“Key Checklist Items” – Coffee with MarkZ Intel Stream Highlights 12-2-25

Summary:

The first week of December has officially begun, and with it, anticipation among those keenly following global currency shifts has reached a high pitch. On Tuesday, December 2nd, the community gathered for MarkZ’s usual Coffee chat, where he laid out a dense summary of geopolitical and operational changes currently taking place, particularly focused on Iraq and institutional shifts in the US.

The overarching question lingering in the community revolves around timing. MarkZ addressed this directly, confirming that the stated RV window of December 2nd through January 2nd remains unchanged. While acknowledging that no one possesses the definitive, exact time, the confluence of internal Iraqi activity, international banking milestones, and group updates suggests closeness.

Regarding bonds, MarkZ noted that no immediate updates were available during the morning call but expressed an expectation for movement later that same evening.

A significant shift in perspective was also noted during the call: MarkZ reiterated his focus on economic fundamentals over relying on speculative political factors, often referred to as “White Hats.” He expressed a loss of faith in the latter, stating, “The reset is going to happen whether they want it to or not. I am not counting on some ‘white hats’ humanity.” This perspective anchors the process in verifiable economic infrastructure changes rather than political goodwill.

The majority of the discussion centered on Iraq, indicating that key checklist items are rapidly being addressed—many of them simultaneously.

One of the most compelling pieces of speculation concerned the Iraqi dinar’s new valuation. MarkZ stated that he very much believes the Central Bank of Iraq (CBI) has submitted a new rate to the International Monetary Fund (IMF) for final approval. While lacking hard proof, he cited confirmation from multiple connected sources.

Adding fuel to the fire were circulating rumors suggesting rates of $1.36 in-country and $4.08 out-of-country—though these remain unconfirmed speculative values. Attention also remains on internal Iraqi legislation, as the entire Hydrocarbon Law (HCL) has not passed, though pieces and parts of it have been observed moving forward.

Adding to the intensity, Baghdad is currently hosting high-ranking US officials: the US Deputy Director for the State Department arrived yesterday, and President Trump’s special envoy, Mark Savoya, is also presently in the capital. Having the UN Security Council meeting, the highest level of State Department presence, and a special envoy all working on Iraq concurrently demonstrates the urgency and coordination surrounding the country’s next steps.

For a country to re-value its currency and participate fully in international finance, its infrastructure must be robust. A new “customs collection system” running through Iraqi banks was recently implemented.

While there was discussion about postponing the full implementation until the end of the year, MarkZ confirmed that pieces of the new process—specifically, “Advance customs declaration”—are coming into effect immediately. The goal is to have the new system fully functional by December 31st/January 1st. This change in how money moves across borders is critical and, according to MarkZ, must be fully operational alongside a new currency value.

The sentiment shared by MarkZ and the community members is one of heightened anticipation. With high-level diplomacy moving rapidly, critical U.N. requirements being addressed, and foundational economic systems being overhauled in real-time, the indications of imminent change are numerous.

As one community member wisely advised, in this extended version of a “crazy movie,” it’s important to step back, breathe, and stay positive. MarkZ concluded by emphasizing that whether one believes in the political narrative or not, the economic fundamentals driving this global reset are visible “happening before our eyes.”

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Tuesday Coffee with MarkZ. 12/02/2025

Some highlights by PDK-Not verbatim

MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context.  Be sure to consult a professional for any financial decisions

Member: Blessed Tuesday morning everyone

Member: I wonder- what are the betting odds for this to go mid month?

Member: Last week Mark said we have a RV window opening between today Dec 2 through Jan 2.

MZ: That window has not changed….based on what I am hearing. Keep in mind nobody knows the exact timing but its close based on in country, out of country, banking and groups.

MZ: No bond updates yet. I did not expect one until later tonight.

Member: So who will be the new Fed. Reserve chairman?

MZ: I believe it could be Kevin Hasset that will be leading the Fed…..Perhaps they are saving Judy Shelton for the Treasury – when its time….and not the Fed. I think she will get a “superior” position .

