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🚨 WARNING: A BIG STORM IS COMING!!!
Bank of Japan is expected to hike rates to 1.00% in April, according to Bank of America.
Japan hasn’t been at 1.00% since the mid 1990s.
And if you think Japan has no impact on global markets
YOU ARE COMPLETELY WRONG.
Let me explain this in simple words:
The last time Japan was in this zone, the world was already getting hit.
In 1994, bonds got wrecked in the “Great Bond Massacre” about $1.5 TRILLION in bond market value got wiped out.
Then in early 1995, stress kept stacking.
And the yen went NUCLEAR.
On April 19, 1995, USD/JPY hit about 79.75
a record low for the dollar.
Now here’s the part people forget.
Japan tried higher rates, then had to CUT again later that year
BOJ took the discount rate down to 0.50% in September 1995.
That one fact explains a lot.
Because when Japan tightens into a fragile setup, it doesn’t stay “local”.
Japan is the CHEAP MONEY hub.
And Japan is a GIANT global holder.
Japan owns about $1.2 TRILLION of U.S. Treasuries.
So if Japan tightens, the whole world feels it through funding and flows.
THIS IS A WARNING.
Not because “rates went up”.
Because the last time we were here, the system was already under stress
and it forced reactions fast.
Markets are not pricing it now.
But they will.
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.

🚨POWELL IS IN A BIG TROUBLE NOW.

Just now, US CPI and Core CPI data got released.

CPI came in at 2.4% vs. 2.5% expected, while Core CPI came in at 2.5% vs. 2.5% expected.

The US CPI is now at its lowest level since April 2025, right before when tariffs were imposed.

Core CPI is at its lowest level in almost 5 years, when the entire US economy was in lockdown.

This means, despite the Fed's claims of inflation heating up, it's trending lower.

Meanwhile, the other aspect of the US economy is breaking.

The labor market is getting worse.

Credit card delinquencies are rising.

Corporate bankruptcies are hitting 2008 crisis levels.

This is a clear sign that the Fed has committed a huge policy mistake.

The Fed has been hawkish for longer than expected, which is harming the US economy.

In 2020-21, they remained dovish longer than expected, which caused inflation to spike.

This time, the real risk is deflation, which is far worse than inflation.

With each passing day, it feels like Trump's comments around "Too Late Powell" are true.

#CZAMAonBinanceSquare #TrumpCanadaTariffsOverturned #CPIWatch #USTechFundFlows #WhaleDeRiskETH

BREAKING: U.S. corporate failures and consumer stress just hit crisis levels, the worst since 2008.
In just the last 3 weeks, 18 large companies each with $50M+ in liabilities have filed for bankruptcy. Last week alone, 9 large U.S. companies went bankrupt.
That pushed the 3-week average to 6, the fastest pace of large bankruptcies since the 2020 pandemic. To put that in perspective, the worst stretch this century was during the 2009 financial crisis, when the 3 week average peaked at 9.
So we’re at crisis peak levels.
Now look at consumers: the stress is even clearer.
Serious credit card delinquencies rose to 12.7% in Q4 2025, the highest since 2011, when the economy was still dealing with the aftermath of 2008.
Since Q3 2022, serious delinquencies have jumped +5.1 percentage points, a bigger rise than what was seen during the 2008-2009 period.
That means people falling behind on payments is accelerating, not stabilizing.
Late stage stress is rising too.
Credit card balances moving into 90+ days delinquent climbed to 7.1%, now the 3rd highest level since 2011.
Younger consumers are under the most pressure:
Ages 18-29 are seeing serious delinquency transitions around 9.5%, and ages 30–39 around 8.6%, both much higher than older groups.
Younger households drive a big share of discretionary spending, so this is serious.
U.S. household debt just hit a new record of $18.8 trillion, rising +$191 billion in Q4 2025 alone. Since January 2020, household debt has increased by $4.6 trillion.
Every major category is now at record highs:
Mortgage debt is at $13.2T, credit card debt at $1.3T, auto loans at $1.7T, and student loans also at $1.7T.
So, Here's what happening all at same time:
- Companies are going bankrupt faster.
- Consumers are missing payments more.
- Delinquencies are rising sharply.
- Debt balances are already at records.
This combination usually shows up late in the cycle, when growth is slowing but debt is still high.
If bankruptcies keep rising and consumers keep falling behind, it puts pressure on jobs, spending, and credit markets next.
That’s when policymakers typically step in.
The Federal Reserve’s main tools are rate cuts, liquidity support, and eventually balance sheet expansion if stress spreads into the financial system.
In simple terms: cheaper borrowing, easier credit, and more money flowing into the system to stabilize growth.
But policy response usually comes after the damage starts showing clearly in the data.
Right now, the signal from bankruptcies, delinquencies, and debt is pointing in one direction:
Financial stress is rising fast and the window for policy support is getting closer.

