The US-Israel war with Iran brings us closer to the Great Reset
The Controllers have a multi-problem set: unsustainable debt, fraying US hegemony, need for tighter control rails, and a desire to re-center around gold without open admission of failure.
If you need more context on why I think we are nearing a financial reset, read:
The Great Taking will be used to usher in CBDCs + Digital ID
What our financial system will look like after the coming reset
In this article, I’ll explain how I view the US-Israel war with Iran.
As I outlined in my One World Government article, it’s a big club and we ain’t in it.
I find it very interesting that Iran is building an interoperable AI governance system with the West. I thought they hated each other.
It's also interesting that Iran's supreme leader got vaccinated for a virus that doesn't exist and was never isolated.
The leader of the opposition then proceeded to convince his people to inject themselves with poison to protect them from a virus that doesn't exist.
Of course, like every other leader that matters, he's part of the club and all wars are bankers’ wars.
And this is a topic for another article, but not everyone has to be in on it.
Everything at this level is on a need-to-know basis.
Need-to-know is the Controller-side answer to:
“How do we coordinate a lot of people to run a global-scale project while“:
minimizing leaks and defections,
keeping most participants psychologically clean,
preserving plausible deniability for everyone above a certain rung,
and keeping things flexible enough to improvise when reality doesn’t follow the script?”
In other words, Need-to-Know = Structured Ignorance.
So you don’t go and tell the janitor that we live under something very close to a One World Government.
Somehow we live in this “multipolar” world in which all countries are developing a unipolar surveillance stack.
The West and the BRICS disagree on everything else, however, they clearly agree on the surveillance stack and gold accumulation.
The deaths and destruction are real, however, the pretext for these wars is clearly not.
As I’ve already covered in my One World Government article, there is zero evidence that an atom has ever been split, yet all of these countries continue to pretend nuclear weapons exist.
The Controllers have a multi-problem set: unsustainable debt, fraying US hegemony, need for tighter control rails, and a desire to re-center around gold without open admission of failure.
A US-Israel war with Iran where the US doesn’t fully win is a multi-purpose lever:
It creates the energy/FX/funding shock that makes Freegold and the Great Taking politically sellable.
It justifies emergency powers for domestic rail-hardening (ID, CBDC, surveillance).
It provides a wounded but surviving villain (Iran) to sustain permanent “counter-terror” justification.
It allows a choreographed decline from dollar absolutism to gold-aware multipolar finance under the cover of “war and necessity”.
As always, I don’t have any insider information so assumptions have to be made.
I assume that the US doesn’t cleanly “win” this war and get to (nor want to) install a puppet regime.
By “install a puppet regime”, I mean installing leaders who are going to be obviously subservient to the US and Israel — a true humiliation for the Iranian people (no plausible deniability).
The current Iranian regime is subservient to global interests (so US + Israel also, but in a sly, roundabout way).
If you’re asked to humiliate yourself and poison your people with Covid vaccines, you play ball.
If you’re asked to adopt the interoperable AI governance stack, you play ball.
At the same time, you don’t openly humiliate your people to please the US and Israel. (“By Way Of Deception, Thou Shalt Do War“)
1. What the Controllers want before the war
Before the shooting really starts they already have:
A massive sovereign + private debt overhang. The "everything bubble" was used for the AI governance buildout (a.k.a the AI bubble if you listen to mainstream media).
A debt/liquidity cycle that’s approaching a refinancing wall.
Fracturing US hegemony (China/Russia/Iran axis, BRICS, de-dollarization noise).
A partially built control stack:
ISR / targeting / Palantir-style governance OS,
cloud/ID/CBDC rails (MSFT, major clouds, payment networks),
surveillance & cyber.
Central banks quietly accumulating gold and building the Freegold accounting architecture.
Retail herded into ETFs, retirement wrappers, dematerialized custody: sacrificial paper layer ready for a future sweep (the Great Taking).
The core strategic problems they still need to solve:
How to default on an impossible debt stack without calling it default.
→ Great Taking + Freegold-style revaluation of state gold / hard collateral.How to move from US-dollar hegemon to multi-bloc gold-backed settlement without a clean “US surrender”.
