, developing alternative payment systems, and steadily accumulating gold.
The world is moving.
The real question is whether the United States moves first or reacts later.
Shelton’s proposal suggests the United States still has the ability to lead.
At the same time, the world has watched China steadily reduce its U.S. Treasury holdings now at their lowest level since 2008.
This is not accidental.
Chinese regulators have reportedly advised financial institutions to curb their exposure to U.S. government debt, citing concentration risks. Banks have been encouraged to limit new purchases of Treasuries, and those with elevated positions have been instructed to gradually reduce them.
Less dependence on U.S. paper. Greater emphasis elsewhere and most notably on gold.
There is still a larger question hovering over all of this:
How much gold does China truly own?
China’s central bank extended its official gold-buying streak to 15 consecutive months in January. Bullion held by the People’s Bank of China rose by another 40,000 troy ounces last month alone.
But the official numbers may only tell part of the story.
Even the mainstream financial press has begun to acknowledge what many have long suspected: China’s true gold accumulation may be far greater than publicly disclosed. The country is already the world’s largest producer and consumer of gold. The scale of its domestic supply chain provides structural opacity.
In late 2025, the Financial Times reported that China’s unreported gold purchases could be more than ten times its official figures as it quietly diversifies away from the U.S. dollar.
Unlike oil, which can be tracked via shipping data and satellite imagery, gold is far more difficult to trace once it enters vaults. There is no transparent ledger. No global tracking mechanism. Once refined and stored, it disappears into sovereign balance sheets.
And this direction is not new.
In the aftermath of the 2008 financial crisis, former People’s Bank of China Governor Zhou Xiaochuan published an essay titled Reform the International Monetary System.
His argument was direct: a dollar-centric system was structurally unstable. The world, he wrote, needed a reserve asset divorced from the political discretion of any single country.
That was 2009.
The actions since then speak louder than the essay.
Judy Shelton told me in late 2025 that it is reasonable to assume China is not fully transparent about its gold reserves. Historically, major powers have treated gold as a strategic state secret, the Soviet Union did exactly that and there is little reason to believe China would operate differently.
Through the Shanghai Gold Exchange and related yuan-linked pricing mechanisms, China has steadily built infrastructure that connects its currency more closely to physical gold markets.
Even Western policymakers including a former UK chancellor have publicly suggested that China could one day propose a new international monetary framework with gold playing a central role.
China has been accumulating gold quietly for years.
We do not know the full extent.
But there is a growing body of evidence suggesting it may be positioning itself for a larger role in the next phase of the monetary order.
Gold Telegraph: CHINA’S GOLD STRATEGY: THE QUIET ACCUMULATION Dr. Judy Shelton told me something striking. China, the world’s largest producer and consumer of gold, is almost certainly not being transparent about how much it really holds. Through the Shanghai Gold Exchange, Beijing has quietly built the infrastructure to merge gold and the yuan — setting the stage for settlement through digital instruments or stablecoins. She warned that China may soon propose a new international monetary system anchored to gold — a move that could redefine global finance. Her message was clear: “We still have the world’s largest gold reserves. Let’s use that to our advantage before China does.” The United States has a big opportunity to lead with gold... @judyshel
Watch with X: https://x.com/i/status/1977814268587454783
And China is not acting in isolation.
Over the past decade, countries including Germany, Poland, Hungary, Serbia, the Netherlands, Turkey and India and the list goes on have repatriated gold back to domestic soil or aggressively expanded their reserves.
Central banks globally are buying gold at the fastest pace in modern history.
That is not coincidence.
It is coordination through self-interest.
Gold repatriation is not about optics. It is about sovereignty. When nations bring their bullion home, they are reducing counterparty risk and preparing for a world where trust in paper promises may be tested.
The United States reportedly still holds the largest official gold reserve on the planet more than 8,000 metric tonnes.
That is a strategic advantage.
But advantage only matters if it is reinforced.
As debt climbs past historic thresholds and geopolitical realignment accelerates, the credibility of the dollar cannot rest solely on tradition. It must rest on structure.
The world is quietly rebuilding monetary defences.
