XRP: Massive Illusion About To Break The System!

Hinzugefügt: 2026-05-31

[00:00:00]Welcome back to the channel. Now, it's time to rip the illusion, the veil off of the illusion of liquidity again and make it current to show that they need liquidity just like they need interoperability, just like they need neutrality.

[00:00:14]And it's so wild. They still have this idea of a one-world system and I have my ideas on that. Like I I was guessing that they still were going towards that, but of course they're going to need connector pieces, which is super bullish for the bank coin companies cuz they can't do it alone because their greed has ensured that they all want customized systems, which we read again the other day in new documents. Customized systems mean preferred DLT providers, and that's the only way they can make this system work because they all want more liquidity, more traceability, more loosened up nostro vostro beyond digital nostro vostro, which means what? To avoid nostro vostro and digital nostro vostro, which is even more terrible, they have to have native token usage. They have to. There's no way around it. My humble opinion, not financial advice, but if you look up the facts, that's how it works. All right, digital nostro vostro is in is caused by stable coins. Okay, how do you go around that? You go around that with native tokens.

[00:01:08]This is a no-brainer. They're not going to come out and tell you and make you bullish on it and say, "Hey, listen, guys.

[00:01:14]We're going to use the native tokens."

[00:01:15]Everybody would rush to get the native tokens. No, they're going to be quiet.

[00:01:19]They're going to stay silent. Not let their words betray them as the old ancient philosophers told people. The ancient old ancient philosopher said, "Keep silent your tongue so your words don't betray you." That means stop talking so much. You're going to betray yourself. You're going to tell people something you they're not supposed to know. So, legacy actors know that.

[00:01:39]They keep quiet, position themselves later on, they dominate that particular thing, then they push it to the people.

[00:01:44]They take it from the people, then they push it to the people.

[00:01:48]So, now they need all of these different aspects, neutrality, interoperability, traceability, and now we are here with liquidity once again because they've been putting out a lot of misinformation. Look into this for yourself.

[00:02:01]Oh, we have we're so liquid. We have a lot It's an illusion. That can't go on forever. You can't keep making up fabricating liquidity. One, okay, let's put that to the side cuz we've heard that before, right? Two, you can't keep um inflating everything. Well, inflation make they're bringing inflation down, quantitative tightening, which they might go back to.

[00:02:20]But they're lying about that.

[00:02:21]Quantitative tightening because, you know, they have to shrink the the Fed has to shrink their books.

[00:02:26]Or quantitative tightening because they know that right now while the there's a battle between the Fed and US Treasury, and I showed the documents earlier. It was like a late last year earlier earlier this year like January this year or December last year, somewhere around that time where multiple documents were put out by the US Treasury which indicated sabotage because why would you be content Why would you contemplate issuing liquidity the same time as the Fed knowing that if you issue liquidity and the Fed issues liquidity, then there would be inflation.

[00:02:55]Meanwhile, that was simultaneously that was right before. Now I'm starting to remember. That was right before the the Fed was And they betrayed themselves by talking too much because then they came out they wanted to be celebrated. And that whole aspect of being celebrated is real treacherous for people. It's real bad for people. It makes them betray themselves cuz they want to be praised.

[00:03:14]So, the Fed wanted to be praised cuz they'd had a bad time of it the last few years. They came out and told you we're going to do you know, quantitative not quantitative quantitative easy. My apologies about misspoke. I'll forgive me if I misspoke.

[00:03:28]I don't believe I did, but if I did, forgive me. I am but a person, but you follow the line of thinking still solid.

[00:03:33]So, they came out and they said, "We want to do um quantitative easing."

[00:03:40]And everybody was like, "Yes, yeah, yeah." And they were praising them for short term for a short time. Remember?

[00:03:45]US Treasury came out right after they said, "Hey, we may issue liquidity as well."

[00:03:50]No, I didn't see almost anybody else cover that. I'm see almost I didn't see anybody cover that except us here, me here.

[00:03:58]Why is that important? Why is that aspect important? Because that means they couldn't That means at some point That's why they couldn't go hardcore with quantitative easing. They just slowed everything down and paused everything every everything. All right, so There's too much liquidity.

[00:04:14]And the liquidity that exists is not real.

[00:04:18]Now, I had to say all of that to get to this. By the way, if you like this type of content, hit that like button. The like button is powerful, period. You don't have to hit it. Some people don't.

[00:04:28]Some people do. And the people that do, I appreciate you.

[00:04:32]And thank you.

[00:04:33]See, I'm showing humility. Thank you.

