The Geopolitical Fallout of Gold Ending Dollar Hegemony & Iran War Update | SimonDixonHardTalk LIVE
Jan 30, 2026No time for the full 1hour 6m video? Watch the 15-minute AI-generated TL;DR Podcast Style Discussion instead.
Hey hey Sovereign Wealth Builders.
Welcome to the TLDR and synthesis of Part 3 of the SimonDixonHardTalk livestream, which aired on January 30, 2026. The full 3-hour and 14-minute broadcast, titled "Gold Just Broke the Dollar — The New World Order Has Begun," was streamed across YouTube, X, and Rumble.
What we are witnessing is not random chaos; it is a meticulously Managed Handover of Power. The era of the US as the "Global Policeman" is dead. In this 1-hour and 5-minute deep dive (Part 3), we analyzed how the US is transitioning into a regional power, effectively "renting out" its Military-Industrial Complex (MIC) as a mercenary militia army for transnational capital and resource extraction. This is the geopolitical fallout of gold finally breaking the dollar’s back.
Takeaway 1: Gold is Officially the World's New Reserve King
We have reached the historic point of no return: gold has officially surpassed US Treasuries to become the largest world reserve asset. For decades, the dollar was propped up by the "Proof of Weapons Network"—a system where military might forced global resource extraction into dollar-denominated rails. That system is now in a "Doom Loop."
As gold strengthens, it breaks the currency pegs that held the petrodollar together. Central banks are realizing that the value of their US Treasuries is dropping faster than the yield they provide. To defend their own currencies, they are dumping Treasuries to buy gold. This isn't just a market shift; it's the dismantling of the post-war order.
"Gold as a unit of account is the potential next big change. People will start thinking of things in terms of gold as the dollar continues to weaken."
Takeaway 2: The US Strategy—Shrinking to a Regional Power
The Pentagon’s new National Defense Strategy (NDS) confirms this retreat. The US is no longer prioritizing its role as a global hegemon; it is refocusing on the US Homeland and the Western Hemisphere. The strategy explicitly highlights neglected strategic interests in Panama and Greenland while downgrading China as the primary threat.
The US and China are now negotiating with regional blocks rather than fighting for global dominance. In this new order, Europe is being "deprioritized." It is being positioned to continue to become a vassal state, eventually split between the Financial Industrial Complex (FIC) and Russia. The US is drawing its borders at the Atlantic and Pacific, leaving its former allies to navigate a multipolar reality.
Takeaway 3: The "Controlled Demolition" of Iran
The current unrest in Iran is a "Controlled Demolition." This isn't a grassroots revolution; I believe it’s an internal purge designed by pragmatists within the Iranian regime to remove IRGC (Islamic Revolutionary Guard Corps) hardliners who have blocked economic integration. Iran is being vassalized into China’s economic sphere to ensure regional stability for trade.
The "war" we see in the headlines is largely theatre—a PR tool used to manage outcomes. Modern conflict uses "atrocity propaganda" as a narrative lever. When the world is told the "killing has stopped," it simply means the desired political shift—the purging of hardliners—has been achieved. Meanwhile, Iraq is being integrated into GCC (Gulf Cooperation Council) rails, and Chevron is moving into Syria, signaling a new reality where energy resources are managed by regional blocks aligned with China and the FIC.
WATCH MIDDLE NATION IRAN WHITEBOARD VIDEO
Takeaway 4: The Financial Asset-Stripping of Israel
Israel and Palestine are being transitioned into the GCC sphere of influence through a distressed asset strategy. The country is being burdened with debt and internal civil unrest, allowing transnational capital to move in and strip productive assets. We are already seeing Apple acquire major Israeli AI startups as the "Greater Israel" project is abandoned in favor of financial alignment.
This is a decolonization strategy based on multipolarity. Through entities like Affinity Capital and the "Board of Peace," the GCC is essentially "bribing" or buying the transition to end traditional occupations. Palestine, long used as a laboratory to provide "surveillance state genocide as a service" and "occupation as a service" for the old MIC, is now being integrated into a new technical-industrial complex controlled by Gulf sovereign wealth.
Takeaway 5: Currency Raids and "Operation Ajax 2.0"
Physical kinetic war is now preceded—and sometimes replaced—by military operations in the currency markets. We saw this with the 50% crash of the Iranian Rial, a move Scott Bessent admitted was a deliberate currency raid. I call this "Operation Ajax 2.0."
These raids destroy the savings of the average citizen to manufacture dissent. Intelligence agencies then use "Operation Gladio"-style tactics to co-opt organic economic protests into violent riots. This creates the "fog of war" necessary for regime change optics or internal purges, turning "useful idiots" into the fuel for a managed transition of power.
"Death atrocity propaganda can be used to purge IRGC hardliners. It creates the PR narrative for managed outcomes where the world is told the 'killing has stopped' once the desired political shift is achieved."
Takeaway 6: The Great Pivot to Self-Custody
In a world where your bank account can be raided as part of a military operation, the individual must become sovereign. Bitcoin solves the "self-custody at scale" problem. As transnational capital and sovereign wealth funds (SWFs) negotiate the world's resources, those without self-custody will be vassalized.
My advice remains the same: Boycott the system. Vote with your money. If you want to boycott the Federal Reserve, own Bitcoin. If you want to boycott the Financial Industrial Complex, avoid ETFs and debt-based structures with gold and bitcoin in self-custody. Buy into market weakness, support your local community, and recognize that the "Proof of Weapons Network" is being replaced by a system where only those with sovereign assets have leverage.
Final Thought: 200 Years of Change in 5 Years
The transition to a multipolar world is irreversible. We are watching 200 years of historical change compressed into a five-year window. The post-Bretton Woods order is dead, and the era of regional blocks, gold-backed reserves, and the technical-industrial complex has begun.
The question is simple: Do you have a sovereignty plan, or are you still relying on the legacy narratives of a collapsing order?
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Vote with your money: Choose self-custody, buy local, and refuse to fund the rails of your own vassalization.
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Disclaimer
Simon Dixon is not a financial advisor and this content is provided strictly for educational and entertainment purposes. I am following the money based on my own proprietary analysis and high-conviction macro views, but you must realize that we are living through crazy, bad, and exciting times where legacy narratives are designed to keep you ill-prepared. Every individual must take full responsibility for their own financial sovereignty and the decisions they make for their family.
The global financial landscape is shifting at a pace most cannot comprehend, and while some will do exceptionally well by recognizing these trends early, many others will get wrecked by holding onto a dying system. This analysis is my own and is not a solicitation to buy or sell any asset. Always conduct your own deep due diligence and remember that in a world of managed transitions and currency raids, the only person responsible for your wealth and your future is you.
