Is it a coincidence that Fed chair Kevin Warsh gave his hawkish speech moments after the prices of #gold and #silver started breaking out? Maybe. Maybe not. It sure feels like a "servers overheating at the COMEX" kind of moment.
What is certain, is that Warsh can't deliver on this hawkishness. He can talk, but he can't hike rates nor shrink the Fed's balance sheet, because that would pop the AI bubble and collapse the stock market. It would also make it more difficult for the federal government to service its ballooning debt. As we all recall, Sec. Scott Bessent recently expanded his bond buyback scheme. How is it funded? Through issuing short term debt, that will get more expensive if the Fed hikes rates.
So Kevin Warsh is merely jawboning. He's bluffing, because he has no more aces up his sleeve. If you are a precious metals investor, you need not concern yourself with what he has to say. He can generate noise, but he can't stop the rally in gold and silver.
🚨 BoJ Governor Ueda’s Absence Is the Final Warning Before the Carry Trade Meltdown
Bank of Japan’s Governor Ueda just pulled out of the Federal Reserve’s exclusive Jackson Hole symposium at the last minute, the elite annual gathering of central bankers in Wyoming where the world’s most powerful money-printers quietly coordinate the fate of markets.
Official excuse: “Scheduling Conflicts.”
Reality?
The BOJ was preparing moves that would finally end Japan’s ultra-cheap yen era, force massive capital repatriation, and detonate the multi-trillion-dollar yen carry trade that has been secretly propping up U.S. stocks, bonds, and risk assets for over a decade.
Aggressive BOJ hikes would strengthen the yen, unwind those leveraged carry trade positions, and send shockwaves through global liquidity. That is exactly what Washington and parts of the Japanese government cannot allow.
As BoJ’s @yutokanzakireal put it weeks ago: the Bank of Japan wants to serve the Japanese people… while the current regime serves foreign allies and organizations. The resulting pain, they warned, will be amplified tenfold.
Yuto apologized for the measures being prepared. The BoJ and finance minister threatened of bold actions to save the yen.
Then Boom, the US Treasury intervened and effectively took control of BoJ operations to stop Japan hiking rate and dumping its $1.4T in Treasuries, which would collapse the entire US debt market and trigger a global liquidity crisis.
When this suppressed unwind finally breaks free, it won’t be a mild correction. It will be a geopolitical and financial earthquake.
Jackson Hole was supposed to be the stage for coordination. Instead, Ueda’s absence is the loudest signal yet that the fracture is real.
The carry trade is the biggest silent bomb in global finance. And the fuse is being held back by force.
It's interesting to see that the U.S. intends to sanction Iran. It seems they'll also sanction Tether. If that happens, it will collapse, taking 99% of cryptocurrencies which have no real-world utility down with it.
Remember, Brad said that 99% of cryptocurrencies will be worth $0.
Okay, the plot thickens. The Vatican ALSO met with Russia today. I wonder if this is something much deeper than the Ukraine war. Possibly: The Coming Earth Cataclysm and the Vatican is sharing data from its telescopes? Or something about the global economic crash on the horizon. What is happening??
‼️ HO LEE FUK ‼️
🇯🇵 Japan just GREENLIT putting its ENTIRE $8 TRILLION government bond market ON THE BLOCKCHAIN for 24/7 INSTANT settlement…
Exactly as BOJ INSIDER @yutokanzakireal (YUTO) predicted MONTHS AGO when nobody was listening.
He told us: “Japan is soon going to put government bonds on-chain.”
Today it happened. 🤯
This is NOT a coincidence. This is PROOF he has REAL access.
If the rest of what he’s been quietly saying comes true… We’re looking at the controlled GLOBAL FINANCIAL RESET the elites have been preparing behind closed doors.
The on-chain sovereign debt era just began. Everything is about to change.
Wake the f*ck up. 🔥
Does anyone else find it really odd that the Royal Family have moved out of Buckingham Palace & the PM has moved out of 10 Downing Street?