[00:04:36]So now This is what it says here. Let's read this. In modern finance, banks do not operate operate as a isolated vault or isolated vaults. They are deeply entangled nodes in a global credit network. When external shock hits one node, the illusion of a liquid stable network can evaporate instantly due to two primary psychological and operational triggers, liquidity hoarding uh and default contagion. This is coming from the Bank Policy Institute. Whilst while Wall Street has trillions of dollars sloshing around in overnight repo agreements and money market funds, which once again looking to the overnight repo and the problems with that. But let's continue on. Didn't it dip below like all-time lows? But Let's continue on. Most people don't even know about the the overnight reverse repo or repo. It says Main Street banks are experiencing a quiet structural bleed.

[00:05:30]Banks [snorts] rely on core deposits, {quote} unquote, the stable low-interest checking and savings accounts held by regular people and small businesses.

[00:05:37]That's highly questionable considering what's going on right now.

[00:05:41]But let's continue on here. Because interest rates have remained restrictive, that money is fleeing.

[00:05:47]Deposit flight, right?

[00:05:48]That's why they're also worried about and concerned about yield with stable coins, but they really should be concerned with native tokens. The question is why aren't they concerned with native token staking that's going to be offered by everybody because they're going to be in on it.

[00:06:00]They primarily benefit from that when the time comes, but let's continue on.

[00:06:06]It says, "When a regular deposit leaves a bank for a money market fund, that fund lends the money back to the banking system through the repo market. The dollar is still technically in the system, but its nature has changed. It is no longer cheap, loyal to retail money, it's now wholesale institutional cash, highly rate sensitive, expensive for banks to hold, and ready to vanish in milliseconds at the first sign of a macro shock." One piece of the illusion.

[00:06:33]Let's continue on here. Then they go into stable coins, the stable coin threat, but we already know about that.

[00:06:37]Let's continue on past that.

[00:06:40]So, the apparent vitality of the US market is almost entirely propped up by a massive corporate capital expenditure binge on artificial intelligence data centers. Strip away that singular tech feeding frenzy, and the rest of the real economy looks incredibly sluggish. The GDP growth hovering around a modest 2%, and new home sales dragging near post-2008 lows.

[00:07:04]This narrow market climb is heavily fueled by extreme investor leverage.

[00:07:08]Retail portfolios have allocated roughly 71% of their holdings to equities, the highest household exposure on record. To [snorts] chase these valuations, investors have run up massive margin debt.

[00:07:21]Hm, interesting.

[00:07:24]So, short-term funding, repo, uh uh SOFR, flush with cash, tr- uh uh the deceptive appearance of this is is flush with cash, rates trading below the Fed's target floor. The illu- the illusion of this, as I've been saying for a long time, is driven by temporary regulatory tweaks and specific bank asset cap uh releases, not organic cash growth. In other words, it's it's a setup, it's an illusion, it's propped up, it's fabricated.

[00:07:54]Commercial bank deposits. The deceptive appearance of it is system-wide cash aggregates look stable. As I've been saying, everything looks good on the surface. Look below the surface.

[00:08:06]Stable retail core deposits are rotting away deposits if light replaced by flighty expensive wholesale institutional funding.

[00:08:16]Oh, but wait. But equities in asset markets, wait a minute. That's doing good, right?

[00:08:21]The deceptive part of it is record highs and massive trading volume. Sounds good on the surface. Look below the surface.

[00:08:27]Hyper-concentrated in AI tech uh uh AI tech resting on historic peaks of expensive retail margin debt.

[00:08:37]Interesting.

[00:08:38]It continues.

[00:08:40]US liquidity looks like an ocean, but it behaves like a puddle.

[00:08:44]It is a broad, shallow, and highly sensitive and highly sensitive to temperature changes. The Fed was forced to halt its quantitative tightening, but wait a minute.

[00:08:52]In that article, remember the article yesterday? Uh I don't know if I covered it or not, but I mentioned it. But you can look it up where the new guy that's going to be the head of the Fed is talking about shrinking the the the Fed's balance sheet. Shrinking the Fed's balance sheet. So, quantitative tightening.

[00:09:05]Well, wait a minute. And every There was a up There's an uproar right now about it, right?

[00:09:10]It says according to And then we have an article here from Wall Street Journal.

[00:09:13]Interesting. Why the Federal Reserve Let me put my hand up. Why the Federal Reserve's balance sheet needs to shrink.

[00:09:19]So, more quantitative tightening.

[00:09:21]According to the Wall Street Journal, reducing the Federal Reserve's $6.8 trillion balance sheet is proposed to lower interest rates. So, quantitative tightening.

