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Basel III’s Endgame is here, but is it really about stabilizing banks, or is there a bigger agenda at play? With gold creeping back to the center of the monetary system, the future of money could be on the verge of a historic transformation. What is Basel III, and how could it reshape the global financial landscape? Dive in to uncover the hidden implications for gold and the impact on the balance of power in the financial world.

What is Basel III Endgame?

Basel III is a set of global banking regulations developed in response to the 2008 financial crisis. Its stated goal is to ensure that banks hold more high-quality assets, reduce risky lending practices, and better prepare for financial shocks. However, beneath the surface, Basel III is doing something unprecedented—it is redefining the role of gold in the financial system.

Historically, gold has been considered a Tier 3 asset, meaning banks had to discount its value on balance sheets, treating it as a risky asset. Basel III changes that. Now, gold is reclassified as a Tier 1 asset—the same category as cash and U.S. Treasuries. This is a game changer. It means that banks can fully account for the value of gold on their balance sheets, giving it an entirely new level of importance in the global economy.

Why This Matters: The Shift Toward Physical Gold

One of the most overlooked aspects of Basel III Endgame is how it impacts the gold market. The regulation includes a critical component called the Net Stable Funding Ratio (NSFR), which restricts banks from relying on excessive amounts of unallocated paper gold (such as ETFs and futures contracts). Instead, banks are now incentivized to hold physical gold.

For years, the gold price has been artificially suppressed by paper gold contracts. Financial institutions were able to trade enormous amounts of “gold” without ever holding the real thing. This system kept gold prices lower than they would be if true supply and demand dictated the market. But Basel III is changing the game.

With the new regulations in place, banks and central banks worldwide are shifting toward physical gold. This shift is already causing a supply squeeze, driving up prices and increasing gold’s role as a monetary asset. Central banks have been buying gold at record levels in recent years, particularly in countries like China and Russia, where governments are actively working to reduce their reliance on the U.S. dollar.

The U.S. Lagging Behind

While many countries are moving forward with Basel III Endgame, the United States is dragging its feet. The final stages of implementation were enacted globally on January 1, 2023, yet the U.S. has pushed back full adoption until 2028, with a transition period starting July 1, 2025.

Why the delay? One theory is that the U.S. understands that Basel III could undermine the dollar’s dominance. If gold is treated as a Tier 1 asset alongside cash, it could accelerate a move away from the dollar-based financial system. The U.S. has long relied on the dollar’s status as the global reserve currency to maintain economic power, and a shift toward gold could weaken that standing.

Another theory suggests that the U.S. is buying time—delaying Basel III’s full implementation while formulating a Plan B. Recently, U.S. Treasury officials have hinted at “monetizing U.S. assets,” leading some analysts to speculate that the government is considering using gold as a financial backstop.

What This Means for You

Basel III Endgame is more than a regulatory update; it signals a transition toward a new monetary order where gold plays a central role. Here’s what you need to know:

1. Gold’s Role is Expanding – As banks and central banks accumulate physical gold, its value as a financial asset will continue to grow.
2. The Gold Supply Squeeze is Real – As institutions move away from paper gold, the demand for physical gold is increasing. What seems expensive today could be considered cheap tomorrow.
3. The Dollar is Losing Purchasing Power – While the dollar won’t collapse overnight, its purchasing power is eroding. Holding tangible assets like gold is one of the most effective ways to protect wealth against inflation and currency devaluation.
4. A Wealth Transfer is Underway – Those who understand and prepare for this shift today will be positioned to thrive in the new financial landscape.

How to Prepare for the Coming Monetary Shift

The elite—central banks, governments, and large financial institutions—are accumulating gold. They know what’s coming, and they’re making moves to protect themselves. Shouldn’t you be doing the same?

At ITM Trading, we specialize in helping individuals safeguard their wealth by acquiring tangible assets like gold and silver. If you want to stay ahead of these changes, we highly recommend downloading our free ITM Gold & Silver Guide. This guide will provide you with critical insights into protecting and growing your wealth during times of economic uncertainty.

The financial system is shifting. The question is: Are you prepared?

Taylor Kenney | ITM Trading
Your Trusted Source for Gold, Silver, and Lifelong Wealth Protection