“The crash of a great structure is always sudden.” — Benjamin Disraeli
In every crisis, there’s a moment—brief, disorienting, and easily missed—when reality detaches from the story we've all agreed to believe.
It doesn’t happen with an explosion or a scream. It happens with a whisper. A yield curve inverts. A central bank misses its target. A minor headline about "technical adjustments" flickers across the newsfeed. The world shrugs.
And then, everything changes.
In the shadowy corners of the global financial system, there exists a peculiar arrangement.
It is elegant in theory, seductive in its promise, and catastrophic in its collapse.
It has toppled empires, impoverished millions, and yet—like moths to flame—nations keep returning to it, convinced this time will be different.
It is both a shield and a trap. A declaration of control and a surrender of sovereignty. Its defenders are always the smartest men in the room. Its victims are always the last to know.
But what if the real danger isn't the system itself... but the stories we’re told to justify its existence?
There’s a reason these arrangements seem to work—until they suddenly don’t. And there’s a reason the smartest investors in the world are constantly watching for the moment when the music stops.
Let’s begin.
The Game Everyone Is Playing
Step 1: You place a bunch of chairs, each with treasure on them, in the middle of a room.
Step 2: You invite people from all over to come circle the chairs and tell them for a nominal donation, they can have an opportunity to grab a chair when the music stops, and if they successfully do so, they can keep the treasure.
Step 3: You play such beautiful music the people circling go into a trance. Then even more show up to play. Everyone has so much fun they forget about chairs.
Step 4: While the people are still hypnotized, you remove most of the chairs (and the treasure on each).
Step 5: When there are just a few chairs remaining, you lock the doors so the people can't leave.
Step 6: You turn off the music.
What happens in Step 7?