Dinar update 3-23-26

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TNTRAYREN98
@THE_TNT_TEAMMar 25, 2026

The Spaces provides a late-night update from hosts Tony and Ray on the anticipated currency revaluation (RV) and its geopolitical context. Tony says a Friday rollout was derailed when the UK (linked to Lloyd’s of London) sought to renegotiate after the U.S. moved to insure ships transiting a critical strait; he claims UK objections subsided after regional tensions escalated and a five‑day pause in strikes on infrastructure was announced. He asserts markets surged on the news and alleges a $1.5B pre‑announcement trade, expecting volatility to return before the weekend. On timing, multiple sources (UN/IMF, a CIA contact) suggest the RV could go live overnight for banks to see in the morning, or slip to Thursday night/Friday. Currency specifics discussed include an Iraqi dinar rate around $2.85 and Zimbabwe ZIM at $0.11–$0.33, with higher rates limited to privileged parties. Tony expects “boots on the ground” and control of a strategic island within days; caller Sunlight argues the posture is to pressure Iran without occupying territory. Tony downplays World War III risk, noting Russia and China constraints, but warns of U.S. domestic turbulence this summer/winter. Listeners are urged to be ready for bank notifications while recognizing possible last‑minute changes.

TNT Late-Night Call Recap — March 23, 2026

Participants and Roles

  • Hosts: Tony (primary host/speaker), Ray (co-host/moderator)
  • Callers who spoke: “Sunlight”, Danny (in Dallas), Alicia, Susan May, additional unnamed callers; several attempted speakers (Elder Paula, Tom) could not unmute

Executive Summary

  • Tony’s core update: His sources (UN/IMF contacts) indicate the RV could “go live” overnight with visibility at banks in the morning. Alternate timelines from other sources suggest Thursday night into Friday. If not seen by Wednesday morning, Tony expects Friday/Saturday.
  • Cause of last Friday’s delay: According to Tony, UK interests (Lloyd’s of London) balked over ship insurance revenue tied to the Strait, after Trump said the US would insure shipping; UK then demanded equal RV terms. A subsequent missile incident allegedly shifted UK’s stance, and compensation was plausibly channeled via a large pre-announcement stock market position.
  • Geopolitics linkage: Trump announced a five-day pause on striking Iranian infrastructure to “negotiate.” Tony emphasized “watch what they do, not what they say,” claiming operational activity continues (bombing of targets, special forces moves). He expects notable market volatility by the end of the week (equities down, gas up) unless the RV precedes that.
  • Military posture: Tony anticipates “boots on the ground” by Friday on “the island” Trump referenced, with amphibious groups and airborne assets already in theater; he says other countries will join in smaller contingents. Objective includes securing missile sites and supporting a leadership change in Iran.
  • Currency specifics discussed:
    • Iraqi dinar: community reference point around $28.50 per IQD mentioned by a caller; Tony acknowledged some have seen higher, but said typical public participants should not expect elite-level rates.
    • ZIM (Zimbabwe): Tony reiterated a general range of $0.11–$0.33, acknowledging anecdotes of higher outcomes for select individuals with special access; he stressed rate access is tied more to “who you are” than to note quantity.
    • Other currencies: Hopes tied to Venezuela sanctions removal (to enable payouts), rate changes in Vietnam, and movement in the rupee.
  • Banking status: No Monday early-bank indicators reported; no Treasury update pursued by Tony today. Expectation remains for either a morning reveal or a later-week release pending document rewrites and signoffs.
  • Broader risk view: Tony downplayed “World War III” imminence and instead warned listeners to prepare for domestic challenges in the US this summer and winter.

Detailed Notes by Topic

1) What changed since Friday (the UK/Lloyd’s angle and market mechanics)

  • Tony’s account of Friday’s no-go: Flights were reportedly en route to finalize matters when the UK pushed to renegotiate terms, upset that the US would insure ships transiting the Strait (historically a revenue stream for Lloyd’s of London). The UK then wanted equal RV benefits and rates.
  • After a missile strike, Tony says the UK consented to proceed, contingent on compensation mechanisms. He pointed to a pre-announcement $1.5B stock market bet before Trump’s five-day pause statement, positing this as a way to offset UK losses via market moves (equities up on the pause announcement). Tony expects a reversal later in the week, implying further profit-taking opportunities.

2) Five-day pause, “the island,” and anticipated military moves

  • Trump’s statement: No attacks on critical infrastructure for five days; however, Tony asserts that kinetic operations continued (e.g., strikes, interdictions). He repeatedly cautioned to focus on actions vs statements.
  • “The island” comment: Tony highlighted Trump’s slip suggesting “we/us” would run the island, inferring an occupation/control plan. He believes whoever bought before the pause will make more by week’s end as markets whipsaw.
  • Operational posture claimed by Tony:
    • Amphibious Ready Groups already in area (“we say headed there after they’re already there”).
    • US airborne elements reportedly in theater; destruction/neutralization of multiple storage sites in progress.
    • Target set: ~120 launch locations to shut down; some destroyed, others sealed if too deep. Tony cited large casualty/burial numbers reported in mountain operations.
    • Political objective: Engage with a remaining parliament member and allies to install preferred leadership; IRGC factions will resist, necessitating ground presence. Other nations will join in smaller groups.

