The monetary order is breaking.
TL;DR
Ray Dalio just published what might be the most important macro post of the year—and Bitcoiners have been screaming it for years. The U.S. isn’t just consuming too much and producing too little—it’s losing the trust of the world. Dalio didn’t say “Buy Bitcoin,” but he didn’t have to. The writing is on the wall. Here’s what it means—and how to front-run what’s coming.
Part 1: The Shift Is Already Happening
x.com/i/article/1916…
— #Ray Dalio (#@RayDalio)
9:28 PM • Apr 28, 2025
Ray Dalio, founder of Bridgewater and one of the most respected macro minds alive, just said the quiet part out loud:
“Enormous trade and capital imbalances are creating unsustainable conditions… so they must come down.”
“The U.S. government is the world’s biggest producer of debt assets to finance its overconsumption.”
“It’s naive to think you’ll get paid back in hard dollars.”
“We’re past the point of negotiation. Plans are already shifting.”
Translation:
The dollar’s reign is cracking. The world isn’t waiting. The game is already being played without the U.S. as the main character.
This isn’t theory. It’s logistics chains redirecting. It’s foreign investors backing away from Treasuries. It’s central banks hoarding gold. It’s China and Russia ditching SWIFT. It’s parallel systems being stood up in real time. Quietly. Permanently.
Dalio—long a vocal supporter of China—wouldn’t be saying this unless the storm was already hitting. When he says “irreversible bad consequences,” believe it.
Part 2: This Is the Bitcoin Playbook $BTC ( ▼ 0.6% )
Let’s call it what it is:
The fiat system is rotting from the inside. Global trust in U.S. capital markets is eroding. And the response from D.C.? More debt. More spending. More division.
“Calm engineering” isn’t happening.
“Volatility and irreversible consequences” are.
Bitcoin doesn’t just benefit from this—it exists because of this.
It’s apolitical. Borderless. Trustless. Finite.
When sovereign trust collapses, Bitcoin thrives.
Every time a country makes “other plans” instead of trusting dollar debt, the BTC narrative gets stronger. You don’t need 100% dedollarization for Bitcoin to moon. You just need enough people to stop playing the old game.
Ray is waving the flag. Few will act. That’s your edge.
What to Do Now
Reposition your frame: Stop thinking of Bitcoin as just a tech asset. It’s your escape pod from the collapse of global trust.
Watch for fractures: Follow Treasury auctions. FX reserves. Gold imports. These are the quiet indicators that fiat trust is slipping.
Front-run capital rotation: When the world pivots away from U.S. debt, it won’t all go into euros or yuan. Some of it will flow into BTC. You don’t want to be late.
Revisit your conviction: If you believe what Dalio’s saying, it’s not just a crypto trade—it’s a monetary regime shift.
Final Take:
The world isn’t waiting for America to get its act together. They’re building around it. Bitcoiners have been ready. Most haven’t. Dalio just confirmed the endgame.
The fiat order is burning. Bitcoin is the life raft.
Don’t wait for CNBC to tell you. By then, the price will already be gone.
-Nick
Founder, CryptoNuggs