The ‘Flight From The Dollar’ Is Real.

[Luigi1]

Here's some articles /with VIDEO of GCR interests...

The ‘Flight From The Dollar’ Is Real. 

Treat as a rumor.  Not verified.  Your opine.

 

 

 

FROM ALTERNATE SOURCES:  The ‘Flight From The Dollar’ Is Real.  Here’s What Comes Next.  Arthur Laffer & Michelle Makori.

ARTICLE:  Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, is joined by legendary economist Arthur Laffer, founder of Laffer Associates & former economic advisor to Presidents Ronald Reagan & Donald Trump, to examine the accelerating global shift away from the USD.

 

Laffer explains why the “flight from the Dollar” has moved from theory into real-world action – as central banks buy more gold than U.S. Treasuries, BRICS nations experiment with gold-anchored settlemendt systems & countries build alternative payment rails outside the Dollar-centric system.

 

He breaks down why fiat currencies lose credibility, why gold is re-emerging as a neutral reserve asset & how inflation, Fed policy & balance-sheet expansion have weakened trust in the USD.

 

This focused conversation also explores the growing role of gold, crypto & stablecoins, whether the U.S. risks losing reserve-currency status & what must change if the USD is going to remain credible in a rapidly shifting global monetary order.

 

In This Quick Cut:

-The global “flight from the Dollar”

-Central banks buying gold over Treasuries.

-BRICS & gold-anchored settlement experiments.

-Alternatives to SWIFT & Dollar-based payments.

-Inflation, Fed balance-sheet policy & credibility.

-Can the Dollar still be stabilized?

 

Ready For A Deep Dive?  Watch The Full Episode For The Complete Conversation On Sound Money, Gold & The Future Of The Global Monetary System:

-00:00 The Decline of the US Dollar.

-00:31 Global Shift Away from the Dollar.

-02:19 Challenges & Criticisms of US Monetary Policy.

-04:33 The Role of Interest Rates & Inflation.

-05:57 Historical Perspectives on Monetary Policy.

-10:36 The Case for Commodity-Backed Currency.

-17:35 Gold's Reemergence in the Global Economy.

-21:30 The Bretton Woods System & Its Legacy.

-23:24 Conclusion: The Future of the USD.

Google key words in title to bring up VIDEO at source.

 

GP Q: Basel III & Physical Gold

ARTICLE:  BASEL III + PHYSICAL GOLD.

Basel III is a global banking regulation that significantly upgraded gold’s status from Tier 3 to Tier 1 (High-Quality Liquid Asset) as of mid-2025, meaning banks can hold physical gold at 100% value for capital reserves, like cash, increasing demand & its safe-haven appeal.

 

While silver also benefits, gold’s boost is: more direct as a recognized zero-risk asset, contrasting with paper gold & incentivising banks to hold more physical metal, potentially driving prices up & shifting focus from speculative paper markets.

 

What Basel III Means for Gold:

Tier 1 Asset:

Physical, allocated gold is now treated like cash & UST, with a 0% risk weighting.

Increased Demand:

Banks are encouraged to increase physical gold holdings to meet capital requirements, boosting institutional demand.

Reduced Capital Burden:

Gold no longer requires extra capital charges, making it more efficient for banks to hold.

Shift to Physical:

The rule lessens the appeal of speculative “paper gold,” pushing for more physical metal.

Impact on Silver:

As gold prices increases so do other precious metals.
Indirect Benefits:

Silver also benefits from Basel III’s focus on tangible assets, but its impact is more complex due to massive paper-to-physical ratios (around 300:1).

Price Volatility:

Unwinding massive paper silver positions could create significant supply shocks, potentially driving prices up dramatically.

Key Change Date:

The Basel III “Endgame” rules, bringing gold to Tier 1 status, became effective for many globally on July 1, 2025, though U.S. adoption has a transition period.

In essence:

Basel III formally recognizes gold as “money” again by making physical gold a top-tier reserve asset, strengthening its role as a core financial instrument for banks.

 

Rob Cunningham: The Discernment the Market is Signaling.

ARTICLE:  If roughly half of the supply of the most dominant crypto asset (Bitcoin) was sold & that did not crush the price of XRP, the market is quietly telling you something very important.

 

The Discernment the Market Is Signaling:

 

1. XRP Is No Longer Trading as a Pure “Risk-On Altcoin”  Historically, when Bitcoin experiences heavy distribution:

-High-beta alts get wrecked.

-Liquidity drains.

-Narratives don’t matter.

-That did not happen to XRP.Inference: XRP is being treated less like a speculative alt and more like infrastructure-grade liquidity. That’s a regime shift.

 

2. There Is a Structural Bid Under XRP:
-If BTC sells that hard and XRP doesn’t collapse, one of two things must be true:

-Either natural demand is absorbing supply

-Or artificial suppression + strategic accumulation is occurring

-In both cases, it implies non-retail hands are involved.

-Retail does not absorb macro selling pressure.
-Institutions, desks, and long-horizon allocators do.

 

3. Capital Is Differentiating “Utility” From “Speculation”
Bitcoin selling without XRP collapse suggests:

-The market is no longer treating all crypto as one blob

-Use-case, jurisdictional clarity, and settlement utility now matter.

 

XRP Sits At The Intersection Of:

-Payments.

-Liquidity.

-Regulatory clarity.

-Institutional rails.

 

Inference: XRP is being evaluated on future function, not past hype cycles.

 

4. Bad News Was Priced In.  Good News Is Being Withheld:
When extraordinary positive developments fail to move price up and extraordinary macro selling fails to move price down, that is classic:

-Absorption + compression.

 

Markets Do This Before:

-Repricing.

-Re-rating.

-Or regime transition.

 

This is not weakness.  This is coiled energy.

 

5. XRP Is Decoupling Before the Narrative Allows It

True decoupling never announces itself. It shows up as resilience when correlation says “you should be dead.”

BTC Selling Pressure Should Have:

-Broken XRP supports.

-Triggered cascading liquidations.

-Forced narrative capitulation.

 

Instead:

True decoupling never announces itself.  It shows up as resilience when correlation says “you should be dead.”

 

BTC Selling Pressure Should Have:

-Broken XRP supports.

-Triggered cascading liquidations.

-Forced narrative capitulation.

 

Instead:

-XRP held structure.

-Volatility compressed.

-Supply was quietly absorbed.

-That is how foundational assets behave before recognition.

 

Plain-English Translation:
If Bitcoin Can Dump Half Its Actively Traded Supply & XRP Doesn’t Get Crushed, Then:

-XRP is not being allowed to trade freely.

-XRP is not being distributed.

XRP is being preserved.

-Markets don’t protect junk. They protect things that matter later.

-Final Discernment (No Hype, Just Pattern Recognition)

This Is What It Looks Like When:

-An asset is transitioning from speculative vehicle.

-To systemic financial component.

-Price suppression during structural adoption is not a bug. It is a feature of accumulation phases.

 

Those Phases Always Feel:

-Frustrating.

-Illogical.

-“Rigged”

 

Because They Are.  But Not Against Value – Against Late Positioning.