Dom Nguyen - Dom Trading

🚨 WARNING: THE STORM STARTS TOMORROW.

This hasn’t happened since 1968.
For the first time in 60 years, central banks hold more Gold than U.S. Treasuries.
That’s not diversification.
That’s a warning.
They are doing the opposite of what the public is told:
→ Reducing U.S. debt
→ Accumulating physical gold
→ Preparing for stress, not growth

Treasuries are the backbone of the system.
When trust in them weakens, everything on top becomes unstable.
This is how collapses begin quietly, before headlines.

History rhymes:
• 1971: Gold breaks free, inflation explodes
• 2008: Credit freezes, forced liquidations
• 2020: Liquidity vanishes, money printing follows
Now central banks are moving first.

The Fed has no clean exit:
→ Print = weaker dollar, higher gold
→ Stay tight = credit breaks
Either way, something breaks.
By the time the public reacts, positioning is done.
Ignore it if you want.
Just don’t say you weren’t warned.

🚨 BREAKING — THIS IS NOT A NORMAL SELL-OFF

Bitcoin is getting slammed right before Japan’s emergency meeting today.

This isn’t panic selling.
This is size.

Look at the flows:
BLACKROCK → 15,258 BTC SOLD
BINANCE → 9,367 BTC SOLD
WINTERMUTE → 8,765 BTC SOLD
COINBASE → 9,489 BTC SOLD
That’s over $3.5 BILLION in BTC unloaded in less than 25 minutes.
Let that register.

This doesn’t happen by accident.
This doesn’t happen because of “retail fear.”
This is coordinated pressure hitting the market at a very specific moment.

Liquidity vanished.
Price got pushed.
Stops got wiped.
And it’s happening right before a major macro event.
Call it what it is.
This is active market manipulation in real time —
using size, speed, and timing to force a move.
If you think this is random…
you’re not watching the right data.

🔥 ALTCOIN ROTAT
ION HAS STARTED — AND MOST PEOPLE ARE STILL ASLEEP
Altcoins are breaking out against Bitcoin.
What looked like slow, boring accumulation is now shifting gears.
This is the transition phase — the part most people miss — right before a full-blown altcoin cycle. And if the structure holds, this one could be the most aggressive we’ve ever seen.
Here’s what’s really happening 👇

Bitcoin dominance is leaking.
Capital is rotating — not leaving crypto, but moving down the risk curve.
Zoom out and the macro tells the same story.
Gold and silver already ran hard as safe havens.
Historically, that move comes right before capital pivots into higher beta assets once conditions flip.
Crypto is next.
Now add fuel to the fire.
The probability of aggressive Fed QE is rising.

Every single time fresh liquidity enters the system, risk assets don’t crawl — they explode.
And for the first time in years, regulation is no longer a headwind.
• The GENIUS Act is already law — clear rules for stablecoins, reinforcing USD-backed digital rails.
• The CLARITY Act is nearing final approval — removing uncertainty that kept institutions sidelined.
This isn’t narrative fluff.
This is friction being removed.

When liquidity + regulatory clarity align, capital doesn’t hesitate.
It moves fast, big, and without asking permission.
That’s how rotations work.
They don’t announce the top.
They punish late entries.
And they reward positioning before the crowd believes.
This is not the peak.
This is the ignition phase.
Altcoin rotation isn’t coming.
It’s already in motion.

🚨 THE US TREASURY IS ABOUT TO PULL THE PLUG ON MARKETS — AND NO ONE IS TALKING ABOUT IT

Next week is not “just another week.”
It’s a $125,000,000,000 liquidity vacuum about to hit the system.
Here’s the schedule no one wants you to look at:
– $58B in 3Y → Feb 10
– $42B in 10Y → Feb 11
– $25B in 30Y → Feb 12
💣 Settlement: Feb 17
This is not normal.

This does NOT happen in a “healthy” market.
Let me dumb this down.
When the US Treasury sells bonds, buyers don’t pay with vibes.
They pay with cash.
That cash is removed from the system.
Less cash = less liquidity.
Less liquidity = risk assets start suffocating.

And here’s where the trap snaps shut 👇
Treasury auctions are a stress test.
• Strong demand?
Yields stay calm. Liquidity survives. Risk breathes.
• Weak demand?
Yields spike. Liquidity dries up. Selling accelerates.
This is how dominoes fall.
Bonds crack first.
Stocks react next.
Crypto?

