🚨 BREAKING 🇺🇸🇮🇷 Tensions just spiked.
U.S. officials say Iran has 48 hours to deliver a detailed nuclear deal proposal — and if it doesn’t, talks could shift toward war. Time is running out as diplomats push for a breakthrough in Geneva.
Source: Axios / Reuters report today
U.S. officials say Iran has 48 hours to deliver a detailed nuclear deal proposal — and if it doesn’t, talks could shift toward war. Time is running out as diplomats push for a breakthrough in Geneva.
Source: Axios / Reuters report today
🇫🇷 France in 2025 runs 97%⚡️ Low-Carbon Power
Nuclear: 70%
Hydro: 11%
Wind: 9%
Solar: 6%
Gas + Oil: 3%
This is what #energy sovereignty looks like.
Stable baseload from #nuclear.
Renewables layered on top.
Low fossil exposure.
While others debate the transition, #France already built it.
The lesson?
If you want low emissions, grid stability, and industrial power.
You need nuclear.
Nuclear: 70%
Hydro: 11%
Wind: 9%
Solar: 6%
Gas + Oil: 3%
This is what #energy sovereignty looks like.
Stable baseload from #nuclear.
Renewables layered on top.
Low fossil exposure.
While others debate the transition, #France already built it.
The lesson?
If you want low emissions, grid stability, and industrial power.
You need nuclear.
🇨🇭 Global One SI - Prompt
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Mark Levin on Iran:
What if we got the greatest deal ever from Iran? They're gonna give up their nukes. They're gonna give up their ballistic missiles. They're gonna become boy scouts and girl scouts. No more terrorism.
That's right. They're gonna reject their own Islamist ideology of the seventh century that they've used to indoctrinate others, that they preach every single day. That's right. Khomeini's going to become Mahatma Gandhi and the world is gonna have peace forever. Yeah. We'll sign that deal. Sure. We'll sign it.
Now, why would they sign such a deal? What if it's the greatest deal of all deals ever? Why would they sign it? You see, the problem is, ladies and gentlemen, it's not a matter of a deal, a negotiation, or diplomacy, or playing this thing out.
Khomeini, the Islamist Nazis, have told us what they're going to do, and they believe this is directed by God. And they have slaughtered tens of thousands of their own people in the last few weeks, over the years, in order to advance this agenda. Do you think signing a deal is going to stop anything? Do you think they're going to honor the deal?
The issue isn't whether we negotiate. The question is why do we negotiate? The question is why do we think some deal is going to keep these people under control? It's not.
Now it might temporarily they may pull back temporarily, exactly what North Korea did. Oh, they pulled back. They pulled back for a few years and all of a sudden, hey. Guess what? We have a few nukes. They will play this game. They look at long ball. And even if they were to pull back during the Trump presidency, that's three more years. What about after that? What if we get a Biden or an Obama? Or what if we get some weak Republican? The only president that actually takes forceful action against Iran is President today, Donald Trump. What happens when he leaves?
Ladies and gentlemen, we cannot, as our generation, leave it to the next generation, our children and grandchildren, to deal with this. We must deal with this. Or they'll have tens of thousands of ballistic missiles. They'll have scores of nuclear warheads, and they will be able to reach our country. And since they've been willing to slaughter their own people by the tens of thousands, you better believe that they will use those nuclear warheads against our children and grandchildren. They're weaker than ever before. They're not gonna be this weak ever again, and they do not follow agreements.
When we pulled out of that Obama deal in 2018, they immediately began violating the deal that was still in place with Europe. Systematic breaches. Iran intentionally reduced its compliance with the agreement in a phased manner, leading to multiple ongoing violations rather than a single event. Enrichment levels. Iran increased its uranium enrichment to 60%, significantly higher than the 3.67% limit set by the agreement. Stockpile limits. By late 2019, Iran breached the 300 kilogram limit on enriched uranium, later exceeding permitted stockpiles by 30 times. Centrifuge use. Iran installed and operated advanced centrifuges prohibited by the deal. Monitoring suspensions. Since February 2021, Iran restricted the International Atomic Energy Agency of the UN from fully monitoring its nuclear facilities. Formal termination. They announced it in October 2025.
