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|2 min ReadETH Replaces The World Order
Carter Hayes
Senior Analyst
Published
Jan 27, 2026
Davos was a funeral for globalism. While crypto titans like Brian Armstrong and CZ walked the floor, the real signal came from US Commerce Secretary Howard Lutnick. His message was blunt: "Globalism has failed."
The Death of the Rules Based Myth
The "Rules-Based International Order" only existed because the US military subsidized it. Donald Trump is puncturing that illusion. The "America First" doctrine means the US will no longer enforce cooperation, leaving the UN as an empty shell.
We are reverting to the law of the jungle. Pariah states like Russia and Iran already operate on raw power; now the West is joining them.
Code Replaces Treaties
As nation-states balkanize into regional fortresses, BTC and ETH emerge as the only remaining "higher order" structures. They do not rely on a US security guarantee; they rely on math.
Ethereum reunifies cyberspace while the physical world fractures. It is a sovereign coordination layer that ignores borders.
The Ultimate Accountability
Brian Armstrong corrected a French central banker at the event, noting that BTC is the only check on deficit spending. We aren't getting order from voluntary treaties anymore. We are getting it from Turing-complete smart contracts.
The UN failed because it lacked teeth. ETH succeeds because code executes regardless of politics.
Disclaimer: This document is intended for informational and entertainment purposes only. The views expressed in this document are not, and should not be taken as, investment advice or recommendations. Recipients should do their own due diligence, taking into account their specific financial circumstances, investment objectives and risk tolerance, which are not considered here, before investing. This document is not an offer, or the solicitation of an offer, to buy or sell any of the assets mentioned.