đ¨ WARNING: A BIG STORM IS COMING
Countries are dumping U.S. Treasuries at historic levels:
⢠Europe sold $150B (largest since 2008)
⢠India sold $56B (largest since 2013)
This matters because Treasuries are the foundation of global liquidity.
When Treasuries are sold:
âĄď¸ Bond prices fall
âĄď¸ Yields rise
âĄď¸ Cost of money increases
âĄď¸ Liquidity tightens
âĄď¸ Risk assets suffer
Stocks and crypto rely on cheap money.
Treasuries are the core collateral for banks and funds â when they weaken, risk is cut across markets.
Order of impact is always the same:
1ď¸âŁ Bonds move first
2ď¸âŁ Stocks follow
3ď¸âŁ Crypto reacts most violently
â ď¸ Be very careful with leverage.
Watch Treasury yields â thatâs where the storm appears first.

