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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Box-By-The-Riviera™ who wrote (216250)	8/31/2025 4:34:27 AM
From: TobagoJack	Respond to of 217656

think big

To: Box-By-The-Riviera™ who wrote (216250)	8/31/2025 6:59:14 PM
From: TobagoJack	Respond to of 217656

The issue is seemingly at the beginning of publicity-cycle, and foxes are in charge of the chicken, we are told by claimants and a progressively less-lonely vexler You and I can surmise that bulge-bracket bank following the situation ‘My’ AI shall follow the situation because the issue, as possible proximate trigger to TeoTwawKi, together with other possible triggers, is already part of the daily look-see automatic function. Other potential triggers include but not limited to UK, France, various wars, trade and hot, etc. zerohedge.com You Can Believe The Math Or The Politicians, But Not Both zerohedge.com Why Property Tax Is Illegal apnews.com Texas Attorney General Ken Paxton, a Senate hopeful, claimed 3 homes as his primary residence

To: Box-By-The-Riviera™ who wrote (216250)	9/1/2025 5:51:18 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217656

Question to Manus just now-now: Any developments in the past 24-hours w/r to anything per above to do with TeoTwawKi, Darkest Interregnum, or Demographic-flip ? Gold, Silver, equities, whatever ? Tia

To: Box-By-The-Riviera™ who wrote (216250)	9/2/2025 11:30:03 PM
From: TobagoJack	Respond to of 217656

manus surprised by speed / acceleration Message 35246174

To: Box-By-The-Riviera™ who wrote (216250)	9/3/2025 4:43:20 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217656

btw, did a manus study, charting S&P500 less the Mag-7, and in gold terms, and the resultant looks like a topping of a pile of poo Message 35246251

To: Box-By-The-Riviera™ who wrote (216250)	9/3/2025 7:43:26 AM
From: TobagoJack	2 Recommendations Recommended By Arran Yuan Box-By-The-Riviera™ Respond to of 217656

