Bitcoin: "We Have A Breaking Down Of The Monetary Order"

Billionaire Ray Dalio warns that the international order is about to change at the expense of U.S. monetary hegemony. Bitcoin is lurking.

World Disorder

The pieces of the puzzle are coming together, and Bitcoin is increasingly being positioned as the big winner of the current economic upheavals. The international monetary order is teetering, and the founder of the giant investment fund Bridgewater knows it.

“We are currently very close to a recession,” said Mr. Dalio during the Meet the Press show on NBC News. “And I fear something worse than a recession if things escalate.”

The billionaire warns against the disintegration of the international economic and geopolitical structure that has been in place since the end of World War II.

The international monetary order is collapsing. We are going to change the international monetary system because we can no longer spend as much money. Tariffs will have a profound impact both domestically and on the world order.

Ray Dalio

As a reminder, President Trump ordered a 90-day pause on his “reciprocal tariffs.” However, he has remained firm on the floor tax of 10% affecting 75 countries while maintaining a staggering 145% tax against China.

When asked about the possibility of losing a market that represents 15% of its exports (the United States), Victor Zhikai Gao, Vice President of the Center for China and Globalization (CCG), was extremely firm:

China is prepared to fight to the end. The world is big enough. […] If the United States wants to completely exclude itself from the Chinese market, then so be it. China has existed for 5,000 years, and for most of that time, the United States did not exist.

Victor Zhikai Gao

The Naked Truth

The world no longer wants to finance the American lifestyle. Exporting nations no longer want to place their surpluses in Treasury bonds. The status of the dollar as an international reserve currency is under scrutiny.

In other words, it is urgent to reduce the trade deficit, or risk seeing the value of the greenback collapse sooner or later. Peter Schiff made this point clearly this Sunday on X:

America has been living beyond its means for decades, consuming far more than it produces. To achieve this, we have offshored our production while going into debt. Countries like China have produced our goods while lending us money. We have benefited from low inflation, low interest rates, and a stock market boom. Trump wants to put an end to this immediately. That’s fine, but that means we need to stop spending so much money. We need to roll up our sleeves and get back to work.

Peter Schiff

Wise words. Alternatively, the United States could choose to default on the $8 trillion it owes to the rest of the world (including 10% to China). This would, however, risk triggering a third world war that would later be said to have started in 2022 in Ukraine.

The other solution is to reduce the standard of living and take a gamble. For example, to accumulate ahead of everyone else what is poised to become the next international reserve currency: Bitcoin.

Peace & Bitcoin

The United States is no longer keeping much mystery about its strategy aimed at reducing deficits on one hand and embracing Bitcoin on the other.

This is what Michael Saylor recommends. The CEO of Strategy advises buying between 5% and 25% of the total Bitcoin supply by 2035. According to him, this reserve could generate up to $81 trillion by 2045, providing a long-term solution to the national debt problem.

The White House advisor, Bo Hines, stated that Bitcoin is “digital gold” and that it should be accumulated “as much as possible, as quickly as possible”:

It is even rumored that gold will be sold to acquire these millions of Bitcoins. This is an obvious strategy as Bitcoin is superior in every way. More gold is extracted each year, while there will never be more than 21 million BTC (of which 19.85 million are already in circulation).

Bitcoin is infinitely rarer. And while we will never see anyone paying in gold coins again, payments in BTC are possible for any amount. Furthermore, international transfers in Bitcoin are instant and almost free, the complete opposite of the yellow metal.

Bitcoin surpasses gold as a store of value, but also as a means of payment. It is only a matter of time before the whole world comes out of denial. On that day, a single Bitcoin will be worth several million dollars.

In the meantime, the United States is about to make it their reserve currency, and this audacity will greatly alleviate the weight of their external debt. The cherry on top being that this escape route will spare us from a world war.

And in France, where do we stand… ?