[00:09:30]Interesting. Eliminate market distortions and limit the Central Bank's role in fiscal policy. While proponents aim to spur limit the That's That's hilarious considering how deep they are.

[00:09:39]They're pretty much controlling everything.

[00:09:44]But let's go back. Wait, I just wanted to put that on your table. But wait, let's go back. So quantitative tightening, interesting.

[00:09:51]So, the Fed was forced to halt quantitative tightening. That's why I had to mention that cuz they're going to They're probably going to bring that back.

[00:09:57]Balance sheet runoff because bank reserves were drying up. Wait a minute.

[00:10:01]Bank reserves were drying up.

[00:10:03]But you're saying everything that would hint towards going back to quantitative tightening.

[00:10:08]How does that work? So what was that So if bank reserves were drying up before, what would it do now to do that?

[00:10:17]Hmm.

[00:10:18]What would be the difference maker there?

[00:10:20]Let's continue on here. So because bank reserves were drying up to critical minimum levels, critical.

[00:10:27]But it seems they're going to Or it appears they're going to go back to quantitative tightening, perhaps.

[00:10:32]We shall see. The system is operating in a state of artificial They have to remove all that false liquidity.

[00:10:38]It's not real.

[00:10:41]Wait a minute.

[00:10:42]But there's liquidity tokens. Wait a minute. Their liquidity, the legacy system issue liquidity, is fake. Not backed by anything. That has no real value to it. No intrinsic value, as they like to say about crypto a lot of times, at least in the past before they dominate crypto. Now you don't hear any of that because now they want everyone to think crypto is good so they can sell it back to them. The rightful holders of crypto at one time, which was retail. But It's my humble opinion.

[00:11:08]Hmm. Let's continue on here.

[00:11:10]The Fed was forced to halt its quantitative tightening balance sheet runoff because bank reserves were drying up to critical minimum levels. The system is operating in a in a state of artificially engineered calm. That's what I meant to say. It brought the memory back. So their liquidity false.

[00:11:25]The liquidity generated by something like an XRP or an XLM or a Chainlink, a Solana, Hedera, on and on ad infinitum with these bank coins. Really not ad infinitum, there's only a handful, but you know what I mean, it goes on.

[00:11:37]That's real. Why? Why is it real?

[00:11:40]Because when RWA hits, and they have made sure they position themselves everywhere RWA is going to be heavy.

[00:11:48]You have XRPL, you have uh Hedera, Solana, Algorand, Stellar, all of these types. Take your pick. Deep Latin America, RWA heavy.

[00:12:00]Their value, a lot of that value that's going to come on chain and bring liquidity is going to be tied to farms, farm animals, oil, rare earths, various different types of commodities.

[00:12:10]Commercial real estate, these are solid things, real liquidity, real value.

[00:12:17]That's why they're all getting knee-deep in it.

[00:12:19]And that's why is there's a high possibility, not financial advice, but there's a high possibility of those prices skyrocketing, my humble opinion, and I only represent myself. You got to make up your own mind what you think about those things.

[00:12:32]They're knee-deep in Africa because of that same reason. China doesn't have China is knee-deep in Africa also, but China is rich in resources. They've been tapping into their resources for a while. That's why they're able to build so many different semiconductors in different parts.

[00:12:46]And also while while while the I believe it was Was it the US was trying to strike a deal with them over rare earth minerals?

[00:12:53]Then that fell through a couple of times, and they said to them, "So, you know what, we're going to try some rare earth stuff in the US." So, we'll see how that goes.

[00:13:01]And then the US also did a US companies did a a deal with the I believe the UK or Europe for rare earth materials.

[00:13:10]RWA, real world asset tokenization, and yes, these neutral interoperability layer blockchains are going to be super hot. Why?

[00:13:19]Because they need that neutrality. All systems are customized, so they're not compatible.

[00:13:23]The banks are not going to give up their preferred DLT providers because to do that, you're not going to have customizability, you're going to be able to fall behind, and you will be subject to the central banks and the governments, and they don't want to be subject to the central banks and governments. That's why they're fighting them right now.

[00:13:37]This is most people are not reporting on that. Mainstream is definitely not reporting on that.

[00:13:42]But I showed you multiple times, and you can see it happening in Europe, but we were covering the battle between the Fed and the regular banks in the US for at least 2 years. So, they're going to have their preferred DLT providers. Then on top of that, no one trusts each other anymore. That trust is gone.

[00:13:57]So, you need something where the US can interact with China, China can interact with Europe, all of these powers. They call They call themselves power, whatever.

