DINAR UPDATE CALL 3-30-26
The Spaces focused on the current status of the Iraq currency revaluation (RV), the Iraqi political process, and the broader regional security backdrop. Tony and Ray reported that an RV window over the weekend slipped due to political turmoil after members of the State of Law Coalition exited parliament over the handling of PMF withdrawals, breaking quorum. They said the presidency has been selected and government roles assigned but not yet made public, and that the RV is expected to be announced the same day the presidency is publicly confirmed. Dates discussed shifted from early in the week to a latest target of April 11, tied to a 10‑day extension reportedly given by President Trump to Iran. Hosts claimed Nouri al‑Maliki has been removed from the framework and barred from meetings, borders and money flows to Iran are cut, and PMF elements are being moved out. They also described an expanding multinational security footprint and a long, complex post‑conflict plan for Iran. On banking logistics, they said some exchange staff were on high alert, one exchange appointment was postponed to the next morning, and that 800 numbers will route holders to exchange locations. They advised splitting funds across three banks and negotiating both monthly and annual rates, noting some credit unions will also participate.
TNT Twitter Spaces RV/Geopolitics Update — Monday, March 30, 2026
Session overview
- Hosts: Tony (primary host; “Speaker 1”) and Ray/Raymond 98 (co-host; “Speaker 2”).
- Format: Short briefing plus live Q&A.
- Tone: Candid, rapid-fire situational update on Iraq’s RV readiness, Iraqi political developments, Iran-related regional security, and bank/exchange logistics; followed by practical banking strategy guidance and caller questions.
- Personal notes/housekeeping:
- “Catnip” health update: Recovering post-stroke, moving from wheelchair toward walker; community encouraged to keep prayers and well wishes.
- Tony’s birthday: Thanks for messages and gifts; light humor about audience sending money to wives instead of him. Mentions receiving 100,000 (later says 250,000) IQD as a gift from “Elsie.”
Why the weekend RV did not happen
- Expectation window (as relayed by Tony):
- Thursday–Friday: Banks and the Fed on heightened alert; 12-hour shifts; bank staff ready from 7 a.m.; multiple sources indicated a strong likelihood of activation Friday evening/Saturday morning, potentially as a “birthday gift” for Tony.
- Sunday remained possible if Friday/Saturday slipped.
- Reported disruption (Tony’s account):
- Ongoing removal of PMF elements and “militias” from Iraq. Tony describes an alleged pattern of killings during their retreat toward borders (stated as occurring in houses/offices/streets). He frames this as part of the weekend’s derailment.
- Political fallout inside Iraq: The State of Law Coalition and allied figures reportedly walked out of parliament in protest over PMF treatment, breaking quorum and stalling votes.
- Conditionality: Multiple sources told Tony the RV would not proceed without a formally named Iraqi president and a settled leadership slate. This, combined with needing clarity on Iran’s stance, delayed the process.
- Bottom line for the weekend: “Everyone was ready” operationally, but political prerequisites were not met. Hence no public move.
Iraqi political status and timeline (as presented by Tony)
- Leadership prerequisites:
- Tony says he was “assured” the vote is done, the president is chosen, and positions assigned—just not publicly announced yet. He stresses: no RV before a public president announcement.
- Muhammad Shia’ al-Sudani is asserted by Tony to be set to remain/newly be prime minister (his phrasing suggests continuity/confirmation; context is conflicting but reflects Tony’s claim).
- Nouri al-Maliki:
- Tony reports Maliki is “removed from the process,” not allowed to attend meetings, and no longer part of the framework. He emphasizes this as a significant positive turn.
- Date movement and dependencies:
- Internal scheduling reportedly migrated from Tuesday to April 5, then April 8, then to a new marker: April 11.
- Rationale: Linked to former President Trump’s public “10-day extension” to Iran. Tony says Iraqi decision-makers want Iran “removed from the process” and to ensure those losing power (PMF-aligned) have no external backstop.
- Border and funds control: Tony says he was assured all borders are “under control,” money flows from Iraq to Iran are cut off, and PMF/Iranian personnel financially severed.
