Are We Headed for a Superpower War and Global Financial Reset?

The world feels like it's teetering.

Escalating proxy wars. Fragile financial systems. Trillion-dollar deficits. So, the question arises: Are we on an unavoidable path toward a major conflict between superpowers? And if so, will that war trigger a global financial reset?

These aren’t just late-night musings of a paranoid silver stacker. They’re grounded in the facts of the present day, the history behind us, and the financial data in front of our faces.

Are We Headed for a U.S. War with Iran?

Tensions since October 7th, 2023, have escalated dramatically, not in a straight line, but in bursts—sharp escalations followed by uneasy lulls. We have witnessed a cascade of assassinations targeting Iranian officials, Iran’s launch of missile campaigns labeled True Promise 1, 2, and 3, and a growing tempo of Israeli military strikes against Iranian proxies across the region. Most recently, Israel conducted decapitation strikes under Operation Rising Lion, and the U.S. bombed Iranian nuclear infrastructure—concluding what is now being called the "12-Day War."

These aren’t isolated incidents—they're sequential escalations that suggest a deepening regional war.

A full-scale war between the U.S. and Iran, including a sustained aerial campaign, is far from guaranteed—but it's more plausible now than at any point in recent memory. U.S. bases in Iraq and Syria remain vulnerable. Both sides are undoubtedly using the current lull in conflict to rearm and prepare for a possible next phase.

While direct U.S. boots on the ground are unlikely, a serious regional conflict involving airstrikes, naval actions, and missile exchanges is certainly within the realm of possibility over the next year.

Risk level: Moderate to High, with systemic flashpoints in play.

Is This Just a Regional Problem?

No. The emerging conflict structure looks uncomfortably like an "Axis" alignment: Iran, Russia, China, and North Korea. All are increasingly coordinating economically, diplomatically, and militarily.

The war in Ukraine continues to grind on. China's military is practicing for a Taiwan blockade. North Korea is shipping missiles to Russia. And meanwhile, the U.S. is trying to maintain presence in all these regions simultaneously. This kind of strategic overstretch historically leads to miscalculation or crisis-induced drawdown.

We are in what military theorists call a "pre-war environment." Tensions are rising in a non-linear, punctuated fashion. Each new normal is less stable than the last.

But Surely Nobody Wants a War That Destroys the Global Economy?

Exactly. And yet, wars don’t require intent—only miscalculation.

And here’s the rub: All major players are sitting on fragile economies.

• The U.S. has over $1.1 trillion in annual interest costs on the national debt.

• China is grappling with a real estate implosion and hidden local government debt.

• Europe is stagnant. Japan is tapped out.

A major war would explode deficits, crush supply chains, and force central banks to monetize debt at scale.

Which leads us to...

Would a Superpower War Trigger a Global Financial Reset?

Almost certainly. In fact, it may not even take a full-scale war. A regional conflict that drags in global powers could be enough.

War has always driven monetary transformation:

• WWI ended the classical gold standard.

• WWII gave us Bretton Woods (gold-backed dollar).

• Vietnam + inflation killed that system in 1971, leading to today’s purely fiat system.

We are now over 50 years into the current dollar-based fiat system. And it’s fraying.

• Countries are dumping Treasuries and buying gold.

• BRICS nations are actively de-dollarizing.

• The weaponization of the dollar (e.g., freezing Russian reserves) has made alternative systems a strategic necessity.

A global reset likely won’t be announced. It will emerge reactively through:

• Capital controls

• Dual-pricing in gold/yuan alongside dollars

• Commodity-backed settlement systems

• The rise of central bank digital currencies (CBDCs)

The Budget Time Bomb

Meanwhile, back at home, fiscal reality is deteriorating. According to the Congressional Budget Office, the latest version of H.R. 1 will add $3.4 trillion to deficits over the next decade.

On top of that, FRED data shows interest on the national debt has hit $1.1 trillion/year, with no end in sight.

The Role of Precious Metals

In times of geopolitical instability and monetary uncertainty, investors don’t just seek returns—they seek resilience. Historically, that’s meant a flight into hard assets—and few assets are as time-tested as gold and silver.

Central banks continue to accumulate gold at a record pace, reinforcing its role as a reserve asset. But when it comes to silver, the dynamics are a bit more nuanced. While some individual stackers are quietly accumulating, current market conditions actually suggest this is a buyer's market for physical silver.

Despite silver’s strong performance this year—up more than 26% year-to-date, with prices pushing toward $37—the premiums on physical bullion products remain remarkably low. Many dealers are even offering silver at or near spot price, and buyback offers from major online bullion retailers often come in below spot. This tells us one thing: retail sellers are cashing in, and buyers have an opportunity.

This divergence is unusual and potentially short-lived. During the mini-crisis of March 2023, when Silicon Valley Bank collapsed, premiums on physical silver exploded almost overnight. What we’re seeing now—low premiums, elevated spot—is the opposite environment. But that could change quickly in the event of another financial or geopolitical shock.

For those focused on long-term preparedness, the current landscape offers a unique window. Silver is rising, sentiment is shifting, and yet the physical market remains accessible. That won’t always be the case.

Final Thought:

A superpower war would not just reorder the global balance of power—it would reset the global system of money.

Whether it's a black swan trigger, a cascade of missteps, or a regional spark that spirals out of control, the system is showing all the signs of stress that historically precede transformation.

Now might be the time to prepare.

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Disclaimer: This newsletter is for informational and educational purposes only. It does not constitute financial, investment, or legal advice. The views expressed are those of the author and are not intended to serve as a recommendation to buy or sell any asset or security. Always perform your own due diligence and consult with a licensed financial advisor or other qualified professional before making any investment decisions. Past performance is not indicative of future results.