Member: I’m glad you mentioned that about Judy Shelton, she needs to be in the fold

Member: silver is at $58.33 this morning

Member: Buffett alerts people of the slow crash, that everyone expects to turn around, but it won’t

Member: Rumor is Iraq is trading in country at $1.36 Out of country $4.08. Hope its true

Member: Frank26 reported the CBI may have submitted the new rate to the IMF for approval?

MZ: I very much believe the CBI has submitted a new rate to the IMF. Do I have any hard proof of that? No. But I have had enough connected people tell me this happened …so I believe it. I have heard it from several sources.  

MZ: I very much believe the CBI has submitted a new rate to the IMF. Do I have any hard proof of that? No. But I have had enough connected people tell me this happened …so I believe it….I have heard this from several people.

Member: Has HCL passed yet.

MZ: We have seen pieces and parts of it…but entire HCL has not passed yet.

Member: Trump announcement today…hope it is good this time

Member: Why does every country have to wait for Iraq?? can’t the other countries pull their own trigger??

MZ: “UN Security Council holds meeting on situation of Iraq” This came out late last night. They are talking about the UNAMI mission in Iraq.  They are having a meeting today….presently…right now in New York. It started at 10:00 AM EST. .

MZ: They are discussing finishing….closing and removing the United Nations presence in Iraq. This is another one of those things that I was told ….when complete …when we get paid….we leave. This was a item on the check list that they are checking off.

Member: Wish we knew what is on that checklist. What has been done and what is left to do???

MZ: The US deputy director for the State Dept yesterday. He has arrived in Iraq. Meetings have been ongoing.

MZ: So we have the US Deputy Director of State in Baghdad. We have Trumps special envoy, Mark Savoya in Baghdad. We have the UN Security council meeting going on as we speak in New York. There is a lot going on with Iraq right now… and very interesting timing.  Lots are happening all at once.

Member: Anyone know what that new “mechanism” was that was implemented on dec 1?

MZ: It was a new customs collection system to run through Iraqi banks….   We talked about this yesterday that they were postponing it until Dec 31/Jan1 to complete the implementation……this was to change how money moves across borders.  

MZ: BUT, today “Advance customs declaration comes into effect”  They will be implementing pieces of it throughout the month. They want it to be fully up and running by Dec 31. IMO they have to have the new system done with a new value to be fully implemented.

MZ: Watch things….its happening before our eyes

MZ: All indications as the political process happens in Iraq…is that we are going to get Sudani back as the Prime Minister.

MZ: “Iranian rial continues to collapse against the dollar”  We saw Kuwait RV….We are watching Iraq….so is Iran the next one? Right now one US dollar will buy almost a million Iranian rial.

Member: Seems like the White hats do not care about anybody

MZ” I lost faith in them a long time ago. I put my faith in the economic fundamentals because I can see what is happening. The reset is going to happen whether they want it to or not. I am not counting on some “white hats” humanity. Maybe they have it- but I have not seen any evidence of them. Until we seem some evidence…I am not going to believe them  

Member: if the fundamentals are so good then why are still waiting?

Member: Stay positive-  We’re at an extended version of this crazy movie.

Member: I believe the first week of December is going to be very interesting

Member: Hey Folks, I’ve seen so many feeling overwhelmed & stressed ~ Take a step back, breathe, take a day off. If the holiday season stresses you out, you’re doing it wrong so do something different & Smile

Member: Have a blessed and safe day everyone. Much love to all!

THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY

FOLLOW MARKZ : TWITTER . https://twitter.com/originalmarkz?s=21. TRUTH SOCIAL . https://truthsocial.com/@theoriginalm…

Mod: MarkZ “Back To Basics” Pre-Recorded Call” for Newbies 10-19-2022 )https://www.youtube.com/watch?v=37oILmAlptM

MARKZ DAILY LINKS: https://theoriginalmarkz.com/home/

Note from PDK: Please listen to the replay for all the details and entire stream….I do not transcribe political opinions, medical opinions or many guests on this stream……just RV/currency related topics.

