🚨 WARNING: A BIG STORM IS COMING!!
Countries are DUMPING US Treasuries like never before.
Europe dumped $150.2 BILLION - the BIGGEST SELL since 2008
China dumped $105.8 BILLION - the BIGGEST SELL since 2008
India dumped $56.2 BILLION - the BIGGEST SELL since 2013
This matters because Treasuries are the base of the whole system.
When big players sell Treasuries, bond prices drop and yields go up.
When yields go up, the cost of money goes up.
When the cost of money goes up, liquidity gets tighter.
And when liquidity gets tighter, risk assets start choking.
Let me explain this in simple words.
Stocks and crypto do not live in a vacuum.
They are built on cheap funding + easy liquidity.
So when bonds get hit, it is not “boring bond stuff”.
It is collateral getting weaker.
Banks, funds, and market makers all use Treasuries as the cleanest collateral.
If that collateral drops, they cut risk.
That is when selling spreads across everything.
And the order is always the same.
BONDS move first.
STOCKS react later.
CRYPTO gets the violent move first.
My advice is simple.
Be extremely careful with leverage right now.
Watch Treasury yields, because that is where the storm shows up first.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
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I’ll post the warning BEFORE it hits the headlines.
#TrumpCancelsEUTariffThreat #WhoIsNextFedChair