The United States — this beacon of financial freedom that, after years of fighting between agencies and congressmen in search of headlines, finally illuminated the path with the GENIUS Act. A name as modest as the ambition to regulate something that, until yesterday, seemed more nebulous than the balance sheet of a crypto bank. Now, payment stablecoins gain their own status, neither securities nor commodities — a rare kind of digital citizen with regulatory CPF. Congress, in a flash of lucidity or desperation, finally decided that tokenized dollars deserve a legal home. The market applauds, lawyers salivate, and the taxpayer, this unwitting spectator, watches the play without knowing if the act is a comedy, tragedy, or pure American genius.
Davos concluded its 56th Annual Meeting on January 23 with a twist worthy of a global political comedy script. The once temple of the 'Green Deal' turned into an informal symposium praising fossil fuels — because, apparently, the future is made of oil and irony. Donald Trump stole the show (or the spectacle), mocking European wind turbines — 'spinning failures' — and proclaiming that American gas and oil are the true stars of modern sustainability. Amid discreet applause and incredulous glances, the former president basically renamed the World Economic Forum to 'International Hydrocarbon Club.'
The Last Toast to Long Peace, The Apocalypse Makes Its Presence Known
We live in a statistical illusion. For billions, the calm between superpowers is the norm of civilization. Geopolitics, however, whispers an uncomfortable truth: this is a historical anomaly. Eighty years ago, great nations have avoided direct wars — the longest interval since Rome. It was no coincidence, but post-trauma engineering: leaders, haunted by two world wars, erected barriers against the unthinkable. The risk? This triumph blinded us, paving the way for our ruin.
Stablecoins projected $6T global in 2026, but regulation stalls, Tether freezes vs. MiCA rigor. From DeFi to cross-border payments, onchain > traditional fiat. Sarcasm: central banks wake up late for the banquet.
The Senate postpones the markup of the Clarity Act for the umpteenth time, leaving crypto in regulatory limbo while Sacks and Armstrong fight over scraps. Promises of "bipartisan clarity" sound like the laughter of hyenas in Davos. Globally, the EU is advancing with MiCA while the US is stalling – who said democracy is efficient?
Standard Chartered, the prophets of Davos, predict XRP to $8 by the end of 2026, thanks to regulatory clarity and ETFs – oh, if it were that simple. With Ripple quiet about predictions in Davos, the token dances around $1.95, while bulls dream of $12.50 in 2028. In the real world, where regulation stumbles, XRP is the eternal underdog, will it rise or be yet another victim of American bureaucracy?
American senators, in yet another episode of political theater, postponed the markup of the Digital Asset Market Clarity Act, leaving the crypto sector in the same regulatory fog as always. David Sacks, the crypto czar of the White House, promised progress, but Coinbase withdrew support and voilà, the circus was postponed for "bipartisan negotiations". Sarcasm aside, while Trump attacks the Fed, Congress plays at selective regulation, ignoring that DeFi and stablecoins deserve real rules, not empty promises.
The dollar, this tired veteran that was once the rockstar of global reserves, is now giving way to gold — the metal that never goes out of style. China and India have decided that enough is enough of financing the American deficit while Washington prints money as if it were a flyer for a student party. It is almost poetic, gold, a millennial symbol of stability, surpassing Treasuries for the first time since 1996 — the year when 'internet' still seemed like a passing trend. For the BRICS, getting rid of Treasury bonds is less a divorce and more an 'open relationship' with the global financial system. Let the new era begin, less paper, more metal.
While Davos melts in caviar tears over obsolete jobs, crypto assets blink like the wise clown in the circus of the damned. Blockchains and DeFi cry out for genius hybrids — AI + tokenomics —, shielded against fifth automation. BTC does not fire: it buries the moldy fiat and the "growth of empty souls". Velvet halls ignore the obvious, but the market scoffs: invest in P2P before robots eternalize memes.
The barons of AI, in refined autofagia, confess: the monster growls at home. Demis Hassabis (DeepMind) murmurs about "deceleration" of interns — humans, for what? Dario Amodei (Anthropic) laughs: half of the juniors disappear in years. IMF warns "tsunami" — 40% of jobs on the line. Nadella (Microsoft) poses: reshaping workflows, fossils, or turning into an appetizer. Crypto, the lifeboat?
