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Monday, 8 September 2025

Russia alerts the world of crypto turmoil ahead

Recent pronouncement by Anton Kobyakov, a special Adviser to Vladimir Putin, that U.S. has devised a crypto scheme to absolve its massive debt at the expense of global economy alarmed too many analysts in the geoeconomics field. Let me explain:

There are markets of certainty like currency and gold. Globally currency market is regulated so that any currency that is listed in the board can be traded without hindrance. Sometimes a particular currency cannot be traded in a country which is under sanctions. For example USD cannot be traded in Tehran.

Gold on the other hand is traded in major financial centres across the globe. This trading is either in the physical form or in futures contract. The current spot price for physical gold is approximately $3,601.30 per ounce as of September 8, 2025. Futures market relates to gold futures traded across the mercantile centres such as London & Frankfurt. According to the CME group, an estimated 510.000 contracts were traded on September 5, 2025. This volume could embrace a total of 27 million ounce of gold.

On the other hand, there is no clear- cut rules & regulations re crypto currency such as stable coins. For the uninitiated let me describe what is a crypto currency? It is a digital or virtual currency using cryptography for maintaining security and is heavily traded via internet without any oversight by any monetary authority. It operates on decentralized networks using a shared digital ledger called a block chain to record all transactions.

America is in deep trouble as regards to her currency debt totalling more than 35 trillion dollars which it cannot pay if demanded by the holders of the debt. Russia foresees that America might flush this debt into crypto cloud so that the Dollar is automatically devalued and the debt is erased altogether.

Putting it into operation, America might resort to rewriting the rules of gold and or crypto currency markets. Whereas gold is a tangible product crypto being intangible could not be brought under one overall umbrella. Therefore, Anton Kobyakov foresees two different sets of rules one for gold trading and other for crypto currency  be framed so that stringent regulation would throttle the function of the gold as a free market metal as well as break into smithereens the virtual crypto currency so that holders of this non-physical product  would be burdened with additional USD 35 Trillion debt wired into their asset wherein  nominal value be so high yet the real value plummets to the extent that any hitherto perceived value would be erased along with the US Dollar debt owed by the US Treasury.

America did this twice before, during the financial crisis of the 1930s and the 1970s, at the world’s expense. Once again she intends to repeat this exercise. Will the business strategy of US to erase massive work this time around. My take is that unless China being the giant geoeconomics power concur, American economic ship sinks towards Davy Jones' locker.

Cheers!

Muthu Ashraff Rajulu

Business Strategist

Mobile: + 94 777 265677

E-mail: cosmicgems@gmail.com

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