ZEIT.FINANCE

De-dollarization accelerates and the dollar loses its reserve crown

The US dollar's role as the world's dominant reserve currency is eroding as de-dollarization trends accelerate.

Potential upside
+191%
Payout2.9×
per $1 on the 11 core bets · 1× = money back
Market odds50%
what the market priced those 11 at when this was saved
14betsfirst verdictSep 1, 2026in 15 days
+10

Bet timeline: 14 markets, first verdict Sep 1, 2026, last Jan 1, 2027

  • What will Gold (XAUUSD) hit in August 2026?, Sep 1, 2026 (in 15 days), still open
  • What will Gold (GC) hit $5,000 by end of December?, Dec 31, 2026 (in 4 months), still open
  • Will Bitcoin hit $150k by December 31, 2026?, Jan 1, 2027 (in 5 months), still open
  • Will a new country buy Bitcoin by December 31, 2026?, Dec 31, 2026 (in 4 months), still open
  • Bitcoin more valuable than any company before 2027?, Dec 31, 2026 (in 4 months), still open
  • How high will inflation get in 2026?, Dec 31, 2026 (in 4 months), still open
  • How high will 10-year Treasury yield go before 2027?, Dec 31, 2026 (in 4 months), still open
  • Will BRICS add a new member in 2026?, Dec 31, 2026 (in 4 months), still open
  • August Inflation US - Annual, Sep 11, 2026 (in 25 days), still open
  • Core CPI YoY - August 2026, Sep 11, 2026 (in 25 days), still open
  • Will a country leave BRICS in 2026?, Dec 31, 2026 (in 4 months), still open
  • Will USD/JPY hit 120 in 2026?, Dec 31, 2026 (in 4 months), still open
  • Ukraine signs peace deal with Russia before 2027?, Dec 31, 2026 (in 4 months), still open
  • Russia x Ukraine Peace Parlay, Dec 31, 2026 (in 4 months), still open

Money back if its biggest bet lands. First verdict Sep 1, 2026.

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What has to be true

Every claim this book is built on, and what has happened to it so far.

  1. The US dollar's share of global FX reserves (IMF COFER data) declines further

    This book backs

    YES — dollar reserve share falls

    No bet in this book covers this claim.

  2. Gold hits new all-time highs as central banks accelerate gold accumulation

    This book backs

    YES — gold rises

    • High $5,000What will Gold (GC) hit … by end of December?43%
    • High $4,500What will Gold (XAUUSD) hit in August 2026?54%

    Markets last priced this at 48%

  3. Bitcoin rises as an alternative reserve/store-of-value asset amid dollar decline

    This book backs

    YES — Bitcoin rises

    • Will a new country buy Bitcoin by December 31, 2026?Yes21%
    • Will Bitcoin hit $150k by December 31, 2026?Yes3%
    • +1 more bet

    Markets last priced this at 11%

  4. BRICS launches or advances a common currency or gold-backed settlement mechanism

    This book backs

    YES — BRICS currency advances

    • Will BRICS add a new member in 2026?Yes13%
    • Will a country leave BRICS in 2026?No91%

    Markets last priced this at 52%

  5. The Chinese yuan's share of global trade/SWIFT settlement rises

    This book backs

    YES — yuan share rises

    No bet in this book covers this claim.

  6. The US Dollar Index (DXY) declines over the year

    This book backs

    YES — DXY down

    • Will USD/JPY hit 120 in 2026?Yes3%

    Markets last priced this at 3%

  7. Saudi Arabia or other major oil exporters settle oil sales in non-dollar currencies

    This book backs

    YES — petrodollar erodes

    No bet in this book covers this claim.

  8. A major agency (Moody's, S&P, Fitch) downgrades the US sovereign credit rating

    This book backs

    YES — US downgraded

    No bet in this book covers this claim.

  9. US Treasury yields rise amid foreign central bank selling of US bonds

    This book backs

    YES — Treasury yields rise

    • 5.0%How high will 10-year Treasury yield go before 2027?25%

    Markets last priced this at 25%

  10. China's digital yuan (e-CNY) cross-border/CBDC usage expands

    This book backs

    YES — digital yuan expands

    No bet in this book covers this claim.

  11. Russia and sanctioned states expand non-dollar trade settlement (e.g. ruble/yuan)

    This book backs

    YES — non-dollar settlement grows

    • Ukraine signs peace deal with Russia before 2027?No83%
    • Russia x Ukraine Peace ParlayNo91%

    Markets last priced this at 87%

  12. US inflation (CPI) stays elevated above Fed target, pressured by weaker-dollar import costs

    This book backs

    YES — CPI elevated

    • 4.5%How high will inflation get in 2026?18%
    • 3.4%August Inflation US - Annual38%
    • +1 more bet

    Markets last priced this at 23%

If only some of it happens

Drag to see what a partial hit pays.

If 7 of these 14 outcomes occur →≈1.7×per $1
Stake back at 9 of 14

Worst case 0.7× · typically 1.7× · best case 3.9× per $1.

Pick which ones
BetWhat it adds per $1

What brings the money back

Money back · 1 of 14this bet landing returns the full stake.

Markets priced these odds at around 18%. : around 29%.

Doubled · 5 of 14these 5 bets landing returns 2× the stake.

Markets priced these landing together at around 3%. : around 8%.

Any 9 of the 14 bets landing returns the stake, whichever 9 they are. The bets named above are the fastest route, not the only one.

Where the money sits

14 bets, ranked by how much of the stake each one holds.

Stake split by domain
+191%14 bets
  • crypto39%
  • geopolitics31%
  • economics30%

4.5%

How high will inflation get in 2026?

19%5.7×

High $5,000

What will Gold (GC) hit … by end of December?

16%2.4×

High $4,500

What will Gold (XAUUSD) hit in August 2026?

15%1.9×

Ukraine signs peace deal with Russia before 2027?

14%1.2×

Russia x Ukraine Peace Parlay

12%1.1×
Below a flat split

Will BRICS add a new member in 2026?

3.0%7.7×

Will a country leave BRICS in 2026?

3.0%1.1×

Will a new country buy Bitcoin by December 31, 2026?

3.0%4.9×

3.4%

3.0%2.7×

2.4%

3.0%2.5×

5.0%

3.0%

Will USD/JPY hit 120 in 2026?

2.0%29.9×

Will Bitcoin hit $150k by December 31, 2026?

2.0%31.7×

Bitcoin more valuable than any company before 2027?

2.0%32.8×

Bar length is share of the stake; the longest is 19%. The second rule marks an equal split.

All 14 bets, and how each is sized.

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