Crypto gets obliterated fast and violently.

📉 Why this is EXTREMELY BEARISH
This is NOT about “more debt.”
That’s surface-level thinking.
This is about TIMING.
Feb 10–12 → pressure builds.
Feb 17 → cash is actually drained.
That’s when reality hits.
So if you’re relaxed because some indicators “look fine”
or your favorite influencer says “bullish continuation”…
You’re already late.
I’ve studied macro for over a decade.
I’ve called nearly every major market top —
including the October BTC ATH.
This is another warning.

Follow. Turn notifications on.
I’ll post the alert before this explodes into headlines.

🚨 INSIDERS ARE RUNNING FOR THE EXIT — AND THAT SHOULD WORRY YOU

This isn’t rumor.
This isn’t Twitter noise.
Insiders are selling at levels we haven’t seen since 2021.
The sell-to-buy ratio just hit 4:1.
Nearly 1,000 executives cashed out in a single month.
Now pause for a second and really think about that.
The last time this ratio reached these levels?
Late 2021.

What came next wasn’t a “healthy correction.”
It was a broad, painful drawdown across everything.
Here’s the part that actually matters:
It’s not just that insiders are selling —
it’s that no one is buying.
Executives don’t buy their own stock for fun.
They buy when they see value.
They buy when they believe the future is being mispriced.
Right now?

That confidence is gone.
They’re selling while liquidity still exists.
While there are still buyers on the other side.
Why?
Because insiders see things you don’t:
Real margins
Order books
Forward demand
Balance sheet stress
And with all that information, they’re choosing cash over equity.
That tells you everything.
This isn’t optimism.
This is capital preservation.
They’re not trying to make more.
They’re trying not to lose.
And historically, when insiders act like this, it’s not before rallies —
it’s before damage.

I’ve publicly called the last three major market tops and bottoms before they happened.
When I make my next move,
I’ll say it here — clearly, in real time.
No hindsight.
No edits.
Some people will read this and scroll past.
Others will remember it
when the charts explain what the insiders already knew.

🚨 THIS DOESN’T FEEL LIKE A COINCIDENCE — AND THAT’S WHY PEOPLE ARE UNCOMFORTABLE

Let’s slow this down and look at what actually happened.
Gold just had one of its ugliest days in decades.
After hitting a record high, it dropped nearly 20% on Jan 30.
Silver was even worse.

Down 27% in one session, almost 40% in two days.
That kind of move doesn’t come from “normal trading.”
Now here’s the part that makes people uneasy.
Right before the dump, JPMorgan Chase publicly floated a very bullish target:
Gold to $6,300 by the end of 2026.
First, optimism.
Then, a violent flush.

And that flush happened right into levels where, according to CME data, JP Morgan significantly reduced a massive silver short — reportedly close to $100B in notional terms.
If this feels familiar, it should.
JP Morgan has already been fined by U.S. regulators for spoofing and manipulation in precious metals in the past.
They paid roughly $920M and admitted wrongdoing.
So when you see:
A bullish call
Followed by a historic selloff
That perfectly cleans out leveraged longs
People are going to connect the dots.

What this looks like — not what anyone needs to prove — is a classic setup:
Price gets dumped fast
Stops get triggered
Longs get liquidated
Forced selling does the rest
That structure works everywhere.
Even in markets worth trillions.
I’ve watched this play out for over 10 years in macro.
Different assets. Same behavior. Same outcome.

And the lesson is always boring, but always true:
👉 Don’t chase green candles.
👉 Pay attention when things turn red and emotional.
That’s usually where the real positioning happens.
I’m not here to hype.
When something matters, I talk about it before it’s obvious.
Stay calm.
Stay patient.
And don’t let fast moves turn you into exit liquidity.

🚨 SOMETHING FEELS OFF — AND THAT FEELING MATTERS

If you’ve been around markets long enough, you know this feeling.
This isn’t normal volatility.
It’s pressure.
Gold and silver don’t behave like this when things are calm.
They move like this when confidence is slipping and people are being forced to act.
What you just watched wasn’t “smart selling.”
It was survival selling.
Leverage got too big.
Margins got called.

Positions were cut because they had to be, not because anyone changed their mind.
That always looks the same:
Fast drops
Violent rebounds
No time to think
I’ve seen it before.
Before housing broke.
Before COVID panic.
And now again.
Every time, the message was:
“Relax, everything’s fine.”
Until it wasn’t.

