In this explosive conversation, Jay sits down with Andy Schectman to break down the biggest monetary shift happening beneath the surface of global finance. Schectman explains why the newly passed Genius Act and the rise of Treasury-backed stablecoins may be quietly restructuring the U.S. dollar system. They dig into gold’s explosive institutional demand, America’s pivot toward state capitalism, the government’s race for critical minerals, and the dangerous cracks emerging in the repo market that signal deep fragility across the banking system.