The global monetary reset explained in 60 seconds:🧵 Firstly, this thread is a condensed version of the full breakdown of my youtube video.

You can watch it here:

It covers how stable coins are funding US debt, where we are now in this crisis and which 3 assets protect your portfolio.

Let's continue.

With $40 trillion in debt, a war in the Middle East and rising inflation, the market should've crashed by now.

And if it did, your retirement account would drop 30-40% like it did in 2008.

But 4 forces built into the system prevent this from happening.

Each one explained:🧵 1) The Fed steps in every time

When the market drops, they print money or cut rates.

They've done it since 2008.

Right now, they're printing $40 billion a month and calling it reserve management purchases so nobody notices.

Institutional money is rotating out of mega cap tech and into two sectors almost no retail investor has looked at.

I tracked where the capital is flowing and identified 5 stocks positioned to benefit from this rotation.

Here's each stock and why they win: Firstly, this isn't 2021 where everything went up no matter what you picked.

The macro has changed.

Inflation is sticky, energy is scarce, and wars are reshaping supply chains.

Institutional money already positioned into two sectors: oil services and critical minerals.

Banks used to hold paper silver that didn't actually exist.

For every real ounce, there were 8 paper IOUs.

A new regulation just forced them to hold 85 cents in real money for every dollar of that paper.

Now some banks are exiting the paper silver market entirely (1/13): The regulation is called Basel 3.

For decades, banks ran huge trading books where paper silver was a profit center.

Under the new rules, holding that paper costs them real money.

What used to generate profit now loses them money.

So they're being pushed into physical.

JP Morgan just sent their institutional clients a report with their full playbook on the Middle East peace deal.

It includes which sectors to buy if the deal upholds and to sell if it falls apart.

I’ve read the full report and I’m breaking it down for you here:🧵 Most investors are watching the news and trying to guess what happens next.

Meanwhile, the biggest banks already have a plan for both outcomes.

They know what to buy if peace holds and what to buy if it doesn't.

The gap between guessing and planning costs investor's money.

Turkey's central bank just forced sold billions in gold because of the Iran war.

A country that spent years stacking gold aggressively dumped ~10% of their reserves in 14 days.

Here's why they had no other choice: 🧵 It's no secret that countries were hoarding gold over the last few years, including Turkey.

But now they're all selling - and Turkey is doing it at a scale nobody expected.

They’ve created more selling pressure than every gold ETF investor on the planet combined.

Investors don’t realize gold ALWAYS crashes during an oil-driven crisis.

It happened in all major oil shock in the last 50 years - 1973, 1979, 1991, 2001, and 2022.

In this thread, I'll break down exactly why it happens and what institutions expect happens next: It begins with a disruption in oil supply, resulting in:

1) Oil prices spike
2) Inflation expectations rise

But the Fed gets stuck - it can't cut rates anymore.

So bond yields climb, and suddenly US debt paying 5% is more attractive than gold.

Money flows out of gold.

The petrodollar system was formed in 1974 to keep the US dollar dominant.

Every country in the world had to buy US dollars to purchase Saudi oil, propping up American economic power.

In this thread, I'm covering how this system is breaking - and how it directly affects you. Firstly, oil is the most important resource in the world that EVERY country needs.

• The fuel filling up your car
• The fertilizer growing your food
• The electricity powering your home

Whoever controls how oil is paid for holds the biggest lever in the global economy.

The Iran War is just a distraction.

The Fed is printing $40 billion per month, disguising it as "reserve management purchases" so you won't notice.

They're deliberately inflating their $38T debt away—and it's creating an unprecedented opportunity in 3 specific sectors:🧵 They've renamed money printing 3 times now.

• In 2008 (financial crisis), it was called "quantitative easing"
• In 2020 (COVID), it was "emergency liquidity measures"
• Now it's "reserve management purchases"

Here's what happens EVERY time they print money:

Goldman Sachs just revealed their "buy and sell list for software stocks in 2026".

They're not sharing this with retail investors—just their biggest institutional clients.

But I got my hands on the full list.

Here are their winning and losing stocks for this sector: Firstly, they created this list based on which software companies will survive AI.

Their list tells you their 26 winners and 41 losers.

I'm breaking down the companies for each that matter most.

$4.7 trillion will flood the US economy in just 9 months—creating the largest wealth transfer in American history.

This is part of Trump's tax plan to inflate their debt away.

Institutions are already positioning for this.

Here's what's happening and how to position too: 🧵 This 4.7 trillion doesn't hit all at once. It flows in five distinct waves.

