These Assets Will Survive a Currency Reset

Welcome back to the channel. In the last

video, I discussed the type of mindset

necessary to navigate a monetary reset.

And after that, I received a lot of

practical questions regarding which

assets would actually hold up and which

ones would really survive as the system

evolves. So that's exactly what I want

to talk about and cover today because

there's a lot of misinformation out

there and some of it isn't just wrong

but it can be very dangerous if you take

it at face value without any context. So

you have to be very careful with the

information that is being produced and

pushed out online. So firstly, you need

to understand that monetary resets are

not theoretical. If you look at history,

you'll see that they have happened

countless times in the past. So that's

why it's extremely critical to really

understand ahead of time which assets

have historically carried value through

these transitions and which ones will

likely hold their value and even

appreciate in value with a high degree

of certainty as the system shifts and as

we finally enter a new updated financial

system. Because the truth is we are

currently living through a reset. It

just hasn't fully manifested yet and you

want to be positioned before it fully

happens. Now the reality is most people

won't recognize a major reset or a

wealth transfer while it's actually

happening. They'll only see it clearly

in hindsight after the opportunity has

already passed and after it's already

occurred. And that's simply because

people and the masses are conditioned to

really expect a single defining moment,

some dramatic headline or a crisis

announcement or something like that. But

that's rarely how these systemic changes

actually unfold in the real world. Okay.

The reality is the biggest wealth

transfers and monetary shifts tend to

develop gradually slowly over the years

before we actually get to that defining

moment. And these shifts are largely

driven by policy decisions, changing

incentives, and some other topics that I

can't talk about in this video at the

moment. But um by the time it becomes

obvious to the public the repricing okay

of the money assets repricing of the

value has already occurred by then and

smart money or the people that actually

see what's coming they are already

positioned before these changes take

place. So what this means more than

anything for regular investors is that

investing during a transition like this

or during a monetary reset is no longer

just about chasing returns. It becomes

more about preservation and survival. So

the core principle here is pretty

simple. You basically want to own assets

that will either appreciate in value or

at the very least carry their value

forward as the system transitions from

the old framework to the new one. And

that's it in simple terms. Now, here's a

very practical way to think about it.

Okay, I categorize this into three

categories. Okay. The first is you have

your

focus on growth. So you want to

outperform

currency debasement. Your goal is to

build wealth through this transition.

That's the first approach. You're

focused on growth, building wealth,

making money, and outperforming currency

debasement. The second approach is you

can focus almost entirely on just

preservation. Your priority is basically

being defensive and protecting what you

already have and preserving your capital

and protecting your wealth. The third

option is a balanced approach. It's

where the goal is to maintain resilience

and preserve your wealth, like the first

category, while still balancing that

with a portion of your portfolio that is

focused on growth and capturing upside

and opportunities in an intelligent

fashion. Now, with that said, the assets

you select to include in your portfolio

should entirely depend on your

short-term goals, your long-term goals,

your financial goals, your financial

situation, and your risk tolerance. And

we'll get exactly into the assets that

hold up through a monetary reset. I have

a list of them and there are some that

I'm not going to talk about in this

video, but they will be covered in

another video. But if you want a deeper

datadriven perspective on the topics I

discuss, I share my full analysis on

financial markets, crypto, the macro

shifts taking place, along with my

long-term thesis on this transition, all

within my weekly newsletter and my

financial market intelligence group. And

if you're interested, you'll find the

link in the description below. Now, here

are the different assets that we need to

cover because there are a lot of

different asset classes out there. There

are so many different assets to pick

from, but we'll start with the one with

the longest history. We'll start with

gold. Now it's important to understand

that gold is not necessarily something

that you own to generate wealth. Okay?

Not in the traditional sense. Its

primary role is protection and wealth

preservation and that's how I look at it

as monetary insurance. Now it preserves

purchasing power across transitions and

it exists outside the liabilities of the

financial system.

It's outlasted empires,

outlasted currencies and previous resets

if we look at history. So it is not

dependent on any financial institution,

network or promise and it cannot be

printed. It cannot be diluted or

restructured by policy decisions. It's

almost untouch untouchable. So when

finance becomes increasingly digital,

gold's role doesn't just disappear

overnight and it does not become

obsolete as a lot of people think it is

or think it will. It actually will

evolve and become an anchor of

confidence beneath an evolving monetary

infrastructure.

