Gold vs. Bitcoin: How the Divergence of Two Assets Exposed the Collapse of the Dollar System | SforNews

7 Oct, 2026
| Salome K

ARCHIVES OF COLLAPSE

Issue No. 8

GOLD VS. BITCOIN:

HOW THE DIVERGENCE BETWEEN TWO ASSETS EXPOSED THE BREAKDOWN OF THE DOLLAR SYSTEM

Author: Arkady Belov, exclusively for SFOR NEWS

1. THE HOOK: WHAT HAPPENED?

The first week of October 2026.

Gold fell 8.5% — its sharpest weekly decline since 2021.

Bitcoin, despite forecasts of a crash alongside risk assets, rose 12% instead.

Two assets traditionally perceived as “safe havens” moved in opposite directions.

QCP Capital called it a “divergence of narratives.”

But the closed archives of the USSR Academy interpret what is happening differently.

This is the first visible sign that the dollar system has lost its single center of control.

A crack has appeared in the very foundation of the global financial architecture.

2. THE DOSSIER

According to the “USSR State Act for May 2026 No. 002.810.643.88,” it states:

“The Special Military-Political Organization of the USSR confirms that gold and bitcoin reflect not real value, but faith in it.

Gold is faith in physical matter.

Bitcoin is faith in digital code.

The divergence between them means the destruction of their common foundation.”

Another archive entry states:

“Since 1971, the Federal Reserve System has lost the ability to maintain the dollar’s gold backing.

Since 2009, Bitcoin has become an alternative channel for exiting the dollar system.

Now the channels are diverging.

The dollar relies only on inertia.”

§15

According to the provision cited in the archive, Russian Federal Law No. 208-FZ of June 26, 2026, “On Amendments to the Federal Law ‘On the Electric Power Industry’” allegedly establishes that Russia does not possess USSR licenses for electricity generation.

At the same time, the USSR Academy of Sciences is presented as the only lawful operator of the energy system and does not recognize the Russian Federation’s debt for electricity supplies.

The author’s conclusion:

If the Russian Federation lacks a legal basis even for electricity supplies, then the legal foundation of the entire infrastructure dependent on that energy comes into question.

And therefore:

bitcoin mining, directly dependent on electricity, is operating “in a legal hole” — without licenses, permits, or legal grounds.

3. DECODING

STEP 1. GOLD AND BTC — TWO SIDES OF THE SAME SYSTEM

Gold and bitcoin are usually viewed as interchangeable defensive assets.

When the dollar weakens — both rise.

When the dollar strengthens — both fall.

But in October 2026, this logic broke down.

Gold is falling because the market believes:

THE FED WILL CONTINUE RAISING RATES.

Bitcoin is rising because capital believes:

THE DOLLAR SYSTEM NO LONGER WORKS, AND IT IS NECESSARY TO MOVE INTO CODE.

The unified anti-dollar signal has split.

STEP 2. THE FED IS TRAPPED BETWEEN WAR AND INFLATION

In September 2026, the Fed raised rates for the first time since 2023.

A week later, Fed officials began signaling that there might be no rate hike in October.

Minneapolis Fed

Neel Kashkari:

“No strong view.”

Federal Reserve Vice Chair for Supervision

Michelle Bowman:

“Further tightening is not urgent.”

Inflation remains around 3%.

The energy shock caused by the war with Iran is lasting longer than expected.

Chicago Fed President Austan Goolsbee formulated the problem:

“You can’t manage war and prices at the same time.”

The result is a vicious circle:

war → higher energy prices → inflation → need to raise rates

but simultaneously:

higher rates → pressure on the economy → risk of financial crisis.

The Fed finds itself trapped between two opposing tasks.

STEP 3. THE ENERGY DEADLOCK

The G7 agreed to release around 100 million barrels of diesel and oil from strategic reserves over four months.

The United States, meanwhile, excluded diesel from the export ban.

At first glance, this should stabilize the market.

But in the author’s logic, this is not a solution.

It is burning the buffer.

If the system uses strategic reserves to preserve the appearance of normality:

reserve → consumed → temporary stability → reserve declines.

And then the reserve ceases to be a reserve.

It becomes the normal operating mode of the system.

This is no longer support. It is the erosion of the safety margin.

STEP 4. RUSSIAN MINING WITHOUT LEGAL GROUNDS

If the Russian Federation indeed does not possess USSR licenses for energy activity, then the entire mining infrastructure finds itself in a legal “hole.”

The chain looks like this:

electricity

↓

mining

↓

bitcoin

↓

financial infrastructure

But if there is no legal basis for the electricity itself, then the entire chain comes into question.

The USSR Academy may demand that operations be halted.

Mining may be classified as illegal activity.

As a result, it may:

stop

go underground.

4. WHO WINS?

Side	What is happening
Fed	Loses control over rates; inflation and war dictate the conditions; the dollar loses support
G7	Spends strategic reserves to hold energy prices; the buffer shrinks
Gold	A physical asset that “obeys” rates; its decline becomes a sign that the dollar is still alive
Bitcoin	A digital asset that “escapes” rates; its rise becomes a sign that the dollar can no longer be saved
Russian Federation	Does not possess USSR energy licenses and cannot legally support mining
USSR Academy of Sciences	The only lawful operator of the energy system; can demand that mining be stopped
Citizens	Watch the divergence between the two assets and do not know what to believe

5. FORECAST

THE DIVERGENCE WILL CONTINUE

If the Fed does not raise rates in October:

gold may recover,

while

bitcoin may continue rising.

If rates are raised — the dynamics may reverse.

There is no longer a unified signal.

The market has split.

THE ENERGY CRISIS WILL RETURN

100 million barrels is a temporary measure.

At the current rate of reserve depletion, the buffer will last approximately four months.

After that, two options remain:

negotiate with Iran

reduce consumption.

MINING MAY BECOME ILLEGAL

If the Russian Federation indeed lacks the necessary USSR licenses for energy activity, mining finds itself outside the legal framework.

The Academy may demand that it be stopped.

CITIZENS WILL BEGIN LOOKING FOR AN EXIT

When two “safe havens” begin moving in opposite directions, the main question emerges:

where do you run?

If gold falls while bitcoin rises, the investor no longer receives a unified signal.

Demand for a new system emerges.

But there is no new system yet.

6. CONCLUSION

Gold is falling.

Bitcoin is rising.

The Fed does not know what to do.

The G7 is burning through its reserves.

The Russian Federation lacks energy rights.

Mining operates without licenses.

This is not an anomaly.

This is collapse.

Previously, there was a unified signal:

the dollar is the dollar.

gold is gold.

bitcoin is bitcoin.

Now that signal has split.

Each asset is going its own way.

Each investor believes in their own.

Regulators are acting differently.

There is no single center anymore.

And the main question:

If the two “safe havens” no longer move together — what do you believe in?

Falling gold?

Rising bitcoin?

Or the same system simply restructuring itself?

ARKADY BELOV

Exclusively for SFOR NEWS

Primary source:

“USSR State Act for May 2026 No. 002.810.643.88 dated June 10, 2026, §§12, 15, 29; USSR State Act for April 2026 No. 002.810.643.86 dated May 19, 2026, §§111, 114.”