Salar_X

The US economy has a fatal flaw that the experts are refusing to talk about…

I wonder if they’re keeping this information private on purpose. Maybe?

But the fundamental macroeconomic paradigm has undergone a radical transformation.

The hard truth? The next crash won't be a global contagion.

I’ve been watching these capital flows for a decade.

We used to worry about systemic risk spreading worldwide.

The new threat? Sovereign insolvency.

When I say ‘sovereign insolvency,’ I don’t mean a classic default.

I mean fiscal dominance: inflation, financial repression, and forced buyers.

If you think the next crisis looks like 2008, you’re hedging against a ghost.

Nobody is telling you this, but the global banking system has been compartmentalized.

The US isn't going to drag the world down with it this time…

IT’S GOING TO SINK ALONE.

Here’s why:

1. The US is stuck in a sovereign debt spiral. The Fed has to print to buy treasuries, destroying the dollar but saving the bond market.

2. Basel III regulations forced foreign banks to ring-fence capital. A crisis in New York doesn't trigger a margin call in London anymore.

3. Emerging Markets trade with each other now. The US consumer is no longer the sole engine of global GDP.

4. The Fed will stay "higher for longer" to fight stagflation, while the ECB and China cut rates to stimulate growth.

5. The toxic assets are US commercial real estate and US treasuries. Owned by US banks. The rest of the world is dumping this exposure as we speak.

That’s a localized depression.

What would invalidate this thesis?

1. If U.S. growth and productivity rise enough to offset rising government interest payments.

2. If CRE prices and cash flows stabilize before a big wave of loans has to refinance.

3. If the next shock spreads globally again (like 2008).

I’m watching those closely, but I don’t expect my thesis to change.

In my opinion, it’s a GLOBAL rotation opportunity.

When U.S. risk gets contained, capital doesn’t disappear, it reallocates.

It flows into commodities, it flows into hard assets, it flows into value stocks abroad.

This is exactly how the US stagflates while the rest of the world booms.

Can you profit?

There’s only one way to escape the glass dome.

“Don’t put all your eggs in one basket.”

Also… maybe don’t keep the basket in just one country lol.

Get some of your capital out of passive US index funds.

As long as you are 100% long the S&P 500, you are the collateral damage they need to reset the system.

That doesn’t make me a doomer. It makes me opportunistic.

Btw I’ll break down the specific assets/stocks to buy instead very soon, turn on notifications so you don’t miss it.

Many people will regret not following me sooner.
$PIPPIN $XRP $RIVER

On February 10, the White House is hosting a meeting focused on stablecoins and the broader Crypto Market Structure Bill.

The White House has set an end of February deadline for lawmakers and industry leaders to resolve their differences, because the entire market structure bill is currently stuck on one key issue.

THE CORE PROBLEM: STABLECOIN YIELD

The biggest disagreement is simple on the surface:

Should stablecoin holders be allowed to earn yield?

Because the implications of this are massive. Banks strongly oppose it. Crypto firms strongly support it.

And this single issue has delayed the most important crypto bill the U.S. has tried to pass so far.

WHY BANKS ARE OPPOSING?

Traditional banks believe yield-bearing stablecoins could pull deposits out of the banking system.

Their argument is based on basic math:

• Savings accounts pay 0.3%-0.4%
• Checking accounts pay near 0%
• Stablecoins can offer 3%-4% incentives

If stablecoins scale with yield, banks fear trillions in deposits could slowly migrate out of the system.

Banking industry groups have warned lawmakers that up to $6T+ in deposits could be at risk long-term if this structure is allowed.

Why are crypto firms resisting a ban?

Crypto companies, especially exchanges, see yield as a core part of their business model.

Some firms have said clearly:

If yield is banned entirely, they would rather see no bill passed than accept a framework they believe protects banks at crypto’s expense.

That is how serious this disagreement has become.

The broader crypto market structure effort has been building for months:

• The House passed the CLARITY Act in July 2025 with strong bipartisan support.
• Separate Senate committees began drafting their own versions.
• But negotiations stalled once the stablecoin yield dispute escalated.

Since then:

• Committee markups have been delayed.
• Draft texts have been revised.
• Industry support has fractured.

