🚨 95% OF PEOPLE WILL GET THIS WRONG IN 2026.

The risk isn’t stocks.

It isn’t crypto.

It isn’t even a recession.

It’s the U.S. Treasury market quietly losing its shock absorbers.

Here’s what people are missing 👇

Treasuries used to absorb massive issuance without drama.

Now they can’t.

You can already see it:

• Auctions clearing with stress

• Dealers balance-sheet constrained

• Rates more volatile than growth data justifies

That never happens in a healthy system.

In 2026 the pressure compounds.

The U.S. has to refinance + issue huge amounts of debt

→ foreign buyers are stepping back

→ interest expense is exploding

→ natural demand is weaker than before

That setup is unstable by design.

Now add the amplifiers:

🇯🇵 Japan sits at the core of global carry trades.

If yen weakness forces policy action, flows reverse fast.

And when carry trades unwind, selling doesn’t stay local — U.S. bonds get hit at the worst possible time.

🇨🇳 China still has a slow-burning debt problem.

If confidence cracks, it runs through FX → commodities → straight back into higher U.S. yields.

This is how funding events actually start.

Not with headlines.

Not with panic.

But with small failures stacking on top of each other.

Watch gold and silver closely.

If gold refuses to pull back and silver accelerates, it’s not speculation — it’s capital hedging structural risk.

What comes next is always the same:

Volatility spikes → liquidity vanishes → risk assets reprice → central banks step in.

And that second phase?

Inflationary, not deflationary.

2026 isn’t about everything collapsing forever.

It’s about multiple stress cycles peaking at once.

Most people won’t see it coming.

They never do.

Pay attention.