The "Unthinkable" Deal The US Just Offered China & Venezuela

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The United States is currently waging an economic war against the two countries it needs the most. For the first time in history, Washington is being forced to beg its "enemies" for the very resources that keep the American Empire alive: Oil and Money. In this video, we expose the two "unthinkable" deals happening behind closed doors that prove the US economy is in a death spiral. From the sudden reversal on Venezuelan sanctions to the desperate plea for China to buy US Treasury bonds, we break down why the era of American "Exorbitant Privilege" is officially over. *In this video, we uncover:*

• *The Oil Surrender:* Why the US is quietly lifting sanctions on Maduro to save its refineries.
• *The Debt Trap:* Why the new Treasury Secretary is forced to beg China for a $3 Trillion lifeline.
• *The End of the Petrodollar:* How sanctions accidentally taught the world to live without the dollar.
• *The "Twin Collapse":* Why the US can no longer afford to be both an Empire and a Debtor.

The headlines call it "diplomacy." The reality is "liquidation." Watch to understand what comes next for your money.

TRANSCRIPT

There is a very old saying in

0:01

geopolitics.

0:03

You can be an empire or you can be a

0:05

debtor. But you cannot be both. For 80

0:08

years, the United States defied this

0:10

rule. They printed the money and the

0:13

world accepted it. They sanctioned their

0:16

enemies and the world obeyed. They were

0:19

the masters of the universe. But this

0:21

week, the master had to go begging. In

0:25

Karacas, the United States is doing the

0:27

unthinkable. After years of trying to

0:30

destroy Nicholas Maduro, after seizing

0:33

his planes, freezing his accounts, and

0:36

putting a $15 million bounty on his

0:38

head, Washington is suddenly desperate

0:41

to make a deal. Why? Because the petro

0:45

dollar is dying and they need

0:47

Venezuela's oil to save it. And in

0:49

Washington, the new Treasury Secretary,

0:51

Scott Bessant, is facing a nightmare. He

0:55

needs to borrow $3 trillion this year

0:57

just to keep the lights on. But his

1:00

usual customers aren't buying. So he is

1:03

forced to look across the ocean to the

1:05

very country the US calls its greatest

1:07

enemy, China. Do you see the irony? The

1:11

United States is currently waging an

1:13

economic war against the two countries

1:16

that it needs the most. I worked at the

1:18

IMF for many years. I have seen this

1:21

pattern before. When a superpower starts

1:24

begging its enemies for resources, it is

1:26

not a 4D chess move. It is a liquidation

1:30

sale. Today we are going to look at the

1:32

two desperate deals happening behind

1:34

closed doors. The oil deal in Venezuela

1:37

and the debt deal with China. Because if

1:40

either of these deals fails, the

1:43

American economy does not just

1:44

recession, it stops. Let us start with

1:47

the humiliation in Karacas. If you want

1:50

to understand how weak the American

1:51

empire has become, you do not need to

1:54

look at the GDP numbers. You just need

1:56

to look at who they are shaking hands

1:58

with. Five years ago, the United States

2:00

declared that Nicholas Maduro was not

2:03

the president of Venezuela. They

2:05

recognized a man named Juan Guyaido.

2:08

They froze Venezuela's bank accounts.

2:10

They seized their airplanes. They even

2:13

put a $15 million bounty on Maduro's

2:16

head, like he was a cowboy outlaw in a

2:18

western movie. The goal was simple.

2:21

Collapse the Venezuelan economy, force a

2:23

regime change, and take control of the

2:25

world's largest oil reserves. So, what

2:28

happened? Maduro is still there, but the

2:32

American oil strategy is dead. You see,

2:35

the United States made a catastrophic

2:37

miscalculation. They assumed that if

2:40

they sanctioned Venezuelan oil, the

2:42

world would stop buying it. But the

2:44

world is hungry. China continued to buy.

2:47

India continued to buy. And here is the

2:49

detail that keeps the US Treasury awake

2:52

at night. They did not pay in dollars.

