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Hey hey Sovereign Wealth Builders.

The theoretical shift away from the dollar is no longer a theory—it has happened. We are no longer in denial territory. The new world order has officially arrived, and gold is the asset that has marked the change. All of my listeners have been prepared for this for an awfully long time, but the game has now fundamentally changed.

This blog post is a summary of the key takeaways from the 3-hour, 14-minute SimonDixonHardTalk LIVE episode that aired on January 30th, 2026, across my YouTube, X, and Rumble channels. We're going to break down exactly what this means for your wealth, the markets, and the global power structure.

This post is divided into three parts, mirroring the structure of the show:

• Part 1: How gold stablecoins are creating life after the dollar.
• Part 2: The massive market impact of gold ending dollar dominance.
• Part 3: The geopolitical fallout as the US empire shrinks.

Let's jump in.

Part 1: Gold Stablecoins, Bitcoin & Life After the Dollar

The Dollar Splits in Two: The Rise of the Surveillance Stablecoin

Tether has announced the launch of a new US-compliant stablecoin, USAT. This is not a win for the dollar; it's the beginning of its end. USAT is the Orwellian nightmare version, designed specifically for US citizens and compliant with regulations like the Travel Rule and the Bank Secrecy Act. Every transaction will embed the sender's and recipient's details, laying the foundation for a programmable social credit score system.

This split between a heavily surveilled US version (USAT) and the global version (USDT) is another potential strategic operation to weaken the dollar. It is de-dollarization dressed up as dollarization. By creating an inferior, high-surveillance version for US citizens, the financial industrial complex is ensuring capital seeks refuge elsewhere. The non-US version (USDT) is a superior product because its excess reserves can be invested in higher-yield, longer-duration bonds and hard assets like Bitcoin and gold. The US version (USAT) is restricted by law to only holding low-yield, short-term US Treasuries, making it a fundamentally weaker asset.

Tether's Secret Weapon: Using US Debt to Buy Real Gold

Here's where the real game is being played. Tether is the 18th largest lender to the US government. It holds US Treasuries as reserves for its stablecoins and receives yield on that debt. Tether is using that yield—interest paid by the American people—to purchase approximately a billion dollars of physical gold every single month.

This strategy has quietly made Tether a major global gold holder, with an estimated 143 tons stored in a high-security private vault in Switzerland, where they have also built out massive data centers. This puts Tether on par with the central banks of Libya and the Philippines.

This is having a serious impact now. This isn't any fringe game um this is the fabric of the financial system restructuring around these trends.

This is old school mercantilism. You use fiat currency to fund wars and invade countries because you get to keep the gold. You hold the hard money and burden the people with the debt in the fiat currency. That is precisely Tether's model: issue the soft asset (the dollar stablecoin) to the masses, and use the proceeds to acquire the hard asset (gold) for yourself.

The Psychological Shift: Pricing Your Life in Gold, Not Dollars

The existence of a gold-backed stablecoin (XAUT) alongside a weakening dollar-backed one (USDT) is triggering a profound mental shift. We are witnessing the beginning of "mental psychological dollar decolonization."

Imagine a global business offering its employees a choice: be paid in dollar-backed tether, which is losing value and has no yield, or gold-backed tether, which is appreciating. When an employee chooses the gold-backed version, they start measuring their expenses, like rent, in gold. As the dollar weakens, they will notice it takes less gold to pay their dollar-denominated rent each month. This makes the dollar's decay tangible, breaking its psychological hold as the primary unit of account and removing the "optical illusion that gave the power to the dollar in the first place."

The Netherlands Experiment: Asset-Stripping Through a "Wealth Tax"

To understand how the financial industrial complex operates, look at the Netherlands. The government has proposed a wealth tax on unrealized gains. This means you will owe tax each year on the rising value of your assets, even if you haven't sold them and have no cash to pay.

This is not government stupidity; it is a deliberate act of economic sabotage designed by financial lobbies. The mechanism is simple and predictable:

1. The tax forces mass capital flight as millionaires and billionaires leave the country.
2. This capital exodus causes a reduction in overall tax revenue, contrary to the public narrative.
3. The reduction in revenue creates an economic crisis and the need for austerity.
4. The crisis leads to distressed national assets, like the vital Dutch semiconductor industry, becoming available.
5. The financial industrial complex then moves in to acquire these assets on the cheap.

Part 2: The Market Impact of Gold Ending Dollar Dominance

The Flippening: Gold Reserves Have Officially Overtaken US Treasuries

This is the data point that officially marks the end of an era. For the first time in over 20 years, the value of gold held in central bank foreign exchange reserves has surpassed the value of their US Treasury holdings.

The numbers are staggering. Since Q4 2019, central bank gold holdings have tripled, with reported additions of 4,500 tons. During that same period, foreign holdings of US Treasuries have remained flat. Central banks are aggressively dumping the dollar's debt instrument for the world's primary hard money asset. The message is clear: gold is rebuilding the entire global financial system.

