🚹 U.S. DEBT TREADMILL IS ACCELERATING đŸ”„

The machine is overheating — and markets can feel it.

💣 $654B Treasuries dumped in ONE week

🔁 ~$500B short-term T-Bills → just rolling old debt

📊 $154B notes & bonds → incl. $50B 10Y

📈 Since 2020 ‱ +$4T T-Bills (+160%)

‱ Short-term debt = 22% of total

⚠ Near crisis-era levels — without a crisis headline

🧠 Why this is dangerous ‱ Constant refinancing pressure

‱ Ultra-rate sensitive

‱ One bad auction = yield spike

‱ Confidence cracks → markets move FAST

📉 Bottom line:

This isn’t stabilization.

This is ACCELERATION.

🎯 TRADE SETUP

Epi: Breakout continuation on volume

Tp: Partial at momentum resistance, runner for macro shock

Sl: Tight — below structure (no mercy in macro trades)

$RIVER $pippin $HANA

#USDebt #MacroRisk #Treasuries #BondMarket #RiskOn #RiskOff