Gold accumulation. Reserve diversification. Payment systems outside Western rails.
This is not theory. It is happening.
If the United States chooses to reconnect its financial system, even partially, to gold through a long-dated Treasury instrument, it would not signal weakness.
It would signal strength.
Recent reporting from Bloomberg noted that Judy Shelton has been in open dialogue with the current Treasury Secretary regarding monetary reform. That alone suggests the conversation is no longer confined to academic circles. It is entering policy space.
And that matters.
Because the real risk is not reform.
The real risk is assuming the existing order will endure unchanged while others prepare for what comes next.
Monetary history does not reward hesitation. It rewards those who anchor first. That moment is here.
Gold is not at the edge of this transition. It is at the center of it.
The only question now is whether the United States leads the next monetary chapter or is forced to adapt to one written by others.
Source(s): https://x.com/GoldTelegraph_/status/2023553212306030964
Gold and Silver Price Plunge as US Financial Crisis Signals Flash Red
Gold and Silver Price Plunge as US Financial Crisis Signals Flash Red
Lockridge Okoth Thu, February 12, 2026
Gold and silver tumbled sharply on Thursday, rattling markets already on edge amid surging US financial stress.
Spot gold dropped by more than 3% while silver plunged by more than 10%, reversing a portion of their recent rally.
Bad News for Gold and Silver Amid Record US Debt and Rising Bankruptcies
As of this writing, gold was trading for $4,956, down 3.97% while silver exchanged hands for $76.74 after losing 10.65% in the last 24 hours.
Gold and Silver Price Plunge as US Financial Crisis Signals Flash Red
Lockridge Okoth Thu, February 12, 2026
Gold and silver tumbled sharply on Thursday, rattling markets already on edge amid surging US financial stress.
Spot gold dropped by more than 3% while silver plunged by more than 10%, reversing a portion of their recent rally.
Bad News for Gold and Silver Amid Record US Debt and Rising Bankruptcies
As of this writing, gold was trading for $4,956, down 3.97% while silver exchanged hands for $76.74 after losing 10.65% in the last 24 hours.
The sudden sell-off has prompted analysts and investors to question whether a broader repricing of hard assets is unfolding.
The metals’ retreat comes amid intensifying economic stress. Over the past three weeks, 18 US companies with liabilities exceeding $50 million have filed for bankruptcy.
Notably, this is the fastest pace since the pandemic and approaches levels last seen during the 2009 financial crisis.
Meanwhile, the New York Fed said in a press release that household debt has reached a record $18.8 trillion, with mortgages, auto loans, credit card balances, and student loan balances all at historic highs.
Serious credit card delinquencies climbed to 12.7% in Q4 2025, the highest since 2011, with younger households under particular strain.
Such conditions typically emerge late in the economic cycle, often preceding policy interventions like rate cuts or liquidity injections.
Bitcoin has also remained under pressure, falling to the $65,000 range as the pioneer crypto lags both equities and traditional safe-haven assets over the past few months.
While digital assets often present as a hedge against macroeconomic uncertainty, recent trends suggest they are not yet playing that role effectively in this cycle.
Analysts Split on Metals Sell-Off as Fed Watchers Eye Rate Cuts and Asset Repricing
Analysts are at a crossroads, offering differing interpretations of the metals’ pullback. Some argue it reflects short-term volatility within a broader trend of hard-asset repricing.
To Continue and Read More: https://finance.yahoo.com/news/gold-silver-price-plunge-us-183512253.html
Physical Metals Enter the State Economy: Texas Unveils Official Bullion Program
Physical Metals Enter the State Economy: Texas Unveils Official Bullion Program
Kitco News: 2-11-2026
In this Kitco News exclusive, Jeremy Szafron sits down with Josh Phair, CEO of Scottsdale Mint, live from the Texas State Capitol to break down a historic shift in state level finance.
Texas has officially launched its own state branded gold and silver bullion program, integrating physical metal directly into the state economy through a first of its kind dot gov storefront.
