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Saudi Arabia's Bold Move: Is the US Dollar Being DETHRONED?
The 50-year Petrodollar deal between Saudi Arabia and the US is ending in June 2024, potentially diminishing the US dollar's global dominance and impacting the world economy. Saudi Arabia's strategic shift towards trading oil in other currencies, like the Chinese yuan, and its involvement in the CBDC initiative Project mBridge reflect significant changes in global economic dynamics.
Why sinodollars outweigh the petroyuan
➤ The article argues that 'sinodollars' (dollars accumulated from China's trade surpluses) are more dominant in the global financial system than any potential 'petroyuan'. ➤ Despite China's efforts to increase yuan usage in trade settlements, its economic model and capital controls prevent the yuan from becoming a significant reserve asset like the dollar. ➤ The US dollar's global dominance is sustained by its role in recycling global trade surpluses, a position China's current economic structure cannot replicate.
Chinesischer Yuan steigt nach Iran-Öldeals auf 3-Jahres-Hoch zum US-Dollar – Petrodollar-System gerät unter Druck
Der chinesische Yuan klettert nach Berichten über Irans Nutzung des Petroyuans auf ein 3-Jahres-Hoch zum US-Dollar. Erfahren Sie, was das für Bitcoin bedeutet.
➤ The Chinese Yuan has reached a 3-year high against the US Dollar, driven by Iran's increased use of the 'Petroyuan' for oil exports to bypass Western financial systems. ➤ This shift challenges the traditional Petrodollar system, signaling a potential fragmentation of global finance and increasing the attractiveness of alternative monetary networks like Bitcoin. ➤ The article suggests that this geopolitical and monetary shift could act as a macro-catalyst for decentralized digital assets, with Bitcoin potentially benefiting from its neutral, censorship-resistant nature and as a hedge against fiat inflation.
Trump e Xi se encontram enquanto o petroyuan sobe com a maré da guerra com o Irã
À medida que a credibilidade dos EUA desmorona no Golfo, o petroyuan da China está rapidamente emergindo como a moeda da ordem energética pós-guerra da Ásia
A guerra EUA-Israel contra o Irã não atuou como mera distração, mas como um acelerador brutal da história, rompendo fundamentalmente a arquitetura de segurança do Oriente Médio e acelerando o próprio realinhamento que buscava evitar.
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Trump e Xi se encontram enquanto o petroyuan sobe na maré da guerra contra o Irã - Asia Times
Iran War, Hormuz, and the Yuan: Why Dollar Dominance Is Not Dead Yet
Iran war fuels petroyuan debate, but top analysts say dollar dominance is far from over. Here's why the greenback still rules global finance
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💬 0 🔁 0 ❤️ 0 · GOLD · JUST IN: While Trump declared “we’ve won this war” and Leavitt warned of “unleashing hell,” Putin just signed a decr
. https://shanakaanslemperera.substack.com/p/the-architecture-of-bypass?utm_medium=ios
How Iran Weaponized a Maritime Chokepoint to Fracture Dollar Settlement and Beijing Never Had to Fire a Shot
GOLD
JUST IN: While Trump declared “we’ve won this war” and Leavitt warned of “unleashing hell,” Putin just signed a decree banning the export of refined gold bars over 100 grams. Effective May 1. The world’s second-largest gold producer just locked its output inside its own borders. Nobody on the trading floor blinked. They should have.
Russia produces 310 metric tons of gold per year. The decree blocks individuals, companies, and entrepreneurs from exporting refined bars above 100 grams. Commercial banks are exempt, which means institutional flows continue while retail capital flight is sealed. The official rationale is shadow economy cleanup and anti-money laundering. The timing says something else entirely.
The Central Bank of Russia sold 15 metric tons of gold reserves in January and February, the largest two-month drawdown since 2002. It sold at peak prices, generating approximately $1.68 billion. Then it signed a decree preventing anyone else from doing the same thing. The state sold high. Then it locked the door. The remaining reserves sit at 74.3 million troy ounces, valued at $384 billion, representing 47 percent of Russia’s total foreign reserves. Gold is now Russia’s primary sovereign asset in a world where $300 billion of its other assets remain frozen by Western sanctions.
The BRICS Unit, piloted October 2025, is a hybrid trade settlement currency backed 40 percent by physical gold and 60 percent by BRICS member currencies. Gold vaults are being established in member countries for same-day settlement. Russia’s export ban ensures its 310 tons per year stays inside the system the Unit requires. The gold does not leave. It becomes collateral. The collateral becomes settlement. The settlement replaces the dollar.
Now connect the two chokepoints.
The Strait of Hormuz collects tolls in Chinese yuan. Russia’s gold stays home to back a settlement system denominated partly in Chinese yuan. Iran’s war is creating the energy shock that drives oil surpluses into non-dollar channels. Those surpluses are settling in yuan, which buys Chinese goods, which generates trade balances that rotate into gold. The gold that Russia just locked inside its borders. The circuit is: Hormuz toll in yuan, surplus in yuan, goods in yuan, residual into gold, gold locked by decree, gold backs the Unit, the Unit replaces the dollar in trade settlement. Every node in the circuit is accelerated by the war that Trump says he has won.
The bombs that struck 9,000 Iranian targets contain Chinese rare earth magnets. The toll booth collects Chinese currency. The gold backing the alternative settlement system is locked inside the country supplying China with energy. The $200 billion supplemental cannot be replenished without Chinese minerals. The war is not weakening the system it was designed to contain. It is accelerating the system it was designed to prevent.
Gold trades at $4,517 per ounce, up 48 percent year on year. Brent at $104, up 43 percent in a month. Central banks bought 863 tons of gold in 2025, BRICS members accounting for 40 percent. The decree is not an isolated policy decision. It is a node in a network that includes Hormuz tolls, BRICS vaults, yuan settlement, and a war making all of it move faster.
Putin did not sign the decree because of the war. He signed it because the war is doing what sanctions alone could not: forcing the monetary transition from promise-based settlement to collateral-based settlement at a speed no peacetime policy could achieve. The molecules are trapped in Hormuz. The gold is trapped in Russia. The dollars are trapped in a system that both chokepoints are working to replace.
Two chokepoints. Two lockdowns. One transition. Saturday arrives.
open.substack.com/pub/shanakaans…