This Crisis Could Change The Global Financial Order…

Jake Claver returns to the AllInCrypto podcast to break down one of the biggest macro and crypto narratives of 2026.
In this episode, we explore how the Iran conflict, oil shocks, the yen carry trade, bond market stress, stablecoin adoption, and real-time settlement could all converge into a major financial reset.
Jake explains why Warren Buffett’s record cash position matters, why stablecoins may become essential for debt markets, how Tether fits into the bigger treasury picture, and why XRP could be one of the biggest beneficiaries if this thesis plays out.

We cover:

• the geopolitical impact of the Iran conflict
• why oil and currency volatility matter so much
• the reverse carry trade and possible market repricing
• stablecoins as a tool for sovereign debt and liquidity
• why banks and institutions are moving toward tokenized money
• how real-time settlement could become necessary
• the role of Tether, treasuries, and US dollar dominance
• why Jake believes XRP is positioned for a major move

This is a big-picture conversation on macro, markets, stablecoins, and the future of crypto infrastructure.
Nothing in this video is financial advice. This content is for educational and entertainment purposes only.

Jake Claver X: https://x.com/beyond_broke
Website Jake Claver: https://www.jakeclaver.com/links/

#xrp #xlm #tokenization #crypto #stablecoins #bitcoin #macro #finance

Chapters:
00:00 Buffett, cash, and the macro setup
00:26 Why this conflict matters
01:42 Jake Claver returns
02:45 Geopolitics and oil risk
03:43 Crypto, cables, and sanctions
05:41 What is really happening?
06:14 Oil, gold, and CBDCs
08:38 Debt, dollars, and disruption
10:03 Why crypto fits in
11:25 Markets look overvalued
14:05 Repricing across all assets
15:15 Why yen matters
18:17 The Fed’s dilemma
20:05 Global financial fragility
22:07 Resources and strategy
24:40 The yen carry trade
26:25 Stablecoins and bond markets
28:34 Exporting debt with stablecoins
29:19 Tether and treasuries
31:13 The stablecoin race
32:39 Digital money goes mainstream
34:07 Why banks want 24/7 settlement
35:02 What retail needs to adopt
36:16 Yield and tokenized deposits
38:00 Which networks benefit?
39:05 Utility vs speculation
39:46 XRP, XLM, Hedera, XDC, Quant
40:30 Will one chain dominate?
41:24 DTCC and tokenization
42:02 Real adoption starts here
42:24 Timing, luck, and positioning
44:28 Why Jake backs XRP
46:00 Ripple, ODL, and Tether
47:20 Bitcoin ETFs and market risk
48:35 DTCC, Project Ion, 2026
49:36 The XRP supply shock thesis
51:20 XRP and treasury settlement
52:02 What to watch next
52:56 Key charts and triggers
53:40 What could happen next
55:03 Final outlook for 2026

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