đš THE $12 TRILLION TIME BOMB NO ONE IS TALKING ABOUT đŁđ”
Thereâs a massive risk buried deep inside the U.S. Treasury market â and itâs being almost completely ignored.
Look closely at the data đ
That giant blue surge?
Thatâs not long-term debt.
Thatâs trillions coming due in 2026.
Not 2035.
Not 2040.
đ 2026.
Hereâs the critical detail most people are missing âŹïž
That debt was issued when interest rates were near zero.
Now it has to be refinanced in a high-rate environment.
Same debt.
Totally different price.
Plain and simple đ
The U.S. binged on cheap money.
That cheap money is expiring.
And it must be replaced with expensive money.
That leads to đ„
âą Interest costs surge
âą Cash drains from the system
âą Liquidity tightens everywhere
And eventually⊠something snaps.
The options are limited â ïž
âą Cut spending
âą Raise taxes
âą Or let the dollar weaken
And once the dollar weakens, pricing across markets resets.
Nothing stays the same.
This isnât a one-day headline risk.
This is structural pressure building quietly.
A refinancing wall this big doesnât just hit bonds.
It spills into everything đ
âą Stocks
âą Housing
âą Credit
âą Crypto
You can already see the strain forming.
Even âroutineâ Treasury auctions are becoming stress tests đ
âą $58B in 3Y â Feb 10
âą $42B in 10Y â Feb 11
âą $25B in 30Y â Feb 12
Settlement â Feb 17
This is how slow-motion crises begin.
Not with panic.
Not with breaking news.
But with steady pressureâŠ
until suddenly itâs everywhere.
Most people wonât notice until markets are already repriced.
Iâve tracked macro cycles for years.
Iâve flagged major market tops before â including BTCâs October ATH.
This setup feels very familiar đ
Follow if you want.
Turn notifications on đ
Iâll post the warning before this becomes a headline everyone claims they saw coming.