According to @w_thejazz, the '2026 Great Disconnect' highlights a growing divergence between paper and physical asset markets, with significant implications for trading. The January 30th '30-Minute Crime Scene' saw CME raise margins by 36%, causing a crash in paper prices while physical premiums surged. In Tokyo, investors are shifting from paper to physical gold due to Japan's debt spiral and potential delivery crunch. Additionally, central banks are aggressively acquiring gold, while silver faces scarcity due to industrial demand. This trend underscores the preference for hard assets as fiat currency stability erodes.