🚨The US has almost never seen so much debt coming due:
26.4% of US federal debt is maturing within 12 months, near the highest % in 26 years.
This is a whopping ~$10 TRILLION of debt.👇
https://t.co/aaJ1VRZb8y
A 30-year trend in global reserves is facing a historic reversal.
While the US dollar overtook gold as the dominant reserve asset in the mid-1990s, the tide has turned. Since 2018, sovereign strategies have pivoted toward gold to hedge against a "fractured geopolitical landscape."
Our latest infographic tracks this structural transformation from 1990 through Q3 2025.
Explore the full reserve hierarchy here: https://t.co/hCSm5te327
#Gold #CentralBanks #Macro #Mining #Investing #Stocks #SafeHaven
A 30-year trend in global reserves is facing a historic reversal.
While the US dollar overtook gold as the dominant reserve asset in the mid-1990s, the tide has turned. Since 2018, sovereign strategies have pivoted toward gold to hedge against a "fractured geopolitical landscape."
Our latest infographic tracks this structural transformation from 1990 through Q3 2025.
Explore the full reserve hierarchy here: https://t.co/hCSm5te327
#Gold #CentralBanks #Macro #Mining #Investing #Stocks #SafeHaven
the bank of america bull & bear indicator has officially hit 9.4, its most "hyper-bullish" reading in history. we are watching a textbook "positioning trap" where investor overconfidence has reached levels not seen since 2018, with cash levels at a record-low 3.2% as the 100x leverage crowd goes "all-in" right into a vertical liquidation wall.
USDT is showing signs of depegging. This is no longer a level that can be ignored and should now be closely monitored.
This is not a short-term, temporary dip. Depegging that appears while BTC prices are falling sharply is a serious warning sign. I don’t know the exact cause, but this is one of the strongest depegging moves we’ve seen since the FTX collapse. While it is not yet at that level, depegging has clearly appeared and requires continuous attention.
There is a high chance that a significant liquidity issue has already emerged somewhere in the market. Caution is needed. If USDT becomes unstable, other stablecoins could be affected as well.
At the same time, Ethereum transaction counts are reaching all-time highs. From my perspective, this suggests that a liquidity problem not yet visible on the surface may already be developing.
USDT needs to recover quickly from here. If prices continue to fall further, the situation could become very dangerous. The movement of USDT should be watched very closely.
@clayop Professor
"how do you interpret these signs? I’d appreciate your perspective on this."
BTC hash rate is collapsing.
Miners are moving on
The security budget for BTC was lower this cycle compared to the one before. With every halving it decreases, unless price at least doubles, which it doesn’t.
The BTC network becomes less secure over time!
Agree —> like
Disagree —> comment
Graph @blockchain