Shorting Trust

IT’S NOT A COLLAPSE. IT’S A REPRICING.

INTRO

You can’t chart trust.

But if you could, it would look like everything else lately: down and to the right.

Markets run on liquidity.

Governments run on rules.

But the whole thing runs on trust -- and trust is quietly breaking.

THE REAL COLLATERAL

There’s over $300 trillion in global debt.

Add the off-books liabilities, and you're pushing $500 trillion.

Then layer on derivatives -- anywhere from $1 - $5 quadrillion. Not sure it matters at this point. At that scale, the number doesn’t matter — only the trust beneath it.

This entire pyramid rests on one invisible asset: trust.
Trust that it gets paid.
Trust that the rules hold.
Trust that someone, somewhere, has it under control.

There’s no spreadsheet for that.

But it’s the most important asset in the system.

THE UNRAVELING

Trust didn’t die in a blaze.

It unraveled in the open.

• 2008 – Too Big to Fail
  → The rules were rewritten mid-crisis.
  → Trust outsourced to the Fed.

• 2010s – QE Party
  → Cheap money masked deep fragility.
  → No reform. Just more fuel.

• 2020 – Pandemic Panic
  → Systems faltered. Supply chains snapped.
  → The solution? Print more trust. QE infinity.

• 2022 – Weaponized Money
  → The freeze and seize of Russian reserves.
  → The dollar lost neutrality -- and gained enemies.

• 2023–2025 – The Quiet Rotation
  → Fiat alternatives got the memo. BRICS shifted.
  → No headlines. No shock. Just drift.

ENTER TARIFFS

In the West, we consume.

In the East, they produce.

Now we’re discovering who holds the real wealth -- not paper promises, but actual goods: commodities, infrastructure, and energy.

And maybe… a card still hidden up the sleeve.

THE ACE

China’s official gold holdings? ~2,300 tons.

China’s real holdings? No one knows. That’s the point.

Rumors say 10,000–30,000+ tons -- when you count shadow reserves, domestic mining, and state capture.

If true, that’s not a hedge. It’s an endgame.

THE RESET

This isn’t doom. This is the most exciting trade of a generation.

We're not betting on collapse. We’re betting on clarity.

Trust is being repriced.

We're not panicking -- we're preparing.

We're not retreating -- we're rebuilding.

And we’re doing it with PMA — Positive Mental Attitude.

CONCLUSION

We short the illusion -- not the future.

We hedge with wisdom.

We move with conviction -- a quiet edge called PMA.

That’s how you short trust -- and still sleep at night.