$ARPA 🚨 WARNING: A BIG STORM IS COMING!!!
$XNY 99% OF PEOPLE WILL LOSE EVERYTHING IN 2026,
$ROSE No rage bait or clickbait listen..
Fed just released new macro data and it’s WORSE than expected.
If you currently hold assets,
you’re not going to like what comes next:
A global market crash is approaching, yet most people don’t even realize what’s happening.
A systemic funding issue is quietly forming beneath the surface, and almost no one is positioned for it.
The Fed has already been forced into action.
The balance sheet has expanded by roughly $105 billion.
The Standing Repo Facility added $74.6 billion.
Mortgage-backed securities jumped $43.1 billion.
Treasuries rose just $31.5 billion.
This is not bullish QE.
This is the Fed injecting liquidity because funding conditions tightened and banks needed cash.
When the Fed is absorbing more MBS than Treasuries, it tells you the collateral coming to the window is deteriorating.
That only happens under stress.
Now add the bigger problem most people are ignoring.
U.S. national debt is at an all-time high.
Not just nominally - structurally.
Over $34 trillion and rising faster than GDP.
Interest expense alone is exploding, becoming one of the largest line items in the federal budget.
The U.S. is issuing more debt just to service existing debt.
That’s the definition of a debt spiral.
At these levels, Treasuries are no longer “risk-free.”
They’re a confidence instrument.
And confidence is what’s starting to crack.
Foreign demand for U.S. debt is weakening
Domestic buyers are price-sensitive.
The Fed becomes the buyer of last resort - whether they admit it or not.
This is why funding stress matters so much right now.
You cannot sustain record debt levels when funding markets tighten.
You cannot run trillion-dollar deficits when collateral quality is deteriorating.
And you cannot keep pretending this is normal.
This isn’t just a U.S. problem either.
China is doing the exact same thing at the same time.
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