From Fiat Settlement to Gold Settlement?

Internationally? Happening right now? 

Yup.

What role will crypto play in all of this?

Consider the following comment below first, to understand "the BIG Headfake"  going on, 

If you are an Investor in Crypto

Analyze the comment made recently on  this  Zerohedge post "War brewing"  post, the latter  reporting  and providing editorial on today's the Jeff Bezos' Washington Post post about Israel threatening Iran with War and that Nukes  could be imminent..,

"Reporting on what WaPo dishes out degrades this 'Real News' Outlet.  That said, keeping your friends close and you enemies closer, I get it.  WaPo is a major outlet for the BN avatar supposedly running IL, who is predictably 'saber rattling' for his masters, the guys that set up the place, but to what end?  How about Asset acquisition and control, which means Iranian regime change and then wiring the replacements into their  legacy banking network of funny money , rinse and repeat (just like Libya, Afghanistan and Iraq)?

Fact. Iran has already signed up to BRICS and supplies oil in the surrounding area w/o the US $ used for settlement (gold is ultimately used) and is now, 20 years later armed up w/ serious next gen  'non nuke' RU stuff which we have seen in action in the UKR. Think Orishnik (Hypersonic Missiles)? yup.

The removal of US personnel in the regions surrounding Iran is a "head fake' threat.

Iran isn't buying it, because RU is in behind them. Again, Orishniks anyone? Checkmate.

Meaning that old play by the 'old money guard' of FIAT FOR  ALL (to steal your wealth via money printing to erode buying power) via BIS/Swift, well that has set sail, never to return in that form.  Checkmate?  Likely.

Outcome? IL will likely get stripped down, re-ordered and transformed/repurposed into something else (just a resort place with small tech company concerns?)  when this is all said and done, just like what is happening in the UKR in real time (1/2 will be left operating as neutral, self governing protectrate of RU), as gold returns front and center to be the settlement mechanism in a distributed 'multi-country' vault fashion. The making IL greater project is over.

That means the US handouts to IL get wound down to subsistence levels for reasons of US self preservation  reasons during it's retooling of trade settlement . US will be (and is already using) gold to settle trade imbalances with CN to keep the US imports flowing to  really avoid total civil unrest and get ready for the mid terms. Is it the case right now that no US fiat  is accepted by CN? Likely.

Is that US/CN trade Deal already done? likely, cuz the cargo ships, a flood of them filled with stuff from CN are heading our way right now. Just check out the ship in transit reporting and tracking. Ships in transit to the USA  are way up."

One person's opinion does not have it figured out completely, however there is some substance to the Zerohedge reader's comment, describing what is really "the Big Head Fake" of the established banking cartel. (Trying to get Iran to strike first?)

So where  and how do the different parts of the Cryptosphere fit moving forward  in either scenario of a Hot or Cold War 2.0 outcome?

How does the current BIG HEAD FAKE impact the  'survive/muddle/thrive' outcome meter look for the bigger and also lesser known projects?

Here is my  set of predictions to 2027, Thrive, Muddle, Survive ( Zombies and Fatalities I will cover in another post..)

These predictions  are largely based on utility of the projects listed categorically below and, influenced mightily by the WHALE backers piloting each project, most in the Top 20 Market Cap space, with a few exceptions added:

BTC  - Thrive, really so many different BIG WHALES with different interests using it who have only 'slivers' of mining control ( good thing)

            means it will be the biggest SPONGE of US Dollar Coin absorption as FIAT takes flight to be converted into something stable
            Actual price by  say July 2027 ?   on either side of  US $200K likely imo, give or take +-25% price volatility on the way there.

            BTC's role is really as a FIAT in/out Lung or Sponge, where positions are easily audited, for big Transactions

          The bad part, like all cryptos these days is the price is manipulated in real time by AI driven Trading Front Ends.

          For small investors at their desktops or on their smartphones , think long term, day trading is a disaster, given the swings

          This goes for all cryptos these days in the Top 500 Market Cap space imo, the current Whale playground extent.

ETH -  Muddle/Thrive - The ERC-20 protocol used to settle transactions is really keeping ETH and other projects making use of ERC-20 afloat,

            The BTC dominance meter imo will actually see BTC lose just a little bit of share, as the Cryptopshere absorbs all the Flight Fiat

             That means the big ERC-20 friendly projects, led largely by SOL, will also THRIVE and grow nicely medium term, while ETH will lose share.

              Meaning the BTC Dominance % listing on CoinMarketCap and Coingecko is not really all that helpful.

              Maybe add an ERC-20  Market Cap share Percentage? Duh.

               Don't expect ETH's price to outperform BTC this time around to July 2027, the other ERC 20 players led by Solana will do that.

SILO  -  This is not a coin or token but a category term I use to describe Unicorn plays, the biggest three being imo: 

             DOGE - Thrive- This is the most easily accessed way for Sheep n WHALES to dump and retrieve value as needed  via USDC.

             CARDANO - Thrive- This is the most easily accessed way for USA WHALES to dump and retrieve value as needed via USDC.