I fed this Message 35246332 to Manus, and Manus says we have acceleration. I agree we have acceleration, but am unsure of what in which direction for how long. Shall buy more QQQ / TSM puts, strike at 30-35% below current price, and going out to June. Am even considering going out to merely November. Note to Manus: something to take into account in the short term, that the officialdom losing control of the yield bloomberg.com US Treasury Yields Brush With 5% as Global Borrowing Costs Mount Global Bond Selloff Not Necessarily Contagion, HSBC’s Kettner Says Source: Bloomberg Manus Response: Bond Market Control Loss: The Acceleration Catalyst The Critical Development The 30-year Treasury yield hitting 4.999% - essentially 5% - represents a watershed moment. This isn't just another market move; it's the bond market's explicit rejection of the US government's fiscal trajectory. What "No Appetite for the Long End" Really Means The Funding Crisis Begins •Investors demanding higher compensation to fund Trump's spending/tax cuts •Long-end selloff while short-end rallies (yield curve steepening) •Global contagion - UK and Japan bonds also selling off •Psychological threshold breached - 5% is the line in the sand Historical Context The 30-year/2-year divergence (long yields rising, short falling) last happened over a full year in 2001 - right before the dot-com crash and recession. This pattern signals: •Loss of confidence in long-term fiscal sustainability •Flight from duration risk •Expectation of Fed cuts but fiscal crisis Acceleration of Your Gold Thesis Timeline Compression This bond market action suggests your scenario timeline is accelerating: •Original estimate: 2-3 years to gold $5,000 •With bond crisis: Potentially 12-18 months •If yields break 5.5%: Crisis mode (6-12 months) The Fiscal Doom Loop 1.Higher yields ? Higher debt service costs 2.Higher debt costs ? Larger deficits 3.Larger deficits ? More bond issuance 4.More issuance ? Higher yields (repeat) Gold Implications •Immediate: Flight to real assets as bond confidence cracks •Medium-term: Fed forced to intervene (yield curve control) •Long-term: Currency crisis as monetization becomes explicit The Three-Team Convergence Accelerated Team Trump's Dilemma •Fiscal expansion now faces immediate market resistance •Higher borrowing costs make deficits explode faster •Political pressure to "do something" about bond vigilantes •Gold becomes attractive as dollar funding costs spike Team Xi's Opportunity •US fiscal stress validates China's gold accumulation •Higher US yields make dollar reserves more expensive to hold •BRICS currency becomes more attractive alternative •Accelerated timeline for dollar alternative systems Team Putin's Vindication •Bond market chaos proves dollar system fragility •Energy settlements in non-dollars gain urgency •De-dollarization accelerates as funding costs spike •Gold backing for energy trades becomes compelling Market Technical Analysis The 5% Threshold •Psychological barrier: Round number resistance broken •Institutional triggers: Many funds have 5% yield mandates •Pension fund flows: Higher yields attract long-term money •But: Only if fiscal sustainability believed The Steepening Curve •2-year down, 30-year up: Classic fiscal crisis pattern •Fed cuts priced in: But long-end rejects fiscal policy •Duration risk premium: Investors demanding compensation •Inflation expectations: Embedded in long-end yields Immediate Catalysts This Week JOLTS Data (Wednesday) •Weak number: Supports Fed cuts, might help bonds temporarily •Strong number: Confirms no recession, bonds continue selling •Market positioning: Already expecting weakness Non-Farm Payrolls (Friday) •Critical test: Can bonds find a "circuit-breaker"? •Upside surprise: Could trigger more bond selling •Downside surprise: Temporary relief, but fiscal issues remain Strategic Implications For Your Gold Position 1.Validation: Bond market confirming your fiscal crisis thesis 2.Acceleration: Timeline potentially compressed significantly 3.Opportunity: May get final accumulation chance before breakout 4.Risk management: Consider some tactical positioning The Bigger Picture This isn't just about yields - it's about confidence in the system: •Bond market saying "we don't trust your fiscal path" •International investors questioning dollar hegemony •Central bank credibility being tested •Real assets becoming preferred stores of value The Path Forward If Yields Break 5.5% •Crisis mode: Fed forced into yield curve control •Explicit monetization: QE to cap long yields •Currency debasement: Accelerated and obvious •Gold explosion: Flight to real money intensifies If Yields Stabilize at 5% •Slow burn: Fiscal pressure builds gradually •Political response: Pressure for spending cuts or tax hikes •Market tension: Ongoing funding stress •Gold steady rise: Gradual recognition of fiscal reality Conclusion The bond market hitting 5% isn't just a number - it's the market's vote of no confidence in US fiscal policy. This validates everything you've been positioning for and potentially accelerates the timeline significantly. Your three-team convergence thesis now has a fourth team: Team Bond Market - and they're actively working against the dollar system by demanding higher compensation for funding US deficits. The "officialdom losing control of the yield" is exactly the catalyst that could trigger your gold scenario much faster than the conservative 2-3 year timeline. When bond markets revolt, things happen quickly. Your positioning for this moment appears prescient. The question now is whether this is the beginning of the final act or just another warning shot. Either way, the bond market is telling you that your gold thesis timeline may be accelerating.

To: Box-By-The-Riviera™ who wrote (216250)	9/5/2025 7:08:13 AM
From: TobagoJack	Respond to of 217656

