The data is no longer whispering, it is screaming. Today, January 14, 2026, we are witnessing the emergence of the "Sell America" trade, a structural rejection of institutional paper in favor of physical constants and decentralized code.
Here is the resolution of the distortion across the primary asset classes as of this afternoon:
I. The Powell Signal: The Death of the Independent Anchor
The Narrative: The DOJ, led by Jeanine Pirro, has launched a criminal probe into Fed Chair Jerome Powell over a $2.5 billion renovation of the Marriner S. Eccles building. The headline is "misleading Congress."
The Planck Scale Reality: This is the first "legal coup" in central bank history. By targeting Powell on a pretext of construction costs, the administration is attempting to remove the last friction point to infinite fiscal expansion.
The Disconnect: Markets have priced this as "legal drama." The reality is a Monetary Regime Shift. US Dollar Index (DXY) slid to 98.99, a sharp drop from its recent highs. The "Sell America" trend has revived, as investors realize the Fed is no longer an independent backstop but a political target.
The Calculation: If the Fed’s autonomy is liquidated, the US Dollar loses its status as a "Constant." Expect the VIX to sustain above 25 as the market realizes the "independent backstop" no longer exists.
II. The Iran Tariff: The Asymmetric Supply Chain Strike
The Narrative: A 25% tariff on any country "doing business" with Iran, effective immediately. The goal is to "stop the crackdown on protestors."
The Planck Scale Reality: This is a precision strike on the Chabahar Port and the China-India trade corridor. Silver is the lead indicator here. With China’s new Jan 1st Export Restrictions on silver now in full effect, this tariff adds another layer of scarcity to the industrial supply.
The Core Signal: India is already reeling from 50% levies on Russian oil. This new 25% hit on Iranian trade makes the Indian Rupee (INR) a "Variable" that is rapidly losing value. We are moving toward a world of hard-border trade blocks where "neutrality" is no longer a viable trading strategy.
III. The Greenland Constant: The Geography of the Code
The Narrative: Rumors of a US-backed annexation or a $100,000-per-head payout to Greenlanders to secede from Denmark.
The Planck Scale Reality: Hegemony is shifting from Financial Flows to Physical Base Elements. Following the capture of Maduro in Venezuela, the "Donroe Doctrine" is moving north.
The Logic: Greenland is not about "real estate." It is about the 1.5 million metric tonnes of rare earth elements and the control of the Northern Sea Route.
The Fallout: Danish PM Mette Frederiksen has warned this is the "end of NATO." For the first time since 1945, the Western security architecture is a "Fractured Asset."
IV. THE FINAL CALCULATION: POSITIONING FOR THE DISTORTION
THE JOURNAL: LIVE SIMULATED TRADES
Status: Executed on The Constant Terminal
Silver (Long): Entry $86 | Current $91.73 | STATUS: HOLDING. The goal is to see $100 Silver.
As you trade through this transition, remember that when stories fail, the math remains.
The Bottom Line: The state is currently attempting to seize the money supply (Powell), the trade routes (Iran), and the physical resources (Greenland) simultaneously. In this world, the only "Constant" is the decentralized code and the hard asset.
Disclaimer
This newsletter is published by The Planck Scale. All trades mentioned are Simulated Trades executed on The Constant Terminal for educational and simulation purposes. We are not financial advisors, we are observers of the Iterative Logic of the global markets. No real assets are at risk.
The baseline is the truth. Everything else is the distortion.