The David Lin Report U.S. Treasury Dump As 'Financial WW3' Unfolds: What's Next For Markets? | Willem Middelkoop
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Sep 24, 2025 
Willem Middelkoop, a commodities expert and author known for his insights into monetary history, discusses the troubling trajectory of the US dollar amid increasing geopolitical tensions with BRICS nations. He emphasizes the importance of investing in gold, silver, and other commodities before their prices soar. The conversation also touches on the risks of military conflict with China, the implications of a bifurcated financial system, and the looming rearmament demands in Europe. Middelkoop presents a compelling case for the future of global markets and assets.
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Monetary Regimes Reset Every ~90 Years
- Willem argues monetary regimes change roughly every 80–90 years and the US dollar empire started around 1944.
- He warns we are entering a period of systemic monetary change and geopolitical stress.
From Real Estate To Commodity Discovery
- Willem recounts selling his real estate early and pivoting to gold and junior miners.
- That early move made him focus on discovery-stage commodity investing and shaped his fund strategy.
Dollar And Treasuries Are The Core Stress
- Middelkoop says the core stress is in the dollar and US treasuries, not equity markets.
- He notes April showed investors didn't flee to bonds or the dollar, signaling cracks in the dollar system.
