
When the Rules Die, Crypto Wins
Posted April 11, 2025
Chris Campbell
For the past few decades, most people believed the world ran on rules.
Trade deals, treaties, international norms.
You shake hands, sign the paperwork, and everyone plays nice.
Whether any of it was real or fake doesn’t matter...
That world is gone.
The facade has been ripped away.
It’s not about rules anymore—it’s about leverage.
If Russia wants to invade Ukraine, it does.
If China wants Taiwan, it won’t ask permission.
The U.N.? Still holding meetings. But nobody’s waiting on it.
Leverage doesn’t come from paperwork.
It comes from energy. From chips. From rare earths, semiconductors, satellites, and software. From who controls the ports. The pipelines. And it comes from the payment rails.
This dynamic isn’t new.
We only have to look back as far as the Cold War for precedent.
And when systems broke down back then—when trust failed, currencies collapsed, and alliances fell apart—they turned to gold. Offshore accounts. Swiss vaults. Bearer bonds. Secret handshakes. Suitcases of cash.
But that was then.
Today, when the system breaks?
An increasing chunk of the world is turning—and will continue to turn—to alternative systems.
Like bilateral deals. Like multilateral pacts. Like local trade zones. Like barter.
And yes—crypto.
Not because crypto is “cool.”
But because it works when nothing else does. Because it’s the only thing left in the world with credible neutrality.
This is no longer theoretical.
As Matthew Sigel from VanEck recently wrote:
“China and Russia have reportedly begun settling some energy transactions in Bitcoin and other digital assets. Bolivia has announced plans to import electricity using crypto. And French energy utility EDF is exploring whether it can mine Bitcoin with surplus electricity currently exported to Germany.”
These are early signs, says Sigel, that crypto is evolving from a speculative asset into “a functional monetary tool—particularly in economies looking to bypass the dollar and reduce exposure to U.S.-led financial systems.”
If you’re running a business in a place the U.S. doesn’t like… or Russia doesn’t like… or China doesn’t like…
How do you move money?
How do you trust a contract?
Legacy banking is out.
SWIFT is out.
IMF? Ha!
You need something neutral. You need crypto—not as an investment, but as infrastructure.
That’s the game theoretical bet for crypto.
In a world where no one agrees on the rules, crypto thrives. The more fractured the world becomes, the more valuable crypto’s neutrality becomes.
Case in point: In 2019, more than $18 billion worth of Tether—a dollar-backed stablecoin—flowed from China and East Asia to other regions.
Why? Not because people were betting on it to moon. But because they needed a fast, neutral way to move money.
Some still think we’re headed for another crypto winter. That Bitcoin is done. That governments will just ban it all.
Nope.
Bitcoin’s going to $250,000. Ethereum is going to $10,000. Solana is going to $1,000.
When? Hard to say. But they will.
Not because of hype… but because they’ll still work when nothing else does.
Here’s the script:
- The tariff wars will drag on but won’t break the system.
- The world will stop waiting for a resolution and just move forward.
- The markets will adjust to the chaos and get used to a new normal.
- Crypto? It’ll grow bigger and bigger along the way.
Think stablecoins. Smart contracts. Identity layers. Oracles. Even tokenized trade agreements.
You don’t need to bet on crypto because it’s cool.
You bet on it because it’s the only way out of a system that no longer works.
Every system reset makes new millionaires. The ones who win aren’t the ones who predict the chaos.
They’re the ones who focus on what’s next.