THE MAN CALLED GOD

my first $100,000 month taught me something dark:

success is lonely as fuck

here's what they don't tell you:

friends get weird
family gets distant
girls get interested for wrong reasons

you can't celebrate
because they'll judge
you can't struggle
because "must be nice"
you can't be human

because you're supposed to be happy

i remember calling my best friend:

"bro i just hit 100k"
silence
"must be nice being lucky"
lucky?

18 hour days = lucky?
living in a shed = lucky?
sacrificing everything = lucky?

that's when i learned:
level up alone
celebrate alone
struggle alone
find new friends at new levels

because success changes you
and change scares people
especially people who aren't changing

now my circle is 5 people

all making $500k+ monthly
all understand the cost
all pay it gladly

we don't talk about cars
we talk about problem
we don't flex we solve

because real g's move in silence
and silence is expensive
but worth every penny

the lesson:

prepare to lose people
it's not personal
it's physics

you're vibrating different
they can feel it
they can't match it

so they leave
let them

Все ждут булл-рана только для того, чтобы выйти на пике.
Но очень немногие готовятся к тому, что действительно имеет значение.

Вы должны быть готовы к двум критическим фазам.

📅 Историческая структура рынка (перспектива 2026 года)

Конец января – февраль 2026
• Медленное, стабильное восстановление
• Облегчение, ложная уверенность

Сезон альтов начинается: март
📊 Пик рынка: апрель – май
📊 Исчерпание цикла: к сентябрю

Если этого не произойдет, то вся структура изменится.

🧠 Добро пожаловать в заблуждающегося быка

Люди все еще верят в «суперцикл»

🚨 99% OF PEOPLE WILL LOSE EVERYTHING IN 2026!!

The Fed just dropped new macro data, and it’s far worse than anyone expected.

Global market collapse is coming, but most people don't even know what’s going on.

This is extremely negative for markets.

If you’re holding assets right now, you’re not going to like what comes next.

What’s happening is not normal.

A systemic funding issue is forming quietly under 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.
The PBoC injected more than 1.02 trillion yuan via 7-day reverse repos in a single week.

Different country.
Same issue.
Too much debt.
Too little trust.

And a global system built on rolling over liabilities that no one actually wants to hold.
When both the U.S. and China are forced to inject liquidity simultaneously, this isn’t stimulus.
It’s the global financial plumbing starting to clog.

Markets always get this phase wrong.
People see liquidity injections and assume it’s bullish.
It isn’t.

This isn’t about supporting prices.
It’s about keeping funding alive.
And when funding breaks, everything else turns into a trap.

The order is always the same.
Bonds move first.
Funding markets show stress before equities.
Stocks ignore it - until they can’t.
Crypto sees the most violent drops.

Now look at the signal that actually matters.
Gold is at all-time highs.
Silver is at all-time highs.
This isn’t a growth narrative or an inflation trade.
This is a rejection of sovereign debt.

Capital is leaving paper promises and moving into hard collateral.
That doesn’t happen in healthy systems.
We’ve seen this exact setup before.

→ 2000 before the dot-com collapse.
→ 2008 before the global financial crisis.
→ 2020 before the repo market seized.

Every time, recession followed soon after.
The Fed is cornered.

If they print aggressively to absorb record debt issuance, precious metals surge and signal loss of control.
If they don’t, funding markets lock up and the debt burden becomes unserviceable.

Risk assets can ignore this for a while - but never forever.
This is not a normal cycle.
This is a balance-sheet, collateral, and sovereign debt crisis developing quietly.

By the time it’s obvious, most people will already be positioned wrong.
Position yourself accordingly to survive 2026.

I’ve been calling major tops and bottoms for over a decade.
When I make my next move, I’ll post it here.

If you’re not following yet, you probably should - before it’s too late.