Chloe

artwork credit

[Chloe @chloebellisma]

@WatersAbve I will message you - totally interested

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Dow surges above 50,000.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The average price of ground beef in the US is now up to a record $6.90 per pound.

On a non-seasonally adjusted basis, ground beef prices have exceeded $7.00 per pound for the first time in history.

Prices have surged +77% since January 2020, when they stood at $3.89 per pound.

Furthermore, the average price of uncooked beef steaks is up to a record $13.02 per pound, surging +70% since January 2020.

Ground beef prices have now DOUBLED since 2013.

Food inflation is running hotter than ever.

[Observing Consciousness @holonabove]

The Fed Is Dead... officially...

The Federal Reserve people thought they knew is dying in real time... Kevin Warsh advancing is not a routine transition, it is a visible fracture in the post 1971 debt machine that anchored the entire globalized order...

The old Fed became the central nervous system for infinite liquidity, permanent refinancing, offshore dependency, defense expansion, asset inflation, and the illusion that debt itself could replace production forever...

After 2008 the machine detached almost completely from Main Street reality and fused into the broader corporate state construct I have mapped for years, where Wall Street, central banking, defense corridors, intelligence networks, asset managers, and multinational supply chains operated as one integrated stabilization structure...

That system survived by suppressing rates, exporting labor, financializing everything, and using scarcity manipulation across energy, housing, healthcare, and credit to maintain behavioral control... now the pressure is exceeding containment...

Tariffs are reshaping trade corridors, OPEC discipline is weakening, sovereign production is returning, AI is detonating productivity models, Europe is entering structural contraction, and the debt rollover cycle itself is becoming mathematically unstable... the Fed is no longer steering the system, it is being dragged by it...

This is why the transition matters... the “Raytheon Fed” era was never just about interest rates, it was about preserving the larger globalization architecture tied to war financing, dollar dominance, controlled energy pricing, offshore dependency, and institutional capture across nearly every major sector...

The same capture cycle I have written about with BlackRock, Amazon, Big Tech, OPEC, maritime insurance, supply chains, and sovereign AI infrastructure is now surfacing inside the monetary layer itself...

Once the public begins realizing the Fed was functioning as a preservation mechanism for the old extraction architecture rather than a neutral economic steward, the psychological spell starts collapsing with the financial one...

That is the deeper signal here... this next phase is not about saving the old system, it is about repositioning capital, production, logistics, energy, and digital infrastructure into a new sovereign framework while the legacy model loses structural coherence in full public view...

The Federal Reserve is no longer the untouchable apex institution sitting above the machine... it has become another exposed node inside it...

[Reflection🪩 @0xReflection]

Hope you all learned your lesson

[Nick Nemeth (Mispriced Assets) @NickNemo17]

https://t.co/d4rJdGff4W

[George Noble @gnoble79]

We're watching a financial crisis unfold in real time.

The last time funds started blocking investors from getting their money back, Bear Stearns collapsed six months later.

In 2007, BNP Paribas froze €1.6 billion in funds.

Bear Stearns declared 2 funds "essentially worthless" and gated a third.

Everyone said it was "contained."

6 months later the entire financial system nearly went under.

I'm not saying we're there YET...

But I am saying the pattern is rhyming.

BlackRock just capped withdrawals from its $26 billion HPS Corporate Lending Fund after investors demanded 9.3% of their shares back - nearly DOUBLE the fund's 5% quarterly limit.

Investors wanted $1.2 billion out. BlackRock gave them $620 million and said no to the rest.

BlackRock stock dropped 7%. KKR, Ares, Apollo, Blue Owl - all down 5-6% on the same day. The financial sector ETF is off 9% in a month.

This is the same BlackRock that just slashed a $25 million private credit loan from 100 to ZERO in 3 months. Full value one quarter. Worthless the next.

And they'd already done the exact same thing months earlier with Renovo Home Partners.

But this isn't just a BlackRock problem.

Look at the dominoes:

Last summer, Tricolor and First Brands went unexpectedly bankrupt. $10-15 billion in combined liabilities. Write-offs hit JPMorgan, UBS, and Jefferies.

Then a UK lender called Market Financial Solutions collapsed with a £2.4 billion loan book.

Fraud allegations. Double-pledged collateral. Barclays exposed for £500 million. Apollo, Elliott, Santander - all caught in the wreckage.

Then Blue Owl permanently halted redemptions. Stock cut in HALF.

Then Blackstone's $82 billion flagship fund got hit with $3.8 billion in redemption requests. They had to pump in $400 million of their own money just to meet demands.

Now BlackRock is literally blocking the exits.