2:54

Venezuela became the first laboratory

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for a postdoll oil market. They started

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selling their oil for Chinese UN and

3:01

increasingly for USDT crypto. By

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sanctioning them, the US forced

3:06

Venezuela to build a financial immune

3:08

system. They proved to the world that

3:10

you can sell oil without Washington's

3:13

permission. And now the tables have

3:15

turned. While the US has plenty of oil

3:17

in Texas, it is the wrong kind of oil.

3:20

It is light sweet crude. But the massive

3:23

American refineries in the Gulf Coast,

3:25

they were built 50 years ago to process

3:28

heavy sour crude. Without that heavy

3:30

oil, the refineries choke. They cannot

3:32

produce enough diesel and if diesel runs

3:35

out, the American supply chain stops. So

3:38

we see the unthinkable. American

3:40

diplomats are quietly going back to

3:42

Karacus. They are issuing waiverss to

3:45

companies like Chevron to pump oil in

3:48

Venezuela again. They are offering debt

3:51

relief. They are essentially begging the

3:53

man they tried to overthrow to please,

3:56

please turn the pumps back on. This is

3:58

not diplomacy. This is surrender. It

4:01

proves that when push comes to shove,

4:03

the United States needs the global

4:04

south's resources more than the global

4:07

south needs the United States

4:08

permission. But if the situation in

4:11

Venezuela is embarrassing, the situation

4:13

in Washington is absolutely terrifying.

4:16

While the diplomats are begging for oil,

4:19

the Treasury is begging for cash. This

4:22

is where the new Treasury Secretary,

4:24

Scott Bessant, finds himself in a trap.

4:28

The American public thinks the Treasury

4:30

Secretary's job is to manage the

4:32

economy. It is not. His job is to be a

4:36

salesman. Every single year, the US

4:38

government spends trillions more than it

4:40

taxes. To fill that giant hole, they

4:43

have to sell paper, US Treasury bonds.

4:46

For decades, this was the easiest job in

4:48

the world. The entire planet lined up to

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buy American debt because it was

4:51

considered risk-free. But this year, the

4:55

math has broken. The United States needs

4:58

to sell $3 trillion in new debt just to

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survive the next 12 months. And the

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question Mr. Bessant has to answer is

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who is going to buy it? He looks at

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Japan, traditionally the biggest buyer.

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But Japan is in a currency crisis. They

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are not buying American debt. They are

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selling it to save their own yen. He

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looks at Europe. They are stagnant,

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fighting their own recession. He looks

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at the American banks. They are already

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stuffed full of government paper,

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sitting on unrealized losses. There is

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only one buyer left on the planet with

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deep enough pockets to bail out the

5:32

United States, China. And this is the

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absolute comedy of the American

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position. On one hand, you have the

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politicians screaming about a trade war.

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You have threats of 60% tariffs. You

5:44

have generals talking about conflict in

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the Pacific. But quietly behind closed

5:49

doors, the Treasury Secretary has to

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pick up the red phone and call Beijing.

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He has to say, "Please do not sell our

5:57

bonds. In fact, please buy more."

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Because if China decides to stop buying,

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or worse, if they decide to liquidate

6:06

the hundreds of billions of dollars of

6:08

US debt they already hold, the American

6:11

system breaks. Interest rates in the US

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would explode overnight. mortgage rates

6:17

would hit 10, 12, 15%. The stock market,

6:21

which is addicted to cheap money, would

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collapse. The United States is currently

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trying to hold a gun to China's head

6:29

while China is holding the deed to the

6:31

United States house. Mr. Bessant knows

6:33

this. He is a hedge fund manager. He

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understands leverage. He knows that you

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cannot declare war on your own banker.

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So while the news channels talk about

6:43

how tough the US is being on China, the

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reality is the opposite. The US is

6:48

trapped. They need China to fund their

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deficit. And China knows it. They are

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watching Mr. Besson sweat. They know

6:55

that without their money, the American

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dream cannot pay its monthly mortgage.

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When you put these two stories together,

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Venezuela and China, you see the full

7:06

picture of the collapse. For 50 years,

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the American superpower rested on two

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pillars. Pillar number one was the

7:13

petrod dollar pope. The deal was we

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protect you and you price oil in

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dollars. That forced every country to

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hold dollars to buy energy. Venezuela

7:24

has just proven that you can break that

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pillar and survive. Pillar number two

7:28

was the hot treasury bond. The deal was

7:31

you give us your savings and we give you

7:33

a safe return. China is now proving that

7:36

the return is not safe and the savings

7:39

are being weaponized. We are witnessing

7:41

the end of what the French finance

7:43

minister Valeri Jiscar Dang called the

7:47

exorbitant privilege.