             TRON-   Thrive- This is the most easily accessed way for Asia/Pacific WHALES to dump and retrieve value as needed via ???

              The other Top 100 will in their own differentiated way, oscillate between Thrive and Muddle- Think CHAINLINK via USDC.

               Will they keep up to BTC?  Only if the Whales trading them let it happen.

STABLE-  This gets trickier, as regulation both in the US and Elsewhere will pick sides... that said outcome is likely as follows

               USA - Thrive via Tether, XRP(Ripple) and USDC (add in Five Eyes  Countries UK, CDN, OZ and NZ) , IL -Muddle/survive
                EU  -  Muddle via whoever impacting F, D and the rest of them
                SA-    Muddle/Thrive BRICS and what ever USA uses, and in MX which will Tap Silver (they have a lot of it)

                 Asia/Pac-  Thrive BRICS and Gold, add in Japan as they de-couple from the USA. 

                 RU- Thrive  (and their protectorates and new 'EU flight' partners H, A and PL), Ruble Internationally settled is Gold Backed

INTL          BRICS - Thrive  Between Country settlement

                  Expect  BRICS Multi-Country Vaults to be set up to push Gold between the Vaults for  maybe 40% of all Settlements by 2027

                  Its already happening and BRICs core and affiliate sign up countries either have vaults in place and are building them fast
                  to facilitate International Settlements of big items we need, OIL, Natural Gas and the like...

                  USA and Five Eyes Partners- Muddle/Survive Short Term, Muddle Mid Term

                  Measured as GDP growth, USA will rebound sort of in different sectors? likely. The rest Not so much

                  The Biggest Loser Post Child Country is Canada with GDP growth in total the last 10 years only 4.9% TOTAL!

US $          Hmm, The World Reserve Currency gets 'Regionalized' imo. It well be 're-backed' with Gold, STABLE, BTC and ETH 

                  Will Moody's upgrade their US Corp rating? Maybe with a US reboot to Republic and a transparent re-valuation of the US buck

                                  as the US$ will be a Sponge for all the US WHALE FIAT flowing in from US STABLE coins to the tune of 60%

                                 IF the current 47th led Regime hesitates to do the above, expect the US $ to soar as they print more money

                                 and  inflation/prices of everything soar, and then watch your buying power wither really fast, everywhere.

                                That  possible US hesitation to boot to a Republic, close the US Corp and re-back the US $ as above

                                will be what REALLY causes the real unrest worldwide.

                  That US rating is having the Doppler affect of downgrading most all other currencies, so expect big revaluation of assets

                   which are non-physical asset backed  and they will need to re-value their local currencies, ie to take a haircut?

                    Yup, that means House Prices Collapse, Bond Values Shrink and Yields Rise to keep them relevant, and the obvious

                    Stocks backed by years of stock buyback programs without enough Main Street Sale/Revenue to back them will

                    experience re-valuations of -30% and as much as 60% as they get reset to the bottom of 30 year long term trend lines?

                    Likely imo... 

WEB3          muddle/survive     Its a worn out term with little meaning to the average soul wanting to use crypto to settle fast

None of the above is financial advice, just TK Observations, based on a lot of research and much experience since the 70s.

The good news is as always, those Cryptrosphere projects with really useful utility that actually get used a lot  to settle transactions will see nice growth, but not after WHALES first suck out value back to Fiat to cover their positions/calls to back their various credit positions.

My Utility Favorites?

ERC20-   Only the fast settlement versions will survive, roll-ups work well,  if you can wait for ETH gas fees to lower..

BAT         Because they actually are a permissioned Advertising on to the Desktop or Smartphone

ANT         Autonomi because its not really a crypto play, its the Internet the way it should be,  your keys, your data @scale. Early days.

GOLD     A Ultimate store of value,

SILVER because dime shaped versions are good simple daily coin transaction method, either bullion or pre 1965. 

BTC        *Only after Spiderchain and similar get EVM SCs working on top of it, otherwise its a backup store of Value to sop up FIAT right now.

XLM      because STELLAR SCs can back/link tokens to real physical assets, right now. (I do not like their WEF associations though)

TIA        CELESTIA because their Smart Contracts on their EVM do Scale up for fastest transactions per second.

WHAT TO EXPECT TIL 2027 before US Election 2028

Expect  another two plus years of very much WHALE engineered  real time up/down price action/manipulation in the crypto markets,

as BIG Whales shuffle their Largess/Excess around to keep it from shrinking in what is a very translucent  world of finance. 

DURING the BIG HEAD FAKE era. (aka Cold War 2.0 ?) 

Stay Safe everyone and keep your 'head on a swivel' and double check everything before you transact.

After 2027- all bets are off, especially if the US Corp. still exists

which imo would be a big mistake that everyone  worldwide pays for with less buying power, because money printing and inflation will become the norm, and that equals a worldwide depression.

Either way, the military complexes on all fronts will get their "Cold War 2.0" to keep making money, because the RU Orishnik advantage is very real.

TK over and out.