What Bitcoin Did This Is The End Of The Dollar System | Jeff Ross
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Apr 17, 2026 
Jeff Ross, macro hedge fund manager and newsletter author, offers a brisk geopolitical and monetary tour. He argues the dollar system is unraveling, discusses yield curve control and structural inflation, and explains his three burners framework. He traces oil trading shifting away from the dollar, explores war and AI-driven unrest, and outlines why Bitcoin fits a multipolar future.
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Rebuilding Will Drive Structural Inflation And Yield Curve Control
- Expect structural inflation in a rebuilding, militarized economy alongside efforts to suppress borrowing costs and inflate debt away.
- Ross predicts yield curve control and financial repression to protect governments while eroding bondholders' real returns.
Stablecoin Support Serves Treasury Funding Strategy
- The U.S. push for stablecoins is strategically tied to financing plans: stablecoins could expand demand for T-bills and help the Treasury issue short-term debt.
- Ross views Besant's stablecoin support as part of a plan to distribute T-bills globally and inflate them away slowly.
Geopolitical Shifts Signal A Multipolar 'World War III'
- Jeff Ross frames current geopolitics as the start of a multipolar World War III driven by 2008-era shifts away from the dollar system.
- He cites China's 2014 pivot from treasuries, Russia's cutoff after Ukraine, and proxy conflicts as precursors.