→ They need a credible geopolitical reason for:US relative humiliation,
reserve shifts,
new settlement arrangements,
without making it look like a board decision.
How to justify a massive legal/policy hardening of domestic rails (ID, CBDC, censorship, financial repression).
→ They need a “war on something” big enough to excuse:emergency economic powers,
capital controls,
expropriation of certain claims,
full normalization of surveillance.
How to discipline allies and periphery states into the new system.
→ Some allies must be forced to choose: “with us, on our rails, or with chaos”.
A big war involving the US, Israel, and Iran is a near-perfect multi-purpose tool:
It hits energy, shipping, and FX → accelerates de-dollarization + gold.
It justifies emergency financial measures in the West.
It forces Europe, Gulf, and Asia to pick sides or hedging arrangements.
It nearly guarantees a “messy” outcome: no clean installation of a puppet regime in Iran, no easy victory, lots of plausible deniability.
2. Why a US–ISRAEL–IRAN war they don’t expect to “win”
As always, I could be wrong, but in my view the US Controllers don’t expect to “win” this war.
They aren’t idiots. They can see:
Iran is a big, mountainous country with real industrial base, missile arsenal, drones, and hardened networks.
Installing a puppet regime is likely to be politically impossible.
Iran has proxies (Hezbollah, Iraqi militias, Houthis, etc.) that can hit Israel, Gulf shipping, and US bases.
So why pick a war that they know won’t look like “victory”?
Because the objective is not victory; it’s re-wiring. Several layers:
Narrative: From unipolar hubris → disciplined multipolar realism
They need to shift from:
“We are the indispensable nation, we police the world”
to:
“We must share responsibility, we must be realistic about limits.”
A visible failure / stalemate is the easiest way to:
Rebase expectations for Americans and allies (“we can’t just topple everyone”).
Justify concession of some monetary/fx primacy (more gold, more non-dollar settlement) as “pragmatic realism” rather than defeat.
Financial: War as bridge to Freegold + Great Taking
They need a plausible excuse to:
Blow out deficits → justify massive CB balance-sheet maneuvers.
Freeze, gate, or haircut certain claims → Great Taking.
(In my view, for us to get to the Great Taking, the Controllers will need a perfect storm — a crisis that likely outdoes the Covid scamdemic.)
A wide Middle East war centered on Iran allows:
“War bonds”, emergency funding, capital controls.
Freezing of “terror-linked” assets globally (perfect entry to seize some flows).
Using the energy shock to rationalize gold repricing (“flight to safety”).
Control stack: War as accelerator for rails
US+Israel vs Iran war is a dream environment to:
Justify universal KYC/AML tightening (“terror finance”), at scale and speed.
Mandate AI-driven surveillance and decision OS (Palantir-type) everywhere:
border, ports, finance, cyber, critical infrastructure.
Normalize:
warrantless data grabs,
censorship,
ID-linked payment systems (needed to stop “Iranian proxies” and “domestic extremists”).
They don’t need a conventional victory for that; they need sustained threat + plausible fear.
Discipline for allies
Europe: forced to reconsider Iranian oil, gas, and trade; must align or be squeezed.
Gulf monarchies: pushed to closer security integration, arms deals, data-sharing.
Asia: faces energy/FX shocks; strong incentive to join new gold-aware, multi-asset settlement arrangements instead of pure USD dependence.
A messy, inconclusive war increases perceived risk of doing business outside the Controllers’ rails, pushing everyone into safer, more controlled channels.
Domestic cohesion through external conflict
In low Gross Consent Product (consent scarce), domestic polarization is extreme:
War allows them to:
paint internal dissent as “helping Iran”,
compress political space,
neuter populists on both sides with “national security”.
An unwinnable but always-justified war is an old trick. This is the high-tech version.
3. How the war unfolds
PHASE 0 — PRELUDE: ESCALATING “PROXY” WAR
Years before open war:
Israel vs Iranian proxies (Hezbollah, Syria, cyber),
US sanctions, covert ops,
maritime incidents in the Gulf,
drone/missile incidents around Saudi/UAE, Iraq, Syria.
The Controllers let this simmer because:
It justifies ongoing defense spend and presence.