7:50

For 80 years the United States had a

7:53

magic trick. They could print green

7:56

paper and the rest of the world would

7:58

give them real things in exchange. They

8:01

printed paper and Saudi Arabia gave them

8:03

oil. They printed paper and China gave

8:06

them electronics. They printed paper and

8:09

Brazil gave them coffee. It was the

8:12

greatest economic deal in history. But

8:15

the deal relied on trust.

8:18

Trust that the dollar was neutral. Trust

8:21

that the dollar was safe. In 2022, when

8:24

the US froze Russian reserves, they

8:27

broke that trust. They told the world,

8:29

"The dollar is not a currency. It is a

8:32

political leash." And now the

8:34

consequences are arriving. While

8:36

Washington runs around trying to put out

8:38

these fires, the BRICS nations are

8:41

simply building a new plumbing system.

8:44

We are seeing a massive shift to deal

8:46

bilateral trade. Brazil is selling food

8:49

to China and yuan. India is buying oil

8:52

from Russia in rupees. We are settling

8:55

our trades without touching the US

8:57

banking system. The R5 project real

9:01

ruble rupee ren minimi rand is moving

9:05

from a theory to a necessity. We are not

9:08

trying to destroy the dollar. The United

9:10

States is doing a fine job of that by

9:12

itself. We are simply building a

9:14

lifeboat. The United States is entering

9:17

a new phase. I call it the imperial

9:21

liquidation. They are forced to make

9:24

deals they hate. They have to tolerate

9:26

Maduro. They have to tolerate a strong

9:29

China. Not because they have become

9:31

nicer, but because they have become

9:33

poorer. The US is not invited to the new

9:36

table. And for the first time in

9:38

history, they cannot afford to buy their

9:40

way in. So what happens next? The United

9:44

States government will likely try to

9:46

save face. They will call the New Deal

9:48

with Venezuela a humanitarian gesture.

9:52

They will call the begging mission to

9:53

China strategic macroeconomic

9:55

cooperation. But do not be fooled by the

9:58

headlines. The reality is that the US

10:01

economy is cornered. They have run out

10:04

of leverage. When you are an empire, you

10:06

dictate terms. When you are a detor, you

10:09

accept terms. And right now, Washington

10:12

is accepting terms from the very people

10:14

it tried to destroy. The United States

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will eventually have to make a choice. A

10:19

choice between two devastations. They

10:22

can either

10:23

default us on their debt, tell the world

10:26

we cannot pay, which would bankrupt the

10:28

global financial system instantly, or

10:32

they can inflate what their way out.

10:34

They can print the money they cannot

10:36

borrow. They can devalue the dollar to

10:39

make their massive debt pile seem

10:40

smaller. History tells us they will

10:43

choose inflation. It is the politician's

10:45

way out. It is the slow death for you

10:48

the regular citizen whether you are

10:50

watching this in America, in Europe or

10:53

in Brazil. This means the price of

10:56

saving the American empire will be paid

10:58

by your savings. Your groceries will get

11:01

more expensive. Your energy bills will

11:03

rise. This is the tax of the falling

11:06

hegeimon. But there is an alternative.

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The world is not ending. It is just

11:11

changing management. The rise of the

11:13

multipolar world led by the BRICS is not

11:17

a threat to be feared. It is a return to

11:20

balance. It is a return to sanity. It is

11:23

a return to an economy based on real

11:25

resources, not weaponized paper. The

11:28

unthinkable deals you saw in the news

11:31

this week are just the beginning. The

11:33

era of the dollar is closing. The era of

11:36

the real economy is beginning. My advice

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to you is simple. Do not listen to what

11:42

the US politicians say. Watch who they

11:46

are shaking hands with. Because while

11:48

they talk about strength, they are

11:50

shaking hands with the people who hold

11:52

their debt and their oil. The transition

11:54

has already happened. The world just

11:56

hasn't realized it