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The Next Reserve Currency Is Here (It's Not What You Think)

0h 14m video Transcribed Jul 15, 2026
Intermediate 7 min read For: Investors and individuals interested in macroeconomics, energy markets, and the impact of AI on the economy.

AI Summary

The video argues that the next global reserve currency will be energy, driven by the massive energy demands of AI and the geopolitical race for AI dominance. It traces the evolution of money from gold to the petrodollar and predicts a shift to energy-backed value, with nuclear power at the center.

[00:02]
Money's Evolution

Money evolved from physical gold to paper backed by gold, then to fiat currency after Nixon took the dollar off the gold standard in 1971.

[00:44]
Energy as Next Currency

The next form of currency may be energy, not gold, oil, or crypto, because AI and new tech require massive energy, and whoever controls energy controls the economy.

[01:56]
Petrodollar History

Since 1974, the US dollar has been backed by oil via the petrodollar agreement with Saudi Arabia, making oil the energy backing the currency.

[02:34]
AI's Impact on Economy

AI is revolutionizing the economy; the speaker's company shifted from media to fintech to survive AI disruption.

[04:40]
Nuclear Energy Surge

Google's CEO said the US needs to double nuclear energy in 3-5 years. Trump signed an executive order to quadruple nuclear power. Tech giants like Google, Amazon, Meta, Microsoft are building their own nuclear facilities.

[05:47]
China's Nuclear Push

China is investing heavily in nuclear energy and is projected to surpass the US in nuclear output by 2030.

[06:00]
Geopolitical Energy Competition

Trump's tariffs and actions against Venezuela and Iran aim to cut China's oil supply, while China boosts nuclear to power AI and challenge US dominance.

[08:24]
Energy Demand vs Supply

AI data centers compete with households for energy, driving up prices until supply increases.

[09:31]
Investment Opportunities

Suggested ETFs: GRID (power grid), NLR (uranium/nuclear), URA (uranium miners). Energy is the new currency to invest in.

The global race for AI supremacy is driving an unprecedented demand for energy, making energy the next reserve currency. Countries and tech giants are investing heavily in nuclear power, creating investment opportunities but also higher energy costs for consumers.

Clickbait Check

85% Legit

"Title is slightly exaggerated but largely accurate—energy is framed as the next reserve currency, which matches the video's core thesis."

Mentioned in this Video

Study Flashcards (8)

What event in 1971 changed the nature of US currency?

easy Click to reveal answer

President Nixon took the dollar off the gold standard, making it fiat money backed only by government promise.

00:16

What is the petrodollar?

medium Click to reveal answer

An agreement from 1974 where Saudi Arabia required all oil to be bought and sold with US dollars, backing the dollar with oil.

01:56

Why does AI require more energy than the regular internet?

easy Click to reveal answer

AI uses significantly more energy than the regular internet, driving increased demand for power.

00:58

What executive order did Trump sign regarding nuclear energy?

medium Click to reveal answer

Trump signed an executive order to quadruple the amount of nuclear power in the United States.

01:26

Which country is projected to produce more nuclear energy than the US by 2030?

easy Click to reveal answer

China.

05:47

How did Trump attempt to cut China's oil supply?

hard Click to reveal answer

By attacking Venezuela and Iran, which were major suppliers of cheap oil to China.

06:27

Name three ETFs mentioned for investing in the energy shift.

medium Click to reveal answer

GRID (power grid), NLR (uranium/nuclear), URA (uranium miners).

09:31

What is the basic economic consequence of higher demand than supply for energy?

easy Click to reveal answer

Prices go up.

08:50

💡 Key Takeaways

💡

Energy as Next Currency

Core thesis of the video: energy will replace gold, oil, and crypto as the next reserve currency.

00:44
📊

AI Disruption Story

Personal anecdote about pivoting a company due to AI, illustrating real-world impact.

02:34
📊

Nuclear Energy Doubling

Google CEO's statement and Trump's executive order highlight massive policy and corporate shifts.

04:40
💡

Geopolitical Energy Strategy

Explains how tariffs and actions against Venezuela/Iran are part of a strategy to weaken China's energy supply.