Right now, bonds are tense.
Liquidity is thinner than it looks.
Banks are quietly tightening — no press releases, no drama.
And policymakers are stuck:
Ease → currency pressure, metals run
Stay tight → credit stress spreads
Either way, something gives.
When “safe” assets whip around and trillions vanish in minutes, it’s not noise.

It’s the system adjusting under strain.
If you feel uneasy, that’s not weakness.
That’s awareness.
You don’t need to panic.
You don’t need to rush.
Just don’t pretend this is normal.
Stay calm.
Stay light.
And don’t let fear — or hype — turn you into exit liquidity.

🚨 WARNING: THIS MOVE IS NOT NORMAL — AND MOST PEOPLE AREN’T READY

Gold around $4,958.
Silver around $87.
That’s +6.5% and +14% in a single day.
Moves like this don’t happen when markets are healthy.
They happen when something underneath is breaking.
If you’re holding anything right now — stocks, crypto, real estate, funds — you need to slow down and really think.

When gold, silver, and copper all pump together, it sends one message:
The system is under stress.
I’ve seen this before.
2007–2009 → housing and credit collapsed
2019–2021 → COVID, liquidity panic, emergency printing
2025–2026 → we’re walking into it now
Every single time, the story was the same:
“Economy looks fine.”
“Markets are strong.”
“Nothing to worry about.”
Until there was.
This isn’t a normal market move.
This is the system quietly redefining what money actually is.
And the big players everyone thinks are “bullish”?
They’re not betting.
They’re reducing risk.
Corporations.
Funds.
Banks.
They’re rotating into hard assets while volatility shakes out anyone trading on leverage.

The next few days could be a moment people talk about years from now —
not because of a headline,
but because of what quietly changed under the surface.
There is no soft landing in setups like this.
And most people are completely unprepared.
I’ve spent over 10 years studying macro cycles and calling major market tops — including the October BTC ATH.
Follow if you want the warning before it’s obvious.
Because once it’s obvious… it’s already too late.

🚨 THIS ISN’T A PARTY. IT’S A SIGNAL.

Gold around $4,958.
Silver around $87.
That kind of move in one day isn’t normal.
It’s not excitement.
It’s not “bullish energy.”
It’s tension releasing.

Markets don’t do this when everything is fine.
They do this when people with the most information start getting nervous.
I’ve seen this before.
More than once.
Right before things broke in 2000.
Again before 2007.
And again before 2019.
Back then, the mood was the same:
“Economy looks okay.”
“Charts look strong.”

“Nothing to worry about.”
Until there was.
Gold near $5,000 and silver at $87 isn’t about chasing upside.
It’s about protecting purchasing power.
The big money isn’t celebrating.
They’re quietly stepping back from risk.
They’re not trying to win more at the casino.
They’re walking away from the table.
And while that’s happening, leverage traders are getting shaken out.
Fast moves. Sharp candles. Emotional decisions.
If you’re feeling confused right now — that’s normal.

This is exactly how these moments feel while they’re happening.
Big shifts don’t come with sirens.
They show up as strange moves that don’t quite make sense at first.
This isn’t about fear.
It’s about awareness.
Pay attention to the flows.
They usually tell the truth long before the headlines do.

🚨 IT’S NOT OVER. TAKE A BREATH.

Gold around $4,927.
Silver around $87.
That drop scared a lot of people.
That was the point.
What you just saw wasn’t a market “failing.”
It was a shakeout.

While most people were hitting sell in panic, the other side of those trades was calm, patient money.
Funds. Central banks. Big players who don’t chase candles — they wait for fear.
They didn’t rush.
They let price fall into them.
And quietly, more than $4 trillion flowed back into metals.
Here’s the part that matters in real life:
Physical metal is still hard to get.
Premiums are up.
Delivery takes longer.

That doesn’t line up with a market that’s “done.”
The price you see on a screen is mostly paper — leverage and speculation.
The real price is what it costs to actually hold the metal.
Those two drifting apart is never random.
I’ve lived through enough cycles — over 20 years — to know this pattern.
Big drops meant to scare people out, followed by quiet accumulation.
I’m not here to hype.

