$BTC 🚨 GLOBAL MARKETS ARE IN BIG BIG TROUBLE!!!
This is absolutely insane.
This is the most significant monetary pivot of the 21st century.
For the first time since 1996, Central Banks now hold more Gold than U.S. Treasuries.
The game has changed FOREVER.
Here’s what caused it:
The "Exorbitant Privilege" of the U.S. Dollar is being actively rejected by the rest of the world.
Foreign nations are no longer optimizing for "Return ON Capital" (yield)…
They are panicking for "Return OF Capital" (safety).
U.S. Treasuries = Political Liability. They can be sanctioned, seized, or debased by the Fed.
Gold = Neutral Reserve Asset. It has zero counterparty risk. It is nobody’s liability.
The math is undeniable, and foreign nations can see it:
– U.S. Debt is rising by $1 Trillion every 100 days.
– Interest on that debt is now >$1 Trillion/year (more than the entire defense budget).
Foreigners know the only way the U.S. pays this back is by printing the difference.
THEY ARE FRONT-RUNNING THE FALL OF THE U.S. DOLLAR.
Like it or not, the world is moving to a multipolar settlement system.
Don't think this is just "anti-Western" nations like China or Russia.
Look at the data. Singapore, Poland, and India are aggressively buying gold and silver.
Nobody wants to be left holding the paper bag.
The U.S. bond market just lost its sticky buyer of last resort.
If Central Banks won't buy our debt, WHO WILL?
We are watching the end of the fiat standard in real-time.
As foreign demand for Treasuries evaporates, yields MUST rise to attract buyers.
Higher yields crash the housing market, blow up banks and crush equities.
I do this for a living, but I’m sharing it here because everyone deserves the truth, not just the institutions.
I’ve been in macro for 22 years, I’ve called every major market top and bottom, and trust me when I say this: a big market crash is coming.
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