BÓNG MA OF "PLAZA ACCORD" IS COMING BACK: WHEN GOVERNMENTS "SHAKE HANDS," YOUR WALLET WILL BE REVALUED 🇺🇸🇯🇵📉
Today is January 29, 2026.
I am sitting beside the Landmark Villa overlooking the gray sky of the Lunar New Year. The crowd rushes back and forth shopping for Tet, but on global financial electronic boards, an undercurrent storm is gathering energy, larger than any tropical storm.
This morning, the US Federal Reserve (FED) and the US Department of Treasury again mentioned the (JPY).
Just a gentle reminder, but for those who understand financial history, it is a thunderous warning signaling a heavy rain.
Most people (99% of the population) have never heard of the PLAZA ACCORD (Plaza Accord).
That is a big issue. A deadly oversight.
Because the last time the US coordinated with allies to "reset" (Reset) a currency, it quietly changed the global financial order and shifted trillions of dollars of wealth from one pocket to another.
Today, DP will take you on a time machine back to 1985 to understand what happened and why in 2026, the shadow of the Plaza Accord is returning.
This is an explanatory article about THE SHIFT OF WEALTH that you must read if you don't want to be "pickpocketed" silently.
BÓNG MA OF "PLAZA ACCORD" IS COMING BACK: WHEN GOVERNMENTS "SHAKE HANDS," YOUR WALLET WILL BE REVALUED 🇺🇸🇯🇵📉
1. 1985: THE PARTY AT PLAZA HOTEL AND THE DOLLAR SCAM
Back to the early 1980s. The US was in big trouble.
The dollar was too strong (Strong Dollar).
• US goods were expensive, exports dying.
• Factories closed, workers unemployed.
• Trade deficit ballooned like an about-to-burst balloon.
Political pressure weighed heavily on the White House. They could not let US manufacturing collapse.
They chose a different path. A "backdoor" route.
On September 22, 1985, the finance ministers of 5 major powers (G5: US, Japan, Germany, France, UK) secretly met at the luxurious Plaza Hotel in New York.
They agreed on an unbelievable thing: PURPOSEFULLY WEAKEN THE DOLLAR.
Not with hollow speeches. But with market intervention actions.
They all sold dollars and bought other currencies (especially Yen and Deutsche Mark).
The market could not resist the power of the 5 giants. The dollar plummeted.
2. RESULT: A GLOBAL "REVALUATION" OF ASSETS
In the years following that handshake:
• The dollar index (DXY) nearly halved (lost 50% in value).
• The Yen appreciated double (from 240 JPY/USD to 120 JPY/USD).
• AND MOST IMPORTANT: Global asset prices (measured in USD) skyrocketed.
Gold increased in price. Commodities increased. Real estate increased. International stocks increased.
Not because these assets got better. But because the MEASURE OF (DOLLAR) WAS CUT SHORT.
The Rothschild family once said: "Give me control over a nation's money supply, and I care not who makes its laws."
When the currency changes, wealth does not disappear. It just shifts from cash holders (Cash) to asset holders (Assets).
3. WHY IS YEN IMPORTANT TODAY (2026)?
Fast forward to now. History is repeating its rhythm.
• The US in 2026 still runs huge trade deficits.
• The dollar remains high, putting pressure on US exports.
• Japan faces tremendous pressure from a too-weak Yen (causing import inflation).
Recently, the US monetary authorities "sent signals" that they are closely monitoring the USD/JPY exchange rate.
This is the first step. Exactly like the 1985 scenario.
No official statement about a "Plaza Accord 2.0" yet. But smart financial markets do not wait for press releases. They see the MODEL (Patterns).
My wealthy father (Rich Dad) taught:
"When governments coordinate to adjust currencies, prices do not fall—they are RE-SET (Reset)."
You won't see it immediately. But you'll feel it afterward:
• Housing prices go higher.
• Fuel, food costs rise.
• Your wallet's purchasing power drops noticeably.
Currency intervention does not destroy value. IT MOVES IT.
4. VIETNAM'S PERSPECTIVE: ARE WE VICTIMS OR BENEFICIARIES?
Many ask me: "Vũ, what do US-Japan big shots playing together have to do with the bun seller in Saigon or the farmer in the Mekong Delta?"
The answer is: CLOSELY RELATED.
Vietnam is an open economy with a very flexible exchange rate (linked to USD) and extensive trade relations with both the US and Japan.
Scenario: If the US and Japan agree to weaken USD and strengthen JPY (like in 1985).
1. US dollar depreciates: Global gold prices (measured in USD) will surge. Domestic gold prices will follow.
Vietnamese holding gold will become richer, while those holding Dong (linked to USD) will see their assets buy less gold.