It allows live-fire testing of drones, missiles, air defenses, cyber weapons.
It helps them refine ISR/Palantir-style war OS in real conditions.
On the financial side:
They gradually tighten sanctions/AML around Iran-linked flows, building the legal precedent and technical rails for more serious confiscations later.
They watch which countries quietly skirt sanctions (China, Russia, some EU corporates, India) — mapping the “resistance” network.
PHASE 1 — SPARK: CATALYST INCIDENT
The “official” trigger is some combination of:
An existential threat due to nuclear weapons that don’t exist.
A large Iranian or proxy attack on Israeli/US assets (could be real, could be allowed to happen).
A major incident (e.g., hitting a Gulf LNG terminal, drone swarm on a US ship, mass-casualty attack blamed on Iran).
The Controllers need a shock that is:
Big enough to justify a declared war / large coalition action.
Blameable on Iran, with enough evidence to satisfy mainstream media and allied parliaments.
Behind the scenes:
War plans were ready.
Procurement pipelines (missiles, interceptors, ISR, cyber) have been ramping for years.
Safeguards for key rails (cloud, payments, data centers, energy grid) are in place: Palantir/MSFT/defense/cyber rails integrated.
PHASE 2 — AIR & CYBER CAMPAIGN: “SHOCK AND AWE 2.0”
US and Israel launch:
Massive airstrikes on:
“nuclear” facilities,
missile bases,
IRGC infrastructure,
command-and-control.
Cyber campaigns against Iran’s:
grid,
ports,
communications,
financial system.
Objectives:
Hurt Iran enough to:
degrade capacity,
provoke response,
but not topple every decision-maker in the regime outright (they actually need some decision-makers alive for the long game).
On the Controllers’ meta-layer:
Test “AI war OS” at full scale:
ingesting ISR, satellite, Human Intelligence (HUMINT), Signals Intelligence (SIGINT),
optimizing strikes, logistics, and defense,
stress-testing decision OS for the true Great Power theaters later.
Domestically:
Emergency powers activated:
some capital controls “to prevent terror financing”,
broader surveillance,
“temporary” constraints on protests and speech.
PHASE 3 — REGIONALIZATION: IRAN’S RESPONSE & PROXY STORM
Iran, as expected, does not roll over:
Missile and drone salvos on Israeli bases, infrastructure.
Hezbollah opens large-scale front from Lebanon.
Militias in Iraq/Syria attack US bases.
Houthis / others hit shipping through the Red Sea / Bab-el-Mandeb / Hormuz routes.
Outcomes:
Insurance costs for shipping go ballistic.
Some choke points intermittently close; global trade and energy scramble.
Oil/gas prices spike; supply chains jam.
From Controller perspective:
Perfect energy + FX shock to accelerate:
dedollarization narratives,
demand for alternative settlement,
justification for broader financial emergency measures.
They now have a “clean” story for the public:
“War in the Middle East caused inflation, supply shocks, financial instability.”
They do not have to admit:
“Our debt/liquidity build-up + fragile plumbing were going to blow anyway.”
PHASE 4 — STALEMATE: MILITARY LIMITS APPEAR
As operations drag on:
Airstrikes and covert ops continue, but:
Core decision-makers in Iran’s regime survive,
Tehran’s core institutions remain functional.
Attempts to mount serious ground incursions into Iran are politically impossible in US; Israeli ground options are limited and costly.
Iran’s proxies show resilience; their missile stockpiles are large and partly replenished via allies (Russia, maybe tacit help from China via components).
The war settles into a pattern:
Periodic flare-ups,
Constant low-level attacks on shipping and bases,
Cycles of ceasefires and violations.
For the public: it looks like incompetent endless war.
For Controllers: it’s the perfect pretext environment:
Enough tension to justify emergency powers indefinitely.
Not enough existential risk to force full mobilization or installing a puppet regime.
PHASE 5 — FINANCIAL AFTERSHOCKS: GREAT TAKING MOMENT
The war + energy shock interact with the existing debt/liquidity stresses:
Higher energy costs + rate volatility → pressure on corporates and sovereigns.
Refunding walls collide with higher real yields.
