Dear Future Forex Kong – Nice Work

Dear “future” Forex Kong,

Obviously if you are reading this – the spaceship finally came together. You, your family and your “little Mayan friends” are all at safe distance, and you where smart enough to buy all the physical gold and silver  you could carry  – back in the Spring of 2013.

I can also assume that your hunch on China’s impact on the global economy and the currency markets came to fruition, that there is a stack of “renminbi” sitting on your dashboard, and that your Mandarin (官话) is now even better than your Spanish. Knowing you as I do – it’s unlikely you’ll have changed much with consideration to how you’ve lived your daily life these past 100 years or so………I expect that liver transplants have become the rage – and that your interests in Biotech, robotics and nano-technology have also served you well.

If you still aren’t married and have no kids ( as not to have found someone that could tolerate the constant counting/tapping/humming/drawing/writing/pacing) well……….I guess we saw that one coming.

You stuck to your guns, you didn’t give up – and before the Mexican authorities could grab you…..you finally got that damn thing off the rooftop.

Nice work.

The Currency Revolution That Changed Everything

When the Renminbi Finally Dethroned the Dollar

Looking back now, it’s crystal clear that 2013 was the inflection point when smart money started positioning for the great currency realignment. While the masses were still obsessing over EUR/USD technicals and Fed tapering tantrums, the real story was unfolding in Beijing’s corridors of power. The Belt and Road Initiative wasn’t just infrastructure spending—it was the systematic dismantling of dollar hegemony, one bilateral trade agreement at a time. Those early yuan swap deals with Brazil, Russia, and the oil producers were the opening moves in a chess game that would reshape global finance.

The writing was on the wall when China started dumping Treasuries in earnest around 2015. Every $100 billion they liquidated was another nail in the petrodollar’s coffin. Smart traders weren’t just buying CNH/USD—they were positioning in the entire Asian currency complex. SGD, KRW, even THB became proxies for the coming yuan ascendancy. The Fed’s desperate rate hikes in the late 2010s only accelerated capital flight toward Beijing’s gold-backed digital currency system.

Gold’s Vindication in the New Monetary Order

Physical precious metals weren’t just a hedge—they became the foundation of monetary credibility when the old system finally cracked. China’s gold accumulation program, which Western central banks dismissed as irrelevant, proved to be the masterstroke that gave the yuan its initial backing when they launched the new international settlement system. Those who loaded up on physical in 2013, when gold was getting crushed below $1,200, weren’t just preserving wealth—they were buying seats at the table of the new monetary order.

Silver’s industrial applications in the tech revolution made it even more valuable than the gold bugs predicted. Every solar panel, every electric vehicle, every 5G antenna required silver. When the green energy transition accelerated in the 2020s, silver supply deficits created price explosions that dwarfed even the Hunt Brothers’ manipulation. The gold-to-silver ratio, which hit 80:1 in 2020, collapsed to historical norms as industrial demand finally overwhelmed the paper manipulation schemes.

The Biotech-Currency Nexus That Nobody Saw Coming

The convergence of biotechnology and currency markets created opportunities that traditional forex analysis never could have predicted. When life extension therapies became commercially viable, entire demographic models underlying pension systems and government debt projections became obsolete overnight. Countries with advanced biotech sectors—Switzerland, Denmark, South Korea—saw their currencies become proxies for longevity investment themes.

The liver transplant revolution you anticipated wasn’t just medical progress—it became a geopolitical currency play. Nations that mastered organ regeneration technology gained massive current account advantages as medical tourism exploded. CHF and DKK outperformed not because of traditional safe-haven flows, but because their biotech exports commanded premium pricing in the new economy where time itself became the ultimate luxury commodity.

Nano-Technology and the Death of Traditional Economics

When molecular assemblers finally achieved commercial scale, the entire concept of resource scarcity—the foundation of classical economics—became obsolete. Countries positioning themselves at the forefront of nanotechnology research found their currencies backed not by gold reserves or military power, but by their ability to literally create matter at the atomic level. The USD’s final collapse wasn’t due to debt or inflation—it was because America fell behind in the nano-race while clinging to outdated financial engineering.

The robotics revolution that automated away entire industries created deflationary spirals that broke every central banking model. Traditional currency correlations became meaningless when production costs approached zero and human labor became largely irrelevant. Only traders who understood the intersection of technological disruption and monetary policy survived the great deleveraging of the 2030s. The spaceship wasn’t just an escape plan—it was the ultimate diversification strategy when terrestrial currencies became as obsolete as the gold standard seemed to previous generations.