The Most Important Monetary Development Since The End Of The Gold Standard? | Brent Johnson

Video Description

REGISTER FOR THOUGHTFUL MONEY'S SPRING ONLINE CONFERENCE AT THE EARLY BIRD DISCOUNT PRICE at https://www.thoughtfulmoney.com/conference Dollar Milkshake Theory developer Brent Johnson has released another report on stablecoins, emphasizing their tremendous potential to upend the global monetary system. He's shouting loudly about this because he sees most of Wall Street vastly unprepared for what's about to happen. It's largely treating stablecoins as a niche amusement, instead of the Omega-level disruptor Brent thinks it will prove to be. In fact, he thinks stablecoins will impact the global monetary order on the same level as the Bretton Woods accord, or when the dollar moved off the gold standard. To learn why, and what the implications will likely be, watch this video. #stablecoin #stablecoins #dollar 0:00 Recap of Previous Discussion on Empire by Code 1:43 New Report: Stable Coin Wars 2:07 Entering the Conflict Phase 2:40 Key Questions on Stablecoins 3:34 Quick Description of Stablecoins 4:03 Impact of the Genius Act 4:53 Definition and Digital Representation 5:33 New System with Greater US Control 6:29 Limitations of the Old System 7:20 Incentives to Switch to Stablecoins 7:48 Global Demand for Dollars Outside the US 8:47 Network Efficiency and Adoption 9:49 Comparison to Bitcoin 10:53 Debit Card Analogy 11:17 Government Co-opting Private Innovation 13:24 Scale and "For All the Marbles" 14:07 Current Issuers and Control 15:30 Tether and Circle as Leading Providers 16:51 Stablecoin Wars and Battles 17:38 Threat to the Banking System 18:02 Government Embracing Despite Risks 21:31 Concerns with Non-US Players 22:09 Banks Issuing Their Own Stablecoins 23:29 Regulated vs Non-Regulated Stablecoins 24:50 Interconnected Battles 25:03 Near-Term "Thousand Flowers Bloom" 27:18 Disintermediation of Legacy Players 28:04 Potential Consolidation 30:08 Government Tolerance and Reinforcement 31:18 Less Transformative Domestically 32:02 Who Defines the Dollar 32:45 Impact on Money Supply 34:18 Capital Moving to Stablecoins 34:31 Future of Lending 38:54 How Stablecoins Work (Tether Example) 40:00 Yield on Collateral 41:01 Competitiveness with Banks 43:45 Users Outside the US 44:25 Battle with Commodity Stablecoins 47:19 Relation to CBDCs 50:35 Regulatory Design and Control 53:53 Regulatory Battles Globally 54:34 What Countries Can Do Against Stablecoins 57:40 Byproduct: Demand for Treasuries 1:00:05 Percent of Global Trade in Stablecoins 1:02:13 Enhancing the Dollar Milkshake Theory 1:06:48 AI-Driven Commerce and Stablecoins 1:09:21 Final Thoughts on Importance _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.