Even Apollo's own CEO warned a shakeout is coming.

When EVERYONE at the top is waving red flags - pay attention.

UBS raised its worst-case default forecast to 15%. Defaults sit at 3-5% today. The trajectory is ugly.

Here's the structural problem:

After 2008, regulations pushed risky lending OUT of banks and INTO private credit.

The sector ballooned to $3 trillion. But these funds make 5-7 year loans while promising investors quarterly liquidity.

That works until everyone wants out at once. Which is exactly what's happening.

40% of sponsor-backed loans are tied to the software industry - the same sector AI is threatening to destroy.

The Fed pumped 40% more money into the system after Covid and kept rates at zero.

That easy money funded garbage underwriting. And now there's a $162 billion maturity wall hitting THIS YEAR.

I've been warning about private credit for weeks. The story is always the same:

Opaque valuations. Illiquid assets. Limited transparency. And the false promise of steady returns with no volatility.

The whole sales pitch was equity-like returns with bond-like stability. But you can't eliminate volatility - you can only HIDE it...

Until you can't.

When the WORLD'S LARGEST ASSET MANAGER starts blocking investors from getting their money back, that's not "noise".

That's an alarm.

Get out before the exit gets more crowded.

[Chloe @chloebellisma]

@JohnEDeaton1 handsome indeed - well played Mr Future President

[Chloe @chloebellisma]

@CyPhlux @Fame21Moore I am still reeling over his death. His research was legend. His contribution to this space was epic.

[Chloe @chloebellisma]

https://t.co/f1LQsYZTl8

[Chloe @chloebellisma]

@JohnEDeaton1 What about taxes for lost investments ?
How would you claim the loss?

[Shanaka Anslem Perera ⚡ @shanaka86]

53 banking associations just wrote themselves a $6.6 trillion protection bill.

They called it the CLARITY Act.

Here is what they do not want you to understand.

Banks pay depositors 0.1% interest. Stablecoin issuers hold Treasury bills earning 4.5%. If stablecoins could pass that yield to users, banks lose the deposit war. They cannot compete. The math is fatal.

So they made competition illegal.

The Kansas City Fed calculated what happens if stablecoins pay competitive rates. Banks lose 25.9% of deposits. $1.5 trillion in lending capacity vanishes. The entire community banking model collapses.

Their solution was not innovation. Their solution was legislation.

The CLARITY Act everyone is celebrating contains Section 404 prohibiting yield payments through any mechanism. Not just from issuers. From exchanges. From affiliates. From partners. Every single pathway to competitive returns, closed by statute.

Brian Armstrong reviewed the 278-page draft for 48 hours. He withdrew Coinbase support at 11pm. The markup was postponed by morning. He saw what Wall Street analysts missed entirely.

This is not crypto regulation.

This is Dodd-Frank for digital assets. Incumbents writing rules that crush competitors. Regulatory capture so brazen they published the lobbying letters on their own websites.

The American Bankers Association. 52 state banking associations. The Community Bankers Council. All coordinating to eliminate an industry they cannot beat in open markets.

Meanwhile China made e-CNY interest-bearing on December 29.

America is banning stablecoin yield while Beijing is paying it.

The crypto industry spent years begging for regulatory clarity.

They got it.

Clarity that $6.6 trillion in deposits will be protected at any cost. Clarity that banks write the rules. Clarity that if you cannot win in markets, you win in Congress.

This is the largest regulatory capture event in American financial history.

And it is being sold as innovation policy.

[MY LUNCH BREAK @MYLUNCHBREAK_]

WE ARE LIVE! - Ep 156 🔥

The Field Museum is From Another Timeline

None of the major archives can produce the original blueprints to these iconic buildings. The more we ask, the more the official story collapses!

LINK TO WATCH: https://t.co/484RoqJfQg

[Coin Bureau @coinbureau]

🇺🇸BITCOIN ACT: 1 MILLION BITCOIN BUY!

"The legislation outlines a plan to phase in the acquisition of 1 MILLION #Bitcoin or roughly 5% of total $BTC supply over 5 years."

[Paolo Ardoino 🤖 @paoloardoino]

XXI, so it begins

[MY LUNCH BREAK @MYLUNCHBREAK_]

Beneath Chicago lies thousands of miles of tunnels—public records, eyewitness accounts, and new evidence reveal what’s really down there.

Still think they’re just for phone cables?

https://t.co/0GXfoQVa6u

[Chloe @chloebellisma]

@BCBacker So we are going down? Top is in?

[Chloe @chloebellisma]

@WatersAbve GAF 😘

[Chloe @chloebellisma]

@MeGodgevlamste Glad you are back on here. Thanks for the follow