Prediction Open AI assessment confidence: 100% certainty 3/5 debate potential 2/5

Freise: US dollar's share of global reserves will decline slightly over ten years

Philipp Freise · KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR? · 20VC with Harry Stebbings · Jun 30, 2025 · at 40:18

Philipp Freise, Co-Head of European Private Equity at KKR, discusses the long-term outlook for the US dollar as the dominant global reserve currency.

0:00 / 0:06exact quote · 6.9s

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“I do think in 10 years time, the percentage of reserves the US represents will probably have reduced slightly.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

The claim, plainly

Philipp Freise predicts that in ten years, the percentage of global currency reserves held in US dollars will have slightly reduced.

a quote alone can be ambiguous, so this restates it with the references and context of the conversation around it resolved. AI-written; the tape below the player is the source.

Assessment

The claim predicts a reduction in the US dollar's share of global foreign exchange reserves by Q2 2035 compared to Q2 2025 (56.32%). Today's date is July 23, 2026, so the Q2 2035 IMF COFER report will not be published until autumn 2035. Therefore, the outcome cannot be determined until that data becomes available.

Baseline US dollar share of allocated reserves in Q2 2025 was 56.32% according to the IMF COFER report published October 2, 2025.
The target horizon is Q2 2035, with official IMF COFER data expected in late 2035.

Checked against

[1] apple.com [2] youtube.com [3] wave.co [4] wave.co [5] imf.org [6] imf.org [7] imf.org [8] imf.org

assessed as of 2026-07-23

This assessment is an AI reading of a public statement, made against the cited references with the confidence shown. It can be wrong. The quote, the tape and the references are all on this page; if something is off, use report an error below. full disclaimer →

⏳ prediction date: 2035-06-30; checked again automatically on the next resolution wave

Mentioned

global reserves US dollar

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