Forwarded from RVhighlights
Leshka.eth ⛩
@leshka_eth
GLOBAL MARKET COLLAPSE STARTS NEXT WEEK
98% of people will get fucked badly before they even realize what hit them
Fed just dropped new macro data. It's way worse than anyone expected. And if you're holding stocks or crypto right now, what comes next is gonna hurt
What's happening beneath the surface is NOT normal
There's a systemic funding problem building quietly and almost nobody is positioned for it
The Fed already had to step in:
- Balance sheet up ~$105B
- Standing Repo Facility added $74.6B
- MBS up $43.1B
- Treasuries only up $31.5B
This is NOT bullish QE. This is the Fed pumping liquidity because funding conditions got tight and banks needed cash. When the Fed is absorbing more MBS than Treasuries, it means collateral coming to the window is low quality. That only happens under stress.
And this isn't just a U.S. problem. China is doing the exact same thing at the exact same time. PBoC injected over 1.02 TRILLION yuan through 7-day reverse repos in a single week
Different country, same mess. When both the U.S. and China are forced to inject liquidity at once, it's not stimulus. Same happened in 2008
Markets ALWAYS misread this phase.
People see liquidity injections and go bullish. But no. Hear me out. When funding breaks, everything else becomes a trap.
The sequence is always the same:
- Bonds move first
- Funding markets show stress before equities react
- Stocks ignore it until they can't
- Crypto gets the most violent swings (I called the top in Oct 2025)
Now look at the real signal. Gold at ATH. Silver at ATH.
This is not a growth story or inflation trade. Money is flowing out of paper trades into hard collateral.
We've seen this exact setup before:
- 2000, right before the dot-com crash
- 2007, right before the global financial crisis
- 2019, right before the repo market froze
Every single time, a recession followed shortly after
The Fed is trapped to print aggressively to stabilize bonds and precious metals rip higher, signaling loss of control.
Risk assets can ignore this for a bit. But they never ignore it forever.
This is not a normal cycle. This is a balance-sheet and collateral crisis developing in silence. By the time it's obvious, most people will already be on the wrong side of it.
Position accordingly. 2026 is not the year to be careless.
I’ve been calling major tops and bottoms for over a decade
Feb 18
THE MARKET JUST GAVE YOU THE FINAL WARNING
Retail poured $48 BILLION into stocks in 3 weeks
Buying at ALL-TIME HIGHS
This is the largest retail buying spree ever recorded
Bigger than GameStop mania
Bigger than 2021 crypto euphoria
Bigger than the pre-2022 massacre
Nobody's x.com/75211451506033…
Show more
4:13 PM · Feb 19, 2026
@leshka_eth
GLOBAL MARKET COLLAPSE STARTS NEXT WEEK
98% of people will get fucked badly before they even realize what hit them
Fed just dropped new macro data. It's way worse than anyone expected. And if you're holding stocks or crypto right now, what comes next is gonna hurt
What's happening beneath the surface is NOT normal
There's a systemic funding problem building quietly and almost nobody is positioned for it
The Fed already had to step in:
- Balance sheet up ~$105B
- Standing Repo Facility added $74.6B
- MBS up $43.1B
- Treasuries only up $31.5B
This is NOT bullish QE. This is the Fed pumping liquidity because funding conditions got tight and banks needed cash. When the Fed is absorbing more MBS than Treasuries, it means collateral coming to the window is low quality. That only happens under stress.
And this isn't just a U.S. problem. China is doing the exact same thing at the exact same time. PBoC injected over 1.02 TRILLION yuan through 7-day reverse repos in a single week
Different country, same mess. When both the U.S. and China are forced to inject liquidity at once, it's not stimulus. Same happened in 2008
Markets ALWAYS misread this phase.
People see liquidity injections and go bullish. But no. Hear me out. When funding breaks, everything else becomes a trap.
The sequence is always the same:
- Bonds move first
- Funding markets show stress before equities react
- Stocks ignore it until they can't
- Crypto gets the most violent swings (I called the top in Oct 2025)
Now look at the real signal. Gold at ATH. Silver at ATH.
This is not a growth story or inflation trade. Money is flowing out of paper trades into hard collateral.
We've seen this exact setup before:
- 2000, right before the dot-com crash
- 2007, right before the global financial crisis
- 2019, right before the repo market froze
Every single time, a recession followed shortly after
The Fed is trapped to print aggressively to stabilize bonds and precious metals rip higher, signaling loss of control.
Risk assets can ignore this for a bit. But they never ignore it forever.
This is not a normal cycle. This is a balance-sheet and collateral crisis developing in silence. By the time it's obvious, most people will already be on the wrong side of it.
Position accordingly. 2026 is not the year to be careless.
I’ve been calling major tops and bottoms for over a decade
Feb 18
THE MARKET JUST GAVE YOU THE FINAL WARNING
Retail poured $48 BILLION into stocks in 3 weeks
Buying at ALL-TIME HIGHS
This is the largest retail buying spree ever recorded
Bigger than GameStop mania
Bigger than 2021 crypto euphoria
Bigger than the pre-2022 massacre
Nobody's x.com/75211451506033…
Show more
4:13 PM · Feb 19, 2026
👍1
. .. - .... . .-. ....... .. - ....... .. ... ....... ..--- -..-. ..--- -.... ....... --- .-. ....... .. - ....... .. ... ....... ...-- -..-. .----
Executing code
2 results
EITHER IT IS 2/26 OR IT IS 3/1(That's February 26 or March 1, given today's date is February 25, 2026 )
Executing code
2 results
EITHER IT IS 2/26 OR IT IS 3/1(That's February 26 or March 1, given today's date is February 25, 2026 )
🤯1
Japanese Crude Cocktail projected to skyrocket in next 24 hours...que the reverse Carry Trade w yen
👍1