Video News/In Focus with Jeremy Szafron

Mark Moss says the global financial system is “flying blind” after the Bureau of Labor Statistics confirmed there will be no October CPI report due to data failures. Speaking with Kitco News Anchor Jeremy Szafron, Moss warned the Federal Reserve is navigating policy “in a total vacuum” while markets try to “bully” the Fed into a rate cut without reliable data. He also broke down the record $3.1 trillion options expiration, the “mechanical glitch” that flushed Bitcoin 20 percent in a month, and the “structured selling” he sees hitting Bitcoin every day at 9:30 AM. Moss addressed solvency fears surrounding Strategy Inc. (formerly MicroStrategy), pushing back on the “distressed credit” story with his view of their balance sheet math. He also examined Japan’s $135 billion stimulus and the UAE and China bypassing the dollar on mBridge, arguing these shifts mark the start of what he calls the “Liquidity Civil War” as global markets detach from underlying liquidity.