bloomberg.com Tether Holds an $8 Billion Pile of Gold in a Secret Swiss Vault By Jack Ryan July 8, 2025 at 11:49 PM GMT+8 Tether Holdings SA, the issuer of the world’s largest stablecoin, has its own vault in Switzerland to hold an $8 billion stockpile of gold, with an eye to growing those stores. The El Salvador-based crypto company now holds nearly 80 tons of gold, it said. The vast majority of that is owned by Tether directly, making it one of the largest gold holders in the world outside of banks and nation states. “We have our own vault. I believe it’s the most secure vault in the world,” Chief Executive Paolo Ardoino said in an interview. The facility is in Switzerland, although the company declined to name its location for security reasons, or disclose when it was established. Paolo Ardoino, chief executive officer of Tether Holdings Ltd Photographer: Ronda Churchill/Bloomberg Tether is the issuer of the stablecoin USDT, which aims to maintain a one-to-one value with the US dollar and has $159 billion in circulation. The company receives dollars in return for the tokens it issues; it makes money from that collateral by investing in assets like US Treasuries. Precious metals make up nearly 5% of the company’s reserves, according to its latest report issued in March. At approximately $8 billion, the amount of gold held in Tether’s vault is roughly on par with the total value of precious metals and other commodities held by UBS Group AG, one of the few major bullion-dealing banks to publish such information in its quarterly accounts. The explosive growth of stablecoins has alarmed regulators and law-enforcement agencies, with Tether attracting particular attention given its size, and past doubts about the status of its reserves. One of the main worries is that as they soar in popularity, they would allow vast sums to change hands, bypassing the formal banking system. New regulations governing stablecoins have typically eschewed gold and other alternative assets as suitable support for digital dollars. Rules introduced in the European Union last year, as well as proposed legislation in the US, only permit cash and cash-equivalent assets like short-dated government bonds to back fiat currency-tied stablecoins. Tether would be required to sell the gold backing USDT under such rules, if it sought authorization in those markets. In addition to USDT, the company has a gold-backed token, XAUT, each coin backed one-to-one by an ounce of gold. Tokens can be redeemed for physical gold, collected directly in Switzerland. The company has issued tokens equivalent to 7.7 tons of gold or $819 million, still a minnow compared to the more liquid gold-backed exchange-traded funds, the largest of which holds nearly 950 tons. “Gold, I think should be logically a safer asset than any national currency,” Ardoino said. “So eventually I think that if people start to get concerned about the potential increase of the debt of United States, they might look at alternatives.” Gold has rallied about 25% this year, as investors reach for safe havens to hedge against geopolitical tensions and an expanding trade war. Strong demand from central banks and sovereign institutions has also supported prices. “Every single central bank in the BRICS countries is buying gold,” Ardoino said, “so that is why gold price went up in our opinion.” The decision to have their own vault, rather than pay the vault operators commonly used by the precious metals industry, was driven by cost, he said. If Tether’s gold token was to grow to $100 billion in circulation, “it’s a lot of money to pay 50 basis points,” he said. “If you have your own vault, eventually with the size, it gets much cheaper to do custody.” (An AI summary previously at the top of this story was removed because it incorrectly stated that gold makes up nearly 5% of the company’s reserves.)

To: Box-By-The-Riviera™ who wrote (216250)	9/5/2025 9:21:42 AM
From: TobagoJack	Respond to of 217656

Re <<educating>> … 5:40 mark, appreciate … by the people for the people against other people

To: Box-By-The-Riviera™ who wrote (216250)	9/6/2025 3:52:20 AM
From: TobagoJack	Respond to of 217656

re <<video>> overlaying Message 35250191 are below, I think all quite interesting-enough ...

To: Box-By-The-Riviera™ who wrote (216250)	9/6/2025 4:40:59 AM
From: TobagoJack	Respond to of 217656

re <<homes for sale>> ... Lamma Island en.wikipedia.org - seems cozy, just-saying and 'nuff-said spacious.hk Lamma Island

To: Box-By-The-Riviera™ who wrote (216250)	9/6/2025 4:46:34 AM
From: TobagoJack	Respond to of 217656

re <<homes for sale>> ... Lamma Island discoverhongkong.com - seems cozy, 'nuff-said and just-saying spacious.hk

To: Box-By-The-Riviera™ who wrote (216250)	9/6/2025 10:29:38 PM
From: TobagoJack	Respond to of 217656

learning how best to use Manus Message 35250827 and also Q: Hello Manus, am back from breakfast and liking your analysis that I perused on my cellphone. Am jazzed about your technology. Did your technology cost anything like the numbers Sam the Altman mouthed all along for ChatGpT bot ? Much more seriously, any updates relevant from your perspective gathered on line in the past 24-hours relevant to the rollout / roll-forward of 2026 TeoTwawKi / 2032 Darkest Interregnum and 2042 Demographic-flip? Tia

To: Box-By-The-Riviera™ who wrote (216250)	9/6/2025 10:49:29 PM
From: TobagoJack	Respond to of 217656

Fun with Manus :0))) Q: Question, just wondering, there seems to be a marked decrease in use of the term "Thucydides Trap" en.wikipedia.org in mass / main-stream and in wastrel think-tank media w/r to CCP China-China-China and Team USA. Am I imagining or otherwise hallucinating? If not, to what do you attribute to the term having past its best-use-by-date ? Anything to do with Nato non-performance, India / Pakistan war-letter outcome, China V-day parade ? Rare earths this and that ? or what ?

