Veteran investor Willem Middelkoop lays out why central banks are quietly hoarding gold, how the “war on gold” and dollar weaponization shattered trust in fiat, and why stress in COMEX could trigger a violent revaluation—think $10k–$20k gold and $100–$200 silver. We chart the rise of a two-track system (BRICS vs. West), the coming return of gold to settlement, and what this reset means for savers facing financial repression and inflation.
00:00 Intro
02:00 OMFIF: learnings from the world of central bankers
12:00 Gold Standard & the War on Gold20:00 Gold’s Breakout: All-Time Highs Signal Debasement
24:00 Central-Bank Reserves Shift
28:00 London Gold Pool Pressure (1960s)
32:00 2008 Watershed Moment
36:00 Central Bank’s Remonetisation of Gold
40:00 U.S. Treasuries as Weapon
44:00 Weaponization: Dollar vs Gold (Russia/China)
48:00 Paper vs Physical: Futures Control
52:00 Open Interest & Palladium Analogy
56:00 Revaluation Math: $10k–$20k Gold, $100–$200 Silver
1:00:00 Where’s the Gold? Fort Knox & Audits
1:04:00 China/Russia True Holdings vs Official
1:08:00 Tokenization Begins: Private Rails Rise
1:12:00 Stablecoins vs CBDCs — Who Wins?
1:16:00 US Backs Stablecoins to Fund Treasuries
1:20:00 Tokenized Gold & Tether
Credit to : GoldRepublic Global