Gold-Backed US Bonds in 2026 - The Death Blow That Could RUIN the Globalist Agenda: Tom Luongo

Commodity Culture Interview with Tom Luango – December 18th, 2025: Detailed Summary

Key Concepts:

• Gold-Backed Bonds: Potential US issuance as a geopolitical and financial weapon.
• Geopolitical Strategy: US aiming to dismantle the power of London, the EU, and the “globalist agenda.”
• EU’s War Intentions: Driven by debt problems and a failed plan to seize Russian assets.
• Commodity Pricing Power: Shifting control of commodity pricing away from London (LBMA/LMA) to New York or Shanghai.
• Financial Warfare: Utilizing financial tools (asset freezes, bond markets, commodity control) as instruments of conflict.
• Davos/Globalist Agenda: Perceived as a force attempting to destabilize the US and maintain control.
• US-China-Russia Alignment: Emerging strategic alignment against the existing global order.
• Venezuela Situation: A proxy conflict between the US intelligence apparatus and potentially a prelude to broader action.
• Japan’s Role: Potential for Japan to rearm and shift away from decades of economic policy.

I. The Russia-Ukraine Conflict and EU Strategy

The discussion began with the stalled Russia-Ukraine peace negotiations. The US initially proposed a framework Russia could work with, but the EU leadership intervened, presenting terms unacceptable to Russia and attempting to seize frozen Russian assets. Belgium’s reluctance to participate in asset seizure suggests potential breaches of international law. Tom Luango argues the EU wants the war to continue, driven by a desperate attempt to avoid a debt crisis.

The core of the EU’s plan, as outlined in a leaked 28-point peace plan, involved using frozen Russian assets to rebuild Ukraine and fund joint US-Russian projects (like a Bering Strait Tunnel), with the EU contributing $100 billion. Luango interprets this as Trump effectively demanding Russia’s money be returned and forcing the EU to pay for having “stolen” it. He posits the EU has already spent these assets as collateral for loans to Ukraine, banking on either Russian capitulation or US intervention.

The ultimate goal, according to Luango, is to break up Russia, seize its natural resources, and use the resulting cash flow to underwrite perpetual bonds and a new digital euro system. Trump’s opposition to this plan, and Putin’s willingness to escalate the conflict, have thwarted these efforts. He cites a Twitter post highlighting that a peace treaty would bankrupt Europe by preventing loan repayment, leading to a banking collapse.

II. Financial Warfare and the Demise of London’s Power

Luango frames the situation as a deliberate strategy by the US to bankrupt Europe. He points to Scott Bessant’s actions as a key component – draining European markets of pricing leverage in gold, silver, and copper to dismantle the London Bullion Market Association (LBMA) and the London Metal Exchange (LME). This is seen as essential for the US and China to become the dominant industrial powers.

The strategy involves forcing a peace settlement that Europe cannot accept, detonating their banking system after draining their gold and silver reserves. The recent surge in copper prices (reaching $4.50-$5.40/lb) is interpreted as another operation to drain the LME. Trump’s goal is to end centuries of European colonization and chaos, and to force Europe to accept a peace settlement on his terms.

III. Trump’s Strategy and the Potential for Gold-Backed Bonds

Luango believes Trump is building alliances globally by resolving conflicts (e.g., Israel-Egypt gas deal, Cambodia-Thailand) to counter the “Davos” agenda. He highlights Trump’s recent rhetoric, including a Christmas bonus for the military, as a signal of his commitment to a new course.

A central element of this strategy is the potential issuance of gold-backed US Treasury bonds in 2026. Luango believes this is a likely outcome, potentially announced around July 4th. He suggests these bonds would be offered only to US citizens and investors in US infrastructure, preventing gold from flowing overseas.

The purpose of gold-backed bonds is to create a two-tiered Treasury system, devaluing bonds held by Europe and offering a superior alternative. This would allow the US to counter European financial warfare and potentially cancel European debt without significant repercussions. He references Jim Sinclair’s long-held prediction of a gold-cover clause on US Treasuries.

IV. Venezuela and the Intelligence War

The situation in Venezuela is presented as a proxy conflict between the US military/Trump administration and the intelligence services. Luango dismisses the initial narrative of drug smuggling, suggesting the seized vessel carried something far more sensitive – potentially leadership of hostile groups intended for operations on US soil or even materials for a dirty bomb.

Trump’s rhetoric about Venezuela and oil is seen as a signal to intelligence agencies, warning them against destabilizing the US. He emphasizes that Trump is willing to use force to remove Venezuela as a hub for organized crime and intelligence operations.

V. Japan’s Shift and the Broader Geopolitical Landscape

Luango highlights Trump’s recent visit to Japan as a pivotal moment, suggesting it signaled a liberation of Japan from British economic influence. He anticipates Japan will rearm and potentially unwind its decades-long monetary policy, including the yen carry trade.

He connects this to the broader geopolitical picture, arguing that the US must deal with Europe first before confronting China. Japan is seen as a crucial ally in this strategy. He points to the EU’s anxieties about the Fed potentially cutting off dollar swap lines as evidence of their vulnerability.

VI. The Role of Davos and the Potential for Domestic Conflict

Luango characterizes the “Davos” agenda as an attempt to destabilize the US through civil unrest, race wars, and other forms of internal conflict. He believes Trump is aware of this threat and is actively working to counter it. He suggests the EU is attempting to activate its “physically kinetic players” (ISIS, AOF groups, Black Lives Matter, etc.) on US soil. Trump’s emphasis on supporting the military and sharing tariff revenue is interpreted as a response to this threat.

Notable Quotes:

• “The whole purpose of the Ukraine war was to let Europe has a debt problem that they can't avoid.” – Tom Luango
• “Trump is effectively saying, ‘Yeah, you guys aren't stealing Putin's money. As a matter of fact, I want they want their money back and they want you to pay for having stolen their money.’” – Tom Luango
• “If you think you're going to start a civil war in the United States because that's your only move on the board, which I everything I've laid out already this morning tells you that at the end of the day, what is Davos's big move against the US?” – Tom Luango
• “Trump is activating all of his assets around the world to add the pressure necessary to say to Europe, look, if you take this route, if you decide to burn the world to the ground, no one's going with you.” – Tom Luango
• “Merry fragging Christmas.” – Tom Luango (closing remark)

Technical Terms & Concepts:

• LBMA (London Bullion Market Association): The primary wholesale over-the-counter market for gold and silver.
• LMA (London Metal Exchange): A major exchange for trading base metals.
• QIPS (Quantitative and Inflation Protection Securities): US Treasury bonds.
• Yen Carry Trade: A strategy where investors borrow in Japanese yen (historically low interest rates) and invest in higher-yielding assets elsewhere.
• QE (Quantitative Easing): A monetary policy where a central bank purchases government bonds or other assets to increase the money supply.
• QT (Quantitative Tightening): The opposite of QE, where a central bank reduces its balance sheet.
• UNCLOS (United Nations Convention on the Law of the Sea): International law governing the use of the world's oceans.
• Swap Lines: Agreements between central banks to exchange currencies.

Conclusion:

The interview paints a picture of a complex geopolitical and financial struggle, with the US under Trump attempting to dismantle the existing global order and reassert its dominance. The potential issuance of gold-backed bonds is presented as a key weapon in this strategy, designed to cripple Europe and establish a new financial system. The situation in Venezuela and Japan are viewed as critical components of this broader plan, with the US actively countering the influence of the “Davos” agenda and preparing for potential conflicts with both Europe and China. Luango’s analysis is highly critical of the EU and the intelligence services, portraying them as desperate actors willing to risk global economic collapse to maintain their power.