You think our envoys or somebody else's envoys or signing an agreement is gonna change the mindset of a terrorist regime that is slaughtering its people as I speak, that is already trying to build new nukes? We signed a paper, peace in our time? No.
The problem isn't negotiations. The problem isn't they won't agree to this or that, or that we can get the best deal in world history. The problem is them. The West needs to understand what we're dealing with. For forty-seven years. I don't know what it's gonna take, but we need to comprehend what we're dealing with. That regime needs to be eliminated to save our children and grandchildren from having to deal.
What if we got the greatest deal ever from Iran? They're gonna give up their nukes. They're gonna give up their ballistic missiles. They're gonna become boy scouts and girl scouts. No more terrorism.
That's right. They're gonna reject their own Islamist ideology of the seventh century that they've used to indoctrinate others, that they preach every single day. That's right. Khomeini's going to become Mahatma Gandhi and the world is gonna have peace forever. Yeah. We'll sign that deal. Sure. We'll sign it.
Now, why would they sign such a deal? What if it's the greatest deal of all deals ever? Why would they sign it? You see, the problem is, ladies and gentlemen, it's not a matter of a deal, a negotiation, or diplomacy, or playing this thing out.
Khomeini, the Islamist Nazis, have told us what they're going to do, and they believe this is directed by God. And they have slaughtered tens of thousands of their own people in the last few weeks, over the years, in order to advance this agenda. Do you think signing a deal is going to stop anything? Do you think they're going to honor the deal?
The issue isn't whether we negotiate. The question is why do we negotiate? The question is why do we think some deal is going to keep these people under control? It's not.
Now it might temporarily they may pull back temporarily, exactly what North Korea did. Oh, they pulled back. They pulled back for a few years and all of a sudden, hey. Guess what? We have a few nukes. They will play this game. They look at long ball. And even if they were to pull back during the Trump presidency, that's three more years. What about after that? What if we get a Biden or an Obama? Or what if we get some weak Republican? The only president that actually takes forceful action against Iran is President today, Donald Trump. What happens when he leaves?
Ladies and gentlemen, we cannot, as our generation, leave it to the next generation, our children and grandchildren, to deal with this. We must deal with this. Or they'll have tens of thousands of ballistic missiles. They'll have scores of nuclear warheads, and they will be able to reach our country. And since they've been willing to slaughter their own people by the tens of thousands, you better believe that they will use those nuclear warheads against our children and grandchildren. They're weaker than ever before. They're not gonna be this weak ever again, and they do not follow agreements.
When we pulled out of that Obama deal in 2018, they immediately began violating the deal that was still in place with Europe. Systematic breaches. Iran intentionally reduced its compliance with the agreement in a phased manner, leading to multiple ongoing violations rather than a single event. Enrichment levels. Iran increased its uranium enrichment to 60%, significantly higher than the 3.67% limit set by the agreement. Stockpile limits. By late 2019, Iran breached the 300 kilogram limit on enriched uranium, later exceeding permitted stockpiles by 30 times. Centrifuge use. Iran installed and operated advanced centrifuges prohibited by the deal. Monitoring suspensions. Since February 2021, Iran restricted the International Atomic Energy Agency of the UN from fully monitoring its nuclear facilities. Formal termination. They announced it in October 2025.
You think our envoys or somebody else's envoys or signing an agreement is gonna change the mindset of a terrorist regime that is slaughtering its people as I speak, that is already trying to build new nukes? We signed a paper, peace in our time? No.
The problem isn't negotiations. The problem isn't they won't agree to this or that, or that we can get the best deal in world history. The problem is them. The West needs to understand what we're dealing with. For forty-seven years. I don't know what it's gonna take, but we need to comprehend what we're dealing with. That regime needs to be eliminated to save our children and grandchildren from having to deal.