And that's where digital assets come in

later. Now, this is simply because gold

has over 5,000 years of monetary history

and trust. You can't just get that

overnight. So, that's why central banks

have been net buyers of gold since 2009

and for over a decade now. And that's

also why they reclassified it to a tier

one asset. And that's why gold keeps

reappearing at every major monetary

turning point in history. So basically

gold is the asset that you hold not to

create wealth or get ahead but to make

sure that you don't fall behind when the

system changes because gold has

outlasted and carried its value

throughout all resets. Now, if you're

looking for a secure way to gain

exposure to crypto, precious metals,

whether that's buying, selling, trading,

or even rolling over a 401k into crypto

with potential tax advantages. One

platform that I often point to and I

also use is iTrust Capital. Now what

many don't know about iTrust Capital is

that if you decide to buy gold and

silver through them, they are actually

fully allocated physical metals. And

most people don't know this. So what

that means is the metals are held

through reputable partners which you can

then request for delivery if you choose

to. Now if you're interested, I did put

the link in the description and you can

find that below. Now on the other side

of the spectrum of asset classes, we

have digital assets and pretty much the

broader crypto ecosystem. Now, here's

the key here. While most people remain

focused on the short-term price

movements, the day-to-day price action

and volatility, something bigger is

actually happening in the background as

it relates to blockchain technology and

digital assets. What we're witnessing

right now is the construction

of pretty much a fully digitized

financial architecture. And this has

been in the works for quite some time

and it's already being built now. What

that means is tokenization of assets,

digital settlement layers, programmable

money, and even global liquidity

networks are all developing

simultaneously right now. And over time,

nearly all forms of value will

eventually be represented digitally in

some form. And that essentially means

that all forms of value from financial

assets, commodities,

property rights, identity, money, and

even financial and debt instruments will

eventually all be tokenized on the

blockchain. Now the key here is that

that creates one of the largest wealth

creation opportunities of our lifetime.

And just like every previous disruptive

technological revolution throughout

history has created so many

opportunities during the transition and

this is no different. But this also

requires a lot of discernment because

not all cryptos and digital assets are

equal. Many are scams, pump and dumps,

and just purely speculative investments

with no use cases, and most of them

won't even be around in the future.

However,

there are a limited number of them that

are specifically designed to serve

foundational roles in the next financial

system. And that's where the real

advantage is. It's understanding and

being able to identify which networks

are deeply undervalued relative to the

roles that they are designed to fulfill

and play in the next monetary era. So

what does that mean? That means focusing

on assets with genuine utility, strong

fundamentals and economic moat,

scalability,

long-term relevance, and basically

systems that are being built to solve

real structural problems within the

emerging financial architecture. Now the

ones positioned to capture a

disproportionate share of value as the

system evolves will be the ones that

have all those criteria utility

long-term growth potential fundamentals

use cases tackling existing problems in

the multi-t trillion dollars. Now these

are infrastructures, okay? So they're

not hyped driven tokens and the truth is

they're not investments that are just

going to disappear tomorrow. Because as

tokenization expands across global

markets, a lot of that value will

increasingly concentrate into the

networks that actually move and secure

that value that are specifically

designed to serve critical roles in the

next financial system, in the next

monetary era. And we have the

opportunity right now to capitalize on

that. The opportunity basically lies in

identifying those infrastructure level

assets

early while they're still misunderstood

and undervalued before they appreciate

in value. And that's the key. Now

contrast all of this with cash. Now cash

still plays an important role. And the

truth is it's important to not

misunderstand that as many people do. In

the current system that we live in,

liquidity still matters. You need cash.

You need fiat for everyday transactions,

for paying bills, covering regular

necessities,

taking advantage of short-term

opportunities,

and even investing. Okay? and also

maintaining a basic safety buffer for

unexpected situations.