[00:14:10]They have to interact some way with trust where one can dominate the other, where one can't cut the other off.

[00:14:16]They need each other.

[00:14:18]They buy products from each other. They buy commodities from each other. They all help each other.

[00:14:23]It has to continue.

[00:14:25]The only way to do that that they can accomplish that right now is through neutral platforms.

[00:14:30]Like XRPL, etc. Can't do that through companies cuz they're controlled.

[00:14:37]Everybody can build on the XRPL.

[00:14:39]Everyone can use XRP.

[00:14:42]Can't do that through a Visa or MasterCard, right, Europe?

[00:14:46]Right. Why?

[00:14:49]They're trying to get away from MasterCard and Visa because they're controlled. They're They're US-based systems. They want to Europe is like, we want to get away from US-based systems.

[00:14:56]Also, they said that about Swift directly.

[00:14:59]No trust needed in neutral interoperability layer.

[00:15:03]They need the liquidity. They have to get rid of the false. If they want to survive, they have to move to systems that are real based on real things.

[00:15:11]They pulled a switcheroo on everybody.

[00:15:14]All those years they were talking about, oh, crypto doesn't have any intrinsic value. Meanwhile, the entirety of the system that they built has no value.

[00:15:20]It's all make-believe. It's like tea time. Little child pours tea into a cup.

[00:15:24]There is no tea.

[00:15:25]I'm going to pour tea for you.

[00:15:28]Have a sip.

[00:15:30]And you just play along with it. You take the teacup. And you're like, "Okay." You take a sip cuz it's a child.

[00:15:36]That's what they've been doing with the system. It's tea time. There's no tea in the cup. Everybody's taking a sip.

[00:15:40]So, now let's move on here. This article is from uh TradingView.

[00:15:46]And it says this, "Solana-based decentralized exchange Orca has launched a new compliant trading marketplace for tokenized real-world assets."

[00:15:55]Like I said, RWA is going to be major as far as liquidity. They need liquidity. You get liquidity easily from externalized real externalized liquidity sources. What they consider an externalized liquidity source right now, I showed you before, is not externalized. The legacy system is a closed system. There is no outside of it for those who are a part of that system.

[00:16:18]They're getting it from other legacy system actors, and that's not externalized. That's a part of the same system that if there's a systemic event, it's not global enough. They don't have global reach. It's coming from those those localized systems that they themselves would be drained of their false liquidity. They would have a problem on their hands. And they're so tied up in long-term loans and stuff like that and illiquid assets, which is why we continue to talk about those types of things, that they couldn't sell those things anyway in time. That liquidity is fake.

[00:16:48]Then they're being given credit in in these what's like credit IOUs and stuff like that from the government and all these institutions. They have these bond problems.

[00:16:59]That they're And they're covering all of that up. So, they need liquidity badly.

[00:17:04]They're presenting what they're presenting to the public is false. It's not real. If you type into anything right now, you could do a Google search, Yahoo, even use your AIs, type in USA something like USA China or Europe, or you could focus it on just the USA um liquidity illusions or something like that.

[00:17:26]Now, if you do it on Google or something like that, you're going to see a lot of reputable sources if you do a google.com search showing the falseness of what of the illusions of the liquidity that exists right now. Um so they need something real. That's why they're making the big push with RWA.

[00:17:47]All right, who's positioned to move that value?

[00:17:51]XRPL, the bankcoin companies.

[00:17:55]Solana as well. Bank See, Solana became a bankcoin company once they told said like what, 2 years ago they were going after the banks and financial institutions.

[00:18:03]They've done pretty okay job.

[00:18:05]Well, you know, they've done done an okay job. Um still super bullish because of all the various business they're bringing in in addition to financial institutions.

[00:18:18]So, they're a bankcoin, but that's why all of them are going hardcore with RWA.

[00:18:23]That's why you hear BlackRock pushing for RWA, at least they were at one time.

[00:18:29]So, Solana, super bullish. Let's continue on here, a little bit of Bitcoin news.

[00:18:33]So now, this article is titled is from Yahoo Finance.

[00:18:38]Bitcoin prices today, Thursday Why do they do that?

[00:18:41]What kind of article title is titled Bitcoin prices today, Thursday, May 28, 2026? That's how they titled the article, folks.

[00:18:48]All right, I got I I It's Yahoo is probably so big, I guess, that they don't need eye-catching titles or something. Anyway, this is what it says.

[00:18:59]Bitcoin prices are down this morning, trading below the $73,000 mark after plunging more than 3% over a 24-hour period. 3% is a plunge.

