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Gold is adding the entire market capitalization of bitcoin weekly at this rate. China is dumping US Treasuries and buying gold, central banks are hoarding it too. This is not a good sign. Regional banks are over-exposed to defaulting commercial real-estate debt, and AI is in a huge bubble. It feels like things are about to crash hard.

Gold is adding the entire market capitalization of bitcoin weekly at this rate. China is dumping US Treasuries and buying gold, central banks are hoarding it too. This is not a good sign. Regional banks are over-exposed to defaulting commercial real-estate debt, and AI is in a huge bubble. It feels like things are about to crash hard.

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