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Yes, if the U.S. doesn’t do anything, China could become the “greatest country in the world”…
Don’t believe me? Here’s how:
CHINA’S EDGE (THE NUMBERS):
– Energy: ~9,000 TWh vs US ~3,000 TWh (3x) – Manufacturing share: China 28% vs US 16% – Tech: 5G leader, catching up in AI – EVs: BYD > Tesla – Robotics: China ahead
If you think this doesn’t matter… you don’t understand hegemony.
China became the factory of the world.
The U.S. has one option to save themselves, and it’s to devalue its currency…
Let’s take a look at what happened 40 years ago:
1985, PLAZA ACCORD (JAPAN).
US + Japan + Germany + France + UK… met in NYC…
…and coordinated dollar-selling to weaken USD.
Why?
Because Japan’s exports were eating America alive.
WHAT HAPPENED NEXT (3 YEARS):
– JPY 260 → 120 (about +116%) – Japanese products got WAY more expensive overseas
🚨 BREAKING: President Trump just said an armada LARGER than the one for Venezuela is heading to Iran — “it is ready to fulfill its mission with speed and violence!”
“Time is running out, it is truly of the essence! As I told Iran once before, MAKE A DEAL! They didn’t, and there was “Operation Midnight Hammer,” a major destruction of Iran. The next attack will be far worse! Don’t make that happen again.”
The probability of what is happening is near zero.
Three 6-sigma events occurred in one week.
– Bonds – Silver – Gold
We are currently living through a statistical impossibility.
Let me explain:
Last Tuesday, Japanese 30-year debt recorded what’s called a “6-sigma” session.
2 days ago, silver did even better: it was at 5-sigma on the rally, then reached 6-sigma on the drop. IN A SINGLE SESSION.
Gold right now? It’s up 23% in less than a month. We’re getting very close to a 6-sigma event.
That’s three 6-sigma events in ONE WEEK.
To explain quickly: in finance, we measure price moves around an average using the standard deviation, which we call sigma.
1-sigma: mundane 2-sigma: common 3-sigma: becomes rare 4-sigma: exceptional 5-sigma: extremely rare 6-sigma: supposed to occur once in 500 million
Here are the 6-sigma-type episodes we saw previously:
– The october 1987 crash, 22% drop in 1 session – March 2020 covid crash – The swiss franc’s surge in january 2015 – WTI oil turning negative in april 2020
But we’ve never had 3 events occur in one week.
Do you see the point?
A 6-sigma event is almost NEVER triggered by a simple macro headline.
It almost always comes from the market’s structure: leverage, positions that are too concentrated, margin calls, collateral problems, and forced selling or buying.
That’s important to understand because we’re talking about internal strains in the system’s mechanics.
As you know, the Japanese bond market sits at the heart of the global financial system, and I won’t go back over the whole topic, but a 6-sigma move in a market that enormous doesn’t go unnoticed.
Seeing a 6-sigma move in silver a few days later gives one a lot to think about.
And now gold?? That’s absolutely insane.
Why are we seeing extreme statistical events, only days apart, in such different markets?
When a pillar of global funding becomes unstable, leverage tends to contract, and two things happen at the same time: forced selling in certain assets and forced buying of protection in others.
Historically, precious metals are often among the beneficiaries.
Long-term rates say something about the credibility of states: that is, their ability to honor future debts without resorting massively to inflation.
Precious metals say something about the credibility of the currency itself, and when both become unstable at the same time, we’re looking at a challenge to the monetary framework.
I won’t go on, because I want to share the rest in another tweet tomorrow, but generally when a regime starts to crack, the adjustments are BRUTAL.
It’s exactly in those moments that several high-sigma events appear across different asset classes.
I’ll repeat it: seeing three 6-sigma events back to back is not normal.
Gold and silver are telling you, explicitly, that we’re living through a real paradigm shift.
Remember, I’ve called every market top and bottom of the last 10 years.
When I make a new move, I’ll share it here publicly for everyone to see, and it’s coming soon.
A lot of people will wish they followed me sooner.
Because when the currency bleeds like that, everything else is just the next chapter.
Shutdown. Debt. Repo stress. De dollarization.
It's all connected.
Now look at what's happening.
The government is days away from a shutdown, and the White House is in chaos.
Why? Because they lost control AGAIN.
They hate what they can't control, and they know there's no clean fix for the mess that's building.
They'll try to feed you the usual line that "everything is fine".
But people don't buy it anymore.
Lies only work for so long.
And when the truth finally hits, the crash will be far more violent than if they'd been honest from the start.
THE PATTERNS ARE SCREAMING 2008
The Fed's emergency repo facility just spiked. Private lenders are getting tight with each other again. That's exactly how it looked before Lehman.
The S&P 500 to gold ratio just broke a key support level. The last time we saw that, risk got smoked.
The Sahm Rule is back in the danger zone. End of 2025 was already flirting with 0.35% to 0.50%.
THE MATH DOES NOT ADD UP
Over $800B in commercial real estate debt matures this year. Rates are still high, and the buildings are worth way less than the loans. Banks are already pushing this risk out the back door for cheap.
Now add the chaos at the top.
On January 11, 2026, the DOJ opened a criminal investigation into Powell over his testimony on the $2.5B Fed renovations. Powell's calling it punishment for resisting the White House on rates.
Meanwhile, consumers are cracking.
Credit card delinquencies 90+ days past due are hitting levels not seen since 2011. Auto loans and credit cards are sliding into serious delinquency. Some reports show total household debt around $18.5T into late 2025 and early 2026.
And businesses aren't safe either.
Bankruptcy filings are up around 12% year over year going into 2026. Middle market companies are staring at a wall of debt they can't refinance at these rates.
But the real story is de dollarization.
The USD used to be the undisputed reserve. Now, in 2026, most trade between Russia, China, and India is settled without it.
With the government unable to handle $1T in interest payments, they're trapped. Inflate it away, or let the system break.
Basically, THEY HAVE NO PLAN.
I'm not trying to scare you. I'm warning you so you can survive it.
If you're smart, this is your one shot at generational wealth.
BUT YOU MUST GET RID OF YOUR USD.
The biggest wealth transfer in human history is coming FAST.
I did my job by warning you. The rest is up to you.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
Follow and turn notifications on.
I’ll post the warning BEFORE it hits the headlines.
In just a few hours, we witnessed +$1.6T added to Gold & Silver market cap.
I sincerely think that many people underestimate the significance of what is happening right now.
The drop was 100% manufactured.
Here’s what they’re hiding from you:
The truth is that many banks, like JPMorgan, have billions of dollars worth of silver short positions.
They have to crash the price on purpose, because if they don’t, bankruptcy is guaranteed.
THAT WAS A FORCED LIQUIDATION.
Step 1: Flood the book with sell orders Step 2: Watch the algos panic Step 3: Cancel before execution Step 4: Buy the bottom they just created Step 5: Repeat
While the paper price (fake price) dropped hard to hunt liquidity, the physical market didn't even flinch.