Debt based collapse imminent

This is an update to a previous warning. I posted this elsewhere but I myself am a kiwi so Id like some of you to see it too. Its true that the US dollar will be hit the worst but NZD is not so safe either my friends. I don't want followers or recognition. The data now indicates an acceleration of systemic risk, and I am sharing my team's updated findings in case they can help someone prepare.

The full, cited, 20-page intelligence report is available for public review here: https://docs.google.com/document/d/1MJKtSaqIwtDOXpK3U4W7eKD_2PwqepVkQEqbJWDM2vs/edit?usp=sharing

Key Intelligence Updates:

• Terminal Debt Cycle: Global debt has now surpassed $324 trillion. Western economies are terminally locked in a debt supercycle; the debt is mathematically unpayable at current interest rates. There is no viable exit strategy that doesn't involve default, either directly or through hyperinflation.
• Sovereign Bond Market Breakdown: Liquidity in core government bond markets (U.S. Treasuries, Japanese JGBs) is deteriorating. Bid-to-cover ratios at auctions are weakening, and central banks are being forced to absorb supply via primary dealers. Why this matters: This is not normal market activity. It is a form of stealth monetization and a clear signal that the "free market" for sovereign debt is failing.
• The "Smart Money" Divergence: The MOVE Index (bond market volatility) remains dangerously elevated relative to the VIX (stock market volatility). Why this matters: The bond market—widely considered "smart money"—is pricing in extreme turbulence while the equity market remains complacent. This divergence has historically been a precursor to major systemic shocks.
• Real Asset Re-pricing: The XAUUSD/CPIAUCSL ratio (a benchmark for gold's price relative to official inflation) is showing significant strength, up ~4.76% this month alone. Why this matters: This isn't just gold "going up." It signals that real, tangible assets are beginning to re-price aggressively against the ongoing debasement of fiat currencies.
• Preparing the Narrative: Central banks and global institutions (BIS, IMF) are openly accelerating work on "financial stability tools." This includes Central Bank Digital Currencies (CBDCs), capital flow monitoring, and yield curve control mechanisms. Why this matters: They are building the infrastructure of financial repression and control to manage public perception when the existing system's flaws become undeniable.
• The Great Divergence: A two-tiered market is emerging. Sovereign wealth funds, central banks, and the ultra-wealthy are systematically accumulating hard assets (gold, strategic land, infrastructure, Bitcoin). The general public remains overwhelmingly exposed to traditional stocks, bonds, and cash—the very paper assets at risk.
• The Paper Promise Risk: Financial products like GLD (gold ETF) and SLV (silver ETF) are not direct ownership. They are paper claims that carry significant counterparty and rehypothecation risks, which could become critical during a systemic crisis. Paper is not the asset.

What This Means for You:

This is no longer a forecast; the fractures are appearing in real-time data. The pressure points are visible in failing bond auctions, volatility divergences, and the breakout in real asset pricing.

The next phase is unlikely to be a single "crash" event. It will be a rolling collapse, a series of escalating crises disguised by monetary illusion and political narrative. Expect emergency bailouts, forced liquidity injections, yield curve control, and a constant redefinition of "inflation" to mask the true loss of purchasing power. This process is, at its core, a wealth transfer from savers to debtors and the state.

How to Prepare (This is not financial advice, but a framework for thought):

1. Reduce Your Attack Surface.
   • Eliminate Debt: Aggressively pay down high-interest and variable-rate debt. In this environment, debt is a vulnerability.
   • Minimize Paper Assets: Re-evaluate exposure to long-duration bonds and broad stock market indices, which are claims on a system under extreme stress.
2. Own Real Things (Directly).
   • Re-allocate to Hard Assets: No matter how small the allocation, begin converting fiat currency into real, unencumbered assets. This includes physical gold, silver, and platinum; Bitcoin held in your own cold storage (not on an exchange); and productive land.
   • Start Small: The key is to start the process. The habit of converting paper to real assets is more important than the initial amount.
3. Build Geographic Optionality.
   • Consider Offshore Diversification: Even a symbolic allocation of assets or banking in a stable, creditor-friendly jurisdiction (e.g., Singapore, Switzerland, UAE) can provide a critical hedge against domestic capital controls or currency crises.
4. Maintain Tactical Agility.
   • The Rules Will Change: Understand that as the crisis unfolds, governments will change the rules of the game mid-play (capital controls, tax changes, withdrawal limits). Stay informed, liquid, and mentally prepared to adapt.

Stay sharp. Stay safe.