Currency Regime Shift – Gold Paradigm
1970s vs 2020s: Similar Symptoms, Very Different Diseases
What’s Different Now: A Monetary Breakdown, Not Just an Inflation Fight
- 2008–2020 created the template: Bailouts, near zero rates, QE (money printing).
- 2020 shattered the template: The Fed directly monetized fiscal spending, U.S. government ran $3–5 trillion deficits, and Americans received checks from thin air.
- Now we face:
✅ Permanent deficits
✅ Unrealistic debt-to-GDP levels
✅ A Fed boxed in by inflation, recession risk, and political pressure
And crucially—
This is why gold is breaking away from its old correlation to just interest rates or CPI data. Governments, central banks, hedge funds, and investors are hedging with gold against the failure of money itself.
Gold in the 1970s: Monetary Shift
Gold went from $35 (1971) to $850 (1980) – a 24x gain
→ Why? The dollar was no longer backed by gold.
Gold in the 2020s: Monetary Shift, Round 2
Gold went from ~$1,200 (2018) to over $3,200 now
→ Why? The U.S. and the dollar’s credibility are being questioned.
Gold Paradigm Shift
This isn’t just a market cycle—it’s a currency regime shift.
The U.S. Debt Supercycle is nearing an end, where deficits can no longer be managed with "normal" monetary tools. Gold is once again being seen not as an investment—but as money that cannot be printed.
It is becoming increasingly clear that the idea of the U.S. going to a partially gold-backed stablecoin or currency isn’t fringe conspiracy anymore—it’s becoming strategic necessity.
If the U.S. doesn’t adopt a tangible anchor like gold to back a future digital or hybrid dollar, other nations will. And if those other nations succeed, the U.S. risks losing the dollar’s role as the global reserve—along with the leverage and exceptionalism it has
