$11T Funding Crisis: Fed Trapped as Treasury Ponzi Fails (Your Money at Risk)
The Fed quietly restarted balance sheet expansion. History shows this ends badly. Here’s what it means for your savings and how to protect your wealth.
Could This Be the Beginning of the End for the Dollar?
The Federal Reserve just added nearly $100 billion in Treasury bills to its balance sheet in a matter of eight weeks. Wall Street calls it “technical operations.” But those of us paying attention know better.
This is monetary intervention—and it’s signaling something far more dangerous: the Fed has hit a wall. The balance sheet, which was supposed to shrink under Quantitative Tightening (QT), has reversed course. The Fed balance sheet is growing again, and the consequences for your dollar, savings, and retirement are profound.
The $6.5 Trillion Problem the Fed Can’t Solve
In 2008, the Fed’s balance sheet was around $900 billion. After COVID stimulus, it ballooned to $9 trillion. They told us QT would unwind the damage. It didn’t.
- QT has only reduced the balance sheet to $6.5 trillion
- Any further reductions risked liquidity crises
- The Fed is now re-expanding from a historically high level
That means we’re not back to stability. We’re just trapped in a tighter corner. Like a credit card addict opening new lines just to make minimum payments, the Fed is pretending to solve a debt crisis with more debt.
Translation: They can no longer unwind. The intervention is permanent.
“If you have a financial system that needs the Fed for life support, well, that is not stable.” —Taylor
$11 Trillion in Debt Is Coming Due—Who Will Buy It?
Here’s the bigger problem Wall Street won’t touch: The U.S. must roll over $9 trillion in debt and borrow another $2 trillion this year alone. That’s $11 trillion that needs a buyer.
But the usual suspects are stepping away:
- China is a net seller
- Japan, the largest foreign holder, is repatriating capital
- Foreign demand is collapsing across the board
So who’s going to step in? You guessed it: the Federal Reserve. And that means one thing:
More money printing. More currency dilution. More inflation.
If they don’t step in? Interest rates skyrocket, and the debt Ponzi collapses.
What Happens to the Dollar When Trust Vanishes?
This isn’t speculation—it’s history.
From Weimar Germany to Venezuela, collapsing trust in government debt leads to currency destruction. The pattern is always the same:
- Government can’t fund itself
- Central bank prints to fill the gap
- Currency supply surges, value collapses
- Smart money flees to hard assets like gold
We’re seeing the early stages now:
- Gold demand is surging from central banks and institutions
- The dollar has lost 30%+ purchasing power in just a few years
- Gold prices continue climbing despite short-term volatility
Zoom out. Which is failing: the dollar or gold?
Gold & Silver: The Historical Hedge Against Central Bank Failure
When confidence evaporates, smart money moves into tangible assets. That’s why central banks are stockpiling physical gold, not dollars.
Gold and silver are:
- Inflation hedges with centuries of history
- Immune to counterparty risk
- Proven tools for wealth preservation during crises
Your dollars are tied to a system spiraling toward another massive intervention. Gold isn’t.
In times of monetary manipulation, physical assets offer something rare: real value.
The Fed Has Lost Control—What Will You Do?
The Fed couldn’t shrink the balance sheet below $6.5 trillion without triggering a crisis. That should tell you everything.
We’re now at a point where:
- Shrinking the balance sheet risks financial collapse
- Expanding it guarantees more inflation
- Either way, your purchasing power is in danger
You may not see it today, but it’s coming. Even if your account balances stay the same, a 30% cut in purchasing power is just as destructive.
Can you afford that?
About ITM Trading
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