✍1
Monday, February 23:
🇨🇳 China - No trading (Chinese New Year)
🇯🇵 Japan - No trading - (Emperor's birthday)
Tuesday, February 24:
🇺🇸 USA - Entry into force of 15% global trade tariffs on all countries
🇺🇸 USA - Donald Trump's speech to members of both houses of Congress on the state of the country and the administration's plans
Wednesday, February 25:
- Nothing important
Thursday, February 26:
🇺🇸 USA - Initial Jobless Claims
Friday, February 27:
🇺🇸 USA - Fed Balance
🇺🇸 USA - Chicago PMI (February)
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🇨🇭 Global One SI - Prompt
$RCAT $PLTR $KTOS $UMAC $DPRO $ONDS | The Pentagon’s $1.1B Drone Dominance Program enters Phase I, aiming for 340,000 attack drones by 2028. The four phase competition drives unit costs down to $2,300, leveraging 25 vendors to secure U.S. aerial lethality.
$RCAT $ONDS $UMAC $AVAV $KTOS $DPRO | AI data centers are hitting a $3T supercycle. While the grid limits growth, airspace is the new "weakest link" for security.
With drone enabled cyber attacks rising, next generation counter drone tech is now mandatory to protect hubs.
With drone enabled cyber attacks rising, next generation counter drone tech is now mandatory to protect hubs.
🇨🇭 Global One SI - Prompt
$OKLO $SMR $NEE $CEG $LEU $UEC $NNE | Nuclear energy demand is surging as the AI race intensifies, creating a fuel bottleneck. To end a 20% reliance on Russia by 2028, the DOE is investing $2.7B to rebuild domestic enrichment and secure HALEU for next generation…
$OKLO $SMR $NEE $CEG $LEU $UEC $NNE | The Trump admin is redirecting $289B in loan authority toward nuclear power.
With $80B for new reactors and a $2.7B uranium boost, the goal is 400GW of nuclear capacity by 2050 as the "Office of Energy Dominance Financing" takes over.
With $80B for new reactors and a $2.7B uranium boost, the goal is 400GW of nuclear capacity by 2050 as the "Office of Energy Dominance Financing" takes over.
🇨🇭 Global One SI - Prompt
🚨 URGENT: 🇺🇸🇲🇽 President Trump: "The cartels are running Mexico. She's not running Mexico — the cartels are running Mexico." She’s very frightened of cartels — something needs to be done about Mexico!!
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🚨 A Mexican Senator accused President Claudia Sheinbaum of cartel ties, calling Mexico a narco state protecting cartels.
She says she’s being threatened with jail for exposing it and that many Mexicans want President Trump to step in and crush them.
She says she’s being threatened with jail for exposing it and that many Mexicans want President Trump to step in and crush them.
🇨🇭 Global One SI - Prompt
🇲🇽🇨🇳❌🇺🇸🔥China says, Trump plans to carry out overthrow of Current Claudia Sheinbaum regime to capture World’s largest $600b worth #SILVER mining sites in Mexico.
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This is Mexico, the largest #silver producer on the planet.
It produces roughly ~2x as much silver as the second-largest country.
What happens there matters.
It produces roughly ~2x as much silver as the second-largest country.
What happens there matters.
🔥1
📦 China’s Trade Map in 2025 ($6.35T Total)
Top partners:
🇺🇸 US: $560B
🇭🇰 Hong Kong: $367B
🇰🇷 South Korea: $331B
🇯🇵 Japan: $322B
🇹🇼 Taiwan: $314B
🇻🇳 Vietnam: $296B
Asia dominates the flow.
The US is still 1st single-country partner.
But the center of gravity is regional.
Now look at the commodity layer:
🇦🇺 Australia → Iron ore
🇧🇷 #Brazil → Iron ore, soy
🇸🇦 Saudi → Oil
🇷🇺 #Russia → #Energy
🇩🇪 #Germany → Machinery
Manufacturing in.
#Commodities in.
Finished goods out.
Trade wars talk loud.
Supply chains move quietly.
And #China remains embedded in both.
Top partners:
🇺🇸 US: $560B
🇭🇰 Hong Kong: $367B
🇰🇷 South Korea: $331B
🇯🇵 Japan: $322B
🇹🇼 Taiwan: $314B
🇻🇳 Vietnam: $296B
Asia dominates the flow.
The US is still 1st single-country partner.
But the center of gravity is regional.
