What’s happening right now isn’t a rebellion against the U.S. dollar so much as a quiet construction project underneath it—a slow rewiring of how global trade settles, how commodities move, and how nations protect themselves in a world where “risk-free reserves” no longer feel risk-free.

Traditional finance celebrates NVIDIA because the stock reflects AI demand. But owning NVIDIA isn’t the same as owning the system where AI value is created. It gives you exposure — not agency. A stock can 5X, and your grocery bill can 5X too. That’s the flaw in the old model:

A geopolitical shift with big implications for global markets is unfolding, and it is beginning to show up in central bank commentary, institutional research, and currency strategy reports.

There’s a global shift happening around the U.S. dollar, and it’s being recognized by major institutions—not crypto Twitter.Standard Chartered’s Global Head and Geopolitical Analyst, Philippe Dauba-Pantanacce, recently explained that many emerging markets, especially BRICS nations, are actively working to reduce their dependence on the dollar. Sanctions, the removal of Russia from SWIFT, and the political use of the dollar have pushed countries to build alternatives.

A new Long Angle survey revealed something Wall Street still hasn’t processed:

Everyone wants to know the same thing: What actually survives the next decade of tokenized finance? When you apply a Buffett-style filter — moats, tollbooths, trust, and irreplaceable utility — Chainlink lands in rare territory.