That is why the White House stepped in directly.

This meeting is designed to force progress.

If a deal emerges, the next steps become possible:

1️⃣ Senate Banking Committee markup
2️⃣ Senate floor vote (requires 60 votes)
3️⃣ House Senate reconciliation
4️⃣ Final bill to the President

Without a yield compromise, the process cannot move forward.

There is another pressure factor:

THE 2026 MIDTERM ELECTIONS.

If legislation is not finalized before campaign season intensifies, the bill could be delayed into the next Congress. That would push full implementation years out.

So lawmakers are working within a limited window.

Stablecoins are now core financial infrastructure:

• Hundreds of billions in market size
• Trillions in annual transaction volume
• Critical liquidity rails for crypto markets

Regulatory clarity here will affect:

• Exchange operations
• DeFi growth
• Institutional participation
• Payment adoption

This is why the Feb 10 White House meeting is a pressure point moment.

If stablecoin yield disputes are resolved:

- The CLARITY Act path reopens
- Senate movement resumes
- Full market structure legislation becomes possible

If talks fail:

- The bill risks further delays
- Midterm politics take over
- Regulatory uncertainty continues, and the markets could experience more weakness.

$PIPPIN $AXS $XRP

Here’s my thesis on the exact timing of the next cycle bottom.

I’m using the horizontal axis (time) to pinpoint the next major capitulation point.

Here’s the data regarding the days elapsed from all-time high to cycle low for each era:

1st Halving (2012): 406 days
2nd Halving (2016): 363 days
3rd Halving (2020): 376 days
4th Halving (2024): Pending

Based on these historical timeframes, there’s a high statistical probability that the next major bottom will occur in october – november 2026.

During that specific window, regardless of price action, aggressive dollar cost averaging is the correct play. I will be accumulating heavily.

However, I have already started buying since we entered the $60,000 range, even though the time window hasn't hit yet.

Here is the logic behind my strategy.

I operate on two dimensions: the horizontal axis (time) and the vertical axis (price).

Most retail traders only focus on the Vertical Axis ("I'll buy at X price").

The risk here is obvious: if price doesn't hit your level, you get front-run and miss the entire cycle.

The safe zone is often the zone where you get left behind.

The horizontal axis is the hedge against that risk.

It dictates a "middle-risk, middle-return" approach: when the date arrives, you buy, irrespective of price.

By hybridizing these two, I can accumulate with limited downside.

Reviewing the $60k call.

In october, when BTC was trading at $114,000, I said I would be a strong buyer in the $60,000 range.

At the time, sentiment was euphoric.

People claimed that a drop to $60k was impossible and that BTC would never fall below $100k again.

I don’t spend energy on critics. I stay composed and objective while others are distracted.

We have now hit that $60,000 range, and my price thesis played out.

However, the risk of missing a lower bottom still exists, which is why we must also prepare for the horizontal axis target: october-november 2026.

Summary of the strategy:

My accumulation plan is a diversified DCA approach across two axes:

1. Horizontal Axis: Oct-Nov 2026 is a strong BUY (Regardless of price).
2. Vertical Axis: Below $60,000 is a strong BUY (Regardless of time).

If either condition is met, I will execute daily buy orders of $500,000.

Also, please don’t forget about the institutional-grade on-chain indicator called NUPL.

The blue zone on the chart historically signals the absolute generational bottom.

– 2018 Bear Market
– COVID Crash
– 2022 Bottom

It caught every single one without exceptions.

Currently, we have not yet entered the blue zone.

Matter of fact, we’re still pretty far from it.

I wouldn’t be surprised to see bitcoin between $45k and $50k by the end of 2026.

That’s my ultimate bottom price target, where I’d feel confident going all in.

The market is volatile right now, but we will survive this phase and see the next bull run together.

I’ve been here since 2013. Have you ever seen BTC crash 99% within minutes because an exchange collapsed?

This 50% drop is absolutely nothing, and like I said before, it’s all going according to plan.

When I make a new move in the market, I’ll say it here publicly because I want you to win.

All you have to do is turn on notifications and pay close attention.

Many people will regret not following me sooner, trust me.

$LA $BEAT
$XRP