2. Yen appreciates: Vietnamese companies borrowing in Yen (power plants, infrastructure...) will face increased debt.
Students and interns sending Yen home will get better exchange rates (good news for labor export).
3. Import inflation: When USD weakens, basic commodities (oil, coal, steel) tend to rise.
This increases input costs for Vietnamese businesses -> higher product prices -> inflation in Vietnam.
This is the "silent inflation." You don't see anyone taking money out of your wallet, but you see your money buys fewer things.
5. STRATEGIES FOR SMART INVESTORS
If major economies start "guiding" exchange rates, all assets valued in fiat money will be revalued.
Not because assets get better. But because the measure of money is shrinking.
What should you do?
First: Don't hold too much cash (Fiat).
In a currency war, cash is the most vulnerable. It is the first victim of political agreements.
Convert cash into REAL ASSETS (Real Assets).
• Gold: Enemy of the dollar. When the dollar is suppressed, gold soars.
• Real estate: A refuge for capital when fearing inflation.
Second: Watch FDI flows.
If Yen appreciates, Japanese investors will have greater purchasing power. They may accelerate acquiring real estate or businesses in Vietnam. This is an M&A opportunity.
Fourth: Understand Policy History.
Most people only look at the green-red electronic boards daily.
Experienced investors look at POLICY HISTORY.
The Plaza Accord is not an accidental coincidence. It is a reminder that: Money is MANAGED (Managed), not NEUTRAL (Neutral).
And when monetary policy changes, wealth shifts accordingly.
The question is not whether intervention will happen (it will definitely happen in this or that form).
The question is: WHERE ARE YOU WHEN IT HAPPENS?
• Are you on the side holding the currency (being devalued)?
• Or on the side holding the assets (being pumped up)?
CONCLUSION: DON'T LET HISTORY TRAMPLE ON YOU
Dear friends,
The financial world does not operate solely on the "Supply - Demand" law as textbooks teach. It operates according to the POLITICAL WILL of the superpowers.
In 1985, those holding cash lost. Those holding gold and real estate won spectacularly.
In 2026, the scenario is being rewritten.
Don’t naively believe that "My money is safe in the bank."
The only safety comes from knowledge and preparation.
"History does not repeat, but it rhymes." - Mark Twain.
BÓNG MA OF "PLAZA ACCORD" IS COMING BACK: WHEN GOVERNMENTS "SHAKE HANDS," YOUR WALLET WILL BE REVALUED 🇺🇸🇯🇵📉
Today is January 29, 2026.
I am sitting beside the Landmark Villa overlooking the gray sky of the Lunar New Year. The crowd rushes back and forth shopping for Tet, but on global financial electronic boards, an undercurrent storm is gathering energy, larger than any tropical storm.
This morning, the US Federal Reserve (FED) and the US Department of Treasury again mentioned the (JPY).
Just a gentle reminder, but for those who understand financial history, it is a thunderous warning signaling a heavy rain.
Most people (99% of the population) have never heard of the PLAZA ACCORD (Plaza Accord).
That is a big issue. A deadly oversight.
Because the last time the US coordinated with allies to "reset" (Reset) a currency, it quietly changed the global financial order and shifted trillions of dollars of wealth from one pocket to another.
Today, DP will take you on a time machine back to 1985 to understand what happened and why in 2026, the shadow of the Plaza Accord is returning.
This is an explanatory article about THE SHIFT OF WEALTH that you must read if you don't want to be "pickpocketed" silently.
BÓNG MA OF "PLAZA ACCORD" IS COMING BACK: WHEN GOVERNMENTS "SHAKE HANDS," YOUR WALLET WILL BE REVALUED 🇺🇸🇯🇵📉
1. 1985: THE PARTY AT PLAZA HOTEL AND THE DOLLAR SCAM
Back to the early 1980s. The US was in big trouble.
The dollar was too strong (Strong Dollar).
• US goods were expensive, exports dying.
• Factories closed, workers unemployed.
• Trade deficit ballooned like an about-to-burst balloon.
Political pressure weighed heavily on the White House. They could not let US manufacturing collapse.
They chose a different path. A "backdoor" route.
On September 22, 1985, the finance ministers of 5 major powers (G5: US, Japan, Germany, France, UK) secretly met at the luxurious Plaza Hotel in New York.
They agreed on an unbelievable thing: PURPOSEFULLY WEAKEN THE DOLLAR.
Not with hollow speeches. But with market intervention actions.
They all sold dollars and bought other currencies (especially Yen and Deutsche Mark).
The market could not resist the power of the 5 giants. The dollar plummeted.
