What I See in Gold, Technological Reserves, and the Future of the Financial Order

I increasingly feel that we are standing at a historic turning point in global finance. Gold and digital assets are beginning to replace part of the dollar’s role, and the international reserve system is experiencing its deepest fracture in three decades. This is not just another market cycle. it is an irreversible transformation. The Return … Continue reading What I See in Gold, Technological Reserves, and the Future of the Financial Order →

Between Governance and Innovation: A Tale of Two Approaches to Digital Finance

What the White House Sees (and Europe Misses): A Blueprint for Financial Power In July 2025, the White House released a 166 page report titled Strengthening American Leadership in Digital Financial Technology. Far from a technical policy memo, it represents a full institutional blueprint. Based on Executive Order 14178, it spans legislation, regulation, banking reform, … Continue reading Between Governance and Innovation: A Tale of Two Approaches to Digital Finance →