Physical Metals Enter the State Economy: Texas Unveils Official Bullion Program
Kitco News: 2-11-2026
In this Kitco News exclusive, Jeremy Szafron sits down with Josh Phair, CEO of Scottsdale Mint, live from the Texas State Capitol to break down a historic shift in state level finance.
Texas has officially launched its own state branded gold and silver bullion program, integrating physical metal directly into the state economy through a first of its kind dot gov storefront.
Phair explains the mechanics of the new program, including the issuance of official Texas gold bills and commemorative coins tied directly to the Texas Bullion Depository.
With gold pushing 5,100 dollars and silver at 83 dollars, this move marks a transition from passive storage to active state distribution.
The interview also covers the impact of Basel Three regulations, which now classify physical gold as a 100 percent risk free asset, and how other states like Wyoming are positioning themselves in this new sovereign metals race.
Interview Recorded: February 11, 2026
Timestamps:
00:00 Introduction and Breaking News
00:57 Interview with Josh Fair: Insights from the Capitol
01:28 Historical Context and Legislative Background
02:56 Distribution and Sales Mechanics
05:28 Comparing State Initiatives: Wyoming vs. Texas
06:48 The Broader Impact on Precious Metals Market
11:32 State-Level Gold and Silver Strategies
14:14 Future of Precious Metals in State Economies
21:02 Market Dynamics and Future Predictions
29:15 Conclusion and Final Thoughts
Gold to Become the New Monetary Standard
Gold to Become the New Monetary Standard
VRIC Media: 2-10-2026
The United States is facing an unprecedented economic and manufacturing crisis, with far-reaching consequences for the nation’s future.
A recent video analysis by VRIC Media sheds light on the intricate web of factors contributing to this crisis, including the roles of gold, debt, and monetary policy.
Gold to Become the New Monetary Standard
VRIC Media: 2-10-2026
The United States is facing an unprecedented economic and manufacturing crisis, with far-reaching consequences for the nation’s future.
A recent video analysis by VRIC Media sheds light on the intricate web of factors contributing to this crisis, including the roles of gold, debt, and monetary policy.
The discussion is both alarming and enlightening, offering a glimpse into the potential trajectory of America’s economic landscape.
At the heart of the issue lies Triffin’s Dilemma, a concept that highlights the inherent contradictions of the U.S. dollar’s status as the global reserve currency. This has led to trade imbalances and the outsourcing of manufacturing to countries with cheaper labor costs, ultimately eroding America’s industrial base.
The rapid advancement of artificial intelligence (AI) further exacerbates the problem, threatening to eliminate millions of jobs and widening economic inequality in a K-shaped recovery.
Despite being overlooked or dismissed by many, gold is playing a pivotal role in the unfolding economic strategy.
A significant surge in gold imports into the U.S. signals a substantial shift among central banks and sophisticated traders, who are accumulating physical gold in anticipation of dollar devaluation.
This movement, largely invisible to main stream media and retail investors, underscores the growing recognition of gold’s importance as a safe-haven asset.
The video analysis proposes a two-part plan to restore American manufacturing and economic stability.
The first component is the Genius Act, which aims to revolutionize money movement in the U.S. by mandating stablecoins backed by short-term U.S. Treasuries for instant payments. This will create synthetic demand for Treasury bills, suppressing interest rates and funneling the earned interest to stablecoin issuers, who are expected to reinvest heavily in gold.
As a result, the price of gold is likely to rise, further devaluing the dollar.
The second element involves pegging long-term U.S. government bonds to gold, effectively linking the dollar’s value to the rising price of gold.
According to Judy Shelton, a key economic advisor and former Fed nominee, this peg is expected to debut on July 4, 2026, the nation’s 250th anniversary. The introduction of zero-coupon, gold-backed bonds will enable the U.S. to borrow at ultra-low or zero interest rates, funding the return of manufacturing to American soil.
As the dollar’s value declines, American goods will become competitively priced globally, fostering economic recovery.
The speaker warns that failure to adopt this plan will lead to economic collapse, emphasizing that saving in dollars now will result in financial ruin.
The rising gold price and falling dollar value are inevitable, and only a contrarian understanding of these forces can protect wealth in the coming years.