When I make my next move, I’ll say it openly.
No rewriting history.
No pretending after the fact.
Some people will look back at this moment and realize
they sold out of fear… to someone who stayed calm.

CRYPTO ALTSEASON IN 2026? 👀

Today, Institute for Supply Management Manufacturing PMI printed 52.6% the highest level in the last 40 months.
That officially puts U.S. manufacturing back into expansion.
This matters more than most people realize.
Historically, real altseasons do NOT start randomly.
They start after macro pressure lifts.

Look back:
2017 → Altseason ignited after ISM pushed above 55%
2021 → Same story. ISM > 55%, liquidity followed, alts exploded
We are not at 55% yet.
But this is the first clear signal that the macro wall blocking altseason is starting to crack.
Think of it like this:
Below 50 → contraction, survival mode
50–55 → transition phase
Above 55 → risk-on, capital rotation, altseason fuel
Bitcoin usually moves first.
Alts move after growth re-accelerates.
What we just saw today is not the altseason itself it’s the door unlocking.

This is how it always begins:
Quietly.
Before the hype.
Before the crowd believes.
Those waiting for confirmation will arrive late.
Those watching macro will already be positioned.
2026 isn’t a meme.
It’s a cycle.
And the first signal just printed.

🚨 MONDAY COULD TRIGGER THE BIGGEST CRASH YET AND THE SIGNS ARE SCREAMING

I’m staring at metal spreads right now and they make zero sense.
GOLD
Mumbai vs. NYC → ~$283
SILVER
Hong Kong vs. London → ~$13
In a functioning market, algorithms would erase these gaps in microseconds.
Free money does not sit there.
Unless the table itself is broken.
Now zoom out.
The U.S. stock market reopens tomorrow.
First open since the shutdown and the recent crash.
And at the same time?
CME Group is preparing another margin hike second time in just three days.

That is not normal.
That is desperation.
Starting TOMORROW, maintenance costs are about to explode:
Gold: +33%
Silver: +36%
Platinum: +25%
Palladium: +14%
These are not “adjustments.”
These are panic brakes.
Don’t let whales gaslight you.
This has nothing to do with volatility control.
This looks like big money blowing up, and the system scrambling to protect clearing firms before the damage spreads.

What happened on Friday was not a healthy sell-off.
It was forced liquidation.
Positions nuked because they had to be not because anyone wanted out.
And now the vice is tightening even more.
That’s how crashes accelerate.
I believe a major market crash is imminent — not months away, but days.

I’ve been in these markets for over 10 years.
I’ll update publicly when I exit.
No hindsight.
No excuses.
Follow.
Turn notifications ON.
A lot of people already regret not paying attention sooner.

🚨 EVERYTHING IS CRASHING — SO WHERE DID THE MONEY GO?

Let’s be honest about what you’re seeing.
Gold: −13%
Silver: −36%
Bitcoin: below $77k
Banks: collapsing
Dollar: rolling over
Mega-cap stocks: getting smoked
Over $12 trillion erased in days.

So everyone asks the same question:
Where is the money flowing to?

Here’s the answer nobody wants to hear:
👉 Into the pockets of the people who told you to buy the top.
They preached long-term conviction.
They posted bullish threads.
They sold into your buys.
Why?
Because you were the exit liquidity.
They understood the cycle was topping.
They needed someone else to hold the risk.
But here’s the part that actually matters.
Last Thursday, Donald Trump nominated Kevin Warsh as the next Fed Chair.
Warsh is openly hostile to QE.

He’s said it inflates asset prices and worsens inequality.
That’s not a footnote.
That’s a regime shift.
The most viral post on X said it plainly:
“If you’re wondering why assets are tanking, watch Kevin Warsh.”
Translation:
Less liquidity
Tighter monetary policy
No Fed backstop for risk assets
And here’s the real kicker:
Thousands of insiders knew this nomination was coming long before it hit the news.
They knew how markets would react.
They positioned early.

What you’re seeing now isn’t random selling.
It’s informed money stepping aside.
My thesis?
We’re approaching a historic buying opportunity —
but not yet.
The market will likely force prices lower first.
Pain before opportunity.
The real window opens in the next 6–12 months.
Patience wins cycles like this.

Reminder: I publicly called the last three major market tops and bottoms.
When I make my next move, I’ll share it in real time.
No hindsight.
No excuses.
A lot of people are going to regret not paying attention sooner.