2. RESULT: A GLOBAL "REVALUATION" OF ASSETS
In the years following that handshake:
• The dollar index (DXY) nearly halved (lost 50% in value).
• The Yen appreciated double (from 240 JPY/USD to 120 JPY/USD).
• AND MOST IMPORTANT: Global asset prices (measured in USD) skyrocketed.
Gold increased in price. Commodities increased. Real estate increased. International stocks increased.
Not because these assets got better. But because the MEASURE OF (DOLLAR) WAS CUT SHORT.
The Rothschild family once said: "Give me control over a nation's money supply, and I care not who makes its laws."
When the currency changes, wealth does not disappear. It just shifts from cash holders (Cash) to asset holders (Assets).
3. WHY IS YEN IMPORTANT TODAY (2026)?
Fast forward to now. History is repeating its rhythm.
• The US in 2026 still runs huge trade deficits.
• The dollar remains high, putting pressure on US exports.
• Japan faces tremendous pressure from a too-weak Yen (causing import inflation).
Recently, the US monetary authorities "sent signals" that they are closely monitoring the USD/JPY exchange rate.
This is the first step. Exactly like the 1985 scenario.
No official statement about a "Plaza Accord 2.0" yet. But smart financial markets do not wait for press releases. They see the MODEL (Patterns).
My wealthy father (Rich Dad) taught:
"When governments coordinate to adjust currencies, prices do not fall—they are RE-SET (Reset)."
You won't see it immediately. But you'll feel it afterward:
• Housing prices go higher.
• Fuel, food costs rise.
• Your wallet's purchasing power drops noticeably.
Currency intervention does not destroy value. IT MOVES IT.
4. VIETNAM'S PERSPECTIVE: ARE WE VICTIMS OR BENEFICIARIES?
Many ask me: "Vũ, what do US-Japan big shots playing together have to do with the bun seller in Saigon or the farmer in the Mekong Delta?"
The answer is: CLOSELY RELATED.
Vietnam is an open economy with a very flexible exchange rate (linked to USD) and extensive trade relations with both the US and Japan.
Scenario: If the US and Japan agree to weaken USD and strengthen JPY (like in 1985).
1. US dollar depreciates: Global gold prices (measured in USD) will surge. Domestic gold prices will follow.
Vietnamese holding gold will become richer, while those holding Dong (linked to USD) will see their assets buy less gold.
2. Yen appreciates: Vietnamese companies borrowing in Yen (power plants, infrastructure...) will face increased debt.
Students and interns sending Yen home will get better exchange rates (good news for labor export).
3. Import inflation: When USD weakens, basic commodities (oil, coal, steel) tend to rise.
This increases input costs for Vietnamese businesses -> higher product prices -> inflation in Vietnam.
This is the "silent inflation." You don't see anyone taking money out of your wallet, but you see your money buys fewer things.
5. STRATEGIES FOR SMART INVESTORS
If major economies start "guiding" exchange rates, all assets valued in fiat money will be revalued.
Not because assets get better. But because the measure of money is shrinking.
What should you do?
First: Don't hold too much cash (Fiat).
In a currency war, cash is the most vulnerable. It is the first victim of political agreements.
Convert cash into REAL ASSETS (Real Assets).
• Gold: Enemy of the dollar. When the dollar is suppressed, gold soars.
• Real estate: A refuge for capital when fearing inflation.
Second: Watch FDI flows.
If Yen appreciates, Japanese investors will have greater purchasing power. They may accelerate acquiring real estate or businesses in Vietnam. This is an M&A opportunity.
Fourth: Understand Policy History.
Most people only look at the green-red electronic boards daily.
Experienced investors look at POLICY HISTORY.
The Plaza Accord is not an accidental coincidence. It is a reminder that: Money is MANAGED (Managed), not NEUTRAL (Neutral).
And when monetary policy changes, wealth shifts accordingly.
The question is not whether intervention will happen (it will definitely happen in this or that form).
The question is: WHERE ARE YOU WHEN IT HAPPENS?
• Are you on the side holding the currency (being devalued)?
• Or on the side holding the assets (being pumped up)?
CONCLUSION: DON'T LET HISTORY TRAMPLE ON YOU
Dear friends,
The financial world does not operate solely on the "Supply - Demand" law as textbooks teach. It operates according to the POLITICAL WILL of the superpowers.
In 1985, those holding cash lost. Those holding gold and real estate won spectacularly.
In 2026, the scenario is being rewritten.
Don’t naively believe that "My money is safe in the bank."
The only safety comes from knowledge and preparation.
"History does not repeat, but it rhymes." - Mark Twain.
Listen to that rhyme and dance to its beat.