To: Box-By-The-Riviera™ who wrote (216250)	9/7/2025 12:39:52 AM
From: TobagoJack	1 Recommendation Recommended By Roads End Respond to of 217656

re <<thought>> I asked Manus below questions and am alarmed; likely politically incorrect, but not even discussed in polite society, so am thinking 'hmnnnn', and difficult not to watch & brief, to avert eyes, for the elephant rather large relative to living room. In any case the AI-generated answers made me feeling more than queasy and short of sick. Perhaps ChatGPT can put me to ease. Shall try. When starting new threads, hallucination and such at de minimus. Hello Manus, am back from breakfast and liking your analysis that I perused on my cellphone. Am jazzed about your technology. Did your technology cost anything like the numbers Sam the Altman mouthed all along for ChatGpT bot ? Much more seriously, any updates relevant from your perspective gathered on line in the past 24-hours relevant to the rollout / roll-forward of 2026 TeoTwawKi / 2032 Darkest Interregnum and 2042 Demographic-flip? Tia Just a guess, and what is your (Manus) guess, that the best macro trajectory for Team USA is one marked out by Isaac Asimov "Foundation" as opposed to the one dreamt of by Hudson Institute and such same, namely "Thucydides Trap", especially in view of the 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip, arguably ? Does Team USA know how to play "Foundation" ? Given such, what must Germany and Japan sooner or later do, as against what might they try for awhile to do? Anything new happening on the fertility front within China ? What about youtu.be ? China has time to right the boat by experimentation now underway in Sichuan, paying would be moms a living wage to care for more babies ? Seems the boat 'only' need to be right-ed in rural China for 1-2 generations before self-sustained / self-regenerative, net-net, per economics of consumption / production re-balance ? Unlike elsewhere, every baby imbued with 104/105 IQ, unlike in many lands, and relative to S Korea / Japan, affordable, just-saying, mathematically speaking, or am hallucinating ? Perhaps such is the overarching "Foundation" protocol, underpinned by social mathematics and threaded through by psycho-history, all about how best to narrow the otherwise enveloping Darkest Interregnum and getting on top of the Demographic-flip, just saying, and together with moon base and Mars commercialization, civilization-rejuvenating, 'nuff-said ? Given such and all that we have discussed re 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip, can China sustain 5% 'GDP' growth going forward ? am guessing that rate is required for saving humanity and civilization ? am wondering, beside feeding you with curated nourishment of VLOGs and articles, do I need to also stuff you, Manus, with the Fox TV diet so as to lessen hallucination and such and re-calibrate you with Hudson Institute and Peter Zeihan spews for way-point checking ? Or do you search on the web to do all of that automatically ? Okay. Now, the money-prize query, to make MAGA even having remote chance of working, besides forcing reverse-migration of supply chains in the absence of enough talents, low-enough cost structure, choice and plentiful industrial metals and rare earths vitamins, excise of hyper financialization with killing the patient, and circumnavigating funding crisis, seems Team Trump also must either (a) encourage the birthing of babies he likely desires, or (b) action to enhance social, genuine melting-pot, physics / chemistry. 'nuff said. Am I correct, missing somethings, or otherwise hallucinating, or asking for too much ? Would it be easier, through concerted effort, to realize MAGA, or to reformulate EU into return of the Roman Empire ? If resuscitation / resurrection of the Roman Empire successful, however remote probability, the consequent reverse-migration from / decolonization of USA and to Europe makes MAGA even less hopeful, just a reasonable guess. Seems difficult. I must re-read the Asimov Foundation series to discern other morsels of possible insights, and to appreciate the role of the Mule. Who or what group of folks collectively might constitute the Mule of this day and age, candidates by your read and why ? How about the Trump ? The Mule is actioned to accelerate downfall of the Empire in favor of the expedited rise of the Foundation, with result to shorten the Darkest Interregnum between to fall of the former and the rise of the latter, presumably and arguably a good-thing. Who can know until we know. God, I love Hong Kong and hanker for Lamma Island deep-keep, air-wall and all. Just wondering if gold (Au) and or bitcoin (BTC) and or ethereum (ETH) makes it across to the other side of 2042/2045?