Lose Hormuz, Lose the Dollar, Lose Hegemony | Jeffrey Currie

Jeffrey Currie, former Goldman Sachs head of commodities and a lifelong insider of the dollar system, defines the one red line America cannot cross: handing control of the Strait of Hormuz to Iran is not a tactical retreat; it is the formal end of the US as a global hegemon and the death of the dollar as the world’s reserve currency.

For the Epstein class, the only acceptable Iran is one that

submits to the Zionist hegemon and its dollar-based system.

In 1945, the US made a deal the world still lives under: it would protect every major shipping lane with its navy, and in return, the world would use the dollar and recycle capital through New York. Oil was the strategic commodity that made the bargain stick. After Nixon broke the gold link in 1971, that same arrangement evolved into the petrodollar system that still funds American living standards today.
 

» Give Iran the Straight, and the dollar dies. « 

Currie is blunt about the Hormuz red line: if the US walks away and allows Iran and Oman to manage the strait under any fee structure, the rest of the world will see that the protector has quit. Every other chokepoint on earth immediately becomes fair game. The Fifth Fleet would then need Iranian permission to enter or leave its own base in Bahrain—an image that ends the illusion of sea control overnight.

He points to Switzerland today, where a 30-year fixed mortgage can sit around 50 basis points because global capital floods into a perceived safe currency. That is the kind of privilege the United States still enjoys. The country currently spends about 7 percent more than it produces; remove the forced global demand for dollars, and that gap becomes direct economic pain.

» I have done more for you than your parents. I have been better to you than your parents. «
The orange ape thinking about his Epstein victims apparently.

 

History offers no comforting precedent. No previous hegemon—Britain, Spain, or any other—lost control of the world’s most important sea lanes and remained the hegemon. Currie is clear: the US can retreat to a Monroe Doctrine posture and defend only the Western Hemisphere, but then it is no longer the global power and the dollar is no longer the reserve currency. Those outcomes cannot coexist.

Big boss in town for the mid-year performance review. Lots of finger-pointing, stern

expressions, and "yes sir" moments from Rubio and Hegseth. Miserable. Wow.

 

The bottom line is simple. America can lose battles; it cannot lose the Strait of Hormuz and still claim to run the system that has defined the last eighty years. Once the world sees that the US no longer guarantees free navigation, the privilege that sustains the American consumer begins its irreversible decline.

Reference:

Jeff Currie (July 28, 2026) - Iran Rejects $6 Billion in Return for Free Hormuz Passage. (video)

Iran Will Make Sure the US Economy Is Destroyed | Foad Izadi

Iranian Professor Foad Izadi of the Department of American Studies at the University of Tehran’s Faculty of World Studies has just laid out the clearest statement yet of Iran’s official current thinking. After failed talks and repeated US strikes, a growing number of voices inside Iran no longer believe diplomacy can work. Iran’s answer is simple and brutal: raise the cost until the American economy itself is broken.

» Make sure the US economy is destroyed while Trump is the president. « 

 

That is the explicit goal now being discussed. Take 20 percent of the oil coming from the region, and prices stay high for at least two years. High oil prices for two years mean the end of Trump, the end of his presidency, and the end of the American economy—three goals at the same time.

» There is no diplomatic solution. Only a military solution. «

 

Negotiations have failed for more than 20 years. Every time Iran sat at the table, the US bombed the table. The problem with the US, therefore, has no diplomatic solution. It has a military solution. Continued attacks are needed to cause enough pain so this never happens again, and military deterrence is restored.

 

» They will go thirsty! «

Iran's plan to evict 50,000 US troops. 
 

Iran’s target list: oil facilities, hit hard enough that repairs take a long time; desalination plants that supply 98 percent of the water for Gulf countries. With 50,000 US troops in the region, if those countries lose water, the troops have no choice but to leave and drink water back home in America.

Why this level of force? For 46 years after the 1979 revolution, the US never attacked Iran the way it is attacking now. Only in the last year did the attacks intensify because Washington believed it could handle the cost. Iranians are tired of being hit every few weeks, losing civilians and infrastructure. Enough is enough. The cost so far has not been high enough. Trump keeps attacking. The equation must change.

Iran's Islamic Revolutionary Guard Corps (IRGC) claims to have inflicted well over 200 US military fatalities across targeted bases in Bahrain, Kuwait, and Jordan, with waves of missiles overwhelming and effectively neutralizing billion-dollar US defense infrastructure.

America ends wars when its politicians finally realize they made a mistake. That is how US wars in Vietnam, Iraq, and Afghanistan ended. Either the executive branch or Congress concludes the price is too high, and the funding ends. 

» The President of the United States wants to give Iran's frozen assets to companies and countries that have suffered damage in the war. From now on, we announce that any company or country that accepts this proposal will never be allowed to transit the Strait of Hormuz. «

Iran's Khatam al-Anbiya Central Headquarters spokesman Ebrahim Zolfaqari, July 28, 2026.

The same logic is now being applied: force the realization that the current policy is destroying the US economy, and the policy will change. Iran has decided that only the language of force works. Raise the economic cost high enough, for long enough, and the United States will be forced to stop. This is no longer about limited deterrence. This is about breaking the American economy while Trump is still in office.

Reference:
Foad Izadi (July 28, 2026) - "They Will Go Thirsty": Prof. Izadi Reveals Iran's Plan to Evict 50,000 US Troops. (video)
Foad Izadi (July 28, 2026) - "Make Sure The US Economy Is Detroyed": Prof. Izadi’s Warning To The US. (video)