[00:19:10]Provocative language for something that's minor when it comes to something like Bitcoin that could skyrocket like it's like it's nothing.

[00:19:18]Like it was with ease. But let's continue on. This crypto market dip follows significant ETF outflows and escalating geopolitical tensions that have triggered over $931 in market liquidations. It's up to you if you believe that. So now we're going to >> [laughter] >> going to move over to gold. I know I didn't elaborate like I usually do with Bitcoin. But this is one of those days where everything that could go wrong has gone wrong. So I I'm just trying to flow right now. Just make it through. It's it's such a weird energy for me today.

[00:19:46]Everything that had could go wrong has gone wrong.

[00:19:49]Well, probably not everything, but many things. And then I woke up and I was just feeling fiery. I didn't sleep well at all.

[00:19:55]So then there's that. Tomorrow will be different. Every day I I approach it as an opportunity to start fresh. So tomorrow's tomorrow.

[00:20:02]Just got to make it through today. So now, this article's titled gold will top $5,500 in 2027.

[00:20:10]2027. $5,500. I could see that happening. Sure. With given all the positive catalysts, yeah, I could see that.

[00:20:17]Could reach, get this.

[00:20:20]What do they know?

[00:20:22]Could reach $10,000 by 2030.

[00:20:26]I'll take it. I'm not against it at all.

[00:20:29]At all. I'm not saying it won't happen.

[00:20:31]But we've gotten these $8,500, $9,000, now $10,000 predictions for gold. They know something. You don't just say this.

[00:20:43]Then they then they say but silver's upside will narrow.

[00:20:47]What?

[00:20:51]The US just took action to make way for more big timers, I'll just call them that, or or uh to to hoard silver.

[00:21:03]That was a big article.

[00:21:06]Not only that, I believe retail who gold is getting expensive for them is going to go towards the more affordable silver. They can have more silver for a more reasonable price. And then silver increases and they will do well with that. My humble opinion, not financial advice.

[00:21:22]But I mean, if you're talking about in comparison to gold, all right, but silver I think is going to do amazing because of that.

[00:21:31]And then a lot of the the the the youth of of today seem to like silver. They I hear them talking about it a lot.

[00:21:39]But maybe that's just where I am. All right. And I don't hear them talking about gold a whole lot.

[00:21:44]Uh But once again, maybe that's just where I am. So that leads me to believe gold uh silver has a very bright future.

[00:21:51]So this is coming from Rockefeller's Muglia.

[00:21:55]It says this, "Gold remains the anchor of the new commodity cycle and the yellow metal's uh secular bull market is still intact despite the recent volatility in precious metals, which means nothing to gold."

[00:22:06]Nothing. We're so far above where we used to be is unbelievable.

[00:22:11]And I know that cuz most people didn't believe it would go here. They didn't believe it was going to go past $2,700, $2,500, $3,000. I remember tell telling people I thought it would go there. I wasn't trying to convince them of anything because people must know for themselves they're going to make their own decisions. There's no point in wrestling with people.

[00:22:28]>> [snorts] >> Right? But they didn't believe.

[00:22:30]And yet it went there. So I know that right now gold being $4,500, whatever it is, is unbelievable.

[00:22:38]That's why I say that.

[00:22:40]When people say stuff, just understand when you say stuff, you leave comments, it sticks in people some people's minds.

[00:22:45]Some things I don't forget. Some people don't forget. It sticks with them forever.

[00:22:52]In a recent report, Muglia wrote that commodities have reasserted themselves as portfolio diversifiers after years of being overlooked with structural demand now combining with uh constrained supply across much of the commodity complex. He said that while the broader commodity case is being driven by electrification, the AI infrastructure buildout, reshoring, energy security, and years of underinvestment underinvestment.

[00:23:18]All right.

[00:23:21]Precious metals have uh uh uh have still led the pack. I'm just uh stuck on the underinvestment.

[00:23:27]That's your That's opinion. 100% opinion.

[00:23:31]Uh I disagree with that underinvestment.

[00:23:34]No, I think people most people are moving in a in a reasonable fashion when it comes to something like gold. I've seen a lot of from the people that delve into that have been into gold for a long time.

[00:23:44]They're very wise, very perspicacious.

[00:23:47]They keep close tabs on gold and the gold industry at at large to know what's going on and when to move and when to do what when.

[00:23:56]So, I don't think they underinvested. I think that they've just operated with wisdom.

[00:24:00]In my humble opinion.

[00:24:02]All right. So, now that you have that information, what are you going to do with it? I know what I'm going to do with this. So, until next time everybody, let's get to the money.