Will the U.S. Use a Crypto Gambit to Default on Its Debt?
Au-RRange Ventures Bridge to Righteous Outcomes Passion Driven. Experience Led. Will the U.S. Use a Crypto Gambit to Default on Its Debt? Context In September
Geopolitics & Economics
In today’s interconnected world, geopolitics is inseparable from economics. Trade disputes, military conflicts, currency realignments, and shifting alliances shape the flows of capital and the resilience of supply chains.
Our research decodes global power shifts and their implications for investors and corporates. We track developments across the U.S., Europe, Asia, and emerging markets, providing insights into how policies, sanctions, and multilateral agreements affect growth opportunities and risks.
Economics is no longer just about numbers; it is about navigating political realities. For example, energy security is not only an economic challenge but also a geopolitical weapon. Similarly, technology — from AI to semiconductors — is at the center of global rivalries.
We also bring focus to India’s role in global geopolitics, as it balances domestic growth ambitions with international partnerships. Our perspectives highlight how investors can align strategies with long-term geopolitical shifts while hedging against short-term volatility.
By blending economic analysis with geopolitical forecasting, we help clients anticipate disruption, safeguard investments, and leverage opportunities in an uncertain world order.
By blending economic analysis with geopolitical forecasting, we help clients anticipate disruption, safeguard investments, and leverage opportunities in an uncertain world order.
In September 2025, Anton Kobyakov, a senior adviser to the Russian presidency, put forward a startling assertion at the Eastern Economic Forum:
“The U.S. is now trying to rewrite the rules of the gold and cryptocurrency markets. Remember the size of their debt—35 trillion dollars. These two sectors (crypto and gold) are essentially alternatives to the traditional global currency system. Washington’s actions in this area clearly highlight one of its
main goals: to urgently address the declining trust in the dollar.
Chanakya warned centuries ago, “the treasury is the root of sovereignty, and its exhaustionbrings ruin to the state” — a lesson the U.S., with its mounting deficits and debt pile, would do well to remember. Power and money are joined at the hip! So in order to understand the US$ reserve currency status and de-dollarisation trend, we will briefly study how US became a global power and how it leveraged its reserve currency status over the years to its advantage.
Get in touch with Bharat
Why and When to Appoint a CRO
For companies facing distress, whether due to wrong capital structure, operational challenges,regulatory shocks or market disruptions, the ability to act quickly and decisively can make
India’s Own Private Credit Firms Drive First $10 Billion Year
Credit is the lifeline of modern economies, enabling businesses to expand, innovate, and withstand cycles of uncertainty. Yet, credit markets are inherently cyclical, influenced by