Some systematic funding accidents appear:
banks exposed to energy/EM,
shadow credit blowups,
pension/LDI-like episodes,
ETF plumbing dislocations under stress.
(Again, in my view, for them to run the Great Taking, they’ll need the perfect storm. It is unclear to me whether this war alone does it.)
The Controllers let something “snap” just enough to:
Trigger resolution regimes,
Invoke new emergency authorities,
“Protect the system from contagion”.
Then they quietly run the Great Taking script on the sacrificial layers:
Freeze/gate redemptions in certain funds and ETFs.
Enforce bail-ins for certain banks, brokers, or custodians.
Convert some securities entitlements into:
long-dated sovereign bonds,
CBDC-denominated “resolution units”,
or straight haircuts.
Gold ETFs / unallocated gold:
Under stress and new “terror finance / systemic risk” provisions, the underlying physical gold is:
prioritized for “system stability”,
pledged or transferred to CBs/resolution vehicles.
ETF holders are:
cash-settled at some pre-revaluation price,
or given synthetic “gold-linked” units that never track full Freegold revaluation.
Domestic messaging:
“We had to take tough measures to prevent Iran, Russia, and rogue actors from exploiting our financial system.”
“We protected depositors / pensions / small investors as much as possible.”
Reality:
A huge chunk of dematerialized paper wealth has been neutered or swept.
High-quality collateral and physical metal end up more deeply in sovereign/CB/non-public hands.
PHASE 6 — FREEGOLD TURN: REPRICING AFTER CONSOLIDATION
Once the dust settles:
Central banks sit on a larger share of real assets (especially gold) via:
years of accumulation,
sweeping ETF/unallocated claims,
emergency transfers in resolutions.
The energy/war crisis + funding stress provide the perfect context to:
Let gold “find its level”, i.e., allow or engineer a multi-X revaluation against fiat.
Rebrand CB balance sheets:
gold at market → improved capital position,
new gold-linked facilities between blocs (e.g., Gulf/China, Russia/India, etc.).
Public storyline:
“Markets have reassessed the value of gold in an uncertain world.”
“Countries are wisely diversifying reserves to include more gold.”
“We’re launching more stable, resilient financial architecture backed by real assets.”
Underneath:
Freegold architecture is now live:
gold as core inter-bloc settlement/wealth reserve,
fiat/CBDCs as domestic Medium-of-Exchange and unit of account,
legacy dollar primacy diluted but not erased.
US and Israel get to say:
“We stood up to Iran; we defended our interests.”
“Yes, we had to make reforms and tough financial decisions, but the system is safer now.”
Iran gets to say:
“We survived the combined West+Israel assault; we are still here.”
Controllers get:
New gold-based backstop,
Partially cleaned-up debt claims,
Stronger rails,
And a controlled degradation of US hegemony, rather than a sudden collapse.
4. Why “not winning” is part of the design
In a classic game-theory framing, “not winning” looks irrational. In my lens, it’s optimal.
You can’t install a puppet regime in Iran at an acceptable cost
Full conquest of Iran is off the table.
Installing a compliant regime is unlikely.
So a “clean victory” is not realistic.
Planning on stalemate prepares the narrative and the contingencies.
You need a surviving adversary to justify permanent emergency
A totally defeated Iran would:
Remove the main villain just when you want to harden domestic rails.
Reduce public tolerance for ongoing surveillance, high defense spending, and financial controls.
A bruised but intact Iran:
Provides:
continuous justification for sanctions,
ongoing “terror threat” for AML/KYC expansion,
a focal point for allied cohesion.
You need a plausible reason to step down from dollar hegemony
US hegemony is expensive and brittle:
Dollar as sole reserve demands large, persistent deficits.
Weaponized finance (sanctions, seizures) pushes others to defect.
A perceived defeat / stalemate against Iran provides:
A reason to frame:
partial dedollarization,
more multipolar arrangements,
more gold-based settlement,
as reluctant necessity rather than voluntary surrender.
You need a “big external shock” scapegoat for the Great Taking
If the Great Taking + Freegold revaluation happened in peacetime, the backlash would be focused:
“They stole our savings.”
“Elites engineered the reset.”