Financial Gravity is Real: A Weaker Dollar is Now Deliberate US Policy

As explained in a viral video by the channel Infronomics, the US has been wrestling with Triffin's Dilemma for decades: it can't maintain a strong dollar for the world and a healthy domestic economy simultaneously. The choice has now been made.

The current, deliberate policy is to sacrifice the currency to satisfy the bondholders—the financial industrial complex. They are choosing to roll over the debt and pump the stock market at the direct expense of the dollar's global standing. The ultimate proof that this regime change is real and happening from within came with the announcement of the incoming Fed Chair, Kevin Walsh—the first Federal Reserve chairman that has publicly taken a pro-Bitcoin stance.

The ultimate message is that you just can't defy financial gravity forever.

The Great Rotation: Capital is Fleeing the US for International Markets

Two 15-year trends have broken: the trend of a strengthening dollar and the trend of US stocks outperforming international stocks. Capital is now rotating out of the US and into global markets at an incredible rate.

So far in 2026, international markets have seen inflows of over $39 billion, while the US has received just $771 million in net inflows—a staggering disparity. This isn't happening by accident. In a coordinated operation, the Bank of Japan and the New York Fed have been conducting "rate calls" to strategically weaken the dollar. A rate call is a soft intervention; a central bank simply calls foreign exchange brokers for a quote, signaling its intent. Traders then front-run the expected action, creating a self-fulfilling prophecy that moves the market without a single dollar of capital being deployed. This is a managed, deliberate process to guide the world into the post-dollar era.

Part 3: The Geopolitical Fallout of Gold Ending Dollar Hegemony & Iran War Updates

The Empire Shrinks: America is Officially Becoming a Regional Power

A weakening currency means the US can no longer afford to be the global hegemon. It must shrink its focus and manage its decline. What we are witnessing is a "managed handover of power" where regions once controlled by the US are now being handed over to regional powers and transnational capital.

This marks the end of the US's ability to prop up the dollar through the "proof of weapons network"—the vast military-financial-technical system that projects power globally. For decades, the dollar was backed by a machinery of "...covert war, death, destruction, massacres, replacing democracies with dictators, extraction of resources, IMF currency wars...". As the dollar weakens, so does the empire it funds.

A "Controlled Demolition": The Real Game Being Played With Iran

The chaos in Iran is not what it seems. According to an analysis by Shahid Bolson, what we are likely witnessing is a "controlled demolition." This is not a color revolution from the outside, but an internal power play.

Pragmatist factions within the Iranian regime are using outside pressure from the US and Israel as a tool to purge ideological hardliners from the IRGC. This is part of a larger geopolitical realignment where Iran is being economically vassalized into China's sphere of influence to fit into the new multipolar world order.

The Pentagon Confirms Everything: The New US Defense Strategy is Public

You don't have to take my word for it. The Pentagon just released its new national defense strategy document, and it is an official admission of everything I have been forecasting. The document makes three key declarations:

1. It refocuses American defense strategy away from China and onto the "US homeland and Western Hemisphere."
2. It explicitly deprioritizes Europe.
3. It no longer lists Russia, Iran, and North Korea as central threats.

This document is a public confession that the United States is now a regional power. The multipolar world is no longer a prediction; it is the stated reality of the US military-industrial complex.

Conclusion: The New World Order is Here. Are You Ready?

The post-dollar world has arrived. Gold has retaken its place as the world's primary reserve asset, the 15-year trends supporting US dominance have broken, and the Pentagon has confirmed that a multipolar world is the new reality.

The financial industrial complex is managing this transition to asset-strip Western nations while building out a global surveillance state. We are about to see 200 years of change in the next five years. The storm is here, and the only question is whether you've prepared for it.

Take Action & Follow the Money

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Finally, remember how to vote with your money:

• Boycott the Fed by owning Bitcoin.
• Boycott the asset managers by holding it in self-custody.
• Support your local communities by investing in them directly.

Become sovereign.

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DISCLAIMER

The content provided in this blog post and the associated Simon Dixon Hard Talk Live broadcast is strictly for informational and educational purposes only and should not be construed as professional financial, investment, legal, or tax advice. While Simon Dixon shares his personal analysis, geopolitical forecasts, and details regarding his own portfolio allocations to assets such as Bitcoin and gold, these insights are derived from his specific methodology of following the money and do not constitute a recommendation for any specific individual to buy or sell securities, commodities, or digital assets. The geopolitical and macroeconomic predictions discussed, including the analysis of the US dollar's status as a reserve asset and the potential controlled demolition of foreign regimes, are speculative in nature and represent personal interpretations of global trends and public documents rather than guaranteed outcomes. Viewers and readers must conduct their own independent due diligence and consult with qualified licensed professionals before making any financial decisions, as the strategies mentioned carry significant risks including the potential loss of capital. This platform operates without external sponsorships or paid advertisements to maintain independence, meaning the views expressed are solely those of the author and do not reflect the agendas of any third-party financial institutions or political organizations. By engaging with this content, you acknowledge that Simon Dixon is not acting as your financial advisor and that you are solely responsible for your own path toward financial sovereignty and the consequences of your investment choices in this volatile global environment.