Now look at the commodity layer:
🇦🇺 Australia → Iron ore
🇧🇷 #Brazil → Iron ore, soy
🇸🇦 Saudi → Oil
🇷🇺 #Russia → #Energy
🇩🇪 #Germany → Machinery
Manufacturing in.
#Commodities in.
Finished goods out.
Trade wars talk loud.
Supply chains move quietly.
And #China remains embedded in both.
🇨🇭 Global One SI - Prompt
This is Mexico, the largest #silver producer on the planet. It produces roughly ~2x as much silver as the second-largest country. What happens there matters.
Mexico, the world’s largest #silver producer, is facing escalating cartel violence.
Following reports of the killing of a cartel leader, there have been clashes between the military and cartels
This comes after 10 employees of Vizsla were abducted and killed.
Mexico is by far the largest silver-producing country, producing nearly ~2x the amount of the 2nd-largest producer.
Meanwhile, the silver market has been in deficit for 5 consecutive years.
Silver demand remains strong, while supply does not.
Following reports of the killing of a cartel leader, there have been clashes between the military and cartels
This comes after 10 employees of Vizsla were abducted and killed.
Mexico is by far the largest silver-producing country, producing nearly ~2x the amount of the 2nd-largest producer.
Meanwhile, the silver market has been in deficit for 5 consecutive years.
Silver demand remains strong, while supply does not.
Anduril’s Ghost Shark is going underwater dominance, powered by $KRKNF 🔥
Palmer Luckey just dropped pics of these beast-mode autonomous subs (Ghost Shark XL-UUVs) – and guess who’s deep in the build?
Kraken Robotics $KRKNF / $PNG.V supplies the critical SeaPower batteries.
From Dive-LD to Ghost Shark: Kraken tech is baked in, fueling Australia’s $1.7B program + US scaling.
Anduril builds the fleet.
Kraken powers & senses it. 🦑
Palmer Luckey just dropped pics of these beast-mode autonomous subs (Ghost Shark XL-UUVs) – and guess who’s deep in the build?
Kraken Robotics $KRKNF / $PNG.V supplies the critical SeaPower batteries.
From Dive-LD to Ghost Shark: Kraken tech is baked in, fueling Australia’s $1.7B program + US scaling.
Anduril builds the fleet.
Kraken powers & senses it. 🦑
Global Purge: Cartel Protection Crumbles
Mexican special forces killed El Mencho yesterday.
Nemesio Oseguera Cervantes—CJNG cartel leader, $10 million US bounty—died in Tapalpa, Jalisco.
Guardian and CBS News confirmed. US Deputy Secretary Landau: "One of the bloodiest and most ruthless drug kingpins... This is a great development for Mexico, the US, Latin America, and the world."
CJNG retaliation immediate—vehicles torched, highways blocked in Puerto Vallarta. Code Red declared.
El Mencho operated for years with impunity. His elimination wasn't a policing breakthrough—it was a political decision that protection was withdrawn.
Cartels don't fall to police work. They fall when state protection expires.
Meanwhile Iraq's State of Law Coalition is negotiating Maliki's replacement—two names circulating: Ahmed Al-Mubarraq and Saleh Al-Husnawi.
Reuters Feb 3: Maliki himself said he'd "welcome a decision to replace his candidacy."
We called his withdrawal Feb 20—before replacement names surfaced.
Mexican special forces killed El Mencho yesterday.
Nemesio Oseguera Cervantes—CJNG cartel leader, $10 million US bounty—died in Tapalpa, Jalisco.
Guardian and CBS News confirmed. US Deputy Secretary Landau: "One of the bloodiest and most ruthless drug kingpins... This is a great development for Mexico, the US, Latin America, and the world."
CJNG retaliation immediate—vehicles torched, highways blocked in Puerto Vallarta. Code Red declared.
El Mencho operated for years with impunity. His elimination wasn't a policing breakthrough—it was a political decision that protection was withdrawn.
Cartels don't fall to police work. They fall when state protection expires.
Meanwhile Iraq's State of Law Coalition is negotiating Maliki's replacement—two names circulating: Ahmed Al-Mubarraq and Saleh Al-Husnawi.
Reuters Feb 3: Maliki himself said he'd "welcome a decision to replace his candidacy."
