The Bondfire.
One system.
Gromen, in his own words — dramatized.
AI-generated voice performing a dramatization of Luke Gromen's published thesis. It is not his voice, not a recording, and not endorsed by him.
Script
I'm Luke Gromen. This is one system, and it's breaking. Entitlements and interest already exceed tax receipts. Nobody can cut that. China and East Asia stopped recycling surpluses into our Treasuries. China's money is going into gold instead. Oil and copper shocks keep inflation and yields up. A I borrowing is crowding out the whole bond market. Higher yields. Higher interest. Bigger deficits. More debt. Wash, rinse, repeat. Forced selling. The Treasury market collapses. The collateral breaks. The Fed and Treasury print. They have no choice. The dollar is devalued against gold. Hard assets soar. Bondholders are inflated away. Crushed. That is a mathematical certainty.
How it was made
One Psychopomp Scene Plan: a single diagram whose choreography follows the narration's timings. The voice is Orpheus 3B (voice "dan"), an open speech model run locally. It has no emotion or volume setting, so the build comes from how the lines are written for it:
I'm Luke Gromen. This is one system, and it's breaking. Entitlements and interest already exceed tax receipts. Nobody can cut that. China and East Asia stopped recycling surpluses into our Treasuries. China's money is going into gold instead! Oil and copper shocks keep inflation and yields up! AI borrowing is crowding out the whole bond market! Higher yields! Higher interest! Bigger deficits! More debt! Wash! Rinse! REPEAT!! Forced selling! The Treasury market COLLAPSES!! The collateral BREAKS!!! THE FED! And Treasury! PRINT!!! They have NO! CHOICE!!! THE DOLLAR! Is DEVALUED! Against GOLD!!! HARD! ASSETS! SOAR!!! BONDHOLDERS! ARE! INFLATED! AWAY!!! CRUSHED!!! THAT! IS! A! MATHEMATICAL! CERTAINTY!!!!
Each line's start and end were found by transcribing the audio, and the animation and captions follow those times. source.zip holds the scene, the narration and a script that rebuilds the film.
1920×1080 at 60 fps, temporal motion blur. Built with Psychopomp.