99% will get wiped in 2026. Read that again.
Upcoming Major Financial Crisis..
I spent 87 hours digging into the global financial system — not headlines, not hype, data.
What I found isn’t a normal recession story.
It’s worse. And it’s already starting.
This won’t begin with panic.
It will begin quietly — inside the U.S. Treasury market.
Bond volatility is waking up.
The MOVE index doesn’t rise for fun.
Bonds move when funding tightens, not when Twitter gets loud.
Now look at what’s lining up:
First — the U.S. Treasury.
2026 means massive debt rollovers while deficits stay huge.
Interest costs exploding.
Foreign buyers stepping back.
Dealers balance-sheet constrained.
Long-end auctions already showing stress — bigger tails, weaker demand.
That’s how funding shocks start.
Not crashes. Failed auctions.
Second — Japan.
Largest foreign holder of U.S. Treasuries.
Backbone of global carry trades.
If USD/JPY keeps pushing and the BOJ is forced to act, carry trades unwind fast.
When they unwind, Japan sells foreign bonds.
That hits U.S. yields at the worst possible time.
Japan doesn’t start the fire — it pours fuel on it.
Third — China.
Local government debt hasn’t disappeared.
A visible credit event weakens the yuan, strengthens the dollar, pressures commodities — and pushes U.S. yields higher again.
Another amplifier.
The trigger doesn’t need drama.
One badly received 10Y or 30Y auction is enough.
We’ve seen this before — UK gilts, 2022.
This time? Global scale.
Sequence is simple:
Yields spike → Dollar rips → Liquidity dries → Risk assets dump.
Then central banks step in, Liquidity floods back.
And phase two begins:
Real yields fall.
Gold breaks.
Silver follows.
Bitcoin recovers.
Commodities move.
2026 isn’t the end.
It’s the reset.
Bond volatility is the early warning.
Ignore it — and you’ll be exit liquidity.
I’m calling this early.
Pay attention.
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