GOLD HAS ENTERED THE SAME ZONE WHERE EVERY MAJOR BULL RUN HAS HISTORICALLY ENDED.
Last month, Gold just hit a new cycle high near $5,600, and is still up +427% in this 2016 → 2026 run.
Now zoom out on what this chart is really showing:
1) Gold moves in decade long super runs
1970 → 1980: +2,403%
2001 → 2011: +655%
2016 → 2026: +427% (so far)
Different decades. Same pattern: gold doesn’t trend up forever. It tends to run hard for 9-10 years, then cool off for years and sometime decades.
BUT WHAT USUALLY ENDS A GOLD SUPER RUN?
It’s usually a mix of:
- Inflation finally cooling
- Real rates moving up
- The Fed getting tighter for longer
- The dollar stabilizing
- Tisk appetite coming back
That’s why gold peaks often show up around major policy shifts.
When gold topped in 1980, it wasn’t the end of markets. It was the start of a long rotation: gold cooled off, stocks entered a long uptrend that lasted for 20 years.
When gold topped again in 2011, we saw a similar shift: gold went sideways/down for years, stocks went into a long bull trend through the 2010s and beyond.
So the historical pattern looks like this:
Gold super run ends → capital rotates back into growth assets → equities get a long runway.
Currently gold recently pushing to a new high area ($5.6k) after a strong multi year climb. That doesn’t confirm a top by itself.
But it does tell you something important: We are no longer early in this move.
THE BIG DIFFERENCE THIS TIME: In 1980, there was no crypto. In 2011, Bitcoin was still tiny and ignored. In 2026, crypto is a real market with: institutional participation, ETFs and big platforms, public companies holding BTC, a much bigger investor base than any prior cycle.
So if the classic post gold rotation happens again…
This time it may not be: Gold → Stocks only
It could be: Gold → Stocks + Bitcoin + high beta crypto
Because crypto is now part of the risk-on world.
Gold has a history of 10 year super trends, When those trends mature, stocks often get a long runway.
This cycle is now in the same late stage decade window. And crypto is the new player that could absorb part of the next rotation.$XAU

🚨 WARNING: 100% PROOF WHAT NEXT FOR SILVER!!!
I spent 41 hours research this, and the numbers look excellent.
I’ve uncovered metrics that are too strong to ignore, and the data back up everything I’m saying.
The paper vs. physical disconnect in silver has reached an extreme.
I’m monitoring the flow of funds for the capitulation signal that finally breaks the suppression mechanism.
Here’s the data regarding the hidden war between the east and west:
WHY CHINA NEEDS IT CHEAP
Most retail investors operate under the assumption that China wants silver to moon.
INCORRECT.
China is the global manufacturing engine. Silver is their raw fuel. Solar, EVs, tech components, they all require physical silver.
If price rips, their margins die. Industrialists there are desperate to keep silver suppressed below $50.
They are positioning for a gold/silver ratio of 200. It’s a suppression play, plain and simple.
THE WHALE SHORT
We now have confirmation of a Chinese hedge fund shorting 450 metric tons of silver.
However, the same entity is aggressively long physical gold.
He’s betting on the spread. He wants gold to fly while pinning silver down.
Western desks are facilitating this, executing orders that keep the price stagnant despite demand.
THE FED PIVOT: STRIKE PRICE
The United States has designated silver a critical mineral.
Here is the logic regarding the US industrial base.
If silver stays cheap, US processing facilities cannot compete with Chinese labor costs. It’s mathematically impossible.
Discussion from the incoming administration (Vance, Bessent) suggests a floor price strategy.
They need silver expensive to incentivize domestic production.
THE GLOBAL REVALUATION EVENT
There is zero incentive left for any sovereign entity to suppress gold.
BRICS: dumping treasuries for hard assets.
Europe: needs a revaluation to balance the central bank books.
USA: facing $38T in debt.
The only way out is a revaluation of the 8,000+ tons of US gold to market rates.
THE SUPPLY SHOCK
Inventory on the Shanghai exchange has hit a 10-year low.
Official data claims 900 tons. Real-time channel checks suggest less than half that remains.
Physical demand is draining the vaults. When the physical delivery requests hit, the paper shorts blow up.
It relies on the inevitable snap-back of the ratio.
They cannot decouple silver from gold forever because the physics of the market don't allow it.
1. Gold: Will be revalued to solventize sovereign debt.
2. Silver: Will violently catch up as the paper short is forced to cover.
Metals are a generational play, a true store of value.
But don’t rely on an ETF or a contract, hold the physical asset.
If it’s not in your safe, it’s not your money.
Anyway, I’ll keep you updated on what he does.
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.

🚨 U.S. GOVERNMENT SHUTDOWN CONFIRMED FOR FEBRUARY 14!
This could be the worst day of 2026 for the markets.
If you think it's “just politics,” remember what happened during the previous shutdown:
→ GDP fell 2.8%
→ Trillions erased from the stock market
→ Crypto dumped 16% in a single day
This is how “politics” turns into full-blown market collapse:
Political tensions are boiling over, and Democrats are using them to slow the DHS funding bill on the Senate floor.
Yes, again.
And that’s the whole story.
DHS funding is the trigger.
If the DHS bill stalls, the partial shutdown clock starts ticking straight toward the deadline.
And a shutdown isn’t just “everyone goes home.”
→ Paychecks get delayed
→ Government contracts freeze
→ Approvals grind to a standstill
→ Key economic data gets pushed back
Uncertainty drags the entire economy down.
And markets always react the same way:
Bonds sell off first Stocks dump nextCrypto and commodities dump even harder
And we’re already seeing markets dumping.
And this is only the start.
Right now, most people are ignoring the risk.
Markets think it doesn’t matter.
That kind of complacency always breaks before the headline hits.
I’ve studied markets for a decade and called every major top, including the October BTC ATH.
Follow and turn on notifications if you want to survive what’s coming.
I’ll post the real warning before it makes the news.

🚨 PREZIDENTA TRAMPA 2026. GADA TIRGU PLĀNS NOLIKTS.

Daudzi cilvēki gaida, ka tirgi 2026. gadā strauji pieaugs, bet viņi ilgu laiku kļūdīsies.

Lūk, ko Tramps plāno 2026. gadā:

1. DAĻA: KRAHS

Šobrīd ASV ekonomika jau izskatās vāja:

Atlaišanas pieaug.
Bankrots pieaug.
Kredītu noklusējumi pieaug.
Mājokļu pieprasījums sabrūk.
Mājas pārdevēji krietni pārspēj pircējus.

Tādēļ pastāv samērā liela iespēja, ka akciju tirgus piedzīvos korekciju nākamo 2-3 mēnešu laikā, līdzīgi kā 2025. gada 1. ceturksnī.

US LABOR MARKET IS FLASHING MAJOR RECESSION SIGNALS.

Labor demand is now weaker than levels seen during the 2001 recession.

US job openings just dropped to 6.5 million, falling 386,000 in December alone, the lowest level since September 2020 while over the last 2 months, openings have collapsed by 907,000.

From the March 2022 peak, job openings are now down 5.6 million, showing how fast labor demand has cooled.

Openings are now sitting below pre pandemic levels seen in 2018–2019.

This is not a good labor market anymore. It is weakening quickly. The vacancy to unemployed ratio has fallen to 0.87. That means there are fewer than 1 job available per unemployed worker.

This ratio is now:
• Below the pre pandemic high of 1.24
• Near 2021 stress levels
• Even weaker than readings seen during the 2001 recession

Challenger layoff data confirms the same trend. US employers announced 108,435 job cuts in January.

That is:
• +118% higher YOY
• +205% higher MOM
• The highest January layoff total since 2009 recession

Layoffs are no longer concentrated in one sector. They are spreading. Transportation led cuts with over 31,000 layoffs. Technology followed with 22,000.

Healthcare announced 17,000, one of the most concerning signals since healthcare was the last strong hiring pillar.

Even more worrying is that companies are not planning to replace these jobs. Hiring plans announced in January were just 5,306, the lowest January hiring total on record going back to 2009 tracking.

So companies are doing two things at once: Cutting more jobs, Planning fewer hires.

JOLTS data shows hiring rates are flat. Quit rates are stuck near 2.0%, meaning workers are not confident enough to leave jobs voluntarily. When quits fall while openings fall, it shows workers are defensive and firms are cautious.

This creates a frozen labor market. Low hiring. Low mobility. Rising layoff risk.

Putting all the data together:

• Job openings → falling sharply
• Vacancy ratio → below recession thresholds
• Layoffs → surging to post-GFC levels
• Hiring plans → record lows
• Quit rates → weak

The labor market has moved from cooling → contracting.

If this trend continues, it increases pressure on the Federal Reserve to ease faster.

But historically, the first phase of labor deterioration is risk off for markets. Only later does liquidity support arrive. For now, the signal is simple:

US labor market weakness is accelerating and recession risks are rising.

#bitcoin May Have Hit Bottom After 12-Month RSI Breakdown
Bitcoin appears to have finished a year-long correction after a significant monthly RSI breakdown, with market structure now pointing toward a potential bullish move.
⬤ Bitcoin looks like it's finally stabilizing after spending roughly 12 months in pullback mode. The cryptocurrency may have hit rock bottom following a breakdown in its monthly RSI structure—a pattern that historically signals the end of long-term correction phases.
⬤ The monthly RSI is a macro momentum indicator that crypto traders watch closely during major Bitcoin cycles. Over the past year, $BTC stayed stuck in retracement territory while its long-term momentum kept weakening. Now that the RSI has broken down, it suggests the corrective pressure that's been weighing on the market for months might be completely exhausted. This could mark a real turning point in how the market behaves going forward.

⬤ After such a long period of sideways movement and fading momentum, markets tend to expand once these compression conditions finally resolve. Previous Bitcoin cycles have shown that similar setups often came right before strong directional moves once the correction wrapped up. If the current bottom holds, the next impulsive rally could be starting soon.

⬤ Why does this matter? When Bitcoin confirms a bottom, it typically shifts the entire market's behavior from correction mode into trend formation. A fresh impulsive phase would mean momentum conditions are changing across the whole digital asset space, leaving behind the pullback environment that's dominated for the past year.
#crypto

🚨 IS KEVIN WARSH ABOUT TO FLOOD MARKETS WITH LIQUIDITY OR TRIGGER A BOND MARKET RISK?
Recently, the upcoming Fed Chair Kevin Warsh has called for a new FED TREASURY ACCORD, basically a framework that would decide how the Fed and the U.S Treasury work together on debt, money printing, and interest rates.
This is not only about rate cuts.
Yes, markets expect Warsh to support rate cuts over time, possibly bringing rates down toward the 2.75%–3.0% range.
But the bigger story is what happens behind the scenes.
Warsh has long argued that the Fed’s massive balance sheet, built through years of bond buying pulls the central bank too deep into government financing.
So his plan could involve:
- The Fed holding more short term Treasury bills instead of long term bonds.
- A smaller overall balance sheet.
- Limits on when large bond buying programs can happen.
- Closer coordination with the Treasury on debt issuance.
And this is where history matters. Because the U.S. has already done something very similar before. During World War II, government debt exploded from about $48 billion to over $260 billion in just six years. To manage borrowing costs, the Fed stepped in and controlled interest rates directly.
Short-term yields were fixed near 0.375% and Long-term yields were capped near 2.5%.
If yields tried to rise, the Fed printed money and bought bonds to push them back down. This policy is known as Yield Curve Control. It helped the government borrow cheaply during the war.
But it came with consequences.
Once wartime controls ended, inflation surged sharply. Real interest rates turned negative. And the Fed lost independence over monetary policy. By 1951, the system broke down and the famous Treasury Fed Accord ended yield caps.
Now fast forward to today.
U.S. debt levels are again near World War II levels relative to the economy. Interest payments alone are approaching $1 trillion per year. Even a small drop in long term yields would save the government tens of billions in financing costs. That fiscal pressure is why Warsh’s proposal is getting so much attention.
Other countries also tried something similar.
- Japan ran yield curve control from 2016 to 2024.
Its central bank ended up owning more than 50% of government bonds. Yields stayed low, but the yen weakened and bond market liquidity suffered.
- Australia tried a smaller version in 2020–2021.
When inflation surged, they were forced into a messy exit that hurt central bank credibility.
Across all these cases, the pattern was similar:
Borrowing costs stayed low. Liquidity stayed high. Currencies weakened. Exits were difficult.
If Warsh’s framework leads to lower real yields, rate cuts, and easier liquidity conditions, that usually supports risk assets like equities, gold, and crypto.
Because when bond returns fall, capital looks for higher-return alternatives. But bonds themselves could face volatility.
Less Fed support for long term yields combined with heavy Treasury issuance could steepen the yield curve and push term premiums higher and that's why this could become the most important structural shift in U.S. monetary policy since the 1940s yield curve control era.
#USIranStandoff #WhaleDeRiskETH #GoldSilverRally #BinanceBitcoinSAFUFund #RiskAssetsMarketShock

🚨 IS THE FED ALREADY TOO LATE FOR RATE CUTS?
Truflation is showing US inflation near 0.68% while layoffs, credit defaults, and bankruptcies are all rising, yet the Fed still says the economy is strong.

If you look at the economy right now and compare it with what the Fed is saying publicly, there is a very clear disconnect building.

The Fed keeps repeating that the job market is still strong. But real data coming out from layoffs, hiring slowdowns, and wage trends is telling a different story.

We are already seeing cracks forming beneath the surface. The labor market is not collapsing overnight, but it is clearly weakening faster than what official statements suggest.

The same disconnect shows up in inflation data.

The Fed continues to say inflation is still sticky and not fully under control. But real time inflation trackers like Truflation are now showing inflation running close to 0.68%.

That level is not signaling overheating.

It is signaling that price pressures are cooling rapidly and the economy is moving closer toward disinflation and potentially deflation if the trend continues.

And deflation is a much bigger risk than inflation. Inflation slows spending but deflation stops spending. When consumers expect prices to fall, they delay purchases, businesses cut production, margins shrink, and layoffs accelerate.

That is when economic slowdowns turn into deeper recessions.

Another area flashing warning signs is credit stress. Credit card delinquencies are rising. Auto loan defaults are rising. Corporate credit stress is rising.

These are late cycle signals that usually appear when households and businesses are already struggling with higher rates.

Bankruptcies are also moving higher across sectors.

This shows that the cost of capital is starting to break weaker balance sheets. Small businesses and over-leveraged companies are feeling the pressure first but that pressure spreads if policy stays tight for too long.

So the bigger question becomes policy timing.

If inflation is already cooling…
If the labor market is already weakening…
If credit stress is already rising…

Then holding rates restrictive for too long can amplify the slowdown instead of stabilizing it.

Monetary policy works with a lag. Which means by the time the Fed reacts to confirmed weakness in lagging data, the damage is often already done.

That is the risk the market is starting to price in now. This is no longer just about inflation control.

It is about whether policy is now overtight relative to real-time economic conditions.

And if that is the case, then the next phase of the cycle will not be driven by inflation fears… It will be driven by growth fears and policy reversal expectations.

That is why the Is the Fed too late? question is starting to matter more for markets going into the next few months
#BTCMiningDifficultyDrop #WhaleDeRiskETH #USIranStandoff #BitcoinGoogleSearchesSurge #RiskAssetsMarketShock

Ikviens turpina saukt to par AI burbuli... bet faktiskie dati rāda, ka mēs NEESAM pat tuvu posmam, kad burbuļi plīst.
Vēsture saka, ka burbuļi sabrūk tikai tad, kad visi tic, ka tie nekad nesabruks. Šobrīd mēs esam pretējā fāzē.
Lielie burbuļi seko tai pašai shēmai
Ja jūs pētāt katru lielo burbuli: Dot-com (1995–2000), Mājokļu (2005–2008), Ķīna (2013–2015), ir viena kopīga shēma:
Brīdinājumi nāk GADUS pirms reālā augstuma.
Ekonomisti brīdināja par tehnoloģiju akcijām 1997. gadā.
Burbulis plīst 2000. gadā.

Gaidošā 10 stundu cietuma uzraudzības video ierakstu izlaišana ir tikai atklāšanas akts.
Šo pirmdien Ghislaine Maksvela liecinās zem zvēresta Kongresā — un pirmo reizi cilvēki, kas agrāk bija neaizskari, ir stūrī.
Kā pēdējai dzīvajai Epšteina dziļāko noslēpumu turētājai, viņa ir vienīgā persona, kas joprojām var spridzināt visu struktūru.
Visbīstamākā teorija, kas tuvojas uzklausīšanai?
👉 Ka Epšteina iekšējā aprindā varētu būt tieši saistīta ar Bitcoin radīšanu.