With war:
Losses can be blamed on:
“war profiteers”,
“Iran/Russia/China”,
“speculators”,
“unprecedented conditions”.
“Not winning” makes the war big and messy enough to excuse sweeping changes.
5. Implications by layer
I’ll map the impacts across a few domains most of you might care about.
A) Middle East geopolitics
Iran:
emerges battered but intact;
regime becomes more security-obsessed, more integrated with Russia/China for tech and trade;
becomes a permanent, legitimized pole in the new multipolar architecture.
Israel:
militarily blooded but more deeply tied into US and Gulf security systems;
uses war to justify:
internal security hardening,
expansion of ISR, cyber, and AI decision systems,
deeper integration of Palantir-type OS into all state functions.
Gulf states:
forced into tighter security and economic arrangements with US/EU/China simultaneously;
accelerate dual-track hedging: US security guarantees + Chinese trade + more gold in reserves.
Regionally:
more fragmentation,
more drones/missiles as normalized tools,
higher baseline defense budgets,
chronic, manageable instability that justifies permanent external presence.
B) Global monetary/financial system
Impact on gold:
War + energy shock + funding crisis + Great Taking operations → strong justification for a drastic upshift in gold price.
After sweeping ETF/unallocated claims, states:
mark their gold to a much higher fiat value,
use it as base for new bilateral/multilateral facilities,
push some gold-linked instruments for official players (not for retail).
For Freegold:
This is the functional birth moment:
physical gold as final settlement between blocs,
fiat and CBDCs floating against it,
the public story never calling it “gold standard”, but operationally re-centering around gold as anchor.
Impact on the dollar:
Still dominant, but:
more trade is invoiced in other currencies,
more settlements use gold or multi-asset baskets,
more countries hold a larger gold share.
War and stalemate make it all feel organic:
“We had to diversify after such shocks.”
Impact on the Great Taking / equities:
Resolution regimes activated in stress kill off:
a chunk of equity wealth,
some bond funds and shadow credit structures,
some ETFs (especially commodity/EM/high risk).
Core rails (defense, cloud, ISR, Palantir-type) survive as:
“national security” providers,
possibly with more direct state stakes or golden shares.
Retail’s portfolios:
take hits in ETFs, especially those touching the conflict zone or peripheral credit;
get “protected” by being shifted into longer-dated sovereign-like instruments and CBDC accounts.
The sacrifice layer does its job: soaking losses so the system’s collateral base can be re-centered.
C) Domestic control / civil liberties
US, Israel, EU, and others use the war + Iran as pretext to:
Implement mandatory digital ID for all financial access.
Hard-wire travel rule, KYC, and AML into:
bank accounts,
stablecoins,
crypto on/off ramps,
“anonymous” payment systems.
Normalize:
scanning of content and metadata at scale,
AI-based risk scoring (Palantir/MSFT/others),
cross-border data-sharing under “counter-terror” frameworks.
Opposition to war or to financial reset gets blurred with:
“helping Iran & Russia”,
“undermining national security”.
The low Gross Consent Product (consent scarce) regime becomes more rigid:
consent is replaced by rail-dependence.
D) Bitcoin and other non-sanctioned SoVs
In this war arc:
Iran and co. allegedly (according to mainstream media) use BTC and other cryptos as:
sanctions relief,
capital-flight rail,
smuggling settlement.
West’s response:
Aggressive messaging:
“Crypto funds terror.”
“Iran uses Bitcoin to bypass sanctions.”
Regulatory and legal escalation:
stronger enforcement on non-KYC exchanges,
strict surveillance on-chain,
strengthened penalties for non-compliant usage.
But they do not fully ban BTC:
Foreign use is too useful as a sensor and a pressure valve.
Domestic use is too interwoven to fully crush without collateral damage.
Adversaries adopting BTC more aggressively makes it even more useful as an intel window.
Instead:
Paper BTC (ETFs, futures) blossom,
self-custody is legally de facto criminalized at scale but remains technically possible,
BTC’s role as “Store-of-Value + volatility sink” is cemented.
From my point-of-view:
War is a good excuse to push BTC deeper into the “managed corridor” paradigm:
Store-of-Value allowed via regulated wrappers,
Medium-of-Exchange and anonymous usage punished.
