News and my thoughts from the past week (09Feb2026)
If Bitcoin hit $8K, Microstrategy will be completely liquidated - X user Zee
US M2 money supply is SKYROCKETING: The US money supply hit a record $26.7 TRILLION at the end of 2025. In 2.5 years, M2 has surged a massive $4 TRILLION. The value of the US Dollar is eroding at a record pace. - X user Global Markets Investor
A former World Bank president has sounded the alarm, revealing that the Federal Reserve has lost over a trillion dollars—and counting—turning it into nothing more than a massive hedge fund for the rich and powerful. He claims the Fed is borrowing money from banks at 5.4% interest, then pouring it into government bonds, creating the illusion that the government’s financial situation is better than it actually is. He warns that this scheme isn’t just limited to the U.S.—it’s happening across central banks worldwide. - X user Redpillbot
President Trump officially signs order allowing the US to impose an additional 25% tariff on any country doing business with Iran. - X user Watcher Guru
China declares a full-scale crackdown on cryptocurrencies. 1. No legal recognition of crypto as “money” 2. Any crypto-related business is a financial crime 3. Complete ban on foreign crypto services operating inside China - X user Crypto Rover
TOM LEE CRYPTO LOSS HITS -$8.2 BILLION USD - X user BitcoinLFG
MICHAEL BURRY, THE “BIG SHORT” INVESTOR, ISSUES WARNING: US FINANCIAL MARKETS AND THE ECONOMY ARE HEADED FOR A CRASH. “THE SITUATION IS BEYOND RESCUE.”
US student loan delinquencies are exploding: The number of student loan borrowers that are severely delinquent is up to a record 3.62 million. The number of federal loan recipients 271+ days past due is now 8 TIMES higher than the pre-2020 average. This comes as the grace period ended in June 2025, when missed payments began appearing on credit reports. Meanwhile, the percentage of student loans transitioning into 90+ days of serious delinquency is up to 14.3%, an all-time high. This significantly exceeds the 2013 peak of 10.5% and 2008 levels of 7.5%. The student loan crisis is accelerating. - X user The Kobeissi Letter
AI borrowing is skyrocketing: Big Tech firms issued a record $120 billion in corporate debt in 2025 to fund AI-related investments. Issuance surged +500% compared to 2024 levels. This is also more than in the four preceding years COMBINED. - X user The Kobeissi Letter
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