So the truth is for as long as the

existing financial system continues to

operate in its current form, cash

remains the primary medium through which

economic activity flows for transaction,

transacting, investing. And when you

think about it in that sense, it still

serves a clear and practical purpose. So

I know many people say, "Get rid of all

your cash. That's stupid. Don't do

that." But where cash becomes vulnerable

is when you look at it as a long-term

store of value because it's not. It

loses purchasing power every day. And in

a debt-based system that strictly

depends on continuous credit expansion

and the money supply keeps growing at an

exponential rate in order to keep the

system functioning and that expansion

inevitably destroys your purchasing

power which is your fiat currency and

your cash over time. So that's simply

how the structure of the modern monetary

system works. So cash is good to have

for specific reasons but not as a store

of value. And as the world gradually

moves toward a more digitized form of

currency and settlement, of course cash

won't need to be confiscated to become

less relevant. Okay? Logically, it will

simply lose its effectiveness

slowly over time and fade away as the

system evolves. And currently we're not

there yet, but I would not use it as a

store of value. So the key distinction

is this. Cash is extremely useful for

liquidity

and short-term flexibility, but

historically it's been one of the least

resilient places to park wealth over

long periods during times of sustained

currency debasement or systemic

transitions, which is currently what

we're living through.

So after that, we have companies,

equities or stocks. Okay, this is where

ownership in real businesses become

extremely important. I know a lot of

people say stay away from stocks. That's

also stupid. Don't listen to them. Even

though equities exist inside the

financial system and they are still

priced in fiat currency,

stocks are different because they

represent something fundamentally

different from money itself. They

represent ownership in productive

companies, in productive enterprises

that actually create real goods, real

services and cash flow. And owning a

stock is owning a piece of that. So

during a monetary reset, while the

currency used to measure value can be

debased, restructured or even replaced

completely, strong businesses and

companies don't simply vanish overnight

or disappear because the unit of account

changes. It doesn't work like that. The

businesses, they keep operating. They

continue to operate generating earnings,

revenue, and holding real productive

capacity. Now, that's why throughout

history, ownership in quality companies

has often carried value forward during

inflationary periods and even currency

resets. And not because, you know, the

business suddenly became more valuable

overnight.

That's not why, but simply because the

currency used to price them was losing

purchasing power. And that's exactly

what we're seeing in the stock market,

hitting new all-time highs

during this transition taking place.

Okay. So what typically happens is not

that the stocks lose relevance but that

their nominal value can change

dramatically

as the currency weakens or as it becomes

redefined into a new system. And

actually if we look at history in many

historical cases stocks or equities

ownership in a company actually rose

sharply in nominal terms during very

inflationary transitions. Not

necessarily because the business

suddenly became more valuable but simply

because the currency was significantly

being destroyed. And that's the currency

that we measure

these stocks in the fiat currency. So in

other words,

stocks can act as a practical shield

against currency debasement because they

represent claims on real assets and

future productivity. Okay? Not fixed

promises denominated in currency.

Although it's also important to remember

that not all companies are equal in this

type of environment. That's why some are

going to survive the reset and some will

not only survive but actually thrive and

then many of them will go bust

completely. Now we have land and

properties. Now this has its own

category that's very enduring.

Property if we study history has

intrinsic utility and has carried over

its value into new systems productive

land physical space um property. Now

this gives real estate long-term

resilience. Now although it also comes

with its own limitations which is a

whole other subject. it's immobile,

subject to taxation, um less liquid

depending on um the size of the

property. But nevertheless,

historically, land and property have

consistently retained re relevance

across resets not because they are

optimized financial assets, but simply

because they provide something very

essential, and that's space. So when you

step back and look at the big picture,

one thing becomes clear. There is no

single perfect asset during a monetary

reset. Although some will clearly

perform better than others. That's a

given. But there's no perfect one

because these periods are just simply

too complex and uncertain for any one

investment to provide full protection on

its own. And that's why you really have

to assess what your situation is and

what your goal is. And what really

matters is basically aligning the assets

that you hold with your goals. because

each asset serves a different purpose

and plays a different role during these

periods. Now, real resilience comes from

understanding those roles, not expecting

one asset to do everything. And that's

all I got for you today. If you like

this video, give me a like. If not,

don't worry about it. I'll see you guys

in the next one.