A Modern Money Crisis

Gold in 1980 and 2011…

Bitcoin in 2014, 2017, or 2021…

Even GameStop shares in 2021…

If you see an asset going parabolic, it’s time to take money off the table.

There’s no telling when that parabola will stall out – and give back its gains.

Today, the obvious parabola? Well, it’s money itself:

Turn Your Images On

Soaring money supply growth is screaming danger for fiat currencies (Source: Eric Yeung)

A spike in money supply typically occurs during a crisis. Not when the economic vibe is simply “uneasy” and bullish.

Today’s graph strips away delusion. A massive quantity of fiat money is propping up the stock market and global economy.

That’s a trend that cannot last.

~ Addison

P.S.: This surge in money supply growth explains why gold has also spiked.

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The gold price this morning (Source: Google Gemini)

The Money Supply – M2 – makes up one of three causes we have identified for today’s record high gold prices. For the full research presentation on our forecast should current trends continue, click here.

P.P.S. “Bitcoin is more speculative than Ethereum,” declared Ian King on Grey Swan Live! yesterday. It was only one of the provocative statements he made while walking us through the wild west of crypto assets yesterday. Thank you, if you were in attendance. The full reply can be found on the Video Archives section of our website for Grey Swan members, here.

If you want to gain access to this video and more, click here for details.

Spoiler alert: The “use-case” for Ethereum as the backbone of a free market in tokenized assets is quite convincing. And compelling. You owe it to yourself to understand decentralized finance (DeFi) now. “It’s as powerful a disruptive innovation in banking as Netflix was to Blockbuster in the movie industry,” Ian asserts.

If you have any questions for us about the market, send them our way now to: feedback@greyswanfraternity.com.

Gold in 1980 and 2011…

Bitcoin in 2014, 2017, or 2021…

Even GameStop shares in 2021…

If you see an asset going parabolic, it’s time to take money off the table.

There’s no telling when that parabola will stall out – and give back its gains.

Today, the obvious parabola? Well, it’s money itself:

Turn Your Images On

Soaring money supply growth is screaming danger for fiat currencies (Source: Eric Yeung)

A spike in money supply typically occurs during a crisis. Not when the economic vibe is simply “uneasy” and bullish.

Today’s graph strips away delusion. A massive quantity of fiat money is propping up the stock market and global economy.

That’s a trend that cannot last.

~ Addison

P.S.: This surge in money supply growth explains why gold has also spiked.

Turn Your Images On

The gold price this morning (Source: Google Gemini)

If you want to gain access to this video and more, click here for details.

If you have any questions for us about the market, send them our way now to: feedback@greyswanfraternity.com.

Altman’s claim is that not only will people get more done with less with AI, they will be happier because their work is easier and…more fun. This follows a report from Anthropic, responsible for the Claude AI, that said AI increases productivity.

I will say I’m skeptical. But we’ve been told the nature of exponential change is that it comes at you faster than you can measure or observe. And if that is true, it will have consequences in 2026 for employees and investors. Big ones.

For employees–those who are not replaced by automated processes and robots–it will mean secure employment and higher wages. A small number of winners getting richer.

American consumers don’t feel – or are at least unaware of – monetary nuance. They’re just getting the bill.

Trump declared last night that “affordability doesn’t mean anything to anybody,” dismissing the term as a “Democrat scam”— this despite recently proclaiming
himself the “Affordability President” on Truth Social.

That’s the current state of political messaging on cost-of-living: part whiplash, part vaudeville. But voters aren’t confused. Grocery prices are still 30% higher than 2020. Tariffs add daily friction. Utilities, rent, houses, tuition, healthcare continue their daily grind upward.

During a Fed rate cut cycle, bond yields follow, which typically means bond prices tick higher. If you buy bonds now, you’ll be getting in ahead of the crowd.

And if this tech wreck shapes up anything like 2000-01, investors will want to get out fast. Despite the debt mess in Washington, bonds will again look “safe.”

One minor bonus: if you buy now, you’ll lock in higher yields before the next Fed rate cut, which is expected to come one week from today.

But Green is describing more than just a new calculation. He’s talking about a new form of misery.’ It’s a poverty where you may still have most of the accoutrements of middle-class life. But your relationship with the financial elite has changed: you are indentured to the credit industry — for life.

For employees–those who are not replaced by automated processes and robots–it will mean secure employment and higher wages. A small number of winners getting richer.

American consumers don’t feel – or are at least unaware of – monetary nuance. They’re just getting the bill.

During a Fed rate cut cycle, bond yields follow, which typically means bond prices tick higher. If you buy bonds now, you’ll be getting in ahead of the crowd.

And if this tech wreck shapes up anything like 2000-01, investors will want to get out fast. Despite the debt mess in Washington, bonds will again look “safe.”

One minor bonus: if you buy now, you’ll lock in higher yields before the next Fed rate cut, which is expected to come one week from today.