đ¨ THE USD IS FALLING APART AND MOST PEOPLE DONâT REALIZE THEYâRE ALREADY STUCK
This isnât a pullback.
Itâs not noise.
The U.S. dollar is bleeding.
$DXY is down 10.7%, trading around 96.
That level has never meant âsafetyâ it has always meant stress.
If youâre holding USD thinking youâre being conservative, youâre not.
Youâre just slow to react.
Over the last year, the dollar has lost to almost every major currency.
Thatâs not speculation thatâs global capital quietly walking away.
Hereâs the uncomfortable truth:
If you sat in the S&P 500 or real estate thinking you were safe, after inflation and FX bleed, you made almost nothing.
So what broke?
Debt.
U.S. total debt is now $38.5 trillion.
That debt will never be paid back in real terms.
The only way out is the oldest trick in macro history:
currency devaluation.
Rates donât protect the dollar anymore.
Geopolitics removed the benefit of the doubt.
Capital now has better options â and itâs taking them.
Gold and silver arenât moving because people are excited.
Theyâre moving because trust is fading.
Doing nothing here isnât neutral.
Itâs a bet that this system fixes itself.
It wonât.
You donât need to panic.
But you do need to stop pretending cash is safe.
Because in every currency reset,
the people who âwaited for clarityâ
ended up funding everyone elseâs exit.