🚨 HOW IS THIS EVEN POSSIBLE?

Look at the numbers.
A $17 price gap just opened in silver — between the U.S. and the rest of the world.
🇺🇸 COMEX: ~$78/oz
Outside the U.S.:
🇨🇳 China: ~$95/oz
🇯🇵 Japan: ~$90+/oz
🇦🇪 UAE: ~$90+/oz
🇮🇳 India: ~$88+/oz
That’s not a rounding error.
That’s a broken market.

In a normal system, arbitrage bots erase this in milliseconds.
They haven’t.
Why?
Because the market isn’t clearing.
Paper silver is printing a price that physical silver cannot deliver.
Two markets. Two prices.
That alone should make you uncomfortable.
Now add this:
CME Group just raised maintenance margins.
Silver margin: 11% → 15%.
In plain English:
This is a forced decision.
If you’re leveraged, you have two options:
Add cash immediately
Cut positions immediately
Most people cut.
And when everyone cuts at once, three things happen:
Liquidity vanishes
Order books thin out.

Small sells move price way more than they should.
Forced selling cascades
Stops get hit.
Longs get liquidated.
Selling feeds on itself.
The gap widens
Physical stays bid.
Paper gets slammed.
Two prices drift even further apart.
The exchange calls it “risk control.”
The reality?
Less leverage
More pressure
More disorder
And in thin liquidity, banks regain the ability to push price around — just like before.
Watch the flows, not the headlines.

I’ve studied macro for 10 years and called nearly every major market top, including the October BTC ATH.
Follow.
Turn notifications on.
The warning always comes before the news.

🚨 JAPAN IS ABOUT TO SHAKE THE MARKET — AND MOST PEOPLE ARE ASLEEP.

This isn’t hype.
It’s mechanics.
Bank of Japan has quietly stepped into currency intervention mode.
USD/JPY is sitting near 160 — the highest level in 40 years.
That’s not just a number.
That’s the line Japan defends.
Every market maker knows it.
Every time USD/JPY gets here, Tokyo stops talking and acts.
Here’s the part no one spells out:
Japan is the largest foreign holder of U.S. Treasuries — over $1.2 trillion.

If Japan wants to strengthen the yen, they must:
→ Sell dollars
→ Buy yen
Those dollars come from reserves.
And those reserves are mostly U.S. bonds.
So this is no longer just FX.
It becomes a Treasury problem.

When Japan intervenes:
→ Dollars get pulled out
→ Treasuries face selling pressure
→ Yields spike
→ Liquidity tightens
Then the chain reaction starts:
→ Stocks wobble
→ Crypto usually gets hit first
→ And it’s already showing

Now look at Japan’s own bond market:
40Y near 4%
30Y above 3.6%
10Y over 2%
That’s not “normal.”
That’s stress building quietly.
Almost no one is watching.
Markets aren’t priced for this yet.

But they will be.
I’ve studied markets for 10 years and caught most major tops.
Follow.
Turn notifications on.
I post the warning before it becomes news.

🚨 WARNING: THIS ISN’T NOISE. IT’S A SHIFT.

No rage bait.
And no — last week’s dump wasn’t the event. It was the tell.
This setup hasn’t shown up since 1968.
For the first time in 60 years, central banks hold more Gold than U.S. Treasuries.
That’s not a hedge.
That’s a decision.

While the public is told to trust bonds and “diversify,” central banks
are quietly doing the opposite:

Cutting exposure to U.S. debt
Accumulating physical gold
Preparing for stress, not growth
Treasuries are the backbone of the system.
They’re collateral. Liquidity. Leverage.
When trust in them weakens, everything on top becomes unstable.
That’s how real crashes start.
Not with panic.
With silent balance-sheet moves.
History is clear:
1970s → inflation and dead markets
2008 → credit breaks, forced selling
2020 → liquidity vanishes, money printing explodes
Now we’re entering the next phase — and this time, central banks are early.

Once bonds crack:
→ Credit tightens
→ Margin calls spread
→ Funds sell whatever they can
→ Stocks and real estate follow
The Fed has no clean exit:
Print → dollar weakens, gold explodes
Stay tight → credit snaps
Either way, something breaks.
Central banks aren’t speculating.
They’re protecting themselves.
By the time this is obvious, positioning will already be done.
Most people will react.
A few will be ready.
The shift has already started.