raydalio

Ray Dalio just declared the post-1945 world order “has officially broken down.” Leaders at the Munich Security Conference (German Chancellor, French President, U.S. Secretary of State) confirmed we’re in “great power politics” again.
In the same week, Arch Lending published “Bitcoin and the New World Order,” arguing BTC is built for exactly this multipolar reality.
Why?
• No single nation or institution controls it
• Portable, scarce, final settlement without counterparties
• Central banks are hoarding gold (nearly 2,000 tonnes since 2020) — BTC offers the same “outside the system” properties with added digital advantages
The firm openly says the transition “won’t be comfortable,” but it’s structural, not cyclical. Short-term volatility is noise; the long-term setup is historic.
Bitcoin at ~$68K right now is being priced as if the old rules still apply. Many of us believe the new rules are already here — and BTC is one of the clearest winners.
Community takeaway: When macro giants like Dalio and specialized lenders like Arch both point to Bitcoin as a structural hedge, it’s worth paying attention.
$BTC
#BitcoinHedge #NewWorldOrder #RayDalio

Ray Dalio's Recent Warnings on Economic Risks (as of February 17, 2026)Ray Dalio, founder of Bridgewater Associates, has issued stark cautions in early February 2026 about systemic threats to global markets and the U.S. economy!
Speaking at the World Governments Summit in Dubai (Feb 2) and in interviews/essays, he highlights recurring historical patterns rather than predicting an immediate crash.Key Factors from His Statements:
Capital War on the Brink: Geopolitical tensions could weaponize finance (sanctions, capital controls, asset freezes), disrupting global capital flows and raising borrowing costs sharply. This risks freezing markets, especially debt-fueled sectors like the AI boom.Unsustainable Debt Levels: U.S. national debt exceeds $38 trillion; interest payments now rival defense spending. Excessive borrowing/printing leads to currency devaluation, inflation, and potential "economic heart attack" or debt crisis worse than recession.Bubble Risks & Valuations: AI sector shows early bubble signs with unsustainable valuations. Wealth-to-money ratios echo pre-1929 and 2000 peaks, risking forced sales and evaporation of perceived wealth.Monetary & Geopolitical Order Breaking Down: Fiat systems face erosion; empires historically print money when debts overwhelm, causing inflation, declining living standards, political extremism, and conflict.Historical Cycle View: We're in late stages of his "Big Cycle" (debt buildup, internal/external conflicts). No easy fix—options include printing (devaluation) or crisis/default.
Dalio advises hedging via gold over debt assets, diversification, and preparation without panic.
Markets remain resilient so far, but his warnings underscore rising debt, geopolitics, and valuation fragilities as major risks in 2026!
#RayDalio #MarketSentimentToday

На Munich Security Conference лидеры признали: послевоенный порядок 1945 года фактически исчерпан
По словам Рэй Далио, это Стадия 6 Большого Цикла — период хаоса, когда правила размываются, а сила начинает диктовать условия.
Ключевые тезисы:
➥ Международные отношения всё больше напоминают закон джунглей: если государство сильнее институтов вроде ООН — оно задаёт правила.
➥ Сейчас параллельно идут 5 типов войн:
торговые, технологические, геополитические, капитальные и военные.
Первые четыре могут длиться около 10 лет, прежде чем начинается прямое столкновение.
➥ Самый опасный сценарий — когда у сторон сопоставимая военная мощь и непримиримые противоречия. Сегодня главная точка напряжения — США и Китай (фактор Тайваня).
➥ Историческая аналогия:
Великая депрессия 1929 года → тарифные войны и протекционизм → нефтяное эмбарго против Японии → Перл-Харбор спустя два года.
➥ По мнению Далио, экономическое противостояние США и Китая повторяет динамику 1930-х.
➥ Войны финансируются через эмиссию, что обесценивает долг и валюту. В кризисах возможны закрытие рынков, контроль капитала и слом привычных «безопасных» активов.
➥ Классическая защита капитала в военные времена — уход из долга и покупка золота.

Далио — основатель Bridgewater Associates, крупнейшего в мире хедж-фонда. Его позиция проста:
все великие державы проходят пик, затем спад. США — одна из самых долгоживущих империй, но сейчас находятся на историческом перепутье.
#RayDalio #Macro #Geopolitics #GlobalOrder #MISTERROBOT

Billionaire investor Ray Dalio has warned that the United States is on a dangerous path that threatens the U.S. dollar’s status as the world’s reserve currency. According to him, the mounting debt burden is eroding investor confidence and pushing capital into alternatives – namely Bitcoin, other cryptocurrencies, and traditional gold.

U.S. debt and the weakening dollar
In an interview with the Financial Times, Dalio pointed out that America’s rising debt is becoming a major risk not only for the dollar but also for other key reserve currencies. This structural problem, he said, explains the strong demand for digital assets, which are increasingly positioning themselves as “reserve currencies and stores of wealth.”
Dalio also noted that while dollar-backed stablecoins have gained attention following the passage of the GENIUS Stablecoin Bill, the real issue is not stablecoins themselves but the declining real purchasing power of U.S. Treasury bonds. As these bonds lose their appeal, investors are naturally seeking other options.

Bitcoin as an alternative to fiat
Dalio emphasized that the limited supply of Bitcoin and other digital assets makes them increasingly viable alternatives to traditional fiat money.

“If the supply of dollars grows while demand falls, cryptocurrencies naturally become attractive alternatives,” the billionaire stated.
According to him, this dynamic explains the current strength of the crypto market and growing institutional interest.

Gold hits historic highs
Alongside crypto, gold is also enjoying an enormous surge, crossing $3,600 per ounce for the first time in history. Since the start of the year, it has gained 33%, which is 3.5 times the return of the S&P 500 over the same period.
The macroeconomic backdrop, however, remains tense. The Fed is considering rate cuts at the upcoming FOMC meeting in September, while yields on 30-year U.S. Treasuries have soared above 5%. This has further fueled demand for gold as a safe-haven asset.
According to the Kobeissi Letter, gold’s price development is also strongly correlated with Japanese bond yields, underlining its growing global importance.

Looking ahead
Some analysts remain long-term bullish on gold. Market strategist Benjamin Cowen stated:

“Gold is now at $3,500. I expect it to climb further through 2026, followed by a likely correction of 10–20%. But from a long-term perspective, we remain optimistic.”

#RayDalio , #bitcoin , #GOLD , #usd , #CryptoMarket

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