The Breakdown Ray Dalio Says We’ve Hit the Point of No Return
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Jul 30, 2025 Ray Dalio warns that the U.S. has reached a point of no return with its rising debt and declining monetary power. He discusses the urgent need for investors to consider hard assets like gold and Bitcoin as protection against impending financial turmoil. The podcast also touches on developments in the crypto space, with updates on Interactive Brokers’ stablecoin initiatives and PayPal's new crypto functionalities. It paints a concerning picture of economic instability and the potential end of the fiat currency system.
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Dalio's Debt Crisis Warning
- Ray Dalio warns the U.S. has crossed a fiscal Rubicon with irreversible debt issues.
- Debt interest now exceeds the defense budget, signaling a point of no return historically linked to decline.
Hard Asset Allocation Advice
- Dalio suggests holding 15% of investments in hard assets like gold or Bitcoin as a hedge.
- His recommendation exceeds typical asset manager Bitcoin allocations, reflecting deep concern over fiat collapse.
Stablecoin Use in Brokerage
- Interactive Brokers considers stablecoin integration to enable 24/7 global account funding.
- This would improve trading efficiency and allow direct crypto exchange interaction without bank coins.