ZESTER’S LINK TREE: https://linktr.ee/CrazyCryptonaut

THANKS FOR JOINING. HAVE A BLESSED DAY! SEE YOU ALL  TUESDAY THROUGH THURSDAY EVENINGS FOR NEWS @ 7:00 PM EST ~ UNLESS BREAKING NEWS HAPPENS!  FROM NOW ON NO MORE NIGHTLY PODCASTS ON MONDAYS AND FRIDAYS

YouTube: https://www.youtube.com/watch?v=JGn6JFh7-sQ  

Source: Dinar Recaps

Video Summary (Related Information Only):

The video presents a dynamic mix of current geopolitical developments, economic insights, and community engagement from a live broadcast dated late 2025. The host begins with casual greetings and community shoutouts before transitioning into a detailed discussion on global financial and political events. Key topics include the US Treasury’s expanded sanctions on Iran’s missile and drone procurement networks, the ongoing implementation of financial reforms in Iraq, and the broader implications for currency valuations and geopolitical stabilization. The host highlights the deteriorating Iranian rial and speculates on the potential for regime change, drawing parallels to past Middle Eastern conflicts.

There is significant focus on precious metals, particularly copper’s record high prices amid a global scramble for physical assets, underscoring a supercycle in commodity markets driven by tariff dynamics and supply constraints. The discussion expands to the anticipated Federal Reserve leadership changes and how JP Morgan’s possible relocation of its precious metals trading desk to Singapore signals broader financial shifts.

Financial reforms in Iraq receive detailed analysis, including the activation of new monetary systems and efforts to reduce oil dependency by boosting private sector capital. The host advises on currency investments, emphasizing Iraqi dinar, Vietnamese dong, and Indonesian rupiah due to their underlying fundamentals. The declining purchasing power of the US dollar is presented as a critical backdrop to the ongoing reset of global financial systems, which the host frames as inevitable based on historical cycles of fiat currency devaluation.

The broadcast closes with community birthday acknowledgments, personal reflections on wealth preservation strategies, and reminders about the importance of moderation in chat environments. The overall tone is one of cautious optimism tempered by realism about global instability, emphasizing the importance of physical assets, diversified investments, and awareness of geopolitical shifts.

Key Insights

[03:14] Physical precious metals as wealth protection: In an era marked by economic volatility and uncertainty, tangible assets like gold and silver are positioned as reliable stores of value. Noble Gold Investments’ emphasis on physical metals underlines the distrust in digital and fiat currencies, especially amid fears of inflation and currency devaluation. This aligns with a growing trend of investors seeking hard assets to safeguard purchasing power and ensure financial security.

[13:15] Iraq’s financial system overhaul: The Iraqi government’s activation of new monetary systems and the Rapidan Bank’s funding of private initiatives represent critical steps toward economic diversification. By reducing reliance on oil revenues, Iraq aims to stabilize its economy, increase tax revenues, and foster private sector growth. These reforms are pivotal in preparing the country for a potential currency revaluation and greater economic sovereignty.

[15:23] Iranian rial collapse and regime implications: The precipitous fall of the rial, with over 1.19 million rials to the dollar, signals deep economic distress. Such hyperinflationary pressures often precede political instability or regime changes. The host’s theory that Iran could be the next focal point for geopolitical intervention echoes historical patterns observed in Kuwait and Iraq, suggesting a strategic playbook by global powers to reshape regional influence.

[18:35] Copper’s record highs and commodity supercycle: Copper’s surge to all-time highs is symptomatic of a broader commodity supercycle driven by supply constraints, tariff arbitrage, and a global push for physical assets. Copper’s essential role in electronics and new technologies underscores its strategic importance, making it a bellwether for global industrial demand and economic health. The supercycle also highlights the fragility of supply chains and geopolitical risks influencing commodities markets.

[24:07] The declining purchasing power of the US dollar: The long-term erosion of the dollar’s value—down to mere cents compared to 1913—illustrates the inherent instability of fiat currencies. This decline is rooted in systemic overspending, money printing, and debt accumulation, reinforcing the inevitability of a currency reset. Understanding this cycle is crucial for investors and policymakers as it frames the current economic environment and the rationale behind diversifying into physical assets.

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