We called his withdrawal Feb 20—before replacement names surfaced.
✍1
🇨🇭 Global One SI - Prompt
Global Purge: Cartel Protection Crumbles Mexican special forces killed El Mencho yesterday. Nemesio Oseguera Cervantes—CJNG cartel leader, $10 million US bounty—died in Tapalpa, Jalisco. Guardian and CBS News confirmed. US Deputy Secretary Landau: "One…
The pattern isn't what gets announced.
It's what protection expiring looks like across multiple theatres.
Mexico: Cartel kingpin with $10M bounty eliminated by special forces.
Iraq: Political blocker who sat there for 17 years now has two replacement candidates in play.
Venezuela: Maduro captured. Same protection-withdrawal pattern.
When protection structures withdraw—whether it's cartel political cover, parliamentary obstruction leverage, or regime diplomatic immunity—the enforcement follows.
The operations don't execute on headlines.
They execute in darkness, then the headlines catch up.
It's what protection expiring looks like across multiple theatres.
Mexico: Cartel kingpin with $10M bounty eliminated by special forces.
Iraq: Political blocker who sat there for 17 years now has two replacement candidates in play.
Venezuela: Maduro captured. Same protection-withdrawal pattern.
When protection structures withdraw—whether it's cartel political cover, parliamentary obstruction leverage, or regime diplomatic immunity—the enforcement follows.
The operations don't execute on headlines.
They execute in darkness, then the headlines catch up.
✍1
🇨🇭 Global One SI - Prompt
Global Purge: Cartel Protection Crumbles Mexican special forces killed El Mencho yesterday. Nemesio Oseguera Cervantes—CJNG cartel leader, $10 million US bounty—died in Tapalpa, Jalisco. Guardian and CBS News confirmed. US Deputy Secretary Landau: "One…
El Mencho's elimination follows the Venezuela template: coordinated state operation, not law enforcement escalation.
Same pattern: protection withdrawn → special forces operation → public announcement on managed timeline → visible security presence contains aftermath.
Our sources indicate Iraq's banking infrastructure continues activating. Kurdistan digital payments operational for months. CBI testing exchange protocols. WTO files complete.
Technical layer ready. Political blocker being removed—two names now competing for the seat Maliki held for 17 years.
The same banks that laundered cartel billions are being restructured under Basel III. That's sequence, not coincidence.
Most accounts will report the enforcement after it completes.
Cartels. Political blockers. Captured regimes.
Different faces, same protection structure.
When it expires, they all fall the same way.
Same pattern: protection withdrawn → special forces operation → public announcement on managed timeline → visible security presence contains aftermath.
Our sources indicate Iraq's banking infrastructure continues activating. Kurdistan digital payments operational for months. CBI testing exchange protocols. WTO files complete.
Technical layer ready. Political blocker being removed—two names now competing for the seat Maliki held for 17 years.
The same banks that laundered cartel billions are being restructured under Basel III. That's sequence, not coincidence.
Most accounts will report the enforcement after it completes.
Cartels. Political blockers. Captured regimes.
Different faces, same protection structure.
When it expires, they all fall the same way.
✍1
Silver ETFs relative to the broader ETF market are breaking out of a decade-long base.
- 2010 peak : ~1.9%
- 2016 breakout: ~0.5%
To merely return to the prior high, silver ETFs would need to outperform the broader ETF market by roughly ~5x.
That puts the recent price action into perspective.
Even after the sharp rally in silver, investor positioning remains extremely light. ETF ownership is still far below the last peak, suggesting the move so far has been driven more by fundamentals than by capital inflows.
In other words, the price has moved... but the allocation has not.
That is why the upside potential remains substantial.
- 2010 peak : ~1.9%
- 2016 breakout: ~0.5%
To merely return to the prior high, silver ETFs would need to outperform the broader ETF market by roughly ~5x.
That puts the recent price action into perspective.
Even after the sharp rally in silver, investor positioning remains extremely light. ETF ownership is still far below the last peak, suggesting the move so far has been driven more by fundamentals than by capital inflows.
In other words, the price has moved... but the allocation has not.
That is why the upside potential remains substantial.