3) RV Timing Windows and Signals

  • Tony’s source timelines:
    • “Go live” overnight; see it in the morning at banks (favored by UN/IMF contacts per Tony).
    • Alternative: Agreement exists but requires rewriting; visible Thursday night/Friday with normal Friday processes thereafter (CIA contact view, per Tony).
  • Intraday watch windows Tony cited: after banks open; after 2:30; after 5:30.
  • Contingencies: If not visible by the next morning, Tony leans toward Friday/Saturday. He tied urgency to market/war volatility returning before the weekend.
  • Banking/Treasury status: No early bank staffing signals reported Monday; Tony did not chase a Treasury update today. He emphasized he’s waiting on core sources to confirm go-time.

4) Currency-Specific Points

  • Iraqi dinar (IQD): A caller referenced $28.50; Tony acknowledged that historically some individuals achieved very high figures (he cited examples “well above 28”) due to position or connections. He does not expect such top-tier rates for the general public.
  • ZIM: Tony reiterated a working range of $0.11–$0.33. Stories of $0.60 were mentioned as past chatter; Tony kept guidance to the 11–33 cent band for most, noting that materially higher outcomes are relationship/position-based, not note-quantity-based.
  • Note quantity vs rate: Tony explicitly said higher ZIM rates are not tied to holding more notes; outcomes depend more on who you are and who you know.
  • Other currencies:
    • Venezuela: Sanctions removal “tomorrow” would be a positive trigger for payouts.
    • Vietnam and rupee: Tony expects rate moves aligned with the broader event.

5) Markets, Energy, and What to Watch

  • Tony expects:
    • Near-term equity uplift tied to the pause, then a decline by week’s end.
    • Gasoline prices to rise before the weekend.
  • He linked these moves to orchestrated positioning around announcements and the five-day window.

6) Q&A Highlights

  • Sunlight’s question (US fleets and posture): He framed US naval presence as safeguarding global maritime trade, arguing Trump would avoid troop exposure (no “Black Hawk Down” scenarios). Tony disagreed, forecasting confirmation of troops on the ground by Friday.
  • Caller on five-day pause effect: Tony said either morning visibility or a roughly five-day administrative window to implement agreements, pointing to Thursday/Friday at the latest; he reiterated that the UK’s Friday move was the final obstacle last week.
  • Caller on airborne/amphibious forces and “the island”: The caller cited the 83rd Airborne arriving in Iraq and anticipated a takeover by Friday. Tony reinforced that airborne presence is already in theater, multiple storage sites have been cleared, and the plan is to secure and remove assets rather than risk nuclear incidents.
  • Rates/eligibility clarifications: Tony underscored the distinction between public expectations and elite/connected outcomes. He reinforced the ZIM general range and denied that note count alone lifts a participant into a higher rate tier.
  • Susan May (oil/markets orchestration): She observed oil price drops without clear de-escalation and asked if this was orchestrated to “pad pockets.” Tony said all major parties but the UK had agreed; the UK’s reaction was unique due to insurance revenue loss, and the rest is playing out in plain sight.
  • Danny in Dallas: Supportive, tracking public disclosures (e.g., A-10s in news), expecting movement imminently.
  • Alicia (Shah’s son and WW3 risk): Tony said the plan remains to back the Shah’s son and his group toward a regime change via elections, enabled by force posture. On WW3, Tony said no—Russia is overextended vis-à-vis Ukraine; China has internal political/military fractures despite shows of force around Taiwan. He urged focusing on US domestic challenges coming this summer and winter rather than a global war spiral.

Open Items and Uncertainties

  • Confirmation signals still pending from banks/Treasury; Tony is relying on UN/IMF and other contacts for timing.
  • Document rewrites and signoffs allegedly required after the UK renegotiation—timeline variance exists (overnight vs Thursday/Friday).
  • Market path dependence: Tony’s scenario assumes announcement-linked trading patterns; if geopolitics diverge (e.g., end of pause, escalation), timing/sequencing could shift.
  • Military end-state for “the island” and broader Iranian theater remains uncertain; Tony’s perspective assumes accelerated control operations with multinational participation.

What to Watch Next

  • Bank-facing indicators: Any notice of early staffing or systems changes; windows after opening, ~2:30, and ~5:30.
  • Public signals:
    • Announcements on Venezuelan sanctions.
    • Any formal IMF/UN communications touching currency reforms.
    • White House statements around the five-day pause expiring.
  • Markets and energy: Equity reversals before the weekend; gasoline price direction mid-to-late week.
  • Defense posture: Visible reporting of amphibious groups, airborne deployments, and references to seizing/controlling “the island.”

Closing Tone from Hosts

  • Tony and Ray kept the call shorter than usual, emphasizing that if the event doesn’t present by Wednesday morning, they will look to Friday/Saturday. Tony framed Wednesday morning as a hoped-for reveal, with a birthday-weekend fallback. He ended with his customary “be super fantastic” sign-off and noted they may hold another call if the situation warrants.