06:00
⚖️

Energy Price Pressure

Links AI data center energy demand to rising household energy costs, a tangible consequence.

08:24

✂️ Creator Tools: Viral Hooks

AI-generated clip ideas for Shorts based on the transcript

Money is about to change forever

44s

Starts with a bold, relatable claim about the evolution of money, hooking viewers with curiosity.

▶ Play Clip

Energy is the new currency

60s

Introduces a surprising, controversial idea that energy will replace gold and crypto, sparking debate.

▶ Play Clip

AI is forcing a nuclear energy race

60s

Connects AI's energy demands to a global superpower competition, making it timely and educational.

▶ Play Clip

Trump's secret war on China's oil

60s

Reveals a geopolitical strategy using tariffs and oil cuts, feeding into current events and conspiracy curiosity.

▶ Play Clip

Your energy bills will skyrocket

60s

Directly impacts viewers' wallets, creating urgency and a personal stake in the topic.

▶ Play Clip

[00:02] about to change again. For centuries, money wasn't this paper. It was actually physical gold. It was coins. It was bars that people would carry around. But very easy. And that was when this paper money got created. But this paper money

[00:16] was backed by physical gold. So if you had a $100 bill in your hand, it was backed by a $100 of physical gold. But then that changed again in 1971 because then President Richard Nixon decided to take the dollar off of the gold standard

[00:31] which meant that now our paper money was just pieces of paper. It wasn't backed metal. It's just backed by a promise that this paper has money because the government is backing it. Well, now it looks like our money could be changing

[00:44] again because as our economy is changing, the way that we power our economy is changing. And the next form of currency might not be gold or oil or even cryptocurrency. It'll be energy. Our global economy is changing every

[00:58] single day as people become more advanced with AI, as robots become more expensive. But in order to power all of this new technology, we need more energy because AI uses so much more energy than the regular internet. And every major

[01:12] superpower in the world, China, the United States is working to be the world's leader in AI because whoever is the world's leader in AI is going to be the next generation's world's economic superpower. But in order for any of that

[01:26] to work, every country is going to need more power to be able to fuel all this Trump recently signed an executive order to quadruple the amount of nuclear power States. And as the United States, China, and Russia are competing to get more of

[01:42] this new currency, energy, it's going to shift where investment opportunities are Let's start by taking a look at history. Because while history doesn't exactly repeat itself, it does rhyme. For the last 50 or so years, our money hasn't

[01:56] been backed by anything. But there was an energy that was kind of backing the dollar. And that energy was oil. This is through what's called the petro dollar. Because in 1974, the United States built an agreement with Saudi Arabia which

[02:09] essentially said that all oil around the world has to be bought and sold with the United States dollar. Because for the last 50 or so years, oil was the energy powering our economy and also our currency. Today, we still need more oil.

[02:21] In fact, we need more oil than ever before. But the energy types we need is also changing because of the new technologies with AI and the implications of AI in the economy. AI is going to revolutionize the way people

[02:34] economy. How do I know this? Well, I'll give you a personal story. I used to run have heard me talk about it for many years on YouTube. Well, last year in 2025 when I started to see how AI was changing the economy, I had an all hands

[02:49] meeting with my company and I said, "We are about to go bankrupt because of AI." True story. And I said, "If we want to keep our jobs, we're going to have to shift." So, we went from just a media company to now a financial technology

[03:02] company. Now we're called Briefs Finance because we wouldn't be able to compete against AI as just a media company. So we've had to shift. Now we still produce our media products, but we also now produce so many cool tech products for

[03:16] investors. It took us a long time, a lot of money, and a lot of kind of changes had to make the change because of AI. Because now I'm seeing over the last 12 months how much AI has gotten smarter, especially in the media space. If we did

[03:30] not shift, we would be struggling right now. Well, it's going to continue accelerating over the next 12, 24, 36, 48 months. And as AI continues to get smarter, it's going to change the way that our economy works. And it's not

[03:45] just companies that are competing. It's also countries because the United States right now is on top globally. But there's a lot of countries like China against the United States. Not just militarily, but also economically. And

[03:59] now there's is an opportunity. AI is a whole new technology that's going to allow not just companies to leapfrog and grow very fast, but also countries have the opportunity to be able to grow and accelerate if they can be the leader in

[04:13] create new millionaires. It's going to create new billionaires. It's also going to create new trillionaires. And the companies and the countries that can control it are going to be able to control the next generation of wealth.

