Why the Dollar Will Collapse by 2026 (And What Replaces It)

Описание: The US military raid on Venezuela was sold to the public as a victory, but behind the scenes, it triggered a $1.4 trillion collapse in the global financial system. This is the forensic anatomy of the "3 AM Liquidity Void"—and the historic wealth transfer you were never supposed to see.

In this documentary, we expose the invisible mechanics that caused the US Repo Market to seize up on January 7, 2026. While the S&P 500 and Dow Jones hit record highs on the news of cheap oil, the bond market was screaming. We uncover how a silent "silver export ban" by China and a strategic refusal to roll over US debt created a liquidity trap that the Federal Reserve didn't see coming.

In this video, we cover:

The "SOFR Twitch": Why the cost of overnight borrowing spiked while stocks partied.

China’s 4D Chess: How Beijing used a silver squeeze and "bond ghosting" to drain Western liquidity.

The Basis Trade Collapse: Inside the obscure arbitrage strategy and 50:1 leverage ratios that turned the Treasury market into a ticking time bomb.

The Cayman Loophole: The hidden "Form PF" filings that concealed $1.4 trillion in leverage from US regulators.

Fiscal Dominance: Why Central Banks are dumping US Treasuries for Gold, and what this means for the future of the Dollar.

The "Wealth Transfer" isn't coming; it’s here. It is the irreversible flow of capital from paper assets to hard resources.

📚 Sources & Citations

Market Mechanics & The Basis Trade:

Hedge Funds and the Treasury Cash-Futures Disconnect – Office of Financial Research

The Cross-Border Trail of the Treasury Basis Trade – Federal Reserve Board

Official Data Dramatically Underestimates Hedge Funds in Treasury Market – Morningstar

Treasury Basis Trade in Focus – J.P. Morgan

Geopolitics & Venezuela:

Investors Ignore Venezuela Invasion – Courthouse News

The Trump Administration's Costly Corollary to the Monroe Doctrine – Inkstick Media

Oil: The Real Influencer in the Venezuela Intervention – Wellington Management

China, Gold & Fiscal Dominance:

Gold Surpasses US Treasuries as World's Largest Reserve Asset – IndexBox / NAI 500

China is Using Silver as an Economic Weapon – Morningstar

Preventing Fiscal Dominance – Cato Institute

China's $759bn Treasury Holdings Hang by a Thread – The DESK