Why?
What’s going on?
Here it is🔥🎉
Everything is ready in Iraq to go
Even the central bank of Iraq hosted a workshop on Sunday, August 23
Teaching bankers how to deal with laundered money or smuggled money into or outside of the country
Everything is set to go…
everything is in place…
Bankers now are thought what to do with financial crimes
🚨The BoJ banker who apologized for the measures prepared and got the US Treasuries to directly intervene… just watched the biggest banks in the country confirm his call in real time
BoJ’s Yuto apologized for the measures being prepared. The BoJ and finance minister threatened of bold actions to save the yen.
Then Boom, the US Treasury intervened and effectively took control of BoJ operations to stop Japan dumping its $1.4T in Treasuries, which would collapse the entire US debt market and trigger a global liquidity crisis.
Months ago, @yutokanzakireal dropped “Japan is about to put its government bonds ON-CHAIN.” This came at a time when Japan still seemed not so crypto-friendly and their version of Clarity Act had not even been introduced.
Now, Japan’s FSA, Ministry of Finance and three mega banks just officially confirmed it.
Japan set to launch its tokenized bond and stock market on-chain. Japan is literally putting the JGB’s on-chain‼️
Now the real play is clear: Japan is using crypto, yen stablecoins, and on-chain rails as its EXIT RAMP from the dollar chamber.
They’re using digital assets to prevent a catastrophic carry trade unwind.
While the West clings to the old system, Tokyo is building the new financial order right under our noses.
The same banker admitted that the coming shift will hit billions and there’s no going back.
Most people still have no idea.
All the news I posted yesterday & today
Here is the complete conclusion
“Iraq already has the new rate along with the new currency… ready to go at any second”
💥“Why would I want to blow up the global financial system?”
👀Bessent's Freudian Slip Reveals That Treasury's Economic "D-Day Invasion" Would "BLOW UP THE GLOBAL FINANCIAL SYSTEM" if it's Actually Implemented⚠️
🚨 THE U.S. TREASURY HAS ANNOUNCED TO START AN EMERGENCY $1 TRILLION BOND BUYBACK OPERATION
The U.S. Treasury Is Quietly Admitting The Bond Market Is Breaking. The Government’s $950 Billion Treasury General Account Emergency Fund Is About to Be Used as a Bond Market Bailout.
The U.S. government borrows money by selling bonds. When people get nervous about all the debt, they demand higher interest rates (called “yields”) to keep lending.
Right now the 30-year yield (the interest rate on the longest bonds) has shot up to levels we haven’t seen in almost 20 years. That means borrowing is getting extremely expensive for the government, businesses, and even your mortgage and credit cards.
This is the ongoing bond market crisis.
Last week the Treasury got so worried that they suddenly announced they would DOUBLE the amount of old long-term bonds they buy back every time (from $2 billion to at least $4 billion).
Buying their own bonds is a way to try to push those high yields back down and calm the market. They even called it a “Treasury Twist.”
NOW they’re going even further: reports say they might use almost $1 TRILLION sitting in the government’s cash account (the Treasury General Account) to fund EVEN BIGGER buybacks.
That’s like emptying the emergency savings account just to keep the bond market from blowing up.
When the government has to raid its own cash pile and frantically buy its own debt just to stop yields from exploding… that’s not normal.
If this doesn’t work and yields keep rising, the cost of America’s massive debt could spiral out of control. Higher rates everywhere. Bigger deficits. More panic.
This is how bond markets start sending warning signals that something is seriously wrong.
Yuto also revealed that Bank Of Japan discussed a worst-case scenario where dollar loses its reserve status due to loss of creditor’s trust.
Japan dumping their U.S. Treasuries holdings would trigger that catastrophe.
🚨🚨Paper to silver ratio is around 400 to 1. Meaning there are 400 paper ounces to every 1 physical ounce. This is arguably the most manipulated asset on planet. When they let it go you will most likely never be able to buy more because corporations will take it all.