[04:26] competing. That's why so many companies are competing. And the thing that powers are competing. And the thing that powers all of this economy is our energy. That's why so many people now believe that energy is the currency of the

[04:40] be creative. The CEO of Google essentially said that we are going to need to double our nuclear energy here in the United States over the next 3 to 5 years. Now, nuclear energy was kind of something that people forgot about, but

[04:53] back very strong. And so we're seeing two different things happen in the United States. The first thing that's happening is the government is getting Trump has signed a new executive order working to quadruple the amount of

[05:06] nuclear energy here in the United States in the coming years. But that's not all. The biggest tech companies in the world, Google, Amazon, Meta, Microsoft are now adding in an energy division to their industries because now they are going

[05:19] out themselves and building their own and buying their own nuclear facilities all this AI. We can't wait for the government or energy companies to produce the energy for us. So, we the tech companies are now going to become

[05:33] energy companies. And how are they doing it? Through nuclear energy. Now, this is interesting because I told you that it's not just companies competing against each other. It's also countries. Well, China has also been aggressively working

[05:47] to increase their nuclear energy supply. And right now, China is investing even more into nuclear and is estimated that China is going to be able to produce more nuclear energy than the United States by 2030. This is the exact

[06:00] situation that President Trump wants to avoid because President Trump has been working to fight China directly without actually fighting them with weapons. The way that President Trump has been fighting China has been by cutting off

[06:12] their money supply. When President Trump passed tariffs, do you know which country was hit extremely hard by tariffs? China. Why? Because China has products for the United States. A lot of companies in the US produce their stuff

[06:27] "We're not going to make it so cheap for you to do that anymore, forcing companies to move out of China to hurt the Chinese economy." Then, President Trump attacked the president of Venezuela. Why did he do that? Well,

[06:40] Venezuela was one of the biggest suppliers of oil to China. That way, China couldn't keep getting their cheap oil from Venezuela. Then, President he do that? Well, one of the reasons was

[06:52] that Iran is also one of the biggest suppliers of cheap oil to China. Now, it's not. So, President Trump has been working to fight China by cutting off businesses in the United States, but also cutting off their oil supply. And

[07:05] own nuclear supply because they need that nuclear to be able to power their AI, to be able to power their data centers because China wants to beat the United States when it comes to AI because that could be their ticket to

[07:19] being the next world superpower. Now, this is where countries are essentially seeing groups of countries that are now coming together agreeing that they're going to work together to produce more nuclear energy. Why? As a way to kind of

[07:33] band together and say, "Hey, we would like us to be the superpowers of the world, not China and China's allies." And now we're also starting to see companies get involved where the big companies like Google and Amazon and

[07:45] agreements that countries are signing because these tech companies are becoming that powerful. Now, let me explain why this matters for you because I also want to remind you that this is going to create new investment

[07:57] put together a free investing master class where I walk you through how you that are happening right now and how they can create opportunities for you to class. If you haven't signed up for it yet, you're also going to get access to

[08:11] for investors, completely free. So, if you haven't signed up for the master class and market briefs yet, I have that link for you down in the description matters for you is that because of all the new advancement in AI and technology

[08:24] and data centers, we need more energy which is putting a lot of pressure on what that means is we have all this demand for energy but we have a limited supply of energy that we can produce right now. So you need energy as well.

[08:37] house. You want to keep the AC on in your house. You want to keep the lights for the same energy that now the data centers are competing for. And when there's more demand than supply, well, basic economics tells you when you have

[08:50] more buyers than sellers, the price of something goes up. And so this is one of the reasons why many people are going to be seeing or have seen or should expect higher energy prices now and coming in the future. The idea being until we have

[09:04] more supply of energy than what we need, it's going to be very hard to bring energy prices down. But as an investor, if you believe the energy is going to be and own a piece of that currency as well. Now, I'm going to go over some

[09:17] what to invest in because number one, investing has risks. You are never invest. In fact, you will lose money at some point. So, make sure you always your own due diligence and never blindly trust a random guy on YouTube. And

[09:31] adviser. I'm here to just help you start thinking like an investor. So, let me go something that you're interested in, different ways you can think about investing. Example number one is GRID.

