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Rather than weakening the dollar, geopolitical stress is reinforcing it. In times of conflict, liquidity, trust, and infrastructure matter most — and the dollar still dominates all three.
Sanctions, commodity pricing in USD, and higher U.S. yields are all mechanically increasing dollar demand, while alternatives remain fragmented and less scalable.
The takeaway: de-dollarization may be a long-term narrative, but in crisis, the world still defaults to the dollar.
Conflict in the Middle East accelerates shifts weakening the dollar; central bank gold holdings now exceed valuation-adjusted dollar reserves in the Bretton Woods II era.
Projection shows USD stablecoins reaching $1.22 trillion by 2028 — roughly four times current volume; chart cites Artemis Analytics and Citi Institute.
The greenback rose 2.2% as a safe-haven after coordinated US and Israel attacks on Iran, notable after last year's 8% dollar decline.