In my view, Bitcoin was created by the Government to:
Split and redirect “hard money exit” demand away from physical gold.
Especially from the younger, technically literate cohort who would otherwise discover FOFOA/Freegold on their own.Serve as a programmable anger sink and volatility absorber.
Turn anti-fiat rage into leveraged perps, alt cycles and paper BTC products instead of riots and bullion runs.Imagine a world without BTC after the 2008 tax-payer (+ money printer) bailout for the bankers:
QE + ZIRP + moral hazard → hard-money anger goes almost entirely into: physical gold, maybe some silver, some miners, small pockets of land/energy.
That accelerates physical drawdown:
CBs/bullion banks have to work harder to source bars,
paper vs physical tension shows up earlier,
LBMA/COMEX credibility cracks while Debt/Liquidity is still mid-cycle, not at crisis peak.
Act as a mass surveillance and dissident-mapping sensor.
KYC ramps + chain analytics = continuous telemetry on who tries to exit the fiat/CBDC matrix.Provide a testbed and myth-factory for future CBDC / tokenization rails.
Normalize key mental models: seed phrases, addresses, block explorers, “wallets”, “digital scarcity”.Create another sacrificial paper stack for the Great Taking.
ETFs, ETNs, broker-held BTC, yield products: all prime “securities entitlement” fodder inside CSD/broker plumbing.Offer an emergency bargaining chip in future geopolitical negotiations.
BTC as a negotiable wild-card in a Freegold world:“We can tolerate your grey BTC usage if you play nice on gold / FX / CBDC standards.”
Give them a future pretext for “quantum safety” herding into CBDCs and tokenized gold.
Quantum FUD as the story to:delegitimize BTC as “ultimate SoV”,
justify draconian “post-quantum” migration measures,
trap flows on KYC state rails at reset time.
As I’ve covered in these 2 articles, I think Quantum computing is just another government-invented scam:
E) Individual-level implications
Physical gold:
emerges from this as the big private Store-of-Value winner if held outside systemic custody chains.
ETF/unallocated holders are the quintessential Great-Taking victims.
Self-custody BTC:
even more relevant as an expropriation hedge,
even more legally uncomfortable,
still survivable as leak.
Equities:
sacrificial instruments. The war is the story that justifies the sweeping and rewriting of their claims.
rails (Palantir/MSFT/defense/cyber) likely still crucial, but equity wrappers may be:
taxed,
diluted,
partially “nationalized.”
Cash and bank deposits:
short-term safe during the panic (guarantees — $250,000 per depositor, per insured bank in the US, and €100,000 in the EU),
then slowly debased and corralled into CBDC / tightly controlled bank money.
You don’t need a war to get here, but the war provides the narrative cover to do it faster and with more public acceptance.
6. TL;DR
Compressing the whole arc:
The Controllers have a multi-problem set: unsustainable debt, fraying US hegemony, need for tighter control rails, and a desire to re-center around gold without open admission of failure.
A US-Israel war with Iran that the US doesn’t fully win is a multi-purpose lever:
It creates the energy/FX/funding shock that makes Freegold and the Great Taking politically sellable.
It justifies emergency powers for domestic rail-hardening (ID, CBDC, surveillance).
It provides a wounded but surviving villain to sustain permanent “counter-terror” justification.
It allows a choreographed decline from dollar absolutism to gold-aware multipolar finance under the cover of “war and necessity.”
The war unfolds as:
prelude of proxies,
catalyzing incident,
air & cyber blitz,
regional proxy storm,
military stalemate,
financial accident,
then a managed economic reset.
“Not winning” is not failure, in this frame. It’s:
Narrative cover for shared multipolar settlement.
A believable excuse for global financial restructuring.
A sustainable level of threat to justify permanent emergency.
For the actual populations, it looks like:
yet another endless war,
higher energy costs,
more surveillance,
weird financial “reforms” after crises,
Bitcoin more caged but still alive,
stock markets bouncing around but leaving many retail savers quietly worse off.
As always, not financial advice in any way. All I do is read incentives based on the information that I have.
I don’t have any insider information.
If you need more context on why I think we are nearing a financial reset, read: