🚨 WARNING: SOMETHING EXTREMELY BAD JUST HAPPENED
China has dumped $70 BILLION in U.S. Treasuries.
It's their biggest sell-off since the 2008 financial crisis.
Meanwhile, China's gold reserves surged to a record $305 BILLION.
They are preparing for a MASSIVE market crash:
But here's what NOBODY understands.
China is internationalizing the yuan through GOLD, new payment infrastructure, and alternatives to the U.S. dollar.
Hong Kong's government-backed gold clearing system began trial operations in July 2026.
And it's linked directly to the Shanghai Gold Exchange.
YES - IT'S NOW OFFICIAL.
China is building a global network of gold vaults designed to strengthen the yuan's role across global finance.
And this is only ONE part of the strategy.
China is also building blockchain-based payment infrastructure with BRICS countries.
The goal is crystal clear:
REDUCE RELIANCE ON THE U.S. DOLLAR.
And GOLD is at the center of everything.
China has now bought gold for OVER 20 CONSECUTIVE MONTHS.
Meanwhile, the shift is spreading across the global financial system:
→ China is buying gold
→ South Korea is buying gold again for the first time in 13 YEARS
→ Countries are reducing U.S. Treasury exposure
→ Gold exposure is increasing
→ Global reserve strategies are changing
This is no longer an isolated trend.
This is a coordinated shift across MULTIPLE major economies.
And the implications are enormous.
Gold has now overtaken U.S. Treasuries as a more important reserve asset.
Even Venezuela is moving its $4 BILLION, 31-ton gold reserves out of London after 8 YEARS.
Countries aren't just buying more gold.
THEY ARE MOVING THEIR RESERVES.
They're changing where they store them.
They're changing how they settle transactions.
And they're building alternatives to the dollar-based financial system.
The chain reaction is becoming impossible to ignore:
More gold → Less U.S. Treasuries → Less Dollar Dependence → More Alternative Payment Systems → NEW Financial Structure.
China isn't just buying gold.
IT IS BUILDING AN ENTIRE FINANCIAL SYSTEM AROUND IT.
And if other countries follow, pressure on the U.S. dollar will accelerate.
This is how global financial systems change.
Not overnight.
But gradually.
Then suddenly.
PAY ATTENTION.
Because most people will be too late.
I've studied markets for over 10 years and called nearly every major top and bottom.
If you want to survive the 2026–2027 cycle, follow and turn on notifications.
A LOT of people will wish they had started paying attention earlier.
Hyperscaler debt is soaring:
Amazon $AMZN, Alphabet $GOOGL, Microsoft $MSFT and Meta $META have sold over $200 billion of bonds so far in 2026, a record that more than doubles last year's $78 billion.
The pace has accelerated sharply from the prior decade, when the four rarely issued more than $30 billion combined in a full year.
The debt is funding a surge in AI infrastructure spending, from data centers to chips, and 2026 is only year to date.
Combined capex guidance for the four now runs near $700 billion this year.
Cash flow no longer covers it, Amazon's spending ran to 102% of operating cash flow over the trailing year.
The buildout now runs near 2% of U.S. GDP, and by some estimates accounts for about a third of this year's growth.
The debt is how they're funding it.
BREAKING:
WSJ just contradicted the White House's own war narrative.
Iran has resumed ballistic missile production. Underground facilities. Stockpiled components.
Directly undermining Defense Secretary Hegseth's claim that Iran's missile program is "depleted and decimated."
The Khojir complex, east of Tehran, is back active.
Limited output compared to prewar levels. Fuel plants still damaged. Naval blockade squeezing imports.
But Iran can still produce hundreds of missiles. Holds thousands more already in stockpile.
This directly complicates the central goal of the February campaign.
Destroying Tehran's conventional missile capability.
Same week Vance, Rubio, and Trump's own advisers reportedly discussed that Iran could keep resisting US pressure through the end of Trump's term. Possibly beyond January 2029.
Trump's public line hasn't budged though.
"Iran is falling apart." War ends "immediately" after November's elections.
Two completely different pictures.
One from intelligence officials briefing the Journal.
One from the podium.
🚨 BREAKING: 🇺🇸 White House crypto adviser Patrick Witt says the administration is prepared to move forward with aggressive SEC and CFTC rulemaking if the CLARITY Act does not pass.
The message is clear: regulatory action won’t stop if legislation stalls.
#CLARITYAct
TLT: "The report of my death was an exaggeration"
The Linear-Regression analysts are not going to understand this outlook 😉
Strong Bear Market Bounce in TLTs ahead.
🇺🇸 IT‘S OFFICIAL: DURING THE AUGUST RECESS, U.S. SENATOR CYNTHIA LUMMIS REPORTED THAT BOTH, DEMOCRATS & REPUBLICANS, HAVE UPDATED THE TEXT OF THE CLARITY ACT:
„DEMOCRATS HELPED WRITE THE CLARITY ACT, SECURING MORE THAN 115 WINS IN THE TEXT!“
PASS THE CLARITY ACT! 👏🏼
$GRAFFAIN +%50 Update 🤌🏻
Healthy structures and the right opportunities. That’s where we are.
This was another asset I recently added to my spot portfolio. It’s currently up 50%. Congrats to everyone who took advantage of it.
Don’t forget to follow and turn on notifications. Don’t hesitate to show your support. We have a good season ahead.
So to answer this we will want to look at two charts:
1. CRV/USD
2. CRV/ETH
CRV/USD is currently still just shy of our key .33 level (which more accurately is at .328) which is where we would be looking for a bottom/reversal.
Meanwhile CRV/ETH is already inside our bottom/reversal zone from which we would expect the next leg up of outperformance of CRV against ETH to begin.
So if we are expecting more upside for $ETH in the short term, there is a good argument for $CRV to also move up, but more aggressively.
Ideally we can tap the .328 level BEFORE moving up so we can close that chapter instead of leaving that door "open" for a potential visit in the future.
Despite the LTF $BTC chop, all we’ve really been doing is repeatedly hunting longs below the previous lows.
So clearly, the objective has been to take out longs. The question is: why?
When the market continuously hunts one particular side, there’s usually a reason. More often than not, it’s because that’s the side the market eventually intends to reward.
Repeatedly sweeping the lows de-leverages the market and slowly destroys conviction in longs. Eventually, people become conditioned to expect every sweep to lead to the breakdown.
Then boom.
The final sweep marks the local bottom, and price expands back towards the highs.
The idea is simple: make the winning side as uncomfortable as possible. Force them out, make them lose conviction, and convince them they’re wrong.
Repeatedly hunting the lows after a major impulse does exactly that.
Aligning $OTHERS with the major cycles and it lines up nicely and starts to make sense.
The last major cycle ended precisely on an HPH when zoomed out to the 3-Month.
Last cycle was accumulative on the major cycle, again why I'm starting to understand better the people that were calling it a mid-cycle correction.
My MLR indicator flipping green has been a clear macro signal.
I shall remain grounded, but I can't throw a blind eye to this and need to highlight.
Read between the lines and watch the levels.
Prepare yourself to endure the bad times, but equally prepare yourself to embrace the good. They rarely stay for long.
🚨 $BTC IS FOLLOWING MY PLAN TO LETTER
Breakout above $75k has happened, Bull Trap is almost fully formed
Clarity Act vote is set for Sept 15 - main manipulation is planned for that day...
Bitcoin is entering the phase where the cycle bottom forms
HEADS UP:
One of the few who nailed $BTC's ATH at $126K
Among the first to flag $98K → $60K and $83K → $57K dumps
Still, most traders catch my calls when it's already too late...
Turn notifs on so my next big call doesn't slip past you
bitcoin:native
Ever wondered why Bitcoin isn't going STRAIGHT DOWN?
VENUS square PLUTO is to blame.
It takes place on
15 SEPTEMBER 2026
and look at the probabilities:
78% probability that it will arrive on a UP trend.
63% probability that it will close 15 Sep on GREEN.
77% probability of an UP TREND AFTER.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Conclusion:
Whatever LOCAL BOTTOM we get is BEFORE 15 SEPTEMBER
and then BITCOIN is HEADING for a TOP
on or around 21 SEPTEMBER 2026.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
#BTC #Bitcoin
$BTC
This has all but played out, with price gravitating towards previous week’s low and stopping a few hundred dollars short.
Two levels stand out from here... previous week’s low 76.1, and previous week’s VAL around 77.4–77.5k.
Those are the two levels where participants are currently advertising, and I suspect those levels help define the range through London heading into CPI / NFP and the NY session.
If we trade back into the confluence of previous day’s low and previous week’s low, that’s where I’d be interested in a rotational long... particularly if we see aggressive selling absorbed and an inability to auction lower - more so if its liquidation driven - so at this point wont know if the level sticks or not.
Equally, acceptance back inside previous week’s value would have me looking for rotation higher towards current week’s VWAP, around the 78.4s.
On sunday I was heavily leaning towards a correction and positioned on the short side of several alts heading into the weekly open - which has played out nicely - see previous tweet chain.
That said, it’s the weekend... I’m in no hurry to put on trades until next week unless something particularly compelling sets up.