New Data Confirms The Biggest Short Squeeze In History | Full Breakdown

Show Notes

Robert from Infranomics breaks down the Fed's bombshell report revealing that Cayman Islands hedge funds actually hold $1.8 trillion in U.S. Treasury debt through the basis trade—not the $400 billion previously reported. This $1.4 trillion undercount exposes how 100-to-1 leveraged hedge funds have become America's largest creditor while bank reserves decline and the reverse repo facility sits empty. The discussion covers SOFR spikes, Treasury market fragility, and systemic risks that triggered blowups in 2020 and April's Liberation Day volatility. Robert explains why populism and debasement make Bitcoin the superior asset compared to overvalued equities, melting cash positions, and newly-discovered gold supplies, while examining the silent depression's acceleration through AI disruption and deglobalization. STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/VJ2dABShBz Opportunity Cost Extension: https://www.opportunitycost.app/ Infranomics Linktree: https://linktr.ee/infraa_ Bitkey https://bit.ly/TFTCBitkey20 Unchained https://unchained.com/tftc/ Obscura VPN https://obscura.net/ SLNT https://slnt.com/tftc CrowdHealth https://www.joincrowdhealth.com/tftc 0:00 - Intro 1:03 - Explaining the basis trade 10:55 - Liquidity crunch 17:44 - Bitkey & Obscura 19:28 - Debt ceiling and BRICS 31:09 - China has the leverage 36:51 - Generational gap 42:17 - SLNT & Unchained 43:46 - Trump’s domestic policy 48:18 - Melt up, gold safe haven 59:02 - AI miracle 1:06:53 - Bitcoin pulling back 1:16:16 - Freedom money & populism Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/