The video concludes with a call to recognize the “golden dots” connecting America’s economic future, urging viewers to understand the critical role gold and innovative monetary policy will play in restoring prosperity.
The United States is at a crossroads, facing a complex economic crisis that requires a comprehensive solution. The proposed plan, centered on gold and monetary policy reform, offers a potential path forward.
As the situation continues to unfold, it is essential to stay informed and adapt to the changing landscape. For those seeking to protect their wealth and navigate the uncertain economic future, understanding the critical role of gold and innovative monetary policy is crucial.
To gain a deeper understanding of the issues discussed in this blog post, watch the full video analysis by VRIC Media. The video provides a detailed examination of the United States’ economic crisis and the proposed plan to restore prosperity.
By staying informed and recognizing the “golden dots” connecting America’s economic future, viewers can position themselves for success in the years to come.
News, Rumors and Opinions Wednesday 2-11-2026
Dinar Recaps Note:
It has always been our policy to never post political or controversial topics. We were told that our server and posting host would/could cancel us if we did. So, we only share RV or financial related information.
Our goal is be around for the final RV and share what exchange information for our readers that we are allowed. If we are canceled…..we would not be here to do this.
So if any intel providers are political or controversial – we will not post their information for our own protection. Thanks for understanding. Sincerely Dinar Recaps
Dinar Recaps Note:
It has always been our policy to never post political or controversial topics. We were told that our server and posting host would/could cancel us if we did. So, we only share RV or financial related information.
Our goal is be around for the final RV and share what exchange information for our readers that we are allowed. If we are canceled…..we would not be here to do this.
So if any intel providers are political or controversial – we will not post their information for our own protection. Thanks for understanding. Sincerely Dinar Recaps
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 Wed. 11 Feb. 2026
Compiled Wed. 11 Feb. 2026 12:01 am EST by Judy Byington
Tues. 10 Feb. 2026 ENDING INCOME TAX …Charlie Ward and Friends on Telegram https://t.me/CharlieWardFriends
People don’t get how big it is when Trump talks about getting rid of income tax. If you want America to be free and independent, getting rid of the income tax is one of the most important things you can do.
We are slaves to debt. The FED is not part of the government. It’s a world bank that is owned by one person. The US government does not own or control it. Congress gave the FED control of the US monetary system in 1913 and passed the 16th Amendment. We The People are the security. They can take your house, car, and freedom. If you don’t pay, they will send you to federal prison and take all your things. The government doesn’t make you pay income tax; the World Bank (FED) does.
If Trump gets rid of income tax, it will break the chains and make it possible to get rid of the IRS and the FED.
The end of the gold standard was the biggest con job in history. Instead of being backed by gold, the dollar became credit-based. The FED only needed paper, ink, and printers. They make money and lend it to us with interest. Think about going to buy a gold bar and getting a brick of fools gold instead. Then they break off a piece of chuck to pay for the work that goes into making it look like a real gold bar.
Before you say nothing is happening, think about the whole picture. You don’t have to agree with everything Trump does or says, but he is changing the rules. It’s just the first year. We can’t give the guy four years and then go crazy in the first year. I’m tired like everyone else (if not more), but we have to do this. There’s no way to avoid it.
~~~~~~~~~~~~~~
Global Currency Reset:
Tues. 10 Feb. 2026 Bruce, The Big Call The Big Call Universe (ibize.com) 667-770-1866, pin123456#, 667-770-1865:
Some of Bruce’s sources are (allegedly) connected directly to President Trump, others were (allegedly) in Space Force and other parts of his administration. Sometimes these sources differ in what they say.
Tier3 Bond Holders are to receive notification that they need to sign and send back to their paymaster and then funds will be in their account and available Wed-Thurs.-Fri.
One source said Tier4b would get notified 48-78 hours from today (Thurs.-Fri). We also have the premise from another source that we will have to wait a little bit longer.
Trump and the Military (allegedly) have the final say on when Tier4b goes. We were to go last Thurs. but the Military (allegedly) paused that because of things they were doing.
Read full post here: https://dinarchronicles.com/2026/02/11/restored-republic-via-a-gcr-update-as-of-february-11-2026/
Courtesy of Dinar Guru: https://www.dinarguru.com/
Militia Man Execution is happening. They're not doing it with a big hoorah or fanfare...quiet momentum. There's no hype...Work advances steadily without speculation. They're going to not tell you exactly how it is and pump it like this is the greatest thing in the world, but they do tell you what they're doing. They try to keep it calm, cool and collected.
Frank26 President Trump conference paraphrase "Countries abuse the American dollar. That's not good for American citizens. Countries use the American dollar instead of their own currency to buy, sell and trade with. That's not good for the American dollar or for the American citizens..." He points out you got these Asian counties, China...Japan, they don't play fair. Same thing with Iraq. They don't play fair. They keep a low rate for their currency and they devastate everybody, themselves too. Makes no sense... Trump wants counties to play fair with their currency against ours and basically stop using ours...Iraq, you're not playing fair.
Jeff Article: "Acknowledging the financial crisis...MP: Changing the dollar exchange rate is within the purview of the next government" They're saying the next government is the one that's going to have the powers to control changing of the dollar exchange rate...What did I tell you? We're waiting on the completion of the next government to change the rate. Bam. Right here, confirmed in print...They're the ones that introduce the rate change within the country of Iraq...I love it when my work is confirmed.
************
Silver Keeps Leaving Comex, As U.S. Secretary Of State Confirms Countries Are Leaving Dollar
Arcadia Economics: 2-10-2026
We finally have a day where the gold and silver prices aren't moving around that much, although the actual physical silver in the global inventories is moving plenty.
Meanwhile, even the US Secretary of State just confirmed that countries are leaving the dollar, and how they're just getting started.
As Silver Prices Plunge, This CIO Warns That Precious Metals Are Nothing More Than Meme Stocks
As Silver Prices Plunge, This CIO Warns That Precious Metals Are Nothing More Than Meme Stocks
Patrick Sanders Tue, February 10, 2026
Precious metals have long been seen as a safe haven during any market uncertainty. And as the stock market flashes the occasional warning sign of stress, these commodities have been big winners over the last year. Gold prices are up 77% over the last 12 months, and the price of silver has done even better, rising 153%.
As Silver Prices Plunge, This CIO Warns That Precious Metals Are Nothing More Than Meme Stocks
Patrick Sanders Tue, February 10, 2026
Precious metals have long been seen as a safe haven during any market uncertainty. And as the stock market flashes the occasional warning sign of stress, these commodities have been big winners over the last year. Gold prices are up 77% over the last 12 months, and the price of silver has done even better, rising 153%.
But it’s also noteworthy that both gold and silver stumbled lately. Gold dropped nearly 13% from its late January high before making a mild recovery; silver tumbled 31% from its high of $114 and is now drifting at $80.
That’s why a warning from Hank Smith, the CIO of Haverford Trust, is getting attention these days. He warns that investors should be cautious about putting money into gold, silver, or any commodity. He says the run higher in 2025 and early this year is more fueled by momentum instead of substance, and investors should instead consider stocks that offer yield, such as dividend stocks.
"Those (commodities) are speculations. They're not investments," he told Business Insider. “Because physical commodities do not have earnings, they don't have an income statement, a balance sheet, they don't pay dividends or interest—you’re buying that with the expectation that someone's going to come along and buy at a higher price. That's the only way you're going to make money.”
Smith has a point—investors should never, ever consider putting all their investments into a single class such as commodities. And while I believe that gold, silver, and even cryptocurrency have a place in a well-diversified portfolio, I agree that investors should have the bulk of their investments in the stock market, looking for yield.
Here are two ways to capitalize on that strategy through exchange-traded funds. Each has a different strategy but is geared toward providing yield through proven strategies.
To Continue and Read More: https://www.yahoo.com/finance/news/silver-prices-plunge-cio-warns-162551697.html
Gold & Silver Takedown Was No Accident (What Comes Next Is Bigger
Gold & Silver Takedown Was No Accident (What Comes Next Is Bigger
Taylor Kenny: 2-7-2026
After hitting record highs, both gold and silver just got violently crushed. The mainstream media blames "profit-taking," a Fed nomination, or just "normal volatility."
The truth is far more dangerous: what we just witnessed was a cascade of forced liquidations, margin calls, and blatant financial manipulation—all triggered by a deeper liquidity and credit crisis that's still unfolding.
Gold & Silver Takedown Was No Accident (What Comes Next Is Bigger
Taylor Kenny: 2-7-2026
After hitting record highs, both gold and silver just got violently crushed. The mainstream media blames "profit-taking," a Fed nomination, or just "normal volatility."
The truth is far more dangerous: what we just witnessed was a cascade of forced liquidations, margin calls, and blatant financial manipulation—all triggered by a deeper liquidity and credit crisis that's still unfolding.
CHAPTERS:
00:00 – Gold & Silver Collapse: What Just Happened?
00:57 – Forced Liquidations & Margin Calls Explained
03:10 – CME’s Role: Raising Margin Requirements
04:41 – Bank Manipulation: Coordinated Market Rigging?
06:05 – Physical Crisis & Paper Market Distortion
07:02 – The Brewing Private Credit Crisis
09:28 – BlackRock & the Derivatives Domino Effect
11:19 – Liquidity Crisis: A Ticking Time Bomb
12:10 – Why Physical Gold & Silver Still Win
14:05 – Get Your Strategy in Place
Massive Fed’s Gold Revaluation! If You Own Gold or Silver, Watch Now! Mario Innecco & Clive Thompson
Massive Fed’s Gold Revaluation! If You Own Gold or Silver, Watch Now! Mario Innecco & Clive Thompson
Money Sense: 2-7-2026
A massive speculative bet has emerged in the precious metals market, targeting a gold price of $15,000 by November 3rd.
While hitting this strike price seems extreme, the strategy likely focuses on "gamma" exposure—profiting from a sharp, sudden move higher, such as a jump from $5,000 to $6,500 in a matter of weeks.
If such a spike occurs, the value of these deep out-of-the-money options could double rapidly, allowing traders to exit with massive gains well before the maturity date. This suggests an anticipation of a drastic market event rather than a slow grind higher.
Massive Fed’s Gold Revaluation! If You Own Gold or Silver, Watch Now! Mario Innecco & Clive Thompson
Money Sense: 2-7-2026
A massive speculative bet has emerged in the precious metals market, targeting a gold price of $15,000 by November 3rd.
While hitting this strike price seems extreme, the strategy likely focuses on "gamma" exposure—profiting from a sharp, sudden move higher, such as a jump from $5,000 to $6,500 in a matter of weeks.
If such a spike occurs, the value of these deep out-of-the-money options could double rapidly, allowing traders to exit with massive gains well before the maturity date. This suggests an anticipation of a drastic market event rather than a slow grind higher.
However, this is a high-risk "all-or-nothing" play; if gold consolidates or moves slowly, these contracts will expire worthless.
Mario Innecco, financial analyst and host of Maneco64, and Clive Thompson, a seasoned wealth manager, debate whether this trade signals an imminent currency revaluation event or merely a gamble on extreme volatility.
They analyze the potential for a systemic shock that could validate such aggressive positioning before the year ends.
A massive speculative anomaly has emerged in the COMEX gold options market, with traders pouring millions into deep out-of-the-money calls for December 2026. Open interest data shows over 8,300 contracts at the $15,000 strike and nearly 7,800 contracts at the $20,000 strike, representing a combined bet of approximately $23 million.
This aggressive positioning indicates that a large entity anticipates a catastrophic repricing or "revaluation" event that drives prices vertically over a short timeframe.
The mechanics of this trade rely on "gamma" exposure rather than the expectation that gold will actually hit $15,000 by November.
By holding these cheap contracts, the investor stands to profit immensely if volatility spikes and gold moves sharply to $6,500 or $7,000. Such a surge would cause the option premiums to double or triple, allowing a profitable exit well before expiration.
However, this high-stakes strategy requires immediate and violent momentum; otherwise, these contracts will likely expire worthless.