AI paraded in Davos as a tragic diva that elites pretend to idolize. In the 56th farce of the WEF, global titans mooed: "Share the tech profits, or inequality becomes an eternal carnival." Larry Fink, BlackRock oracle, prophesied the massacre — AI bursts white collars just as globalization did to blue ones. "Bubble? Yes, fiascos, not loser foam." Brave ones, face the abyss.
Artificial intelligence paraded in Davos like the tragic diva everyone pretends to love — in the 56th staging of the World Economic Forum, global titans unleashed the rehearsed lament, "Distribute the tech goodies, or the abyss of inequality turns into an eternal carnival." Larry Fink, the oracle of BlackRock, stole the prologue with his phony prophecy, the "insane growth of AI" will shred blue-collar workers and white-collar jobs, a cheap imitation of the globalizing massacre in the blue-collar sector. "Face it, brave ones!", he posed, while sweeping the bubble thesis away with a mockery: "Fiascos? Yes. Foam? A loser’s dream."
Asian stocks plummeted like someone who lost faith in the manual of capitalism. All thanks to Trump's imaginary tariffs on Greenland and the Japanese tragedy in public bonds. Panic traveled from Wall Street to the Pacific, erasing gains, hopes, and any memory of stability. Even gold seemed to laugh — nervously.
In the circus of fiat depreciation, Bitcoin emerges as the digital gold of the 21st century. Investors desert to its 21 immutable millions — impossible to "print" in ballot boxes. Real estate and stocks will be priced in real scarcity, not in government promises. The future crowns not ephemeral nations, but mathematical pillars: physical gold and hybrid BTC.
In 2024, the "barbaric relic" humiliated the euro as the second global reserve: 23% against 16%. Central banks devour physical metal, while inflationary paper money withers. Goodbye, post-Bretton Woods of 1971 — promises evaporate, scarcity reigns. In Brazil, the yuan eclipses the euro (5.3% vs. 5.2%) at the Central Bank; gold at 13.5%, still timid. With US$ 360 billion covering 94% of external debt, we resist. But M2 swallows reserves: the real, ah, dilutes itself with elegance.
In the last five years, the dollar has abdicated the global financial throne. International reserves scream: from 70% in 1999 to a miserable 57% in October 2025. The euro, the dreamed heir, limps at 20%, hostage to European geopolitics. Yuan, yen, or pound? None have stature. Analysts stumble into the trap: the fiduciary devourer has already crowned its king — the cryptos.
The economic history does not grant eternities. From the Florentine florin of 1250 to the Venetian ducat, Portuguese real, Dutch florin, and French livre, the pound finally surrendered to the dollar. After decades of reign, Uncle Sam witnesses his twilight: not a theatrical collapse, but subtle erosion — dissipated glory in endless parties, while crypto assets whisper in the dark.
The Last Breath Paper, Bitcoin and Gold, the Heirs with Grim Smiles
Economic history does not forgive eternity. Since the Florentine florin of 1250, monetary standards have risen and fallen in cycles of about a century; the Venetian ducat, the Portuguese real, the Dutch florin, the French pound, and finally, the British pound have given way to the American dollar. Now, after decades of reign, Uncle Sam watches his accelerated decline — not a dramatic collapse, but a subtle erosion, like an empire that spends its glory on endless parties. In the last five years, the dollar has lost its absolute throne in the global financial system. International reserves tell the story: in 1999, it dominated 70%; by October 2025, it barely exceeds 57%. The euro, the dreamed successor, is stuck at 20%, held hostage by European geopolitics. No national currency — yuan, yen, or pound — has the confidence to inherit the scepter alone. It's the analysts' trick; they forget the asset that devours the power of fiat money.
At the Davos Forum, the ACI bazooka shrinks the revolver against the American midterms: trade war inflates prices and lashes Silicon Valley. Does Trump support a global recession out of pure ego? Does Europe choose risky sovereignty or noble vassalage? For crypto assets, the unanimous verdict: fiat chaos turbocharges decentralized adoption.