[09:44] the energy grid here in the United States. The idea being if we're continuing to build a new clean energy grid, this ETF gives exposure to the companies that would benefit from that shift. Example number two is NLR. This

[09:59] is an ETF created by Van E that's giving exposure to the uranium and nuclear ETF giving you broad exposure to utilities companies and the reactors companies and the whole fuel chain giving exposure to that nuclear industry. Example number

[10:12] three is UR. This is an ETF giving exposure to the fuel behind the nuclear boom. Uranium is what you need to power these nuclear facilities and this ETF is giving exposure to the uranium miners and the physical uranium itself. So this

[10:27] URA gives you exposure to the fuel behind nuclear energy, NLR gives you businesses themselves, and grid gives you exposure to the power grid. Again, this gives you an idea of different ways that you can start thinking like an

[10:40] about money management, I avoided using credit cards are bad and evil. And then when I realized that I knew how to spend money I didn't have for credit card perks and points, I realized that I

[10:54] could earn more cash back. I could earn more perks and points for doing nothing would normally make anyways with a credit card instead of a debit card. And that's why I partnered with my sponsor, Finance Buzz, to put together an article

[11:07] Now, here's the caveat. If you don't know how to manage your money, don't use using a credit card, in this article with my sponsor, Finance Buzz, I go over some of my top credit cards based off of different types of tiers. If you have

[11:21] credit card debt and you want to pay it off faster, I go over some of the top 0% opportunity to attack the credit card debt faster while not acrewing any interest during the 0% APR period. I go over some of my favorite cashback credit

[11:36] points and cash back while you spend on your normal transactions. I go over some you that are traveling more often and earning more income. And then I go over cards as well. So, if you know how to manage your money and you're comfortable

[11:51] of my top credit cards right now in the free article that I have for you down in about in this video is that the currency changing. In the past, it was just physical gold. Then it was dollars

[12:05] just paper dollars and then it was dollars backed by oil, the petro dollar. Well, now it looks like that could be changing again because countries and companies around the world are looking to win in this AI race. And if we focus

[12:18] just in on the country side, this can create the opportunity for any country to be the next world's superpower. So we have countries like the United States, China, and Russia working to compete head-on to be the next world's

[12:31] superpower. But in order to be the AI superpower, you need the energy to actually power that AI and to power those data centers. And we just don't have that. This is where countries are now aggressively working to win in this

[12:43] that is by ramping up their power grids. The other way is by ramping up their nuclear energy production. And this is where not only are we seeing countries companies get involved. Some of the biggest tech companies in the world are

[12:58] now entering the energy game by working to produce and build their own nuclear facilities. This is going to change the way that our economy works because these countries and companies need the nuclear energy. They need the energy in general

[13:12] to produce the AI. And if AI is going to change the way that our economy works, we're going to need more of this nuclear energy and more just energy grids. Now, this has a cost to regular people because until we have more energy, until

[13:24] looks like energy costs are going to go up, which is something you're going to have to pay for. But that's also going you believe this is going to create opportunity for you, well, there's a few

[13:37] not telling you what to invest in. I'm showing you how you can start thinking like an investor. We talked about ways that you can invest in the power grid in how to invest in the nuclear energy space. And then we talked about how you

[13:50] can invest in the uranium, the fuel behind the nuclear energy as well with tell you what to invest in. My goal is to show you how you can start thinking value out of this video, the best thank you is a referral. So, if you could

[14:04] family member, colleague, or fellow investor. That way, we can continue to spread this type of financial education. Thank you. The United States government is approaching $40 trillion of national debt. And while most people are worried

[14:17] about how much money the government is spending, there's a quiet shift people are completely missing. I'll show you. In the past, when the United States have, it would borrow money from countries

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