- Expected activation window:
- Could be as early as Wednesday/Thursday if the presidency is made public.
- Multiple sources “agree” on April 11 as a safe date past the 10-day Iran extension.
- Caveat: If Trump changes timelines again, dates may shift.
Banking posture and on-the-ground exchange anecdote
- Bank readiness:
- Banks and Fed on alert over the weekend per Tony’s banking contacts.
- One bank reportedly scheduled a customer’s exchange appointment for today; the individual waited several hours; exchange wasn’t completed but was told to return at 9 a.m. tomorrow—indicating at least one institution believed a go-live was imminent.
- Rate/procedure status:
- “High rates” (contract/negotiated) unchanged; bank procedures unchanged; readiness intact.
- Activation still tied to public announcement of Iraq’s president; Tony says plan is to announce the president and the RV together or in close succession.
Regional security and Iran (Tony’s geopolitical rundown)
- Escalation indicators (as described by Tony):
- Report of Iran striking an oil tanker near Dubai (fire reported).
- “Boots on the ground”: Tony asserts U.S. and multiple coalition countries already have personnel inside the country/region for over a week, with significant increases expected. He frames this as security groundwork.
- Public sentiment management: Tony contends media is “spoon-feeding” information to secure domestic support for expanded operations.
- War aims and dynamics:
- Tony characterizes the situation as shifting from a regional to a religious war, complicating negotiations with diffuse factions (IRGC, regular army, pro-democracy groups, etc.). He asserts leadership strikes create new interlocutors, prolonging cycles.
- He foresees regime change and nation-building as the only resolution, drawing parallels to Iraq, stating this won’t resolve in “60–90 days,” and predicting a long timeline.
- He claims extensive infrastructure targeting (schools, mosques, hospitals) under the rationale of militant use, with plans to rebuild afterward, funded by a broad coalition (“like Japan/Korea/Germany post-war”).
- Tony says IRGC/old-regime loyalists are being pushed toward Syria, with plans he can’t fully disclose.
- Casualties: Tony asserts many more U.S. soldiers are hurt than publicly reported, and more are expected.
- Economic stakes (Tony’s framing):
- Emphasizes resource and economic control as central: ports, oil, insurance, and post-conflict reconstruction contracts.
- Suggests coalition negotiations are dividing future economic interests (“who gets which part and how much”). References UK maritime insurance/history.
- Ethical/operational commentary:
- Tony acknowledges “rules of war” often give way to realities; expects threats to infrastructure but hopes against mass civilian deprivation. Notes asymmetric tactics and “no fair fight” in alleys versus rings.
- Notes reported Iranian threats against U.S. colleges overseas; contextualizes as wartime reciprocity, while condemning indiscriminate killing.
Bank/exchange strategy guidance reiterated
- Multi-bank approach:
- Use three U.S. banks at exchange to foster competition; negotiate the highest exchange rate with the primary bank and secure superior interest terms (monthly and annual) based on deposit size.
- Allocate 40–60% to the primary bank; split the remainder across two others; after one year, consolidate to the best-performing institution depending on macro conditions.
- Offshore considerations:
- Many are pursuing dual citizenships and moving funds abroad as risk management. Banks can facilitate international account setups if requested.
- Credit unions:
- Ray has a list including some credit unions that will handle exchanges; offers vary—shop for the best terms. The priority is the exchange itself; subsequent allocations can vary by institution.
- Logistics clarifications:
- Not all bank branches are exchange locations; when weekends are staffed, it’s typically designated exchange sites.
- 800 numbers (when released) will route exchangers to appropriate locations.
- Preparedness mantras (from a caller’s PSA, endorsed by hosts):
- Verification, negotiation, diversification; protect principal.
- K.Y.W. (Know Your Worth): Walk in understanding the value/power of your currency.
- K.Y.M. (Know Your Math): Be able to calculate proceeds based on offered rates and your holdings.
