Simply Bitcoin Ray Dalio Warns The Monetary Order Is BREAKING | Is This Bitcoin’s Moment? | Simply Originals
Feb 12, 2026
Ray Dalio, founder of Bridgewater Associates and macroeconomic thinker, warns the monetary order is breaking down. He discusses yield curve control, exploding debt, CBDCs and surveillance, the regulatory fight over crypto, and geopolitical capital shifts. Short, sharp takes on banking, stablecoins, and systemic risk.
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Monetary Order Under Strain
- Ray Dalio warns the monetary order is breaking down due to debt, tariffs, and rising challengers to U.S. power.
- He compares today's disruptions to the 1930s and warns this could produce outcomes worse than a recession.
Capital Wars Shift Reserves
- Central banks and investors are shifting away from trusting fiat and U.S. dollar-denominated debt.
- Gold and foreign markets outperformed U.S. markets, signaling capital and trade wars driving reallocations.
CBDCs Enable State Control
- Dalio says digital currencies will remove privacy and become effective tools of government control.
- He warns CBDCs allow governments to tax, seize, and control foreign-held funds easily.