Wave 1 (Apr-Jun): Tax refunds starting late Feb.
Wave 2 (Jul-Sep): Corporate repatriation
Wave 3 (Q4): Bonus depreciation
Wave 4 (Q4): Capital expenditure boom
Wave 5 (late 2026): Inflation response

6 economic trends are colliding in 2026 to create the largest wealth transfer of our generation.

Cash holders will get poorer while asset owners will get richer—at a scale not seen in decades.

Here's the breakdown (thread 4/6): 🧵 If you missed Thread 3/6:

• $1B in critical mineral funding with guaranteed Defense contracts
• US building domestic capacity (LPTH, MP Materials, UKOR)
• 10-year government-backed buildout starting now

Start here first:

https://twitter.com/1422483192041197570/status/2016828749962981733

6 economic trends are colliding in 2026 to create the largest wealth transfer of our generation.

Cash holders will get poorer while asset owners will get richer—at a scale not seen in decades.

Here's the breakdown (thread 3/6):🧵 Let me help you understand what's happening.

The 6 converging economic trends are:

1. $4.7T new money into the US economy
2. Complete tax overhaul
3. Critical minerals
4. AI spending
5. Defense surge
6. Fed cuts

Let’s discuss trend #3—critical minerals:

Japan's 30-year bond yield just hit 3.91%—the highest ever recorded since creation.

The US Fed is now propping up the yen to prevent forced selling as Japan sits on $1.2 trillion in Treasuries

Here's why they had no choice (and what happens without it): 🧵 Firstly, here's what's happening in Japan right now:

• They own $1.2Tin US debt—making them the largest foreign holder of US Treasuries.
• Their 250% debt-to-GDP (double the US at 120%).

And how did they get here?

6 economic trends are colliding in 2026 to create the largest wealth transfer of our generation.

Cash holders will get poorer while asset owners will get richer—at a scale not seen in decades.

Here's the breakdown (thread 1/6):🧵 Let me help you understand what's happening.

The 6 converging economic trends are:

1. $4.7T new money into the US economy
2. Complete tax overhaul
3. Critical minerals independence
4. AI spending
5. Defense surge
6. Fed cuts

Let’s discuss trend #1—the $4.7T new money:

Gold's up 65% in just one year—the biggest annual gain in 45 years.

Why?

Central banks worldwide are buying record amounts as their trust in the dollar crumbles.

Here's the full breakdown (and what it means for you): Let me give you the full picture:

Over 40 years, gold averaged 6-12% yearly.

In the last 5 years, it grew 20% per year.

Then delivered the biggest spike in 2025 at 65%.

BlackRock just cut their holdings in long-term government bonds.

They're repositioning into shorter-term bonds because America's massive debt creates major risks for long-term ones.

Let me explain what I mean + the 5 investment opportunities this move creates:🧵 BlackRock reduced their long-term US treasuries (20-30 year bonds) to buy shorter duration debt at higher rates.

They’re still holding it—just not as much anymore.

There are major 3 market shifts they saw that drove their decision:

$4.7 trillion will flood the US economy in just 9 months—creating the largest wealth transfer in American history.

This is Trump's tax plan to inflate their debt away.

Institutions are already positioned for this.

Here's what's happening and how to position too: 🧵 This 4.7 trillion doesn't hit all at once. It flows in five distinct waves.

Wave 1 (Apr-Jun): Tax refunds starting late Feb.
Wave 2 (Jul-Sep): Corporate repatriation
Wave 3 (Q4): Bonus depreciation
Wave 4 (Q4): Capital expenditure boom
Wave 5 (late 2026): Inflation response

I analyzed every major crash since 1929—1968, 2000, 2007, 2021.

Each followed the same 4-stage pattern before they peaked, then had massive corrections.

In this thread, I’ll cover what happens in each stage (and why market indicators show we’re in stage 3): The 4-stage pattern is:

Stage 1: The rational bull market
Stage 2: The acceleration phase
Stage 3: Euphoria peak (we're here)
Stage 4: The crash

Let's dive in:

Venezuela is the key to inflating America’s debt away without causing civil riots.

By buying millions of oil barrels from them, gas prices stays low—which is the first thing people notice during high inflation.

In this thread, I'll cover why this is the only choice for the US: On January 7th, Venezuela transferred 30-50 million barrels ($2B worth) to the US.

And Trump says shipments continue indefinitely.

The reason they’re buying is because the government faces an inflation paradox:

Trump just signed a $1 trillion defense budget—the biggest increase in military spending since World War II.

I've identified 13 stocks positioned to explode once contracts materialize.

Here's each stock and why they win: This isn't the usual defense budget.

Three new priorities reshape where every dollar flows:

• Next-gen weapons (hypersonics, lasers, AI)
• Homeland security (smart wall + Golden Dome)
• Manufacturing onshoring (minerals banned from China)

Now let’s dive into each stock: