What's Next 2025-2030
Continuing from my earlier blog post lets take a broader look at the what's going to be stored for us in the next 5 years. I would like to emphasize that what i mention is a possibility and not a prophecy. These possibilities are based on the events happening worldwide in 2024-2025.
I will be referencing the possibilities mentioned in my earlier blogs and also on my WhatsApp broadcast. While we continue with the possibilities further, after looking at the geopolitical and geo-economical situation unfolding. Also a special look at what the US is doing as it still does matter to the whole world to what happens in the US (not for long though)
1) After Donald Trump took over as President the dedollarisation process started on a faster pace. It also looks like US is dedollarising via crypto and rest of the world with Gold. This looks inline with my blog back in 2024. This did start in the second half of 2025 with Gold and Silver securing new highs.. Surprisingly Silver caught up or sometimes even surpassed gold.
The Gold and Silver will show weakness after facing resistance at $4370 and $54 per ounce. But we will see a surge in the prices again end of November going in to December end and 4th quarter of 2025.
Copper is the next inline to follow gold and silver and while we will see a supply squeeze.
2) While I write this blog in October 2025 the FED has cut interest rate by 0.25 bps without having any official data on inflation, employment etc. The liquidity crisis is quite visible as I had mentioned in my blog in 2024 where I had explained the QE and QT process, Reverse REPO funds etc.
As I had mentioned the RRP funds are fast depleting it has now reached a critical level (only US$51bn left in the kitty now. The safety net is fractured. The FED had to pump in US$29bn in to the banking system looking at the liquidity crisis.
Mid November to end of the year will be interesting to watch and a time to be careful. My most possible belief is the 1987 blueprint will be used for the probable turmoil in the stock market. I would love to get this prediction wrong but following are some of the points that compel me believe that the uncanny stuff about to happen is just round the corner.
1) Biggest indicator is the Gold price. Gold was and is safe haven asset to go to during a dollar depreciation. A rising Gold prices is the first indicator that something is looming on the horizon. Question is who is buying all this gold. It is the central banks of the major countries.
2) Another hallmark is the massive valuations of stocks during this period, and even if there is a correction it is very swiftly bought up which is surprisingly similar to 1987. The Mag-7 form 20+% of the S&P 500 and Nvidia is the biggest contributor among them. If you happen to see a typical cash flow for this MAG-7 you will see that the major cash flow and trade is solely interlinked amongst themselves, if one falls rest will follow.
3) Nvidia does not manufacture chips like we all think but it only designs the chips and the manufacturing is done by TSMC, Taiwan Semi Conductor Manufacturing Company which is the only company in the world who can manufacture these level of highend chips. Remember China-Taiwan conflict if that materializes it’s going to be an uncomfortable situation. Remember TSMC pledged billions of dollars for several chip fabrication plants and R&D centres, that is probably to counter this adverse situation of a possible Chinese attack on Taiwan.
4) You will see all the frontend media news, social media influencers all talking and pumping out stories about the AI bubble since the start of October. Why is it so any thoughts? Is it that these media houses and influencers are pushing some agenda forward to give a name for this crash like the earlier ones, Dotcom Bubble, Housing bubble now AI bubble.
6) in 2024 and early 2025 we saw trial runs on the banks with major banks seeing outages, users blocked access etc. Since October 2025 we are seeing outages on Web services especially AWS which hosts crypto and trading platforms data. Trials conducted systematically step by step.
7) Major institutions coming out and warning about the stock market and US economy. The Bank of England and Bank of America warning that it will be forced to sell because of private credit blowing up, Larry Fink comparing to 1929, Ray Dalio speaking about collapse.
8) All arrangements being made to tackle a Civil unrest in the US. Pentagon has asked the National Guards to create a task force specially for this, what I know from unconfirmed news I read is it’s going to be a force of 500-1000 per state. I am compelled to feel that the civil unrest could start somewhere in early 2026 (mostly starting 3-4 months)
9) Another thing to look at is in the coming years the implementation of CBDC’s and currency, etf and asset will be digitalised and tokenised with a global settlement layer connecting it all. This should happen in the western world by 2030. The next step and that should happen probably in about a decade, working will be optional and everyone will get UBI (universal basic income). The jobs where there is no physical work involved will be eliminated first, rest will be either automised or take over by robots. Some biggies from the AI universe like Elon Musk and Nvidia Jensen Huang do support this theory.
10) Like I had said on my WhatsApp broadcast the geography of the world would see changes by 2030. Some changes possible are
a) Khyber Pakhtunwa part of Afghanistan
b) Balochistan independent country
c) POK part of India
A blog by the faceless narrator Deepak Paranjape
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