Q&A highlights and viewpoints
- Bus Lady/Casino (caller):
- Asks if we’re in “Plan C or D” given delays; references earlier “Plan B” notion to force action if Iraq didn’t move.
- Tony: Agrees Iran has been the core problem; now preoccupied with its own crisis, allowing Iraq to proceed. Credits Trump and Netanyahu for abandoning diplomacy in favor of force. Reiterates Maliki’s exclusion and that some parliament members in both Iran and Iraq may be “physically removed” (his phrasing).
- Audrey (caller, traveling):
- Banking setup questions: Savings at BoA/Chase? Tony advises against focusing on simple savings; emphasizes tri-bank competitive strategy, negotiating both monthly and yearly yields, and splitting capital. Confirms feasibility of moving funds abroad via bank facilitation.
- Freddie (caller):
- Notes tension spike with 10-day ultimatum; Tony’s guidance: judge by actions, not words. Maintain plan to turn “a little money into big money” through disciplined execution.
- Raphael (caller):
- Concerned about Iranian threats of “everlasting consequences”; prays for U.S. troops and innocents.
- Thanks U.S. over a court decision involving YPF/Chevron-like matter in his country (gratitude noted).
- Asks about credit unions and the “10-item list.”
- Tony: Some credit unions will exchange; terms vary—negotiate. For the list, ask moderator “Baby’s mom” in the chat; location given as General Discussion, page 12.
- G Man (caller):
- Relief that Maliki is sidelined; improved outlook once president is announced.
- Discusses UK maritime/insurance posture and post-conflict “pie” division; Tony explains shifts in insurance and coalition economics, noting shared stakes and revised rules.
- Ray W (caller):
- Asks about Iranian sleeper-cell risks in the U.S.: Tony says it’s an “infinite possibility” by nature of sleeper cells; cannot predict triggers.
- Challenges “banks staffed weekends” claim based on a local Chase manager in Florida; Ray clarifies: weekend staffing applies to designated exchange sites, not every branch; 800 numbers will specify locations.
- Linda R (caller):
- Phone migration question for TNT access; Tony advises using family/tech support (Geek Squad) to transfer apps/data.
- Other callers (Dan, Teaspoon) had connection issues; minimal content captured.
Key takeaways and outlook
- Operational readiness:
- Banking, Fed, and exchange procedures are in place; “high rates” unchanged.
- Political gating item:
- A public announcement of Iraq’s president is, per Tony’s sources, the last prerequisite to the RV announcement. Tony asserts the internal vote is done and positions assigned; public disclosure timing remains the unknown.
- Timeline window:
- Earliest: As soon as Wednesday/Thursday if the presidency is made public.
- Common anchor date: April 11 (post-10-day Iran extension). Tony hopes it won’t take that long.
- Regional variables:
- Intensifying Iran-related operations and coalition deployments are ongoing; Tony anticipates larger troop presences becoming public. He expects prolonged stabilization and reconstruction, not a quick resolution.
- Action items for holders:
- Stay prepared to schedule via 800 numbers when released.
- Execute a disciplined, competitive multi-bank negotiation strategy at exchange and for deposit yields.
- Consider jurisdictional diversification if aligned with personal risk management.
Notable quotes/themes (speaker attributions)
- Tony:
- “We were not going to go until the president was named officially… As soon as [the leadership] is made public, you’ll see the RV.”
- “Maliki is… no longer authorized or able to attend any meetings.”
- “All of the border is under control… no movement of money from Iraq to Iran.”
- “There are already boots on the ground… significant numbers… more coming.”
- “Verification, negotiation, diversification… K.Y.W., K.Y.M.”
- Ray:
- Clarifies exchange logistics: weekend staffing refers to designated locations only; 800 numbers will direct traffic.
Final status (session close)
- Hosts reiterate: Everything else is ready; awaiting public confirmation of Iraq’s president. If the announcement lands midweek, RV could follow quickly; otherwise, broad consensus holds April 11 as a key date. Community encouraged to stay calm, prepared, and “super fantastic” while watching for official triggers.
