The clock · 2025–2035
Exact dates are the weakest part of any reset forecast. The sequence is not. Captive buyers first, freeze second, enclosure third, gold reprice fourth, a decade of negative real yields last. The critical window for moving capital is before the cyber-catalyst phase — modeled as Q4 2026 to Q2 2027.
The stablecoin trap
The action
Legislation (GENIUS Act) forces permitted stablecoins to back 1:1 with cash or T-bills ≤93 days, and forbids native yield.
The reality
Global flight into “digital dollars” becomes a zero-interest sponge for Treasury’s short-end issuance. The crypto wallet stack is conscripted as a financing desk.
Once the catalyst hits and the enclosure is activated, moving significant capital out of the banking system into physical metal or self-custodied Bitcoin is modeled to be restricted by withdrawal limits, capital controls, and algorithmic flags. The research’s conclusion is blunt: the hinges are being removed while the door still looks open.